Supervisor, Accounting and Advisory
Tell us a bit about your role and responsibilities (what type of clients do you serve? What services do you provide?)
I work primarily with medical practices, nursing homes, and nonprofits. I provide controller services, financial statement preparation, bookkeeping services, and QuickBooks assistance.
Briefly share a recent success story of which you are particularly proud.
Passing the CPA exam. The CPA exam is not for anyone looking for a quick victory – it's truly a game of chess and not checkers. As a working mom, I struggled to find balance during the process. But Brinker Simpson helped make the dream a reality. Whenever I went to a Partner feeling overwhelmed with COVID, virtual schooling, work, and studying, they would take the time to help develop a plan to achieve my goals. When I passed the exam, I can honestly say I could feel their excitement for me. When I thought I couldn't pass or wanted to give up, they would get me right back on track and supported me every step of the way.
How have you grown in your career since starting at Brinker Simpson?
I started at Brinker Simpson almost nine years ago. I started as an intern during the 2013 tax season and became a full-time employee that same summer. During the last nine years, I got married, had twins, struggled with the life-work balance, and recently passed the CPA exam. At every point, Brinker Simpson has been there to help me succeed in both my family life and my career. As a full-time employee, I have worked in all areas of the firm, providing tax services, attestation services, and outsourced accounting. As the firm began to grow, I settled in the Outsource Department and have come to really enjoy the work.
What do you like to do in your free time/for fun?
In my free time, my husband, Will, and I are busy with our two children, Ava and Ben. They recently started 1st grade and are starting to get into after-school activities. On the weekends, we can be found cheering them on at games, karate, and dance class. We also enjoy traveling to Ocean City, New Jersey, and spending time at the beach or on the water whenever we can. Since passing the CPA exam, I have found more time to enjoy reading again and getting back into cooking.
Why Brinker Simpson - what sets us apart?
We're an accounting firm that dares to be different. Our partners and employees are intelligent, friendly, dedicated people who take pride in the services we deliver and how we deliver them. Our leadership team walks and talks the vision, mission, and strategy of the firm. Brinker Simpson is a firm committed to its culture – our leadership team stands by their word and prides themselves on following through on actions and offering continual support for one another – it's priceless.