Your CFO Friend

Still processing this one. ❤️🏆

I was honored to receive NABA’s Michael Winston “Walking the Road Less Traveled” Award, which recognizes accounting professionals who have taken an unconventional path and used their expertise in unique ways.

I can still remember sitting in college realizing that public accounting wasn’t for me and wondering what that meant for my future. At the time, it felt like everyone else had the map and I had somehow missed the meeting where they handed it out.

Since then, my path has included nonprofit finance, teaching accounting, creating financial literacy content, writing a children’s book, and building Your CFO Friend.

Looking back, the common thread has always been helping people understand things that feel complicated.

I’m incredibly grateful to NABA for this recognition and to everyone who has been part of the journey.

And to my mom: I guess all those times I didn’t listen eventually worked out. 😊

Sometimes the road less traveled leads exactly where you’re supposed to be. ✨



P.S. This reel was created by Sunny, my 14-year-old summer intern. Some kids spend the summer at camp. My son is learning video editing, marketing, content creation, and deadlines. 😊

A little more context behind Sunny joining the team this summer ☀️

When I first made the offer… he turned it down 😅

Not because he didn’t want to work, but because he had questions about pay, hours, responsibilities, and still being able to enjoy his summer.

Honestly, I respected it.

This became about more than just a summer job — it turned into real conversations about money, responsibility, communication, and knowing your value.

Proud of him already 💛