Shareholder and Chief Strategy Officer for BeachFleischman PC, one of Arizona's largest locally-owned CPA firms. I'm responsible for the firm’s overall strategic initiatives, including: Institutional firm branding, market alignment, pricing, innovation, service line development, client satisfaction, niche marketing and digital. I'm honored to have been named multiple times as one of the 'Top 100 Most Influential People' in the accounting profession by the editors of "Accounting Today" magazine, as well as inducted into the Association for Accounting Marketing "Hall of Fame" in 2018 and named "Inside Public Accounting's Marketer of the Year" in 2015.
★ Professional Involvement
Advisory Board member for Thomson Reuters Checkpoint Marketing; Instructor at Accounting Today Institute (Social Media Series); iShade Faculty member; Founding member of Rainmaker Academy Masterminds Group; Advisory Board Member (Southern Arizona), Arizona State University’s Lodestar Center for Philanthropy and Nonprofit Innovation; Association for Accounting Marketing
Profiled in dozens of media outlets, including Accounting Today, CPA Practice Management Forum, AAM Growth Strategies, AICPA’s Insider, MarketingSherpa, Mashable (firm), Success Magazine, and Chief Marketer Magazine
★ Major Speaking Engagements
2017: AICPA ENGAGE Conference – “Career Positioning” – Presenter; Northwest Business Forum – “CFO Survey” – Lunch Keynote; Moore Stephens Alliance – “Social Selling” – Presenter; BKR Alliance – “Marketing Roundtable” – Panelist; Tucson American Marketing Association – “Marketing’s Role in the Firm and the C-Suite” – Keynote
2016: AICPA Digital CPA Conference, Las Vegas, NV; LMA West - Legal Marketing Technology Conference, San Francisco, CA.