“All the hurdles are necessary to get me to where I want to go.”– Laurie

PROFESSIONAL HISTORY

Laurie, CPA

Laurie is an experienced Certified Public Accountant with 25+ years in auditing, finance and accounting which includes 18 years as a Chief Financial Officer and a broad managerial role with a private commercial lending company, where she remains a Limited Partner. Further, she has her California broker’s license and 10+ years of notary experience. She received her BS in accounting from Northern Arizona University and graduated magna cum laude. In addition, she has owned and managed several of her own investment properties including short-term vacation rentals in Southern California. Also, she has been a small business owner and has a strong entrepreneurial spirit. She is a mom of 2 and currently resides in Phoenix, Arizona. Despite all her experience, she is certain that being a mom is the hardest job she will ever love.

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Open Date: 02/15/22

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2 Kids Under the Age of 6 Yrs Old (At Open)

Part-time Solo

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Active Part-time Solo Practitioner

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$48,435 1st Yr Gross Billings

$36,810 (Partial Yr 02/2022 - 12/2022)

$83,850 (2023)

Laurie's first year

Video Diaries.

Initial Video

"Having owned a couple of businesses in the past, I'm looking forward to having the CPA MOMS support and not being on my own island."

3 Month Video

"I am pleasantly surprised with the quantity of leads received and how the training helped prepare me with talking with and attracting clients."

9 Month Video

"Sales are not my forte and I give myself a pat on the back for engaging with clients. I love the flexibility of working around my kids' schedules."

1 Year Video

"The network and the coaching that I am getting has been very valuable. The CPA MOMS path is the right choice for me."