Member Directory

I am a certified public accountant (CPA) and business tax expert. My first attempt at business was at age 9 when I started selling ketchup packets to classmates in school. I quickly learned the harsh lessons about cash flow, profits, and keeping more of what I made. Now, my passion is to teach business owners how to manage their business financial life.

After completing my master’s degree in accounting and taxation, I worked 11 years helping high-net-worth individuals and corporations to reduce their taxes. Now, I use these same concepts to help small businesses implement money saving strategies that are designed to reduce their taxes and keep more money in their pockets. I can help any business owner to save at least $5K on their taxes. My new record for 2019 is $200K for one business owner. Help me to beat this record!

I believe that every business owner should be able to reduce their taxes using the tax loopholes that the IRS allows them to take. I also run a coaching program where I help other tax professionals and CPAs to implement tax planning strategies so that they too can help their clients reduce their taxes.

Helen Spade teaches English in Portland, PA. She is also a top writer at AcademicBrits and PhDKingdom. Her writing centers largely on marketing and entrepreneurship and she contributes blogs on the topics at Dissertation Help.

Danielle is a co-founder of Boomer Boomer who writes regularly for many online publications, including Forbes, where she is a member of the Finance Council. A TCU journalism graduate and former magazine editor, she enjoys sharing her knowledge.

Casey Belle is the Content Marketing Specialist for Techaerus, a company that focuses on teaching and implementing proper use of software/hardware within companies and organizations. When not working, she makes use of her time doing yoga and completing her travel bucket list.

Tulip is a Content and Inbound Marketing expert at Snewscms. Over the years, she has helped dozens of businesses in defining their content strategy. She believes that creativity doesn’t inspire customers anymore. A true story when recited well, is enough to build a connect.

Marie Fincher is a content writer with a background in marketing, technology and business intelligence. She also does some editing work at TrustMyPaper and Studicus. What inspires her the most in her writing is traveling and meeting new people.

Jeanne Bliss pioneered the role of the Chief Customer Officer, holding the first ever CCO role for over 20 years at Lands’ End, Microsoft, Coldwell Banker and Allstate Corporations. Reporting to each company’s CEO, she moved the customer to the strategic agenda, creating transformational changes to each brands’ customer experience. She has driven achievement of 95 percent loyalty rates, improving customer experiences across 50,000-person organizations. She is now the President of CustomerBliss, where she guides the C-Suite and Chief Customer Officers around the world on earning business growth by improving customers’ lives. Her clients include: AAA, Johnson & Johnson, Brooks Brothers, Bombardier Aerospace, and Kaiser Permanente. She is a sought after speaker and thought-leader, the author of four best-selling books, and co-founder of the Customer Experience Professionals Association.

Lindsay Pedersen is the author of Forging An Ironclad Brand: A Leader’s Guide. She is a brand strategist and leadership coach who views brand as a blend of science, intuition, behavioral economics, and ancient storytelling. She developed the Ironclad Method™ while building brands with companies such as Starbucks, Clorox, Zulily, T-Mobile, IMDb, and burgeoning startups. Lindsay lives in Seattle with her husband and two children. Keep in touch with Lindsay through her website: https://www.ironcladbrandstrategy.com and follow her on Twitter.