How do your colleagues describe you?
Courtney is always willing to go the extra mile for clients and her consistent communication and attention to detail is greatly appreciated.
Why do you do what you do?
I am most engaged and doing my best work when I am able to play a key role in assisting business owners in navigating the nuances of business ownership and management. Whether it is reviewing business plans, budgets and financial projections, or just explaining a complex topic, I get such an immense sense of satisfaction from seeing business owners be successful and contribute positively to the local economy.
Courtney is an accountant with 15+ years of knowledge and experience in all aspects of accounting and bookkeeping including budgeting, financial statements review, process and procedure analysis, and staff training. She owned her own accounting and bookkeeping services business for several years and has experience providing customized accounting and bookkeeping trainings for larger groups.
After receiving her master’s degree in Sustainability Solutions from Arizona State University, she has been passionate about succession planning and how to best assist small business owners to exit their businesses in a way that will allow the business to continue to thrive in the communities it serves.