I’m a B2B copywriter who is also a Certified Public Accountant. I spent 15 years working in tax and accounting, first at a small H&R Block office in rural New Mexico, then at several small public accounting firms in Albuquerque, New Mexico. I’ve been a CPA since 2005, and a freelance writer since 2015.
My work in public accounting was mostly in tax, working primarily with small closely-held businesses, trusts, estates and high net-worth individuals. I’ve worked on audits, reviews and compilations for many of these same businesses, as well as governmental entities and non-profits. I’ve performed business valuations, and worked on many types of consulting engagements. And I even served as occasional backup for bookkeeping, client payroll and payroll tax reporting.
Since 2015, I’ve been writing website copy, blog posts, newsletters and case studies for accountants and bookkeepers around the world. In 2017, I began writing for the Journal of Accountancy, AccountingWEB, and Intuit’s Firm of the Future blog. Here’s my profile on Intuit’s Tax Pro Center.
But I haven’t always been an accountant. I’ve also worked as a biochemist, a relational database annotator, and even studied linguistics at the graduate level.
My training in copywriting comes from American Writers and Artists, Inc., where I am a member of the prestigious Circle of Success and the Professional Writers Association. I have taken courses in writing case studies, newsletters, web copy, SEO and sales letters taught by industry leaders such as Bob Bly, Ed Gandia, Steve Slaunwhite, Nick Usborne, Brian Clark, Heather Lloyd-Martin and John Carlton.