Overview
Lauren specializes in working with professional services organizations, including engineering firms, law practices, and consultants. She thrives on bringing order to chaos and offering financial insights to businesses at various stages, from startups to maturity. Lauren considers listening to be her superpower—she truly hears and understands her clients’ problems, needs, and goals, and collaborates with them to provide valuable insights and solutions. More than just a problem solver, Lauren delves into the entire business landscape to identify the root causes of issues and address them at a holistic level.
Experience
She has gained extensive experience working for two of the world’s largest CPA firms while living in Oklahoma City and Cincinnati. With more than 20 years focusing on closely-held businesses, Lauren assures her clients receive the guidance they need to succeed.
She excels in helping her clients analyze problems efficiently through strategic conversations, whether it’s about current financial decisions, operational improvements, or long-term growth planning. By collaborating with the leadership team, Lauren seeks to understand their motivations, goals, and objectives so she can help define the information they need to achieve those goals. She passionately serves as a business advisor to, and an advocate for, her clients.
Education & Affiliations
Lauren earned her Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign. She is professionally affiliated with the AICPA, Illinois CPA Society, and holds a Level 5 Certified Advisory (L5CA) certification.
Insights
