Stop guessing what grows your firm. Start running the playbook that already works.

I grew up inside my dad’s one-person CPA firm — literally. Before I could drive, I was answering phones and filing returns over summer break. Between a Bachelor’s in Accounting and an MBA in Corporate Finance, both from St. Edward’s, I told myself I’d do everything except become a solo accountant.

So I built a brewery out of a garage into a full production facility with hundreds of retail accounts and a 5,000+ sq. ft. home of its own. I ran corporate finance at Whole Foods Market’s headquarters and led FP&A inside Sikorsky as part of United Technologies’ famously rigorous finance organization. I stepped into an electronics manufacturer losing $10 million a year, fixed it, and helped sell it to a friendly competitor. I raised tens of millions of dollars as CFO/COO of a POS software startup, building its Finance, Operations, and Customer Support functions — including marketing and sales ops — from scratch. And I spent years as a fractional CFO inside private-equity portfolio companies, leading teams of fractional CFOs across 50+ transactions in software and services, advising boards, running due diligence, raising capital, integrating acquisitions, carving out business units, and standing up entire finance functions, often across multiple countries.

Every one of those roles taught me the same lesson from a different angle: most accounting and bookkeeping firms are run exactly the way my dad’s was — one person holding the whole thing together, trading hours for dollars, with no real systems underneath. So I started Williamson Tax & Bookkeeping to prove there was a better way. In three years it grew to hundreds of clients, seven figures in revenue, and a team of twelve — with minimal marketing spend, and a business that keeps running smoothly even when I take multiple weeks away from the office.

Firm Owner Coaching exists because that gap — between how most firms operate and how they could operate — is exactly what I’ve spent my career closing, first for other people’s businesses and now for my own. I started this program to hand that same playbook to firm owners who are ready to build something that doesn’t depend entirely on them.

I also serve on several community and non-profit boards, and have two other businesses currently in startup mode — more on those soon. Outside of work, you’ll usually find me on a golf course, out fishing, traveling, or spending time with family.