• 28 NOV 18
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    November 28, 2018 – Meeting Minutes

    November 28, 2018 – Meeting Minutes

    Leader: Carol Kearney

    Attendance: 18 Members, 2 Guests

    Spotlighter: Karen Mason

    On Deck: Greg Simmons

    Action Points:

    • Share our Facebook Events.
    • The new app is live.  Please “sync” your old app data and then uninstall it and install the new app.
    • Clear up your Pending Leads in the App because they won’t carry over into the new year.
    • Wrapping will be on December 5th from 3-5, then we’ll be going to happy hour afterward.
    • Chamber Open House 3rd week in December.

    Spotlighter: Karen Mason 

    • Confessions of the Approachable Accountant
    • Karen was born and raised in loudoun
    • She is the youngest of 6 children
    • Has 3 kids and 3 grand children
    • Has a weakess for rescue dogs
    • Plays several instruments including the ukulele
    • Bachelors in acounting from Shepard University
    • Currently pursuing masters in entrepreneurship

    You can’t do anything if you don’t start your day that way.

    An excuse is nothing but a self-imposed road block.

    Just because you can, doesn’t mean you should.

    Foundational beliefs.

    In all things, i must be ethical, straightforward and pragmatic.

    Most important job is to help my accounting solutions must consider a clients needs, goals and limitations.

    Nurturing personal disconnection with our clients via automation is the failing of the accounting profession.

    It is important to find a way to help people.


    Upcoming Events:

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