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Think of Donna as the person who helps you sort through the myriad details and make them into a
seamless financial picture. That’s why we think of her as a harmonizer (that and her talent at the keyboard).
Adept at creating scenarios for her clients in small businesses in a diverse group of industries, Donna
wants to make sure that you are using your money wisely. And as such, she stands by her clients,
helping them consider the consequences of the choices they need to make. Don’t be surprised if
she brings you a side-by-side scenario analysis, illustrating the impact of deductions and how they’ll
impact cash flow.
Looking for someone to sort out the details? Donna shepherds your decision process to create a clear
path to a smart choice.
Perspectives from Donna
“When clients are contemplating major decisions, I encourage them to talk with me before the decision
is made…not after when it might be too late.”
“When we talk about value, we talk about how we not only minimize the tax burden, but also maximize
profit to the individuals in the business. That’s value.”
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
National CPA Health Care Advisors Association (HCAA)
Management for Results
PrimeGlobal Women’s Leadership Group
Wilmington Tax Group
Brandywine College, Accounting
Christiana Rotary Club – Treasurer
Skyline United Methodist – Treasurer, Board Member for the Financial Stewardship
Delaware Classical Showcase – Former Treasurer (2002-2008)
302.573.3971 or firstname.lastname@example.org