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- Accounting
Two Nights, No Problems Solved, Zero Regrets
July 20, 2026
Take a break… …hard for me to do. And the decision making to take the break, even harder. I research, I think about it, I talk myself out of it and then I research again. FINALLY I click the buttons to book and it’s go time! This weekend I spent two nights on my own… -
- Accounting
Celebrating 10 Years of Nomad Marketing Consulting
June 12, 2026
What a fabulous evening celebrating Nomad Marketing Consulting’s 10 year anniversary. This group knows how to show up and have a good time. And they show up every day in the work they put out to the world. So proud of the team and honored to be a part of it. This group is truly… -
- Accounting
- Financial Planning
- Tax Preparation
Woods Financial Services Welcomes David Steele
June 9, 2026
We’re thrilled to welcome David Steele to Woods Financial Services as our new Senior Tax Associate! 🎉 David brings over 10 years of experience across public accounting and government supporting individuals, businesses, and nonprofits with tax compliance, accounting, and advisory work. What I’m most excited about isn’t just the experience David brings — it’s his… -
- Accounting
OOO with My Work Bestie: A Thriveal Match Made Right
June 5, 2026
OOO for a couple of days this week with my work bestie Chelle Martinez. A couple of years ago Julie Shipp from Thriveal emailed and said, “I think you guys would be good accountability partners.” Spot on! We hit it off immediately over zoom and I love our yearly in person meet ups. Lots of… -
- Accounting
Get Your Copy: Neesh by Kelli Doorne-Millott is Here
May 30, 2026
I was honored to have read Neesh by Kelli Doorne-Millott before it was released. Now it’s available for all to buy (find it on Amazon). It’s such a great read on why to really dig into specializing, specifically to the accounting industry. So thrilled for Kelli for getting this out into the world, well done… -
- Tax Preparation
The Team Behind the Deadline (Yes, Even Phoebe)
May 15, 2026
TEAM and tax season. It’s where the rubber meets the road as the expression goes. My goal was to post on April 15th as we were wrapping up the deadline and well, life, it happens. However I didn’t want to go another day without thanking the team for a job REALLY well done. We couldn’t… -
- Accounting
Reflections on a Week Spent with Inspiring Women
March 27, 2026
This past week I had the pleasure of attending a few celebrations for International Women’s Day. It was like when you celebrate your birthday the entire week, the best kind of week 🥰 It started off with Monument Women’s Creative Alliance International Women’s Day Soiree with a line up of impressive speakers and this year’s… -
- Accounting
The Myth of Having It All Together: My Chat with the Unbalanced Podcast
February 24, 2026
So thankful to Candy Bellau, CFE, PI and Samantha Hallburn for having me on their podcast Unbalanced (exclusively on Spotify). I talk with these inspiring ladies about imposter syndrome, getting over it, and the people who have helped along the way. I was drawn to this podcast for the title as most days with all… -
- Accounting
For my accountant friends…
November 28, 2025
….if you have brunch with your marketing strategist Kelli Doorne-Millott while on holiday in the UK, can you write off the entire 10 day trip? There was some actual strategy talk!🤣 -
- Accounting
New look, same values.
November 18, 2025
It’s an exciting day for us with the launch of our new look and website. It reflects who we are and how we show up. Our updated branding is rooted in our core values: • Simplicity and transparency • Creativity and growth • Care and humanity • Community and legacy • Empowerment and change While…
© 2026 Woods Financial Services
