Clarity over jargon
You will never leave a conversation with me nodding politely and no idea what was decided. If I can't explain it plainly, I haven't finished thinking about it.
It started with a high-school bookkeeping class
I fell for accounting before I knew it was a career. It was a bookkeeping class in high school, the moment the columns balanced, something clicked. That interest carried me to SUNY Albany, where I graduated magna cum laude with a degree in Accounting, and then to Florida Atlantic University for a Master's in Taxation.
Then came more than fifteen years in public accounting. I learned the technical craft there, complex returns, IRS notices, the kind of planning that quietly saves people real money. I also learned what I didn't want: rushed relationships, billable-hour anxiety, and clients who only heard from their accountant once a year.
I launched SDR Consulting Inc. in 2016 to deliver a more personal, more flexible client experience, and to build a business that let me prioritize my family too.
Along the way I've worked with clients across more than 25 industries. But the work that kept pulling me back was with professionals in the mental health field. Partly because I saw how life-changing your work is for the people you serve. And partly because I watched that impact up close, in my own family.
SDR Consulting Inc. specializes in tax, accounting and advisory services for private and group Mental Health & Wellness Practices, alongside a select group of early-stage startups.
That focus is the whole point. When I look at your books, I understand expenses such as clinical supervision, the revenue patterns that can affect a practice throughout the year and the tax considerations commonly relevant to Mental Health & Wellness Practices.
