She is fun and funny

Let's face it. Tax return analysis and financial statement analysis can be boring if in the wrong hands. People learn better when they are having fun.

Linda brings Legos™ and everyone gets to play. And Linda is probably the only person on the planet who has perfected a Lego™ model of a tax return.

She has a practical background

Sometimes CPAs know a lot about tax returns and financial statements but not what lenders need to know. Linda has the background in public accounting you would expect of a CPA.

Linda was the CFO of her husband's residential construction business for 20 years. The Keith's are residential real estate investors. On both counts, she is a commercial and mortgage borrower many, many times over. And with complicated tax returns that include two businesses, many rentals and capital gains, she has put her lenders through their paces.

She is an accomplished trainer and presenter

It is probably not fair that CPAs have a reputation as less than dynamic. But even the dynamic ones aren't necessarily great trainers.

Linda has earned the Certified Speaking Professional designation from the National Speakers Association…the speaking/training equivalent of the CPA in accounting.

When you read the testimonials throughout the site, you'll see beyond a shadow of a doubt that Linda is good at what she does.

She is flexible

Linda's Excel-based eWorksheet is used by many companies to analyze tax returns. When she does onsite training, however, she can train to her worksheets or whatever worksheet/software you are using... as long as they work. She'll take a look and give you feedback before the training.

She has trained to everything from Buker's TaxAnalysis™ to the internally-created systems of Northwest Farm Credit Services and First Bank in Denver.

She customizes the training to your guidelines

When she trains onsite, she'll know your guidelines and process by the time the training starts so your lenders are learning…your way. She invites the senior lenders in the room to chime in with examples everyone will recognize or with clarification of your policies.

She continues to be of service

Linda's students and clients continue to contact her by email and by phone when they run into a challenge. And she continues to help. People are surprised by this. Pleasantly so.

You analyze a tax return in just the same way you climb a mountain...one step at a time!
Hurricane Ridge, Olympic Peninsula, Washington State