Let's face it. CPAs talking about business topics are not known for their outstanding speaking skills. Tax return analysis and financial statement analysis training can be boring if in the wrong hands. People listen and learn better when they are having fun. Linda's online learners tell us she is engaging, even online.
Linda brought Legos™ for years to her in-person training and everyone got to play. She continues the tradition with her online learners. Someone wins a lego prize every week. The competition is fierce but friendly.
Sometimes CPAs know a lot about tax returns and financial statements but not what lenders and business owners need to know. Linda has the background in public accounting you would expect of a CPA but it doesn't stop there.
Linda was the CFO of her husband's residential construction business for 20 years. Talk about the thrill of victory and the agony of defeat. Linda's business knowledge is practical and learned in-the-trenches.
The Keith's are residential real estate investors. 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 put her lenders through their paces.
As the second woman ever hired as an Examiner by the Washington State Auditor's Office, she understands government regulators because she has been in their shoes.
An active volunteer in the public schools, Linda was voted parent of the year of Capital High School in 2000. As a volunteer, she taught hi-capability math in 5th grade and was the parent coach of the Math Olympiad team. And she continues to teach 'Junior Achievement' classes to elementary school students every year.
It is probably not fair that CPAs have a reputation as less than dynamic. But even the dynamic ones aren't necessarily great presenters.
Linda 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.
And Linda created this online training over ten years ago. She is not new to virtual presenting.
In lender training, Linda's Excel-based Worksheet is used by many companies to analyze tax returns. Depending on the level of service you purchase, she also can train to 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.
Linda's learners 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.
The companies on our client list include those we have trained in the last five years.
The list is way too long if you go back to the 1990's when Linda started working with lending and credit professionals to say "yes" to good loans. And our company has outlasted some of those banks!See our partial client list
I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.
I just finished the audit with our federal and state regulators. They asked how we are handling global analysis of tax returns and I broke out the manual I got from Linda 14 years ago. It still holds up today as bulletproof for letting the examiners know we know what we are doing.
I still reference the book after all these years and am confident the training she is doing for us today will help my team as well.
Phenomenally helpful seminar. I have an understanding of 'why' underwriting is done the way it is. Thank you!