Kimberly partners with business owners as an integral part of the fractional CFO team, bringing a specialized focus on proactive, high-impact tax strategy. She knows that entrepreneurs and founders are focused on running and growing their businesses – not unraveling the complexities of the tax code. That’s why she brings clarity, compliance, and forward-thinking tax planning to every client relationship.
Her approach goes beyond tax preparation. Kimberly helps businesses leverage the tax code to their advantage – minimizing liabilities, identifying incentives, and aligning tax strategies with broader financial goals. From entity structure optimization to multi-year planning, she works closely with clients to ensure their tax position supports long-term growth and cash flow efficiency.
Before joining Notion CFO, Kimberly built her expertise at both small and public accounting firms, advising clients at all stages – from startup to expansion. Her broad industry experience enables her to adapt tax strategies to a wide range of business models and needs.
Kimberly earned her Bachelor of Science from The University of Alabama at Birmingham (Summa Cum Laude) and a Master of Science in Accounting from The University of Texas – Dallas. She is a licensed CPA committed to empowering clients through practical, strategic, and personalized tax guidance.
