Planning and Shaping a Whole New Adventure

Working for a couple of decades in the security and identity of a large regional firm offers numerous gifts of experience, learning, contacts, and more. But what happens when the decision is made to strike out on your own? In this episode, Heather Martin, CPA, discusses her journey through leaving a large CPA firm and the planning and implementation of steps to create a new business on her own. 

Heather Martin, CPA, specializes in providing tax and business advisory services, working with both businesses and individuals for their tax return and transaction planning needs, including accounting assistance and software implementation. Her goal is to make financial information easy to understand and meaningful to the business owner overall, in order for them to make wise financial, tax, and business decisions. Industry interests include real estate and construction, manufacturing, healthcare, start-ups, individual tax planning, along with numerous others.

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