Gheen & Co., CPA, LLC is uniquely positioned to address the accounting, tax, and consulting needs of successful doctors and medical practices. We take the time to develop a complete understanding of your practice and offer targeted financial guidance for managing cash flow, improving business performance, and saving you money on taxes. We'll create a proactive plan that leverages tax deductions and loopholes to dramatically reduce taxes and increase your income.
Our medical CPA firm works with a wide variety of clients in the medical industry including doctors, ophthalmologists, plastic surgeons, dermatologists, radiologists, and many more. For every client, we promise reliable tax strategies and sound financial advice in a supportive environment.
Gheen & Co., CPA, LLC serves clients in the Denver and Colorado Springs areas. Call 303-398-7099 today to schedule an appointment for a free consultation.
“Who is a wise person? Who knows the solution to a problem? A person’s wisdom brightens his appearance and softens his harsh countenance.” --Ecclesiastes 8:1
This quote has both personal and practical implications and embodies my life’s pursuit. Practically – and in business - when people find real answers to problems, the discovery brings joy and relief. Personally, when a person finds true wisdom, he or she finds meaning and purpose.
My professional pursuits first led me into business education. I received both my undergraduate degree and my MBA in business finance. For quite a number of years, I worked in corporate finance for several large and small firms. Eventually I became the Controller for a high-tech manufacturing company and began to realize that I wanted to transition from the corporate world into a professional context where I could more directly apply my knowledge. I considered earning my PhD in Finance but soon realized that public accounting was a much better fit and would allow me to start a firm and work with small to medium sized business clients directly.
I started Gheen & Co., CPA, LLC in 2010. From the beginning, our emphasis has been on small to medium sized service-based businesses that we can serve with a system of tax planning, business planning, and advisory services. We have been diligent – passionate - about applying technology to the accounting and tax industry and have become a model firm of the future. I greatly enjoy seeing our employees grow and develop and am passionate about perfecting the system we have created, which serves both our employees and clients so well.
My wife and I have been married since 2002. We have four kids: three boys and a girl. We work diligently with them, just like I work to find solutions and improve life for our clients, employees, and myself. I am a life-long learner, a scholar, a Christ-follower. I love being outdoors during all four seasons of the year in central New York State. I am a reader. I am an avid rower – both indoor and outdoor. I greatly enjoy tackling the challenges of personal and professional life and helping people around me grow, develop, and flourish in every possible way.
"Wisdom is knowing what to do next, skill is knowing how to do it, and virtue is doing it." --David Star Jordan
I love this quote because it speaks directly to what I have attempted throughout my nearly 30 years of organizational leadership – help people (and myself) see what needs to be done, coach them in how to do it, and encourage them to follow through with it. I have held leadership positions in the military, as an Army officer; in the non-profit sector, both as staff and board member; and in the for-profit world, as a consultant and an employee. My gifts lie in identifying organizational, systemic challenges and collaboratively devising and implementing measurable, successful solutions. I am also an experienced learning facilitator and speaker. I have a PhD in Organizational Leadership with a Human Resource Development concentration.
At Gheen & Co., CPA I leverage my organizational and leadership knowledge and experience to both help lead the Gheen & Co. team and to serve as a consulting resource to Gheen & Co. clients. I thoroughly enjoy the challenge of leading a globally distributed workforce and maintaining a healthy culture and “workplace” even though we do not operate in a traditional office setting.
When I’m not at work, I enjoy walking my dog with my wife, playing games with my kids and friends, and riding my mountain bike in the beautiful Colorado outdoors.
"Passion is the log that keeps the fire of purpose blazing." - Oprah Winfrey
At the start of my career, I didn't envision my role within the accounting and tax industry to be as diverse and rewarding as it has become. Working with small business owners was the catalyst that kindled an unexpected passion within my professional career. I strive to not only address my clients' accounting needs but to get to know their business, learn who they are as individuals, not just as business professionals, and discover their priorities and goals. Taking this comprehensive, more holistic, approach to our engagement enables me to not only serve clients as an accountant, but as an advisor, a coach, and a friend.
I began my academic journey at Northern Michigan University, where I completed my undergraduate degree in Accounting/Corporate Finance. Soon after graduation, I successfully passed the CPA exam. Learning has been a lifelong passion of mine, and over the past seven years, I've completed two Master of Science degrees, one in Accounting at Southern New Hampshire University and another in Taxation through the Denver University Sturm College of Law. My accumulated knowledge and industry experience enable me to guide small business owners through the complexities of tax compliance and work with them to establish a strong, dynamic financial foundation that will help them achieve long-term success.
As the longest tenured employee at Gheen & Co., CPA, I've had the pleasure of establishing long-term working relationships with clients. My team and I work proactively with clients throughout the year and strive to foster collaboration and open communication on a regular basis. My unique strengths lie in designing and implementing Advanced Tax Plans, facilitating entity restructuring and buy/sell agreements, and managing my team to ensure all clients enjoy the maximum value our services can offer.
When I'm not working, I enjoy spending time with my husband and my daughter, hiking with my two dogs, and exploring our recently adopted state of Tennessee. After living abroad for three years, I'm an avid traveler; I always have my passport handy and am eager to add to my worldwide adventures.
“The money you make is a symbol of the value you create.” Idowu Koyenikan
Money is not the only symbol of created value, but I’m convinced it’s one of the least respected. In a world where money is so often abused in both its use and its accumulation, we are often tempted to see it as a necessary evil, but it’s been my experience that successful small businesspeople are some of the high moral agents of our day. As they create products and services that enhance the lives of their customers and create jobs for their employees, the wealth that creates is a celebration of the better world they are helping to make.
Thirteen years ago, I started a financial planning advisory business focused on helping individuals and businesses to reach their financial goals. As a Certified Financial Planning practitioner, I brought with me to Gheen & Co the knowledge and tools necessary to assist clients on their financial journey. Having walked that path with many friends and clients, I came to understand that it wasn’t just competency they were looking for. Everyone needs a guide, someone who they can go to when they are exasperated or confused by the complexity that life throws at them, especially the financial complexity of running a business. It has been my privilege to come alongside professionals to assist them with both empathy and competency as they wrestle with how to efficiently use and protect the blessing of their hard work and sacrifice; that is, their personal wealth. I know small business because I’ve run my own while advising clients on investment, debt management, college planning, insurance, and tax. Finances can be complicated and taxes especially so. I’ve found my calling at the side of those creators of wealth to simplify the complex, solve the confounding, and facilitate the creative force of the small businessperson with financial solutions.
When I’m not working, I refill my batteries raising my four daughters, cycling, reading, writing, and enjoying my church family. I also like pie.
“For I know well the plans I have in mind for you, says the LORD, plans for your welfare, not for woe, plans to give you a future full of hope.” Jeremiah 29:11
I am a planner by nature, so this resonates strongly with me. My personal and professional life have not always gone according to my plan; however, the plans of my life have provided many challenges and opportunities, which have resulted in immeasurable growth. I have no doubt there will continue to be many interruptions to my plans, which will be the best laid plans.
My passion has always been working with and helping people, both personally and professionally. This desire has taken me into people’s homes, classrooms, offices, and even the great outdoors to help others grow and thrive. It led me on my academic journey - earning my Bachelor’s and Master’s degree in Clinical Psychology. Additionally, my personal skills (being a good communicator, highly organized with great attention to detail and managing my time well) have been positive assets when helping others. I have enjoyed being part of and leading dynamic teams, coordinating and implementing high need responsibilities, and balancing the demands of multi-tasking while providing high quality care and services to others.
At Gheen & Co., CPA, LLC I enjoy working with a dynamic team with a focus on maximizing each individual’s strengths, thus enhancing performance, productivity, and efficiency. I also highly value and look forward to the time I spend with clients. I enjoy getting to know each client and how to best meet their needs, providing a positive experience for each of them, and adding value to their life. When I am not working, I enjoy spending my time with my four children, reading, baking, and cooking. I also enjoy outdoor activities and being in nature.