Insight. Clarity. Momentum.

Turning questions into insight. Turning insight into action.

I help executives and organizations make sense of complexity—whether it’s uncovering insights from data, streamlining operations, or refining strategy. My approach is rooted in curiosity, clarity, and practicality.

I’m a problem solver who thrives at the intersection of data, operations, and strategy. My professional journey has taken me through roles in data analysis, communications, and strategic advisory, primarily within professional associations and financial services.

I currently serve as a Business Data Analyst at CalCPA, where I partner with the executive team to leverage data in shaping the organization’s direction. Before this, I managed membership communications at CalCPA and worked in consulting and operations roles at EY and AICPA.

My background in economics taught me how to think in systems. My work in communications taught me how to make the complex simple. My work in data taught me how to uncover insights that lead to better decisions.

I enjoy working with leaders who are navigating change, growth, or uncertainty—and helping them move forward with clarity and confidence.

Help & Guidance

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Meet Our Team

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Sarah Doe

Manager

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Andrew Harrison

Manager

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Michael Harris

Manager

What Our Clients Say

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waiting-beauty-background-lonely-lady

Sarah Doe

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portrait-beautiful-dreaming-employee

Sarah Doe

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Sarah Doe