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Consulting Services Highlight: Lyndsey Dixon

August 28, 2024

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Choosing the right path in accounting can define your career, and we’re here to ensure you make the best choice for YOU. While recruiters often ask, “Tax or Audit?” the world of public accounting offers so much more. To give you a deeper look, we sat down with Partner Lyndsey Dixon for a Q&A about her journey at Wilkins Miller and the diverse opportunities available in the field.

 

Which service area do you work in and what do you do for your clients? 

“I work primarily in Consulting but have some overlap in Outsourced Accounting Services (OAS) and, to a lesser degree, tax. In Consulting, we frequently work with attorneys to assist them with the financial aspects of their cases be it forensic accounting (i.e. follow the money) or determining lost profits and damages. Additionally, in consulting I work with clients in business valuation to help them understand what drives the value of their business. I’ve also done business valuations for estate tax compliance. On the OAS side, I’ve worked with clients to serve as their outsourced Controller and/or Chief Financial Officer.”

What kinds of projects do you work on and what times of the year are most busy for you?

“The projects I work on include forensic accounting, business valuations, and serving as an outsourced financial officer. The busiest times vary, as my work is largely project-driven rather than deadline-driven, making it unpredictable.”

What makes your service area unique/Why did you choose it?

“I have experienced different levels of satisfaction from the projects I work on. I spent the first 7 years of my career in audit and with some tax experience. When I came to Wilkins Miller, I had the opportunity to try consulting and I loved it! I enjoy working with lawyers in litigation support because we get to help tell the story and paint the financial picture as to what happened. In business valuation, we help the client understand what drives value. In OAS I get to help shape financial strategy and educate business owners on what drives the financial health of the company.”

What skill sets are most important to succeed in your service area?

“There are several things that are important to succeed. Most importantly, are attention to detail, pride in ownership of your work, and thorough documentation. It’s crucial to make your work easy to follow for someone with no prior knowledge of the subject matter—this is an art form. Always evaluate the end product objectively. In any service area, client confidentiality is fundamental to our work, so always keep that in mind.”