Owning the room and your expertise with Emily Woods

Emily Woods of Woods Financial Services shares what it was like to step into a firm that started as a “mom and pop” tax shop and grow it into a practice offering tax, outsourced accounting, and wealth management. She talks candidly about joining the firm by accident, navigating legacy clients, and carrying the weight of imposter syndrome, especially without the CPA or CFP letters after her name. From being asked if she needed to “check with Brian” to the defining moment that helped her trust her own answers, Emily reflects on how confidence is built slowly, through validation, community, and experience.Powered by Anchor.