🌟 Dani Wows Local Accounting Clients with Estate Planning Presentation in Spanish 🌟

We’re proud to celebrate a recent milestone for our firm—and for our amazing virtual assistant, Dani!

Dani, who works remotely from Colombia, delivered an outstanding presentation in Spanish on estate planning and our firm’s services to the clients of a local accounting office here in California. With warmth, clarity, and professionalism, Dani introduced key estate planning concepts and walked attendees through the basics of trusts, wills, powers of attorney, and healthcare directives—all in a way that was both accessible and engaging for native Spanish speakers.

The feedback was overwhelmingly positive. Many attendees shared that they had never heard this information presented so clearly in their native language. It’s moments like this that highlight how powerful it is to meet people where they are—linguistically and culturally.

At our firm, we’re committed to making estate planning approachable and inclusive, and Dani’s work is a shining example of that mission in action. We’re incredibly lucky to have her on our team.

¡Gracias, Dani, por representar a nuestro equipo con tanta excelencia!

Stay tuned—this won’t be the last time you hear from Dani. She’s just getting started!