Catherine Meyer, Cepa® Email & Phone Number

Catherine Meyer is a passionate and experienced Chief Operating Officer at Unboxed Advisors, a collective of expert advisors that design and execute strategies to propel their prestigious clientele towards accomplishing their loftiest personal and business goals. With over 15 years of experience in accounting, data storytelling, business operations, vision integration, and HR, she is fully versed in the business side of CPA and law firms, and has a driven purpose to help entrepreneurs achieve their most audacious aspirations.As a graduate of the EOS Integrator Masterclass and a former college athlete, Catherine brings her competitive passion for developing and coaching winning teams to every project. She has presented at the National Academy of Elder Law Attorneys (NAELA) on business operations and profitability for estate planning and elder law firms, and has enabled multiple clients to mitigate risk, increase income, lower taxes, reduce stress, and maximize opportunity. She loves taking the dreams of business owners, implementing them, and driving the strategic plan with the help of her Excel wizardry and SQL skills. She is also a professional service aficionado who creates long-lasting relationships with small business owners who are ready to receive support and encouragement to make money and grow their successful practice.