Purse Strings Approved Professionals
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- Tax Specialist
As a small business ourselves, we are extremely passionate about, and invested in, helping other small business owners grow and scale profitably to reach, and often exceed, a level of success they want to create for their business and their life. Building and running a small business is at times both a daunting and exhilarating adventure, and we’re excited to partner and share the process with you.
Our experienced and passionate team of financial and tax experts provides a range of accounting and financial consulting services to our diverse portfolio of small business and non-profit clients. As Growth and Profitability Advisors, we partner with clients to serve as their outsourced CFO, streamlining and automating bookkeeping and accounting processes, and implementing real-time reporting to provide 24/7 business monitoring.
Our dedicated team helps clients to identify areas of improvement in their business, from cost reduction to real-time invoicing, and value-based pricing designed to improve cash flow and enhance overall profitability. We’re a one-stop-shop for all of your small business accounting and financial consulting needs.
- Certified Public Accountant
- Sage Intacct Accounting Specialist
- Sage Intacct Implementation Specialist
- Husson University
- Berkeley College
- Keller Graduate School of Management of DeVry Universirty
Virtual appointments available
- Personal Tax Planning
- Small Business Tax
- Tax Mitigation
- Tax Preparation
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.