Purse Strings Approved Professionals

Find a Purse Strings Approved™ Pro Now

What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

FILTERS
SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available

Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
Headshot
  • Accountant
LOCATION
641 St. George Road
South Thomaston, Maine 04858
United States
PHONE
EMAIL
Email hidden; Javascript is required.
VISIT WEBSITE
Jodie Heal
President, Heal Accounting
  • 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
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

  Virtual appointments available

  • Personal Tax Planning
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
  • English
Credit Score Icon

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.

Sign up for our #FinanciallyFearless Newsletter

Become A Purse Strings Approved Professional