Purse Strings Approved Professionals

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IMG 3805
Financial Advisor Financial Planner Tax Specialist
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Otto Rivera, CFP®, EA

Cross-Border Financial Planner, Mindful Wealth Planning
OVERVIEW OF SERVICES
Asset Management, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I enjoy working with women through honest, thoughtful conversations that connect money to the life they want to build. Financial planning is about more than Read more...
FINRA's BrokerCheck
SPECIALTIES.
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
Orlando
Orlando
Florida
34771
United States
SERVING:
All 50 States
Virtual Appointments Available
Audrey Blackburn
Accountant Tax Specialist
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Audrey Blackburn

President and Chief Financial Officer, Blackburn Consulting, Accounting and Tax
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
LOCATION
5116 us-158, #102
Advance
North Carolina
27028
United States
SERVING:
All 50 States
Virtual Appointments Available
IMG 2730
Accountant Business Advisor Financial Analyst Tax Specialist
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Jaime Staley

Partner, Virtual CFO, Willow Virtual CFO
OVERVIEW OF SERVICES
Budgeting, Business Bookkeeping, Buy a Business, Sell a Business, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
As a proudly female-owned business backed by a passionate, driven team, we’re on a mission to uplift and champion women in business. Whether you're just Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Tax Preparation
LOCATION
Virtual
Mokena
Illinois
60448
United States
SERVING:
All 50 States
Virtual Appointments Available
Shannon Kuharik
Accountant Bookkeeper Tax Specialist
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Shannon Kuharik, CPA

CPA + Founder, Sixth City CPA
OVERVIEW OF SERVICES
Business Bookkeeping, Personal Bookkeeping, Real Estate Investing, Tax Specialist
SPECIALTIES.
  • Personal Tax Planning
  • Small Business Tax
  • Tax Preparation
LOCATION
Cleveland
Cleveland
Ohio
44101
United States
SERVING:
All 50 States
Virtual Appointments Available
Ronica Brown
Tax Specialist
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Ronica Brown

Certified Public Accountant, RBA Tax Advisors
OVERVIEW OF SERVICES
Tax Specialist
SPECIALTIES.
  • Business Financials
  • Personal Tax Planning
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
LOCATION
Marietta
Marietta
Georgia
.
United States
SERVING:
All 50 States
Virtual Appointments Available