Why did you choose this particular business/industry
I chose it because I’m a math nerd who liked spreadsheets and Finance made sense for me. So after graduating from Wharton, I worked 10 years on Wall Street until I discovered the world of small business accounting and finance. I chose this entrepreneurship path particularly to empower and educate business owners around their numbers, especially women that look like me. When they understand the language of Finance and use the power behind their numbers, to unlock faster growth in their business, that gives me a continued sense of purpose.
Who is your ideal client?
Women entrepreneurs in service industries that have been in business for a few years, who are ready to take control of their finances, make decisions with confidence and, scale their business so they can have the freedom and options to live the lives they want.
What would your clients say about you?
“…I’d like to share a GLOWING testimonial for Tricia. I worked with her for several months during quarantine to organize my complicated books, manage my PPP loan, and plan for the future. She was incredible and is so knowledgable, professional and was the coach I needed to make this daunting project happen. All of my colleagues and friends know about Tricia because I have referred her to all of them. THANK YOU TRICIA!”
What do you love about your life?
My family, great friends, spiritual growth and last but not least my passion for dance and how I get to fully express myself through this creative art form.
Why did you join NAWBO?
To serve and be part of a community of women entrepreneurs who I can support as they grow and scale their businesses. There was also the opportunity to grow as a leader.
For women entrepreneurs in service industries, we are the go-to outsourced accounting and CFO services company to empower them with the financial information, solutions and guidance to make critical business decisions. Our services include accounting, financial analysis & reporting, profitability optimization, cash flow management, budgeting/forecasting and financial operations repair & management.