Inspiring Accounting Professionals to thrive.
With 35 years of hands-on experience in building streamlined, profitable, and client-focused accounting businesses, Teresa is an expert in systemizing firms for maximum efficiency. Success in this industry isn’t just about crunching numbers — it’s about creating a business that supports your life, values your worth, and attracts clients who truly appreciate your expertise.
Helping accounting firm owners build and grow more profitable and successful businesses.
Through finding better clients, understanding your niche, and implementing value pricing, Teresa can help you grow your business and make more money per client. Teresa can also help you with managing overwhelm, good hiring processes, how to successfully onboard new clients and team members, when to disengage with a client, and systemizing your bookkeeping practice to be more efficient.
An expert in E-Commerce Accounting
"I met Teresa in 2021 and she was a big help to myself, my husband and our business. Her expertise is worth every penny and she knows her e-commerce, online selling niche so well. Her and her staff bring professionalism and true care to their services."
Outstanding Quality Service
"I have been working with Teresa and the Financly team for many years to help me with bookkeeping and Quickbooks support for my construction business. When I first started working with them they rescued me from my accounting woes and got my business finances well on track and have kept it that way ever since. I owe a great deal of gratitude to Financly for providing my business with outstanding personal service to the unique needs of a small business. They truly do care about my specific needs and have the long earned knowledge to guide my business through all that is required to maintain a clean and concise financial picture of my business on a day to day basis."
Ricardo, Coaching client
"Teresa is an absolute ROCKSTAR! She helped us improve our bookkeeping & accounting processes by helping us to create systems, processes, and documentation. With her help, we have been able to streamline efficiency at our business. She has also been instrumental in helping us grow our team, teaching us hiring questions to ask, how to test candidates, and how to successfully onboarding new employees. She is terrific to deal with, extremely friendly, and personable. I recommend Teresa hands down!"
More than just clean books.
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