How This Accounting Firm Grew 100% YoY with Financial Planning Services

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

I’m a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth. After graduating from the University of Mississippi with a master’s degree in Accounting in 2010, I started my career in public accounting. After spending seven years with PricewaterhouseCoopers and Raich Ende Malter, I co-founded Brooklyn FI with my business partner Ally-Jane. Brooklyn FI stands for Brooklyn Financial Independence. We’ll help you get to where you want to be financially by providing a holistic picture of your net worth and a realistic path to financial success at any life stage. We help clients of all ages - from raising your credit score and paying off student loans to transitioning your retirement savings into your retirement income. We’ll take care of it with our comprehensive financial planning process. When I’m not in the office I enjoy drinking coffee (lots and lots of coffee) biking to the Rockaways beach and reading classic books – you know, the ones we were supposed to read in high school. I also sailed a catamaran across the Atlantic Ocean. That’s a true story and when we meet in person, I’ll tell you all about it. If money stresses you out, if you don’t have time to manage your money or if you want to make smarter money moves, we can help. Not only that, but we’ll do it for you with transparency, competence and integrity. If you have questions about your stock options, investments, student loans, credit score or cash flow, let’s talk.