Exit & Succession Planning
Financial Reporting & Software
Nancy is a Principal with SVA Certified Public Accountants and helps clients improve their company profitability and protects their interests by clearly understanding their future goals. She works closely and proactively with clients with an emphasis on business and income tax planning and financial reporting.
Nancy helps clients establish internal financial reporting procedures and provides year-end financial reporting services. After evaluating procedures and processes, Nancy recommends options to streamline business processes. She reviews and recommends software that ensures management is provided with timely and accurate financial reports to run a profitable business.
Nancy is a Sage Intacct Certified Implementor and a Certified Value Builder™ (CVB) and an Enrolled Agent (EA) with the IRS. Her expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company. Using SVA's Path to Financial Independence, a proven methodology to create a thriving business, Nancy works one-on-one with her clients to help them analyze their ongoing performance against key drivers.
Nancy enjoys boating and biking with her family and spending her free time gardening.