About Us
Where it all started.
Patricia “Trish” Beatty, owner and founder of Beatty Financial Services, began her career as a licensed CPA in the mid-90’s. Working first as an auditor, she transitioned to the corporate world in 2000 where she would spend the next 20 years assisting, managing, and eventually leading the accounting department across three major companies.
In 2020, Trish was ready to start a new chapter. She decided to open Beatty Financial Services to serve businesses and entrepreneurs, especially those who need guidance from someone with experience in corporate finances at every level. She realized that her skills, knowledge, and expertise from a career in corporate accounting could help business owners understand the steps, plan, prepare, and grow a company that prospers.
What we’re known for:
Hands-on, personal approach
Every business is different and your financial strategies should be tailored accordingly. We’re here to pull up a chair, get in the weeds, and find the financial solutions your business needs to succeed.
Bilingual Support
We’re fluent in English and Spanish and we love supporting our Latinx business communities. We’re uniquely equipped to help Latinx business owners grow financially sound businesses in the US.
Quickbooks Pro-Advisor
Our team is Pro-Advisor certified in the use of Quickbooks software to keep your accounting in order. We’re able to support our clients using Quickbooks’ capabilities to the fullest extent.
Meet the Team
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Patricia “Trish” Beatty
owner, cpa, financial advisor
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Olivia Benfatti
Office Manager, Bookkeeper, Quickbooks Specialist
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Carlos Montessoro
tax accountant
