Patricia “Trish” Beatty

Trish has nearly three decades of experience in accounting, including three multi-year tenures in executive roles running accounting departments for large corporations. She became a licensed CPA in 1996 and spent the majority of her career rising the corporate ladder until she decided it was time to start a new chapter. With her kids out of the house and a full career of experience and knowledge, she decided to open her own firm in 2020 with the aim to help entrepreneurs and businesses thrive.

Trish is known for providing holistic financial solutions and advice based on her extensive experience in corporate accounting. She is passionate about being approachable and helping clients solve their financial problems through open communication and a non-judgmental approach.