W&F Q3 2022

www.wealthandfinance-news.com 16 Wealth & Finance International - Q3 2022 Best Woman-Owned Client Accounting & Advisory Services Practice Northeast USA Heal Accounting is a full-service CPA and CAAS (Client Accounting and Advisory Services) firm with clients spanning the United States. Founder, Jodie Heal knows first-hand the challenges business owners face because she herself is an entrepreneur who owns several businesses. We got in touch with Jodie to learn more about the firm. Heal Accounting is a team of experienced financial and tax experts providing a range of accounting and consulting services to a diverse portfolio of businesses and non-profit clients. They step in to help businesses by acting as an outsourced CFO and finance department. Whether it is cashflow management, cost reduction initiatives, real-time invoicing, value-based pricing, or tax planning, Heal Accounting makes a direct impact to the bottom line – leading to increased profitability and growth for its clients. Training and technology are what gives Heal Accounting the competitive edge. Currently they are the only CPA firm in Maine certified with an exclusive accounting partnership with cloud-based software company, Sage Intacct. Jodie explains, “This state-of-the-art ERP (enterprise resource planning) tech provides us with the necessary tools to improve day-to-day operations and facilitate growth. Think about the decisions which can be made when accurate information can be reported in real time with the click of a button. It’s truly a game changer and is so much more efficient.” Recently there has been a trend of clients approaching the firm to work on all aspects of accounting and tax planning. Heal Accounting combines personal attention and expertise to deliver so much more than just tax services. Jodie says, “Yes, we do taxes, but it is only a portion of what we do. We onboard clients with bookkeeping and general accounting services first so we can set everything in motion for a seamless annual tax filing. The 360-degree approach is what is growing the advisory portion of my business. It’s the new normal. The biggest bonus is that in the end, we save clients time and money – and they are happy.” So, what about her team? How does Heal attract top notch talent? Jodie shares, “I have a very thorough screening process which has not let me down. It includes certification training, skills assessments, personality profile, and several reference checks. We deal with sensitive and personal business intel as we work side-by-side with our clients. I need to know my people can provide solid financial guidance – but I also need them to be able to think outside of the box. I work with businesses that are growing! Increased sales, production, services, locations – you name it. Our clients are confident that we can buckle up and help them drive that growth every step of the way.” Indeed, by leveraging the team’s collective experience and background in all areas of finance, accounting, and consulting, the firm is positioned to help clients thrive so they can achieve the best work and life balance possible. Jodie guarantees that with a strong team behind her, Heal Accounting will live up to the name of Best Woman-Owned Client Accounting & Advisory Services Practice in the Northeast USA. Company: Heal Accounting Contact: Jodie Heal CEO, CPA, MAFM Email: [email protected] Website: www.healaccounting.com Jun22177