Hi, I'm Regan Williams.

It all started with a 10th grade accounting class, recording transactions for a fictional company. We didn’t have computers in school yet – I know, practically the stone age! – so it was all on paper. The problem solver in me was hooked!

After high school, I worked to put myself through college, earning my bachelor of science, passing the CPA exam and eventually earning an MBA with an emphasis in Management Information Systems. I spent the early years of my career working with CPA firms, learning the ins and outs of audits, financial statements, and of course, taxes. Almost three decades later, I still get a thrill from a perfectly balanced spreadsheet!

In 27 years, I’ve been a senior accountant for a CPA firm and helped a nationally known bakery grow from 1 location to 24 as its controller. I’m the Fractional CFO for multiple companies, and have experience helping clients navigate complex tax issues and see financial success in almost every industry.

Today, I independently manage a variety of clients –  from individuals to enterprise level operations. Of all the hats I wear – mom, friend, traveler and aspiring Spanish speaker –  “problem solver” is one of my favorites. Being the phone-a-friend for countless businesses has given me valuable insight into the struggles small business owners face, and the solutions they need.

Unfortunately, I can’t be everyone’s CFO. But thankfully, not everyone needs one!

What I can do is be an on-hand resource, a safety net, and a guard rail that protects accidental accountants from the pitfalls of taxes and accounting.

Through this membership, I hope to serve more small business owners with relevant resources at a reasonable price.

My goal is to give you everything you need to account for your business’ success!