About
Financial empowerment, one honest conversation at a time.
The Finance Lady was born from a simple belief: financial confidence should be available to everyone — not just the people who already feel comfortable in boardrooms and accountants' offices.
I started this practice to help individuals and small business owners understand their numbers, feel calm at tax time, and build the kind of financial habits that change generations.
Background
A career rooted in real numbers and real people.
Accounting Foundations
Years of hands-on bookkeeping and accounting work for small businesses across industries.
Tax Preparation Practice
Became an IRS-certified tax preparer, serving individuals, contractors, and small business owners.
Financial Education
Began facilitating community workshops on budgeting, tax literacy, and business finance.
The Finance Lady
Founded SMS Philly Financial Services LLC in 2017 to combine professional services with accessible education.
Mission
To make financial organization feel calm, accessible, and achievable for individuals and small businesses.
Vision
A Philadelphia where every entrepreneur and household has the financial education and support they need to thrive.
Community Impact
Partnering with schools, churches, nonprofits, and community groups to bring financial literacy where it's needed most.