Kimberly Barta

I am Kimberly Barta, a seasoned financial expert with extensive experience in accounting, tax advisory, and financial coaching. My journey in the world of finance began as a small business owner, where I encountered firsthand the challenges associated with managing finances in a business environment. This experience fueled my passion for numbers and problem-solving, setting me on a path to becoming a trusted advisor in the financial realm.

My credentials include a Bachelor of Science degree in Public Accounting, certification as a Main Street Certified Tax Advisor, designation as a Dave Ramsey Certified Financial Coach, accreditation as a QuickBooks Pro Advisor, and registration as a tax return preparer with the Internal Revenue Service.

At Custom Business Solutions, LLC, I leverage my wealth of knowledge and expertise to assist individuals and small businesses in realizing their financial goals, regardless of their current stage in the journey. My approach is founded on personalized guidance and an unwavering commitment to client success.
When you choose to work with me, you can have confidence that your financial journey is in capable hands. Together, we will navigate the complexities of finance and chart a course towards your objectives with assurance.

I invite you to visit my website and schedule a complimentary 15-minute discovery call to explore how I can support you on your financial journey.