Naples, FL Meeting: In-Person Only

Hello, I am Terri Peters, as an entrepreneur myself, I understand the challenges of managing the financial aspect of a business while juggling all the other responsibilities. Initially, I too struggled to prioritize finances amidst the hustle of growing my ventures. But over time, I've realized the crucial role it plays in driving sustainable growth and success.

That's why I've dedicated myself to helping fellow entrepreneurs like us navigate the complexities of business finances. My firm is more than just a service provider; it's a partner in your journey towards financial empowerment. Together, we'll develop a comprehensive plan to streamline your finances, ensure compliance, and leverage tax strategies to maximize your profits.

No more sleepless nights or weekends bogged down by financial worries. With my guidance, you'll gain the confidence and clarity needed to take control of your financial future. Let's build a solid foundation for your business to thrive while securing your personal finances and retirement goals. Say goodbye to the stress and hello to financial freedom.

I've worked in audit and tax which allows me to truly understand the important relationship between the balance sheet and income statement. As a kid, I grew up between upstate NY and NW WI. As an adult, I started in Lake Tahoe where I went for a summer and stayed 3 years working at a casino and skiing, mountain biking, and backpacking. After that, I got married and moved to Southern California to finish college and get a job in public accounting and then as Controller of an Animation Studio producing full-length and direct-to-video animation.

Licensing & Credentials

CPA - Certified Public Accountant EA - Enrolled Agent

Services Offered

Accounting/Bookkeeping Payroll Sales Tax

Tax Specialties

Cryptocurrency Foreign Citizen Small Business Influencers Manufacturing Online Sales or Ecommerce Real Estate Restaurants Transportation, Uber or Lyft