Your Financial Maven LLC

Your Financial Maven LLC

5.0(1 review)
Top Pro
Offers online services
Top Pro
Offers online services

About

Maven. Passion. Diligence.

I am a Certified Public Accounting (CPA) and Independent Life Insurance Agent. I have been passionate about being an Accountant for over 25 years. I could talk all day about financial empowerment and how it is so important to have a basic understanding of personal and business finances. My journey into accounting started in my high school years but solidified during my college years at the University of Pittsburgh. I graduated from the University of Pittsburgh with a BS in Business/Accounting and began my accounting career working as an auditor for the PA Department of Revenue. Since then, I have held a variety of accounting jobs in the public, private, nonprofit and government sectors. In 2013, I decided to go out on my own and created the Mittman Besnoff Agency where I work with individuals, small businesses, and nonprofit organizations in preparing tax returns, accounting services, life insurance needs and financial education empowerment. I continue to educate and expand my business knowledge through various Master Level College Certificate Programs: Gratz College, Cornell University, and Lebanon Valley College. I received the following certificates: Nonprofit Management, Women in Entrepreneurship, and Leadership & Ethics. In addition, I continue with my professional education for both my CPA and Independent Life Insurance licenses on an annual basis. I am also certified as a Quickbooks Online ProAdvisor and Freshbooks Accountant.

In 2022, I decided to evolve my business and I am now known as Your Financial Maven LLC. I am so proud to be a Solopreneur, Podcaster and Woman-Owned Business. In the Spring of 2022, I decided to add to my business and get into the world of Podcasting. I am part of the inaugural class of the Seneca Women Podcast Academy along with iHeart Media. I am so excited to be launching my Your Financial Maven podcast in the Spring of 2023.

I am a Mom, Wife, and Community Leader who is compassionate, caring and enjoys life. My husband and my boys keep me balanced between work and personal life. When I am not working, you can find me playing with our fur baby, at the beach, and spending time with cherished family and friends.

As Your Financial Maven, I want to empower the choices you make to be financially secure.


Highlights

Current Top Pro
Hired 5 times
1 employee
11 years in business
Serves Lancaster , PA
Offers online services

Payment methods

Credit Card, Check, Venmo, Paypal, Stripe

Social media


Details

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue

Accounting software

QuickBooks, Xero, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, Non-profit

Photos and videos


  • Reviews

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    CP

    Carlo P.

    She was very honest and straightforward from the beginning of my case. Appreciate it,
    ... Show more
    January 13, 2021
    Hired on Thervo

    Frequently asked questions

    I reach out via Thervo and then email to see if they want to set up a free consultation via zoom.  Then after speaking with the potential new client we will setup how we will work together if I am a fit for what they need.

    Received my BS in Business/Accounting from the University of Pittsburgh.

    I have been a CPA for 20 years and am also a Certified QB ProAdvisor.  I am certified in XERO as well.

    I have received three graduate certificates in Nonprofit Management from Gratz College, Women in Entreprenuership from Cornell University, and Leadership from Lebanon Valley College

    My rates vary depending on the work I do.  For any accounting and bookkeeping services it is either an hourly rate of $75 an hour or a monthly retainer fee.  For any tax work, my tax preparation fee is $500.

    I have always wanted to be in business some how.  In High School, but accounting class really solidified me wanting to be an accountant.

    Individuals, Small Businesses and Nonprofits

    Do your research about that pro and verify their credentials


    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Accounting