Willow Virtual CFO
About
Marketplace Offerings
Service Offerings
We provide the following service offerings:
Accounting Support
Accounting Bookkeeping
Accounting Tax Preparation
Finance
Finance CFO Services
Financial Consulting
Financial Statement Preparation
Finance Succession Planning
Accounting Software
Accounting Services
Introduction
Willow is a Virtual CPA & CFO Firm serving businesses nationwide across the United States ~ Gain Financial Clarity and Confidence to fuel your Success.
Industry-Specific Expertise Tailored financial solutions for construction, legal, and dental businesses.
Proactive Financial Guidance Strategic insights to drive growth and avoid costly mistakes.
Personalized Support Dedicated advisors committed to your long-term success.
Empower Your Business Growth~
Our clients achieve remarkable results with clear financial insights and expert guidance:
~Improved cash flow management
~Informed decision-making based on accurate data
~Accelerated business growth within their industry
~Reduced financial stress and better work-life balance
Management
Jaime Staley
Co-Founder, CPA, CFO
Jaime Staley, Owner, CPA, MSA is focused on improving growth and profitability for her service-based business clients. With over 25 years of accounting and finance experience, she excels working directly with business owners to help them understand the financial status of their company. Jaime prides herself on her strong work ethic, passion for teaching and ability to learn quickly. Her clients love her personable approach and know that she operates with their best interest in mind, acting as a partner and advisor.
Katina Peters
Co-Founder, CPA, CFO
Katina Peters, Owner, CPA, CGMA is a business growth and profitability advisor with a passion for helping clients achieve their dreams. Katina works with service-based businesses, focusing her expertise on law firms and construction contractors. She utilizes her credentials, education and 20+ years of experience as a Certified Public Accountant and Chartered Global Management Accountant in providing clients with insight to their business and acts as a partner in strategic planning and execution.
Mission Statement
Engineering dynamic partnerships to fuel growth, create freedom and inspire personal fulfillment.
Core Values: Freedom, Accountability, Courageous Leadership, Growth Mindset