Bodhi Business Advisors
Industry / Service
We're the most unconventional CPA firm you’ve ever encountered—by design
PO Box 185
Fall River, MA 02722
About / Bio
Entrepreneurship is in my DNA. When I was growing up, my mom and dad both made a living in the dog-eat-dog entrepreneurial world. Mom was ahead of her time, selling embroidery long before the days of Etsy. Dad was a self-employed handyman – a gifted carpenter, though less proficient in the art of invoicing. This often resulted in cash flow issues for the business and challenging times at home. On a personal level, I know what it feels like to be operating inside the gap —
that place between where you are and where you want to grow, and after spending 17 years as a certified CPA and financial advisor, I’ve seen it all and supported companies come up on out of the missing middle using effective strategies time-and-time again. I’m extremely passionate about helping business owners cross the threshold of nearly burnt out and broke, to life-fulfilling sustainable growth —and particularly excited to support women with this because statistics show that 97% of women-owned businesses never cross that threshold. I’ve recently partnered with wiseHer, a newly developed app to provide women with on-demand expert advice, knowledge and resources to move those trying times with clarity and ease.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Rotary Club of Fall River, MA
What does your ideal client look like?
We work best with open-minded business owners who are committed to the long game.
What does your ideal client need?
Business planning, budgeting, forecasting & periodic financial reviews
Who are your ideal clients?
Our clients range from young businesses trying to achieve their first million-dollar year to seasoned businesses making upwards of $10M in annual revenue.
Red flags – What are your ideal clients saying?
Why aren’t people aren’t buying?
Why isn’t there enough money?
How can we grow and profit?
How can I have a life and a business, too?