Control Money
The ABC’s of Finance
Educating business owners on becoming savior with their money is “near and dear to Valaise’s heart”. She even built a business around doing this.
Valaise Smith: “Tried and True is established to help entrepreneurs with the ABCs of Finance to simplify their accounting, budgeting and credit processes. So in the credit space, we help entrepreneurs build business credit, I say all the time, cash is king, and credit is queen, and you need both to win.
Managing Finances
The value of managing your finances
Managing your finances well allows you access. Access to more capital. Higher tax returns. Financial freedom. Generational wealth.
Valaise Smith: “We are laser focused on the ABCs of finance, the accounting, the budgeting, the bookkeeping, and the credit, because all of those three goals go hand in hand, you want to make sure that you're staying compliant with your tax filing, you want to make sure that you're maximizing your deductions getting, you know, paying the least amount of tax possible, you want to make sure that your budget is tight, and that your bookkeeping system is in place, so that when you do go to get funding, you have the critical financial documents that they're asking for, you're up to date on your tax file once you have your financials, so you can give them the information that they need.”
Side Hustle to Main Hustle
The evolution of Tried & True Finances
Sometimes we fall into situations. This can happen in business as well.
Valaise Smith: So I had already been doing income tax preparation on the side, just as a little side hustle for friends and family because I wanted to learn more about taxes. So I went and took the Income Tax Course, that led into a part time seasonal job, I was doing that for a little while and then just was doing it for friends and family. I was not promoting it, it was not a business. I was doing it for love offering, just love doing it. And so I was I was working in corporate, I was working for this financial services company, and I was doing their back office reconciliation for a book of investment portfolio in excess of a billion dollars. And so when they went out of business, and I couldn't see myself rushing, going out to get another job brushing up my resume to go out and get another job I didn't. I launched try to true financial services.
Memorable Quotes from Valaise
“We're on our way to wealth.”
“We're not defaulting, we're running profitable, multimillion dollar companies.
“When we're more proactive, we can go so much further and let our voices be heard.”
“We're world changers. Tried and True Financial services is here to move forward with the gifts and talents that we have on the inside of us so that we can impact the world.”
About Valaise Smith
Valaise Smith is the CEO of Tried & True Financial Services, LLC. Valaise is committed to building & maintaining long-term relationships with business owners who want to obtain better control over their finances. She is passionate about educating business owners on the ABCs of finance to simplify their Accounting, Budgeting and Credit processes. With over two decades of working in the financial services industry, she has helped individuals and small business owners…
* file accurate income tax returns and implement income tax strategies to ensure they are paying the least amount of taxes possible;
* develop SMART budgets and balance their business books to ensure they know their numbers and can make good financial decisions;
* building business credit to ensure they can get access to capital to grow their businesses.
Valaise earned a Bachelor of Business Administration in Finance from Davenport University, she is a member of the National Association of Tax Professionals, a Certified Minority Business Enterprise, an Inaugural Scholar of the Goldman Sachs One Million Black Women - Black in Business program and recently received her Enrolled Agent designation which allows her to represent clients before the IRS. When she is not serving clients, Valaise enjoys spending time with her family, traveling and riding her motorcycle.
CONNECT WITH Valaise Smith:
Website: https://www.triedandtruefs.com
Twitter: https://twitter.com/triedandtruefs
Instagram: https://www.instagram.com/triedandtruefs/
Facebook: https://www.facebook.com/triedandtruefs
YouTube: https://www.youtube.com/channel/UCdqf_BIRHBIe5frNreAXpNw
LinkedIn: https://www.linkedin.com/company/tried-true-financial-services/