Jered Wallace, CPA

- Built and sustained a respected accounting and consulting firm, serving diverse client sectors for over three decades.
- Delivered tailored tax planning and compliance services for individuals, farmers, businesses, and nonprofit organizations.
- Provided strategic financial analysis and forecasting to help clients improve cash flow, streamline operations, and grow sustainably.
- Advised nonprofits and local governments on financial compliance, grant reporting, and cost allocation.
- Cultivated long-term client relationships based on integrity, accessibility, and results.
- Implemented systems for financial tracking and analysis that reduced waste and increased profitability.

Select Achievements:

- Restructured a regional nonprofit’s budgeting and reporting system, saving over $75,000 annually.
- Guided a small business client through a major operational pivot, resulting in a 30% revenue increase.
- Successfully supported over 100 clients annually, with 90%+ client retention.