We Are Entrepreneurs Serving Entrepreneurs

Meet Your Trusted TFW Advisor™

Maria Callahan

Certified Public Accountant (CPA)

Educational Background:

B.S. in Accounting and minor in Entrepreneurship – The University of Akron, Magna Cum Laude
CPA licensed in Ohio

Service: U.S. Nationwide

Years of Experience: 20 years

About Maria

Maria started her career in public accounting exploring both tax & auditing until she found her true passion in tax advisory. The financial accounting background helps her strategically plan for her business clients. She spent time as a controller for two sister companies in the construction industry which gave her a deep insight into strategic planning for growth-oriented companies and the challenges that owners face from a tax and accounting perspective. During COVID-19, she started her own accounting firm and found her passion combining her love for taxes and financial accounting to help business owners strategically plan and be intentional in their financial journey.

Expertise/Specialty:

Doctors

Real Estate Investors

SaaS

High W2 earners

SaaS

Clients who want to transition from full time W2 to full time entrepreneur

Anyone who wants to learn!

Get to Know Maria

Favorite Clients to Work With:
Strengths:

Preferred Communication Style:

Maria loves clients who are energetic & want to learn how to make the tax code work for them & appreciate guidance to get things structured & functioning the right way.

Maria is highly energetic and passionate about what she does. She is fast- paced and has a unique POV having spent time in public accounting & behind the scenes of a company.

Maria loves to create processes & measure results to help her clients hit their annual and long-term objectives.

Maria is good at making the process easy to understand establishing goals and providing the clients with accountability to reach their targets. Maria also understands that life happens and she is able to pivot quickly when circumstances change.

Email is the best interim correspondence. Our small firm works as a group to manage and respond to client needs swiftly within 2 business days of receipt of the email.

As a remote firm, we rely on video calls & emails to make sure our clients’ needs are met & that the entire team is up to speed on your individual needs. Our goal is to use technology to avoid information loss & silos within our firm.

Maria Callahan

Why I Love Being a CPA for Entrepreneurs:

“As an entrepreneur serving entrepreneurs, we speak the same language. My passion is to help other like-minded people reach their financial goals by becoming their valued advisor and long-term strategic CPA. Entrepreneurs are excited to learn and grow – which matches my personal makeup. The passion & involvement in our discussions makes taxes fun. Seeing them turn our plans into reality is extremely fulfilling.”

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