Valaise Smith, EA

Speaker, Trainer, Author, Financial Literacy Expert

"When You Get Intentional About Your Finances, You Truly Control Your Life!"

Valaise Smith | Financial Clarity Architect

Valaise Smith, EA

Speaker, Trainer, Author, The Financial Clarity Architect

"When You Get Intentional About Your Finances, You Truly Control Your Life!"

Book Valaise to Speak
Valaise Smith

Featured Speaker

Elevate Your Event with

Valaise Smith

The Premier Financial Speaker

Are you searching for a dynamic, engaging, and impactful speaker who can captivate your audience while delivering invaluable financial wisdom? Look no further. Valaise Smith, the visionary Founder & CEO of Tried & True Financial Services, LLC, is not just a financial expert; she's a seasoned professional speaker who has the power to transform your event into an unforgettable experience.

Valaise Smith | Speaker Profile

Speaker Profile

Valaise Smith

Valaise Smith, EA

✦ 25+ Years Experience

✦ Enrolled Agent, EA

✦ Goldman Sachs Scholar

Meet Valaise Smith:

Your Seminar Speaker Extraordinaire

Valaise Smith is not just another financial expert; she's a trailblazing professional with a mission to empower, educate, and elevate entrepreneurs across the globe. With a magnetic presence and an unparalleled ability to connect with audiences, Valaise has mastered the art of delivering compelling and insightful presentations that leave a lasting impact.

With decades of experience and a genuine passion for empowering entrepreneurs, Valaise is committed to helping your audience navigate the intricate landscape of finance with confidence and clarity.

Valaise Signature Seminar | Responsive Cards

Signature Presentation

Unleash the Potential of Your Event:

Valaise's Signature Seminar

Witness the magic as Valaise takes the stage with her signature presentation, "Leveraging the ABC's of Finance." Through captivating storytelling, relatable anecdotes, and a deep understanding of financial intricacies, this signature presentation is designed to demystify financial concepts and provide your audience with the tools they need to make informed decisions. Whether they are an entrepreneur, an influencer, or someone seeking to unravel the complexities of their financial situation, Valaise's insightful guidance will empower your audience to:

Build Financial Structure
01

Build Financial Structure:

Learn how to implement simple, effective systems that bring clarity to their numbers, improve cash flow visibility, and support better financial decision-making.

Lead Their Finances with Confidence
02

Lead Their Finances with Confidence:

Understand how to move from reactive money management to intentional financial leadership by creating structure, consistency, and clarity in their business.

Create a System for Their Money
03

Create a System for Their Money:

Discover how to organize, track, and manage their finances in a way that eliminates confusion and supports consistent, informed decision-making.

Valaise Smith | Speaker Booking
Audience at Valaise Smith seminar

"An impactful presentation that resonates long after the applause."

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Book Valaise Smith Today:

Your Audience Deserves the Best

Don't miss the opportunity to elevate your event to new heights. Secure Valaise Smith's presence as your seminar speaker and provide your audience with an unparalleled experience that combines financial expertise, motivational energy, and actionable insights. Whether you're hosting a corporate conference, industry summit, or educational seminar, Valaise will deliver an impactful presentation that resonates long after the applause.

Bookkeeping For Business Owners

Bookkeeping For Business Owners

Stop guessing with your numbers and start leading your business with confidence.

Bookkeeping for Business Owners is a practical and empowering guide for entrepreneurs who are ready to build sustainable, compliant, and financially sound businesses. If you're tired of managing your finances reactively and want real clarity around cash flow, reporting, and decision-making, this book provides the structure and insight you need to move forward strategically.

With nearly 30 years in the financial industry, Valaise Smith brings seasoned expertise and lived resilience to this work. As a breast cancer survivor, she understands how unpredictable life can be — and why strong financial systems create stability when it matters most. Clear processes create peace of mind. Financial clarity builds confidence. And both are essential for long-term growth.

This book isn't about perfection. It's about progress, clarity, and building a business that is truly tried and true.

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As Seen On

As Seen On

Speaking Topics | Valaise – Fully Responsive Tabs

Speaking Topics

From Pricing to Profit

Financial Statements and Projections That Drive Sustainable Growth  ·  Workshop or Training (2 hours to half-day)

Session Overview

Most pricing problems are not really pricing problems. They are visibility problems. In this hands-on workshop, we connect the dots between pricing decisions, financial statements, and forward-looking projections so business owners can finally price with data instead of guesswork.

Participants learn to interpret their Profit and Loss statement, build simple projections that guide growth, and create the bookkeeping systems that support both compliance and confident expansion. They leave with the financial visibility their next stage of growth requires.

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Key Outcomes:

Financial Statement Fluency: Participants will learn to read their P&L with clarity and use it to evaluate true profitability.

Pricing Aligned to Numbers: Owners will understand how to set and adjust pricing using real data instead of gut feelings.

Practical Projections: Attendees will see how simple forecasting models can guide hiring, investing, and scaling decisions.

Stronger Cash Flow Awareness: Business owners will learn how to anticipate gaps, avoid cash crunches, and time their growth.

Compliance-Ready Bookkeeping: Participants will leave with a system that supports clean tax filings and protects against costly errors.

Know Your Numbers, Grow Your Business

The ABCs of Financial Clarity for Entrepreneurs  ·  Keynote or Workshop (45 min to half-day)

Session Overview

Most entrepreneurs are running their businesses without truly knowing their numbers — and it is costing them more than they realize. In this signature session, we walk business owners through the ABCs of Finance (Advisory, Bookkeeping, and Compliance), the framework that turns confusing financial data into clear, confident decisions.

From understanding the three financial statements every owner must read to spotting the warning signs of financial chaos, attendees leave with a practical playbook for building a business that is lender-ready, tax-strategy ready, and growth-ready.

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Key Outcomes:

Confident Financial Reading: Participants will understand the three core financial statements (Profit and Loss, Balance Sheet, and Cash Flow) and what each one is really telling them.

The ABCs Framework: Attendees will learn how Advisory, Bookkeeping, and Compliance work together to create a business that runs on clarity instead of chaos.

Year-Round Tax Strategy: Owners will see how clean books unlock proactive tax planning, reduce surprises, and protect profit.

Lender and Investor Readiness: Participants will leave with a checklist to get their books capital-ready and build business credit with confidence.

A Start-This-Week Action Plan: Every attendee walks out with one practical step they can implement immediately.

Steward What You Scale

4 Shifts to Build a Business with Clarity, Confidence, and Conviction  ·  Keynote

Session Overview

Scaling a business without stewardship only multiplies the chaos. In this faith-anchored keynote, we walk entrepreneurs through four shifts that transform how they lead, manage money, and grow with purpose.

Drawing from 25 years of financial services experience and a personal journey of resilience, this session bridges spiritual grounding with financial wisdom. Faith becomes the compass. Financial literacy becomes the engine. Together, they give entrepreneurs the courage to steward what God places in their hands.

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Key Outcomes:

Faith-Driven Clarity: Attendees will see their finances through the lens of stewardship rather than striving, releasing the pressure to perform.

Practical Financial Wisdom: Participants will gain a working understanding of how clarity, cash flow, systems, and profit align to build a sustainable, faith-led business.

Confidence to Lead Through Uncertainty: Owners will leave equipped to make grounded decisions in seasons of growth, setback, and transition.

A Stewardship Mindset for Scaling: Attendees will walk away with a renewed commitment to manage well before they expand.

Previous Speaking Engagements | Clean Logos

Previous Speaking Engagements

Certifications & Associations | Sliding Logo Showcase

Credentials

Certifications / Associations

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Testimonials

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Find Us

Our Location

220 S. Main St., Royal Oak, MI 48067

Tried and True FS

220 S. Main St.

Royal Oak, MI 48067

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Tried and True Financial Services

Phone: 800-270-1272

220 S. Main St., Royal Oak, MI 48067
1420 Washington Blvd, Ste 301, Detroit, MI 48226

We're available:
Monday – Friday: 9 am – 6 pm
Sat & Sun: Closed

Referral Program

Refer a Friend and you both get $25 Cash!
Certain restrictions apply.

The referred customer must complete the purchase of services in order to get paid out on referral.