Financial clarity turns
survival into strategy.
Valaise Smith, EA — The Financial Clarity Architect — helps entrepreneurs replace financial overwhelm with a system they can actually run their business on.
How Confident Are You in Your Business Finances?
Growing your business takes hard work. But if you don't have a clear understanding of your numbers, you could be making important decisions based on assumptions instead of facts.
In just a few minutes, you'll discover your Financial Clarity Score and gain valuable insights into where your business is thriving—and where there may be opportunities to strengthen your financial foundation.
The most successful business owners don't just earn more. They understand their numbers and use them to make smarter decisions.
Start leading your business with confidence.
Get Your Financial Clarity ScoreStay in the Know. Lead with Confidence.
Running a business is challenging enough—understanding your finances shouldn't be. Subscribe to the Tried and True Financial Services Bi-Weekly Newsletter and receive practical insights, tax tips, and financial strategies that help you make smarter business decisions with confidence.
What you'll get every other week:
- ✔ Financial Clarity insights for business owners
- ✔ Practical tax tips and compliance updates
- ✔ Cash flow, profitability, and growth strategies
- ✔ Exclusive resources, events, and expert guidance
Join a community of entrepreneurs committed to gaining clarity, confidence, and control over their business finances.
Subscribe today—because better financial decisions start with better financial clarity.
Subscribe to the Bi-Weekly Newsletter
Speaker, Trainer, Author & The Financial Clarity Architect
Valaise Smith, EA
Valaise Smith is an Enrolled Agent, Financial Strategist, and CEO of Tried and True Financial Services, LLC, where she helps entrepreneurs gain clarity, confidence, and control over their finances. With more than 20 years of experience in financial services, she supports business owners with strategic tax planning, compliance, and financial systems that promote sustainable growth.
Valaise specializes in the ABCs of Finance—Advisory, Bookkeeping, and Compliance—guiding entrepreneurs through practical financial strategies that simplify decision-making and reduce overwhelm. Through consulting, workshops, and coaching, she helps business owners better understand their numbers so they can operate with greater structure and confidence.
She holds a BBA in Finance from Davenport University and the Enrolled Agent designation, allowing her to represent taxpayers before the IRS nationwide. Valaise is also a Certified Woman Business Enterprise (WBE) and a B2B provider with Oakland Thrive, where she supports entrepreneurs in strengthening their financial foundations and operational systems.
Valaise is the author of Bookkeeping for Business Owners: Gaining Clarity and Confidence Without the Overwhelm, a practical guide designed to help entrepreneurs organize their finances and build sustainable systems with confidence.
Signature Talks
Speaking Topics
Three ways Valaise brings financial clarity to your stage — workshop-tested, keynote-ready.
From Pricing to Profit
Financial Statements and Projections That Drive Sustainable Growth
A workshop that helps business owners use financial data to make smarter pricing decisions — reading P&L statements, building growth projections, and setting up bookkeeping systems that support real confidence.
Know Your Numbers, Grow Your Business
The ABCs of Financial Clarity for Entrepreneurs
Attendees learn the ABCs of Finance — Advisory, Bookkeeping, and Compliance — plus how to read key statements, catch financial issues early, and prepare for funding, tax strategy, and long-term growth.
Steward What You Scale
4 Shifts to Build a Business with Clarity, Confidence, and Conviction
A faith-based keynote drawing on 25 years of financial services experience — combining spiritual principles with practical financial wisdom for entrepreneurs who want to lead with purpose.
What Your Audience Walks Away With
Clarity they can use on Monday morning.
Valaise doesn't just inspire — she hands entrepreneurs a system. Every talk is built around practical, repeatable frameworks like the P.O.T.S.™ Method and FinancialCPR™.
- ✓Achieve Financial Clarity
- ✓Master Financial Management
- ✓Unlock Wealth-Building Secrets
- ✓Navigate Life's Financial Challenges
The Book
Bookkeeping for Business Owners
Gaining Clarity and Confidence Without the Overwhelm
- —The ABCs of Finance, the P.O.T.S.™ Method, and FinancialCPR™ for managing pay, expenses, taxes, and savings with purpose.
- —The bookkeeping mistakes that quietly cost small businesses time, money, and peace of mind — and how to avoid them.
- —Step-by-step systems to build financial clarity, confidence, and credibility with lenders, investors, and yourself.
A must-have business tool for every level of bookkeeping experience — clear enough to give a 40-year business owner new confidence and structure.
— PercyClear, practical, and easy to follow. Breaks down accounting basics for entrepreneurs who aren't "numbers people," start to finish.
— Valorie Bennett-WileyAs Seen On
Partnerships & Certifications
Speaking Engagements
Frequently Asked Questions
1. Who do you help?
We work with service-based entrepreneurs and mission-driven organizations who want greater confidence and clarity in their finances.
Our clients include coaches, consultants, therapists, speakers, real estate investors, and other business owners who are ready to move beyond reactive financial management and build a financially sustainable business.
2. My business is making money, but I still feel financially overwhelmed. Can you help?
Yes.
Many business owners generate revenue but still struggle to answer questions like:
- Where is my money going?
- Am I actually profitable?
- Why is cash flow always tight?
- Am I prepared for taxes?
- What should I do next financially?
We help you understand your numbers, identify opportunities, and make informed financial decisions with confidence.
3. I'm behind on my bookkeeping and financial records. Is it too late?
Not at all.
Many successful entrepreneurs fall behind because they're focused on serving clients—not managing financial records.
We'll help organize your finances, identify what's missing, and create a practical plan to get everything back on track.
No judgment. Just solutions.
4. I already have a CPA or tax preparer. Why would I work with Tried and True Financial Services?
Many tax professionals focus on preparing returns once a year.
We focus on helping you understand your finances throughout the year so you can make better business decisions—not just better tax filings.
Our goal is to help you move from reacting to your finances to confidently leading your business.
5. What services do you offer?
We provide comprehensive financial support designed to help business owners gain clarity and confidence, including:
- Tax Preparation
- Tax Planning
- Bookkeeping Oversight
- Financial Advisory & Clarity
- Workshops and Financial Education
Whether you need support with one area or a more comprehensive financial strategy, we'll recommend the services that best fit your business and goals.
6. What makes Tried and True Financial Services different?
We believe financial services should empower you—not overwhelm you.
Rather than simply preparing reports or filing taxes, we help you understand what your numbers mean so you can make informed decisions with confidence.
Our approach is built on:
- Financial clarity
- Education
- Strategic guidance
- Integrity
- Long-term partnership
7. Will you explain my financial reports in a way I can actually understand?
Absolutely.
Financial reports shouldn't require a finance degree.
We explain your numbers in clear, practical language so you understand what they're telling you, why they matter, and how to use them to make better business decisions.
8. I don't know which service I need. Can you help me decide?
Absolutely.
Many clients come to us knowing they need financial help but aren't sure where to start.
We'll learn about your business, discuss your goals and challenges, and recommend the services that will have the greatest impact.
9. Why should I trust Tried and True Financial Services?
We believe trust is earned through transparency, expertise, and consistent support.
Our clients value that we take the time to educate them, answer their questions, and provide practical financial guidance—not just complete transactions.
As an enrolled agent, we are committed to adhering to Circular 230 ethics and regulatory standards.
10. What can I expect after becoming a client?
You'll gain more than a financial service provider—you'll have a trusted partner committed to helping you stay organized, understand your finances, and make confident decisions as your business grows.
11. How do I get started?
Getting started is simple.
Take our Free Financial Clarity Assessment or schedule a Financial Clarity Call, tell us about your business and goals, and we'll help identify the best path forward based on your current needs and future vision.