Jacquelene Bishop

About Jacquelene Bishop

I help people turn their money stress into strength. We work together through one-on-one coaching to develop a system that works for you. You\'ll walk away from our work together saying:\"I\'m good with money.\"Throughout my career, I\'ve had the fortune of working in a wide variety of settings in the accounting industry. I take pride in my ability to be an expert on tax and accounting to articulate solutions both technically and procedurally. However, my greatest strength has grown to be: assisting bosses transform into the person they\'ve always wanted to be.HOW I HELP- Through one-on-one coaching, we formulate a plan unique to you- We articulate your monthly and annual budget, your net worth, your values, goals, and your financial plan- We curate and practice the recurring systems that support your own balance in managing your life, both financial and otherwise- Enhance your skills at being your own CFO, for your business and yourself- I have two unique strengths: 1) The ability to cut right through the BS with you, and prioritize the best action to take now, and 2) Really hear and see you exactly where you are and support you genuinely.Money can be messy. It\'s wrapped into so many intimate details of who we are as humans. But, it can also be a powerful tool that can be used as one of many metrics to measure the life you want to lead. Caring for your financial life, with your business and your personal experiences, is not only a gift to your current and future self, it\'s a gift to the world. When you take responsibility for your success and follow-through on your best intentions, you are able to give back to others in a more meaningful way. Who doesn\'t love a win/win? I certainly love a win/win and that\'s what providing financial coaching services has been for me.Sign up for my newsletter if you\'d like to stay in touch, or reach out to me if you think you\'re ready to start financial coaching now. To do both, visit:

Experience

1. Treasurer Board of Directors

   Brave Trails

   Apr 2025 — Present

Education

• Golden Gate University

  Master's, Taxation

  2009 — 2011

• Bridgewater State University

  Bachelor's, Accounting

  2005 — 2008

Skills

• Finance
• Income Tax
• Corporate Tax
• Gaap
• Cpa
• Mentoring
• Tax Accounting
• Tax
• Financial Reporting
• Teaching
• Small Business
• Financial Analysis
• Quickbooks
• Financial Accounting
• Auditing
• Tax Research
• Tax Preparation
• Accounting