Age - 33
Company Name - Leo Accounting
Position In The Company - CEO
Bio- Robertta Simon stands out as a beacon of innovation and dedication in the entrepreneurial world, a narrative that unfolds with her remarkable journey and the founding of Leo Accounting. Her story encapsulates her visionary approach and unwavering commitment to empowering small and medium-sized businesses across various industries. Robertta's trajectory in the business world underscores her profound impact and the respect she commands in her field.
Before the inception of Leo Accounting, Robertta honed her expertise through eight years of diligent work in corporate America, followed by five years dedicated to assisting small to medium-sized businesses. This diverse experience laid the groundwork for her deep understanding of the challenges and needs of business owners in sectors close to her heart: woman-owned medical professionals, wellness businesses, beauty services, legal cannabis, and real estate professionals. It was this rich tapestry of experiences that illuminated the path towards establishing Leo Accounting.
The catalyst for Leo Accounting was Robertta's realization of the critical need for quality support to not just sustain but enable businesses to thrive, especially in the face of daunting statistics about small business closures within their first two years. Disturbed by the observation that large, profit-driven corporations often overlooked the true essence of community—the people—Robertta envisioned a different kind of accounting firm. Leo Accounting was born out of a desire to strengthen the community's heart, one business at a time, by prioritizing each client and aiding them in achieving their dreams.
Since its founding in 2019, Leo Accounting has made significant strides, serving around 1,100 clients across the United States and expanding its team across six states. The firm is not just an accounting service; it's a comprehensive support system for business owners, providing seasoned bookkeepers, accountants, tax advisors, and CFOs. This robust team ensures businesses can focus on their passions by offering the necessary tools for growth, profitability, and efficiency, amidst the ever-changing landscape of tax laws and accounting practices.
Robertta's professional affiliations mirror her commitment to excellence and community. She is a proud member of the American Institute of Certified Public Accountants (AICPA), the Accounting & Financial Women's Alliance, and holds distinctions as a QuickBooks Pro advisor and Dope CFO. These memberships not only highlight her dedication to her profession and continuous learning but also her commitment to fostering an inclusive and supportive business environment.
In every aspect, Robertta Simon exemplifies the spirit of entrepreneurship with a purpose. Through Leo Accounting, she has not only built a successful business but has also created a lifeline for many small and medium-sized enterprises, helping them navigate the complex world of finance with ease and confidence. Her story is a testament to the power of visionary leadership and the profound impact it can have on communities and industries alike.
Website URL - www.thelapros.com
Social Media URL
Instagram - https://www.instagram.com/leoaccounting
LinkedIn - www.linkedin.com/in/roberttaleoaccounting