Four Leaf Financial & Accounting, PLLC

I was thrilled to speak to a group of vibrant women entrepreneurs this morning, at the Industrious Women's Summit - Taking the Lead. 🍀

This months’s AZ CPA Society’s magazine focuses on entrepreneurs! Check out page 10 for a feature on our very own Jill Foley, Founder & CEO!

AZ CPA July/August 2022 AZ CPA provides information, news and trends to the accounting profession bimonthly as a regular service to the Arizona Society of CPAs members. In this issue, learn more about building your business as an entrepreneur, the importance of serving tribal entities and how CPA Evolution will affect the....

We love adventure! What's your favorite outdoor spot?

We are seriously contemplating hosting an accounting olympics. Who's in? I'm pretty sure we have the gold in the 10-key relay!

Nonprofit organizations often adopt a non-calendar financial year, or fiscal year. Can you guess which month is the most common fiscal year end for Four Leaf clients?

In the winter of 2019, Diane Albert, Four Leaf's Administration Specialist, learned she would be a grandmother. Around the same time Diane's family learned they would welcome a baby boy, Four Leaf onboarded their newest client, Ronald McDonald House Charities of Central & Northern AZ. No one knew how serendipitous this relationship would be. Only a few months later, Diane called CEO Kerry Schulman to inquire if the house was open during the pandemic. Baby Bo had arrived 100 days early and would be in the NICU for the next three months, and his parents lived two hours one way from the hospital in rural northern Arizona.

Diane's daughter, Jaycee, and husband Wyatt found a home at RMHC's Roanoke house, walking distance to the hospital. During a very scary time, RMHC served the Four Leaf family as we served them in turn.

Thank you, Kerry and your entire team for empowering Diane and her family to the best parents and grandparents. We hope to repay your kindness daily as we work to empower RMHC with the financial tools and knowledge you need to create more success stories like Baby Bo.

Four Leaf team members love the great outdoors! Our staff is located across Arizona and in Texas - some of the most beautiful places in America.

Get outside!

The Four Leaf team thanks those who served, those who mourn the ones they lost for their sacrifices, and those who continue to put their lives on the line.

Please remember there are wonderful organizations ready to listen and to help.

Four Leaf prioritizes wellness. That's why you can find partners Jill & Jenn at local Phoenix happy hours every Tuesday. Who doesn't want lower cholesterol, am I right?!

&jenn

What's your best fiscal asset? Come on! Talk finance to me.