Tried & True Financial Services

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Tried & True Financial Services We empower entrepreneurs to move their financials from reactive to strategic with our FEARLESS framework.

FREE Fearless Masterclass - https://linktr.ee/triedandtruefs Valaise Smith is the Founder & CEO of Tried and True Financial Services, LLC. Tried and True is committed to building & maintaining long-term relationships with business owners who want to obtain better control over their finances. We are passionate about educating business owners on the ABCโ€™s of finance. ACCOUNTING, BUDGETING and CREDIT building are the cornerstones to help business owners achieve their financial goals. ACCOUNTING (tax planning & preparation) so they save money on taxes, maintaining better BUDGETS so that their cash flow remains positive and building their CREDIT profile to increase their business credibility & fundability. With over 20 years of experience in the financial services arena, the birth of Tried and True was imminent for Valaise. โ€œI believe true happiness is born when you discover your purpose in life and begin to travel down that pathwayโ€, says Valaise. With humble beginnings, Valaise began her career as a Bank Teller. Not sure of what career path she would follow at the time, she always had a natural tendency for Math & Business-related subjects. After taking countless personality and career-based assessments and coming up with recurring results, Valaise began to embrace her natural skill set. Armed with that information, Valaise decided to go back to school to pursue a degree in Accounting. After completing the foundational Accounting courses, Valaise decided to broaden her horizons and change to the field of Finance where she earned a Bachelors of Business Administration with high honors @ Davenport University. โ€œI realized that the community of people I grew up knowing and loving could benefit from the gifts and knowledge that I had been blessed with, so I began to nurture that skillset so I could give backโ€, says Valaise. Valaise is committed to a lifelong journey of learning demonstrated by completing various Income Tax courses throughout the years in addition to completing the Personal Financial Planning curriculum @ Oakland University. Having spent 10 + years overseeing the back office operations, managing the compliance policies & procedures, conducting the portfolio administration & account reconciliations for a book of business in excess of $1 billion, Valaiseโ€™s experience expands beyond the classroom. Valaise is a member of the National Association of Tax Professionals as well as a Certified Minority Business Owner and will continue to remain educated on the evolving world of services offered by Tried and True.

โ€‹โ€‹Valaise serves an array of clients and businesses in Downtown Detroit, Midtown Detroit, TechTown Detroit, Farmington Hills, Redford and around the Midwest.

๐Ÿ”ฅ FUTURE EAs, YOUR COUNTDOWN IS ON!Big career goals require preparation. Are you ready to invest in your next chapter? T...
10/16/2026

๐Ÿ”ฅ FUTURE EAs, YOUR COUNTDOWN IS ON!

Big career goals require preparation. Are you ready to invest in your next chapter? The 5-Day EA Bootcamp is almost here, with focused preparation for all 3 parts of the SEE!

โฐ 3 DAYS LEFT! Don't wait until the opportunity passes.

๐Ÿ“… Oct 19โ€“23 | 9 AMโ€“5 PM ET
๐Ÿ“ Southfield, MI + Live Virtual Option

โœจ Your future starts with what you do today.

๐Ÿ‘‰ REGISTER NOW: https://ealeadershipacademy.com/5-day-ea-bootcamp-home-page

Tag someone working toward their EA credential! ๐Ÿ‘‡

๐Ÿ“Š Revenue Is Not the Goal. Profitability Is.More sales, more clients, and more revenue may look like success, but are yo...
10/13/2026

๐Ÿ“Š Revenue Is Not the Goal. Profitability Is.

More sales, more clients, and more revenue may look like success, but are you keeping enough of what your business earns?

A profitable business requires more than increasing sales. It means understanding your expenses, evaluating your pricing, and knowing which products or services truly contribute to your bottom line.

In the October 13 Financial Clarity Brief, I share practical questions to help you identify profitability gaps and make more informed financial decisions.

๐Ÿ’กYour Financial Clarity Check: Do you know how much profit your business actually generates?

๐Ÿ“– Read the full newsletter on LinkedIn:

https://www.linkedin.com/pulse/copy-revenue-goal-build-business-produces-real-profit-smith-ea-prmdc

๐ŸŽฏ Get your FREE Financial Clarity Score to identify opportunities to strengthen your financial foundation.

๐Ÿ‘‰ https://triedandtruefs.com/financial-clarity-score

Build a business that doesn't just generate revenue, but creates sustainable financial strength.

๐Ÿšจ REGISTRATION DEADLINE APPROACHING โ€” DON'T MISS YOUR OPPORTUNITY!YOUR EA JOURNEY STARTS HERE! Are you ready to take the...
10/09/2026

๐Ÿšจ REGISTRATION DEADLINE APPROACHING โ€” DON'T MISS YOUR OPPORTUNITY!

YOUR EA JOURNEY STARTS HERE! Are you ready to take the next step in your tax career?

The EA Leadership Academy 5-Day EA Bootcamp is coming soon! Invest in the focused training, expert guidance, and preparation you need to pursue your Enrolled Agent credential.

๐Ÿ“š ๐—ช๐—ต๐—ฎ๐˜ ๐—ฌ๐—ผ๐˜‚ ๐—–๐—ฎ๐—ป ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜:
โœ… Comprehensive exam preparation covering all 3 parts of the Special Enrollment Examination (SEE)
โœ… Expert instruction from experienced tax professionals
โœ… Practical strategies to strengthen your understanding
โœ… Real-world applications to support your tax career or practice

๐Ÿ“… October 19โ€“23, 2026
โฐ 9:00 AM โ€“ 5:00 PM ET
๐Ÿ“ Southfield, Michigan | In-person
๐Ÿ’ป Live virtual option available!

โณโš ๏ธ TIME IS RUNNING OUT! Register before the bootcamp begins on October 19! Don't put off your professional development until the next opportunity. Take action now and give yourself time to prepare for this intensive five-day learning experience.

๐Ÿ”ฅ YOUR NEXT STEP STARTS TODAY!

๐Ÿ“ฒ REGISTER NOW:
Scan the QR code on the flyer or visit:
๐Ÿ‘‰ https://ealeadershipacademy.com/5-day-ea-bootcamp-home-page

Don't wait until the final moment to invest in your future. Take the next step toward becoming an Enrolled Agent!

Invest in Your Knowledge. Advance Your Future.๐Ÿš€

10/08/2026

๐Ÿ’™ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ง๐—ต๐˜‚๐—ฟ๐˜€๐—ฑ๐—ฎ๐˜† | ๐—ช๐—ต๐˜† ๐—–๐—ฎ๐˜€๐—ต ๐—™๐—น๐—ผ๐˜„ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€ ๐— ๐—ผ๐—ฟ๐—ฒ ๐—ง๐—ต๐—ฎ๐—ป ๐—ฅ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜‚๐—ฒ

Revenue tells you how much your business sold. Cash flow tells you whether your business can keep operating.

You can have strong sales and still struggle to pay your bills if cash isn't coming in at the right time.

Thatโ€™s why financial leaders look beyond revenue. They pay attention to when cash comes in, where it goes, and what remains available to operate and grow.

๐Ÿ“Š Check the video clip to see why cash flow deserves your attention.

๐Ÿ’ก ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—–๐—ต๐—ฒ๐—ฐ๐—ธ:

If your revenue increased next month, would your available cash increase too?

If youโ€™re not sure, it may be time to take a closer look at your cash flow.

๐Ÿ‘‰ Save this post and share it with another entrepreneur who needs to understand the difference between revenue and cash flow.

Visit www.triedandtruefs.com to learn more.

๐Ÿšจ TAX PROFESSIONALS โ€” THIS IS A CONVERSATION YOU DONโ€™T WANT TO MISS!What happens when a tax preparer crosses the line an...
10/07/2026

๐Ÿšจ TAX PROFESSIONALS โ€” THIS IS A CONVERSATION YOU DONโ€™T WANT TO MISS!

What happens when a tax preparer crosses the line and becomes part of the crime?

Today, the Tax Aunties are tackling this important issue during Wind Down Wednesday!

๐—ข๐˜‚๐—ฟ ๐—›๐—ผ๐˜ ๐—ง๐—ผ๐—ฝ๐—ถ๐—ฐ:

๐Ÿ“Œ โ€œWhen the Tax Preparer Becomes Part of the Crime: Former IRS Agent Indicted in Tax & Money Laundering Schemeโ€

This FREE live virtual conversation will unpack important lessons surrounding:
โœ”๏ธ Tax compliance
โœ”๏ธ Professional ethics
โœ”๏ธ Red flags tax professionals should recognize
โœ”๏ธ Protecting yourself and your clients
โœ”๏ธ Recent industry and IRS developments

๐Ÿ“… TODAY โ€” Wednesday, October 7, 2026
โฐ 6:00 PM ET
๐Ÿ’ป FREE LIVE VIRTUAL EVENT
๐Ÿšจ DONโ€™T WAIT โ€” JOIN US TODAY!
๐Ÿ“ฒ Scan the QR code on the flyer to register or register online:
๐Ÿ‘‰ REGISTER HERE:
https://go.ealeadershipacademy.com/tax-aunties-wind-down-wednesday

Bring your questions. Bring your perspective. Bring your professional curiosity.

๐Ÿ”ฅ FREE. LIVE. VIRTUAL. TIMELY.

๐Ÿ’™ ๐—ง๐—ฎ๐˜… ๐—ง๐—ถ๐—ฝ ๐—ง๐˜‚๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† | ๐—™๐—ถ๐˜ƒ๐—ฒ ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ป๐˜€๐—ฒ๐˜€ ๐—˜๐—ป๐˜๐—ฟ๐—ฒ๐—ฝ๐—ฟ๐—ฒ๐—ป๐—ฒ๐˜‚๐—ฟ๐˜€ ๐—–๐—ผ๐—บ๐—บ๐—ผ๐—ป๐—น๐˜† ๐— ๐—ถ๐˜€๐˜€Are you capturing all the business expenses you ma...
10/06/2026

๐Ÿ’™ ๐—ง๐—ฎ๐˜… ๐—ง๐—ถ๐—ฝ ๐—ง๐˜‚๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† | ๐—™๐—ถ๐˜ƒ๐—ฒ ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ป๐˜€๐—ฒ๐˜€ ๐—˜๐—ป๐˜๐—ฟ๐—ฒ๐—ฝ๐—ฟ๐—ฒ๐—ป๐—ฒ๐˜‚๐—ฟ๐˜€ ๐—–๐—ผ๐—บ๐—บ๐—ผ๐—ป๐—น๐˜† ๐— ๐—ถ๐˜€๐˜€

Are you capturing all the business expenses you may be eligible to deduct?

One of the easiest ways entrepreneurs can lose sight of potential tax deductions is by paying for legitimate business expenses throughout the yearโ€”but failing to track them consistently.

Here are 5 business expenses entrepreneurs commonly overlook:
1๏ธโƒฃ Home Office Expenses
2๏ธโƒฃ Software & Online Subscriptions
3๏ธโƒฃ Professional & Business Services
4๏ธโƒฃ Business Education & Training
5๏ธโƒฃ Business Mileage & Vehicle Expenses

๐Ÿ’™ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—–๐—ต๐—ฒ๐—ฐ๐—ธ

Don't wait until tax time to figure out where your money went.

Your bookkeeping system should help you identify potential deductions throughout the year, not just when you're preparing your tax return.

This is where consistent financial systems matter.

Using FinancialCPRโ„ข โ€” Categorize, Post, Reconcile โ€” monthly can help you keep your transactions organized and make it easier to see where your business dollars are going.

And remember:

Every dollar needs a destination.

๐Ÿ“Œ Ready to Get Clearer About Your Numbers?

If you're not sure whether your financial records are giving you the clarity you need, let's take a closer look.

๐Ÿ‘‰ Book your Financial Clarity Call and get a clearer picture of where your business stands financially, what may need your attention, and what steps you can take next.

Schedule your Financial Clarity Call today at www.triedandtruefs.com

๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ง๐—ต๐˜‚๐—ฟ๐˜€๐—ฑ๐—ฎ๐˜† ๐Ÿ“ŠRevenue is importantโ€”but is your revenue supporting your goals?A strong quarter isn't just a...
10/01/2026

๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ง๐—ต๐˜‚๐—ฟ๐˜€๐—ฑ๐—ฎ๐˜† ๐Ÿ“Š

Revenue is importantโ€”but is your revenue supporting your goals?

A strong quarter isn't just about how much money came in. It's about understanding why your numbers look the way they do.

Take a few minutes to ask yourself:

โœ”๏ธ Did we meet our revenue targets?
โœ”๏ธ Which products or services performed best?
โœ”๏ธ Where did we exceed expectations?
โœ”๏ธ Where did revenue fall short?

Your numbers tell a story. Reviewing them regularly helps you identify what's working, what needs attention, and where you may need to adjust before the next quarter.

๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—–๐—ต๐—ฒ๐—ฐ๐—ธ:
Don't just ask, "How much did we make?"
Ask, "Is our revenue supporting where we're trying to go?"

๐ŸŽฏ Know Your Financial Clarity Score

Want to better understand where your business stands financially?

Grab your FREE Financial Clarity Score and discover areas where greater clarity and structure may strengthen your financial foundation.

๐Ÿ‘‰ Get your free score: https://triedandtruefs.com/valaise-media-kit

๐—•๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐—ฝ๐—น๐—ฎ๐—ป ๐—ค๐Ÿฐ, ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜๐—ฎ๐—ธ๐—ฒ๐—ป ๐˜๐—ถ๐—บ๐—ฒ ๐˜๐—ผ ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐—ค๐Ÿฏ?Itโ€™s easy to focus on the next client, next sale, or next opportuni...
09/29/2026

๐—•๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐—ฝ๐—น๐—ฎ๐—ป ๐—ค๐Ÿฐ, ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜๐—ฎ๐—ธ๐—ฒ๐—ป ๐˜๐—ถ๐—บ๐—ฒ ๐˜๐—ผ ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐—ค๐Ÿฏ?

Itโ€™s easy to focus on the next client, next sale, or next opportunity. But strong financial leadership also requires pausing to evaluate where your business stands today.

A quarterly review can help you ask:

โœ”๏ธ Is my revenue supporting my goals?
โœ”๏ธ Is my cash flow healthy?
โœ”๏ธ Am I managing expenses intentionally?
โœ”๏ธ Am I financially ready for whatโ€™s next?

Financial leadership requires reflection. Your numbers can help reveal whatโ€™s working, what needs attention, and where you may need to adjust before entering the next quarter.

๐Ÿ“– Read the full September 29 Financial Clarity Brief on LinkedIn:
https://www.linkedin.com/pulse/ceo-financial-checkup-closing-out-q3-strong-why-every-smith-ea-dvjec

Want practical financial insights like this delivered to your inbox? Subscribe to the Tried and True Financial Services bi-weekly newsletter and stay connected to financial clarity, practical strategies, and resources designed to help you make more informed business decisions.

Visit: https://triedandtruefs.com/valaise-media-kit

Take a few minutes this week to review your numbers before you plan what's next.

09/25/2026

๐Ÿ’™ FEARLESS FRIDAY | PODCAST TEASER

I believe financial clarity changes the way we lead our businesses.

That belief is one of the reasons I wrote Bookkeeping for Business Owners: Gaining Clarity and Confidence Without the Overwhelm.

Iโ€™ve seen how easy it is for entrepreneurs to feel disconnected from their numbersโ€”to work hard, generate revenue, and still wonder:

โ€œWhat are my numbers really telling me?โ€

In my book, I break down bookkeeping and financial concepts into practical steps so business owners can better understand their financial story and use their numbers to make informed decisions.

And I recently had the opportunity to continue that conversation on the PEAR Project Podcast. ๐ŸŽ™๏ธ

Hereโ€™s a little teaser from our conversation!

โ–ถ๏ธ Watch the full video here:

https://youtu.be/roY8ubVgsA8?si=ZdJupN2pHigl0Evx

As you watch, I want you to think about this:

๐—ช๐—ต๐—ฎ๐˜ ๐—ฐ๐—ผ๐˜‚๐—น๐—ฑ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚ ๐—ณ๐—ฒ๐—น๐˜ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ป๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ๐˜€?

๐Ÿ’ฌ Share your answer in the comments.

And if youโ€™re ready to go deeper into understanding your business finances, my book, Bookkeeping for Business Owners, is a great place to start. ๐Ÿ“˜

Your numbers don't have to overwhelm you. They can help you lead.

Address

220 S. Main Street
Detroit, MI
48067

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 6pm

Telephone

+18002701272

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