Nancy Jacobson, CPA
@nancyjcpa.bsky.social
Founder of Xtended Financial Resources, empowers RIA firms to streamline operations, boost efficiency, and drive growth. Chicago native in Atlanta. Proud mom, CPA, and winner of Daymond John's 2020 Make Your Move Entrepreneur Award. #FinTech #RIA #Finance
Just imagine having a partner who understands the unique needs of your RIA firm—streamlining your processes, supporting your growth, and helping you deliver even more value to your clients.
That’s exactly what Xtended Financial Resources is here to do.
Discover how we can help at www.xtendedfr.com
That’s exactly what Xtended Financial Resources is here to do.
Discover how we can help at www.xtendedfr.com
Empower Your RIA Firm's Financial Success with Expert CFO and Controllership Services
Xtended Financial Resources offers tailored financial services to RIA firms, focusing on profit maximization, cash flow strategies, and growth amplification.
Transform your RIA's finance department, ...
www.xtendedfr.com
January 28, 2025 at 5:02 PM
Just imagine having a partner who understands the unique needs of your RIA firm—streamlining your processes, supporting your growth, and helping you deliver even more value to your clients.
That’s exactly what Xtended Financial Resources is here to do.
Discover how we can help at www.xtendedfr.com
That’s exactly what Xtended Financial Resources is here to do.
Discover how we can help at www.xtendedfr.com