I architect financial clarity for business owners who are ready to get a better handle on their finances.

Valaise Smith is a purpose-driven financial expert, author, sought-after speaker, and Enrolled Agent with over 25 years of experience in accounting, tax strategy, compliance, and operational leadership. As a former C-suite executive, she led back-office operations for firms managing $1B+ portfolios — overseeing controls, compliance, reconciliations, vendor relationships, and the financial infrastructure that supported investment decision-making.

After leaving the C-suite role, Valaise founded Tried and True Financial Services, where she now serves as a trusted financial strategist to entrepreneurs, founders, and growing businesses who want clarity, confidence, and sustainability in their finances. She is known for translating complex financial and tax concepts into clear, practical insights that help leaders make better decisions, reduce risk, and strengthen cash flow.

Valaise is the author of Bookkeeping for Business Owners: Gaining Clarity and Confidence Without the Overwhelm, a practical guide designed to help entrepreneurs build simple, sustainable financial systems that support growth. She frequently partners with Women’s Business Centers, small business development organizations, and technical assistance programs to deliver workshops and technical assistance that move business owners from uncertainty to clarity.

As a speaker, Valaise blends strategy, structure, and stewardship — rooted in her “health is wealth” mindset — to help leaders understand how pricing, bookkeeping, and financial systems work together to create sustainable businesses. Whether navigating IRS matters, strengthening financial systems, or advising on tax strategy, she brings a calm, solutions-oriented approach that empowers rather than overwhelms.

At her core, Valaise is a servant-leader who believes in trust, transparency, and ethical excellence. She champions lifelong learning, mentorship, and professional development.

Core Strengths

🎯 Speaker, Educator & Author

🎯 Strategic Tax Planning & Advisory

🎯 Systems, Controls & Operational Excellence

Valaise is an active member and advocate of the National Association of Enrolled Agents (NAEA) — the leading professional organization representing Enrolled Agents nationwide. NAEA advances the profession through advocacy, education, and networking, and Valaise encourages aspiring tax professionals to explore the EA credential and join the community.

Learn more and join NAEA: https://www.naea.org/join/