Xpertise

Nancy Jacobson, CPA

Nancy Jacobson
“I balance my love for numbers with my creative side. I’ve done art and fashion design, completed marathons and triathlons and hold a black belt in martial arts. But my favorite hobby by far is spending time with my son.”

As a small business owner herself, Nancy is passionate about helping other small businesses overcome the failure rate statistics. She founded Xtended Financial Resources to provide an attainable solution. With good financial management and process improvement, it is possible to run a successful small business and enjoy life!

With over 30 years of experience, Nancy has a reputation for integrity, attention to detail and dependability. She assists start-ups and small businesses with maximizing profits, increasing cash flow and strategic planning to ensure growth. Her knack for making sense of the numbers and providing data analytics helps her clients make informed tactical decisions.

Nancy is a graduate of the Wharton School of Business at the University of Pennsylvania and a licensed CPA. She lives in Atlanta, Georgia and is a member of the American Institute of CPAs, and the Georgia Society of CPAs. She is also a QuickBooks® Online Advanced Certified ProAdvisor. Xtended Financial Resources is the proud recipient of the 2020 Make Your Move Entrepreneur Contest.

Rachel Agazie

Rachel Agazie

Rachel shares Nancy’s passion for aiding small businesses in beating the odds. As project manager at Xtended Financial Resources, she wears many hats and is excited to utilize her skills to help our clients succeed.

Rachel is a whiz at content marketing and uses her marketing, organizational and technology skills for both Xtended Financial Resources and our clients. She is instrumental in drafting successful strategic plans to maximize a company’s growth potential.


Rachel is a native of Haiti and fluent in French. She is a candidate for a Bachelor Degree in Human Services at Southern New Hampshire University with a minor in Business Administration. She will graduate in 2022 and is on the President’s List.

We’d love to talk about what matters to you.

Send a message to our inbox

Ready to schedule a call?

Use the button below to interact with Nancy's calendar and schedule a call.