Nancy Jacobson, CPA
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.
Shannon shares Nancy’s passion for aiding small businesses in beating the odds. As Director of Operations at Xtended Financial Resources, she wears many hats and is excited to utilize her skills to help our clients succeed.
With decades of experience working with small businesses, entrepreneurs, startups, as well as Fortune 500 companies, Shannon has the ability to work well with all types of business and access their needs.
Shannon is a native of Georgia, loves to learn new languages, and in her spare time, Shannon volunteers extensively for organizations that support children, elderly, animals, and social justice.
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