Professional Summary
Professional Overview
Nancy Jacobson is the Founder, CEO, and CFO of Xtended Financial Resources LLC, a leading financial services firm based in Atlanta, Georgia. With over 35 years of industry experience, she is a seasoned financial professional with a strong track record of driving growth, improving operational efficiency, and delivering strategic financial guidance to her clients.
Experience Summary
Current Role
As the Founder, CEO, and CFO of Xtended Financial Resources LLC, Nancy is responsible for overseeing all aspects of the firm's operations, including strategic planning, financial management, and client service delivery. Under her leadership, the company has established itself as a trusted advisor to a diverse clientele, offering a comprehensive suite of financial solutions tailored to their specific needs.
Career Progression
Prior to founding Xtended Financial Resources, Nancy served as the Controller at Balentine, a prominent wealth management firm, where she was instrumental in optimizing financial processes and enhancing reporting capabilities. Before that, she held the role of Chief Accounting Officer and Chief Financial Officer at Nancy Jacobson & Company, CPAs, a boutique accounting practice she founded and successfully grew over a 29-year period.
Academic Background
Nancy holds a Bachelor of Science degree in Accounting from the University of Georgia, where she graduated with distinction. She is a Certified Public Accountant (CPA) and has maintained her professional certification throughout her career.
Areas of Expertise
- Financial planning and analysis
- Accounting and financial reporting
- Tax strategy and compliance
- Mergers, acquisitions, and business valuations
- Financial risk management
- Operational optimization and process improvement
- Entrepreneurship and business strategy
Professional Impact
Throughout her career, Nancy has been recognized for her exceptional financial expertise and her ability to drive positive change. She has successfully guided numerous clients through complex financial challenges, helping them achieve their long-term goals and objectives. Additionally, Nancy has been an active contributor to the accounting and finance community, sharing her insights through speaking engagements and industry publications.
Conclusion
With her extensive experience, deep industry knowledge, and a commitment to excellence, Nancy Jacobson is a trusted advisor and respected leader in the financial services industry. As the Founder, CEO, and CFO of Xtended Financial Resources, she continues to leverage her expertise to help her clients navigate the ever-changing financial landscape and achieve sustainable success.
