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Scams

I recently read an article in which a financial columnist for a major publication was ...

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401k Millionaires on the Rise

As we continue through 2024, I wanted to share some data that many may find ...

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Sell or Rent: Deciding What to Do With Your Home

The decision on whether to sell or rent your home is trickier than other financial ...

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HEIDI BRIM

Accounting Team

Senior Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT HEIDI

Heidi’s focus and willingness to take on a variety of challenges makes her an expert in both individual and small business taxes.

Heidi is a QuickBook Pro Advisor and has her Masters in Accounting. When not working, she is active in several local non-profit companies.

A BRIEF HISTORY

When Heidi joined PFG in 2016, she brought over 20 years of bookkeeping and write up experience in a variety of industries such as retail, professional services and non-profit.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Heidi is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Scams

I recently read an article in which a financial columnist for a major publication was ...

The post Scams first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
401k Millionaires on the Rise

As we continue through 2024, I wanted to share some data that many may find ...

The post 401k Millionaires on the Rise first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Sell or Rent: Deciding What to Do With Your Home

The decision on whether to sell or rent your home is trickier than other financial ...

The post Sell or Rent: Deciding What to Do With Your Home first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more