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Heidi Brim - Omni360 Advisors

Heidi Brim

Senior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Heidi

Heidi brings expertise in both individual and small business taxation, supported by her strong analytical skills and her willingness to take on a wide range of challenges. As a QuickBooks ProAdvisor with a Master’s degree in Accounting, she combines technical knowledge with practical experience to deliver accurate and thoughtful guidance to clients.

Outside of work, Heidi is actively involved with several local nonprofit organizations, contributing her time and skills to causes she cares about.

TEAMS

Red Team

A BRIEF HISTORY

Heidi joined the firm in 2016, bringing with her more than 20 years of bookkeeping and write-up experience across a variety of industries, including retail, professional services, and nonprofit organizations. Her deep understanding of day-to-day financial operations, coupled with her tax expertise, makes her a valued member of the Omni team.

*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.

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Recent Posts

Your Family’s Financial Operating System: What the Next Generation Needs to Know

Learn how to create a family financial operating system that organizes important information, prepares future decision-makers, and supports a thoughtful transfer of wealth and responsibility. ...

<p>The post Your Family’s Financial Operating System: What the Next Generation Needs to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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The Hidden Risks of Owning Multiple Businesses, LLCs, and Investment Properties

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<p>The post The Hidden Risks of Owning Multiple Businesses, LLCs, and Investment Properties first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach

As wealth grows, financial decisions often become more interconnected. Learn five signs that your business, investments, taxes, and estate plan may benefit from greater coordination. ...

<p>The post When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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