Tasha Mac – Financial Services Professional & Financial Literacy Advocate
Personal Notes
I am a financial consultant who gets results. My “no one size fits all” approach allows me to truly get to know my clients and their business in order to provide personalized solutions that create a long-lasting profitable impact. These results are designed to not only calm the chaos within each business but in my clients’ personal lives. As a Certified Financial Professional and Certified Professional and International Coach, I understand that the peace a stable productive business can give is unparalleled and provides a less stressful happy environment in which to thrive.
Bio
Tasha’s desire to help others was sparked early in her career while launching her first business, a tax firm in her hometown of Columbus, Ohio, which she continues to successfully operate. She realized that many of the mistakes that her clients were making kept them financially burdened and in debt and could be avoided with the proper coaching. She then expanded her business to provide services to help others obtain, grow, and save their hard-earned money. She proved herself to be a financial powerhouse, taking individuals and businesses from the brink of poverty to the pinnacle of prosperity. Over the past decade, her portfolio has grown to include Fortune 500 companies in a variety of operations for financial institutions, not-for profits, public accounting firms, as well as Federal Government Accounting and Auditing environments.
Tasha has launched several businesses and through her latest endeavor, Circle of Synergy, she has created several products designed to offer full financial support that includes branding, business plans, budgeting, accounting, tax services, credit repair and more. It’s all designed to create a sustaining and positive outcome. She enjoys working with companies of all levels ─ that includes start-ups to the more seasoned companies that have been in business for decades.
Tasha’s education and experience have prepared her well to help others achieve the prosperous life they desire. She obtained a B.S. in Business Administration and Accounting from the Franklin University in Columbus before completing her graduate studies at Keller Graduate School of Management, where she received her Master of Accounting and Financial Management and a Graduate Certificate in Business Administration. In addition to being a Certified Financial Professional and Certified Professional and International Coach, she holds a Financial Management Certification. Tasha’s wisdom has also been used to equip the next generation of accountants and auditors as an adjunct professor at Westwood College and the Defense Contract Audit Institute.
She credits her passion for helping others achieve financial freedom to her humble beginnings. Her early life experiences included poverty, subsidized housing and watching her mother struggle to make ends meet. She knows the importance of being able to adequately provide for those you love. It is her past, her present and her desire to create a bright future for her family and the family of others that propels Tasha to work hand-in-hand with each of her clients to achieve the goal of financial security that she hopes will ultimately lead to the happiness of her clients, their employees and all who depend on them.
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