Jennifer Walsh

Financial Planning Advisor

About Jennifer

Jennifer Walsh is a Certified Financial Planner (CFP) with extensive experience in business financial planning and wealth management. She helps business owners and executives develop comprehensive financial strategies for growth and succession.

Her services include cash flow analysis, investment planning, retirement strategies, and business succession planning. Jennifer has guided numerous clients through business transitions, from startup growth to successful exits.

She holds a CFP designation and a Master's in Financial Planning. Jennifer combines technical expertise with a client-centered approach to help businesses achieve their financial goals.

Jennifer Walsh - Financial Planning Advisor

Latest Articles by Jennifer

Insights and expertise from our accounting professionals

Cash Flow Management: The Lifeblood of Your Business

Learn why cash flow management is more important than profitability and discover practical strategies to maintain healthy cash flow in your business.

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Professional accounting services background

Maximize profits, minimize complexity

Take control of your financial future with Mulberry 's expert accounting services.