I’m Bridget Allen, the founder and Senior Consultant & Tax Strategist of our firm. In addition to my professional role, I’m proud to be a mother to a 26-year-old son, an avid sports fan, and a dedicated foodie. Giving back to my community brings me great joy, and I currently serve on the board of a nonprofit organization that mentors young girls aged 6-17. My passion for financial literacy drives me to empower these young minds, sharing valuable knowledge and skills that will shape their futures.

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With over 15 years of experience in banking, tax, and accounting across both corporate and non-profit sectors, I bring a wealth of knowledge and a unique perspective to each of our clients.

My extensive background includes:

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• Sales and Use Tax Filings: Efficiently managing tax obligations for diverse entities.

• Payroll Processing: Handling payroll for over 200 employees with precision.

• Fund Accounting and General Accounting: Ensuring financial accuracy and compliance.

• Accounts Receivable and Payable: Streamlining cash flow and financial operations.

• Forecasting: Providing insights for future financial planning.  

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Beyond traditional accounting, I’ve also made significant strides in the athletic sector. As the Associate Athletic Director of Compliance and Senior Woman Administrator at an NCAA Division II institution, I:

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• Developed a Compliance Program: Built from the ground up to meet NCAA standards.

• Oversaw Strategic Planning and Budgeting: Managed nearly $10 million in departmental budgets, ensuring optimal financial efficiency.

• Led a Talented Team: Cultivated a dynamic staff, recognizing that our people are our greatest asset.

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At Allen & Associates, we offer more than just numbers. We provide holistic, tailored strategies designed to ensure your financial success. Our comprehensive services include the following, just to name a few:

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• Bookkeeping and Payroll Services: Keeping your financial operations smooth and efficient.

• Virtual CFO Services: Offering expert financial guidance on-demand.

• Tax Preparation and Planning: Minimizing tax liability while maximizing profits.

• Tax Debt Resolution: Navigating complex tax issues with ease.

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We empower business owners to focus on what they do best, free from the stress of financial management. Our goal is to help you minimize tax burdens, enhance profitability, and save valuable time. By delivering timely and relevant financial data, we enable informed decision-making, positioning your business for scalable growth.

Your dreams and goals are within reach. Let us help you chart a clear path to financial success. At Allen & Associates, your prosperity is our priority.

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