Jamie Trull

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I'm a CPA-turned-financial educator helping thousands of small business owners uncover hidden profit and find abundance in their businesses.

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About Jamie Trull

I'll admit it, I'm a total numbers nerd, through and through.

I initially took the "traditional" route (or what some might call the "boring" route). I got my Bachelor’s in Analytical Finance and a Master’s in Accountancy from Wake Forest University and became a CPA. I started my career at Ernst & Young, one of the Big 4 public accounting firms. More recently, I spent 10 years of my career in the Coca-Cola system, rising to a leadership role in Finance.

After a demanding Corporate career and two kids, I needed more balance. My heart had always felt a calling toward small business, which led me to starting Balance CFO LLC in 2018 with a vision to help women entrepreneurs reach for their dreams and achieve their financial goals!

My #1 mission is to see more women not just surviving but THRIVING both in their professional and personal lives. I am a financial literacy coach and speaker focused on helping entrepreneurs feel more confident about the numbers side of their businesses. The more we UNDERSTAND the financial side of our business, the more we can use it to transform not only our own pocketbook, but also the world around us.