Mama Bear Money Management with Erin Reece
Manage episode 435497777 series 3450339
With a love of crunching numbers from a young age, Erin Reece always knew her future lay in finance. She spent more than a decade at corporate and public accounting firms until Erin realized it was time for a change. After seeing and experiencing the churn and burn nature of the field, she knew it was time to make a difference. Instead of letting corporate burnout get the better of her, Erin regrouped and founded Bear Financial Solutions. In this discussion, you’ll hear her break down the experience of facing a lawsuit during the early days of the business, learn about the knowledge she’s gained after five years of running Bear Financial Solutions, and revisit the moment she realized financial therapy is her calling in life.
Show Highlights
- (0:00) Intro
- (1:12) The creation of Bear Financial Solutions
- (4:11) The "fun" side of accounting
- (5:28) Name origins for Bear Financial Services
- (7:53) The Evolution of the company logo
- (9:54) Lessons Erin’s learned after five years
- (14:39) Learning to temper growth expectations
- (16:52) Experiencing getting sued
- (20:13) Finding validation through business
- (22:44) Becoming a financial therapist
- (27:01) Approaching finance like a “mama bear”
- (28:34) What brand Erin admires
- (29:39) Where you can find more from Erin and Bear Financial Solutions
About Erin Reece:
Erin has worked with CEOs, Founders, VPs, multi-million-dollar companies, and mom-and-pop shops all across the country. Her dream when she built Bear Financial was to be able to meet with any business owner, at any level and help them achieve all of their financial goals.
Erin knew from a young age that she wanted to be an accountant. She never waivered from that passion, declaring her major on her first day of college. She graduated with a BS in Accounting and holds a graduate certificate in Criminal Justice. Erin then spent over 10 years working in corporate and public accounting firms. But seeing how burnt-out both her clients and colleagues were, Erin decided to create her own, unique accounting firm.
Erin believes that everyone deserves a personal relationship with their accountant. She goes above and beyond to ensure every client feels at home, fully supported, and ready to tackle and accomplish every financial goal.
Links:
- Bear Financial Solutions’ website: https://bearfinancialsolutions.com/
- Bear Financial Solutions’ Instagram: https://www.instagram.com/bearfinancialsolutions/
25 つのエピソード