Haleigh Finney, CPA, PMP
state & local tax consulting at moss adams@ Moss Adams
Durango, Colorado, United States
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Haleigh Finney, CPA, PMP is a driven professional with 13.5 years of experience in software implementation and tax product management. She is passionate about leveraging technology to deliver value to clients and drive growth. Previously, she played a key role in the company's success, helping triple the client base in three years and growing 17x ARR with a 99% client retention rate. Haleigh has transitioned into state and local tax consulting, bringing her expertise in technology and client management to help businesses navigate the complex world of tax compliance. Outside of work, she enjoys outdoor activities and enjoys spending time with family and friends.
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Colleagues

Emails and Phone Numbers

@kofile.com
@mossadams.com
@kofile.com
@mossadams.com
@govos.com
@mossadams.com
@kofile.com
+1 425303****
+1 970560****
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About

Hello, and welcome to my profile! I'm a driven professional with a background in software implementation and tax product management. I'm passionate about leveraging technology to deliver value to clients and drive growth.In my previous role at a rapidly growing start-up, I played a key role in the company's success when starting as the company's third employee. Through my work in onboarding, product development, client management, and prospect engagement, I helped triple the client base in three years and grow 17x ARR with a 99% client retention rate. I'm proud of the processes I developed during this time and the impact they had on the company's growth.Recently, I've transitioned into state and local tax consulting. In this role, I bring my experience in technology and client management to help businesses navigate the complex world of tax compliance. I'm excited to be part of a team that is making a real difference in the lives of our clients.When I'm not solving tech or tax problems, you can find me exploring the mountains of Southwest Colorado or concocting culinary excellence in the kitchen. I love biking, skiing, golfing and spending time outdoors. And, there's nothing quite like the satisfaction of preparing a delicious meal for family and friends.If you're interested in connecting or learning more about my work, please don't hesitate to reach out. I'm always open to new opportunities and partnerships.

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Work Experience

999 3rd Avenue, Seattle, WA, 98104, US

Accounting

5236
Phone
+1 4253033000
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Haleigh Finney, CPA, PMP's Professional Milestones

  • Tax Intern (2016-11-01~2017-10-01): Assisted in creating accurate and timely tax reports, assisting clients in managing their tax compliance.
  • Ticket Office (2010-05-01~2011-09-01): Streamlined ticket processing and improved overall efficiency by implementing streamlined processes and optimizing ticket delivery.
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Education

Fort Lewis College
Fort Lewis College

Accounting,

Bachelors

2013-2017
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