Valaise Smith helps entrepreneurs stop guessing and start leading with their numbers. As a Tax
Strategist, Enrolled Agent, and CEO of Tried and True Financial Services, LLC, she equips
business owners with the clarity, confidence, and control they need to grow profitably and stay
compliant with the IRS.

Valaise Smith helps entrepreneurs stop guessing and start leading with their numbers. As a Tax
Strategist, Enrolled Agent, and CEO of Tried and True Financial Services, LLC, she equips
business owners with the clarity, confidence, and control they need to grow profitably and stay
compliant with the IRS.

With more than two decades of experience in financial services, Valaise guides entrepreneurs
through her signature ABCs of Finance framework: Advisory, Bookkeeping, and Compliance.
Through keynotes, workshops, consulting, and her four-week Financial Clarity Accelerator, she
simplifies financial concepts and helps business owners operate with ease instead of overwhelm.

Valaise holds a BBA in Finance from Davenport University and the Enrolled Agent designation,
which authorizes her to represent clients before the IRS in all 50 states. She is also a Certified
Woman Business Enterprise (WBE) and a B2B provider with Oakland Thrive, where she
supports entrepreneurs in building stronger financial foundations and operational systems.

She is the author of Bookkeeping for Business Owners: Gaining Clarity and Confidence Without
the Overwhelm, released in January 2026, and a founding member of the Steward With Strategy
community, where she teaches business owners how to manage well, scale wisely, and lead with
conviction. Her mission is simple: equip entrepreneurs with the knowledge and strategies to take
real ownership of their money, with ethics, accuracy, and integrity at the core.