The First Time You Become An Entrepreneur Is Like The First Time You Become A Parent
Everyone Has Advice. Nobody Has Your Answer. And When The IRS Shows Up — When The Partner Turns — When The Employee Holds You Hostage — You Need More Than Advice. You Need Someone Who Has Seen It All Before.
Meet Jerilyn Strong - America's Financial Behavior Coach | Tax Strategist | Enrolled Agent
The First Time You Become An Entrepreneur Is Like The First Time You Become A Parent
Everyone Has Advice. Nobody Has Your Answer. And When The IRS Shows Up — When The Partner Turns — When The Employee Holds You Hostage — You Need More Than Advice. You Need Someone Who Has Seen It All Before.
Meet Jerilyn Strong - America's Financial Behavior Coach | Tax Strategist | Enrolled Agent
Jerilyn Strong is the CFO advisor entrepreneurs never knew they needed and the one they can't afford not to have.
As America's Financial Behavior Coach, she sits at the intersection of tax strategy, behavioral finance, and legacy planning — bringing the lens of a former IRS auditor, the authority of a 27-year Enrolled Agent, and the strategic command of an Interim CFO to every engagement.
She doesn't just protect wealth. She protects the American Dream that entrepreneurial families work a lifetime to build.
Meet Jerilyn Strong
Jerilyn Strong, EA, is America's Financial Behavior Coach — a Tax Strategist, Wealth Architect, and Legacy Builder with 27 years of experience and $863M in cumulative client tax savings.
A former IRS auditor turned Interim CFO, she has served 62+ companies at the board level. Her mission is to protect the American entrepreneurs who industrialize, serve their communities, and create jobs — making sure the dream they sacrifice to build survives long enough to change lives.
Signature Keynote
Title:
From Handcuffs to Legacy: The Truth About Protecting What You Earn
Description:
Becoming an entrepreneur for the first time is like becoming a parent for the first time. You can prepare all you want, gather every piece of advice, and read every book — and the moment you're in it, nothing could have fully prepared you for what comes next.
The IRS audit you didn't see coming. The employee who holds you hostage. The partner contract that traps you. The tax bill that wipes out a decade of work.
In this powerful, evidence-based keynote, America's Financial Behavior Coach Jerilyn Strong pulls back the curtain on the financial ambushes that destroy entrepreneurial families — and delivers the Defense of Wealth framework that gives business owners the structure, strategy, and clarity to stop surviving and start building a legacy that outlasts them.
Takeaways:
Why 90% of business owners go out of business in the first 90 days — and why it takes 7 years to realize it.
The three financial ambushes most entrepreneurs never see coming: the IRS, the wrong business structure, and behavioral money traps.
The Defense of Wealth Framework: Structure Determines Outcome, Inputs Drive Results, Inefficiencies Can Be Corrected.
How to shift from building a j ob for yourself to engineering a legacy that serves your family and your community.
The one question every entrepreneur must answer before any financial decision: What is your true purpose for money — beyond money itself?.
Testimonials
"Jerilyn is the GOAT of tax strategies. I send everyone I know to her. There is no one else I trust with my business finances."
Y. Aqeel
Business Owner
"Jerilyn is the lifeline for my business. What started as a one-hour introduction turned into a 4.5-hour strategy session. My client walked out like family — and Jerilyn is now their Interim CFO. She does not just solve problems. She opens doors you did not even know existed."
J. Corpus
Entrepreneur & Referral Partner
"Very professional and passionate about creating value for her clients. Her attention to detail in tax planning strategy is impressive. She answered every question in depth and you can tell she genuinely has a passion for helping people. Highly recommend."
Claudio Ramirez
"Subject matter expertise, excellent communication, and the willingness to help — Jeri has it all. I was super paranoid about financial matters, especially with the IRS. After she started handling my taxes I felt relieved. Her work is absolutely perfect."
Ritwik Ghoshal
"She saved me $1,700 that I would have needlessly spent on a service I did not need yet. She is very professional and honest. I recommend her tax services highly."
J. Corpus
Entrepreneur & Referral Partner
"I have worked with Jerilyn for 5 years on business tax, accounting, and personal tax. The professionalism of her whole team is unmatched. Great friendly service. I am very much thankful. Highly recommended."
Claudio Ramirez
Certifications | Publications
Enrolled Agent (EA) — Federally Licensed Tax Practitioner, authorized to represent taxpayers before the IRS
Former IRS Auditor - 27+ Years of Financial and Tax Strategy Experience
$863M+ in Cumulative Client Tax Savings
Interim CFO and Board Advisor to 62+ Companies
Series 65 — Licensed Investment Advisor Representative (Guide Advisors LLC / Matson Money)
Founder, Mallari Tax Services
Investment Advisor, Guide Advisors LLC (DBA under Matson Money)
Co-Founder, Acquisition HQ
Member, AAPIC North Bay
Member, Solano Wealth Builders
Academic Background: Microbiology (science-driven, evidence-based approach to financial behavior)
Affiliated: Atlas Free | Life After Life | Better Bridge (betterbridge.org)
Certifications
Enrolled Agent (EA) — Federally Licensed Tax Practitioner, authorized to represent taxpayers before the IRS
Former IRS Auditor - 27+ Years of Financial and Tax Strategy Experience
$863M+ in Cumulative Client Tax Savings
Interim CFO and Board Advisor to 62+ Companies
Series 65 — Licensed Investment Advisor Representative (Guide Advisors LLC / Matson Money)
Founder, Mallari Tax Services
Investment Advisor, Guide Advisors LLC (DBA under Matson Money)
Co-Founder, Acquisition HQ
Member, AAPIC North Bay
Member, Solano Wealth Builders
Academic Background: Microbiology (science-driven, evidence-based approach to financial behavior)
Affiliated: Atlas Free | Life After Life | Better Bridge (betterbridge.org)
Money With a Mission: The American Builder's Workbook
A five-section diagnostic workbook that helps entrepreneurs identify the financial behaviors, structural gaps, and legacy blind spots that are quietly costing them everything they've built.
SPEAKING TOPICS
The Behavioral Tax Trap: Why Smart Business Owners Make Financially Destructive Decisions
Wealth Is Engineered, Not Accidental: Building a Tax Strategy That Protects Your Future
The American Builder's Blueprint: Structure, Legacy, and the Business of Generational Wealth
From IRS Auditor to CFO: What the Government Knows About Your Money That You Don't
Legacy Planning for Entrepreneurs: How to Build a Business That Outlives You
Perfect for: Corporations, Associations, Conferences,, Healthcare Organizations, Colleges & Universities, Faith-Based Organizations, Nonprofits, Small Businesses, Executive Teams
