About Us
Choose the CLEVER way!
The CLEVER team has an impeccable reputation for service, integrity, honesty, and professionalism . Our clients are more than clients to us - we care, we listen, we help them rise. Our Outsourced Accounting Services division provides a comprehensive range of accounting and bookkeeping solutions, including cash flow analysis and management, financial statement preparation, reconciliations, budgeting services and tax preparation for your CPA.
The CLEVER team will handle all of your small business bookkeeping and business advisory needs.
Rise... the CLEVER way!
Jennifer Isaacs, Partner
With over two decades of experience in accounting and business operations, Jennifer is a co-founder of CLEVER Executives, LLC, where she is committed to aiding the growth of small businesses. Her expertise lies in executive-level financial and operational management, forensic accounting, and business analyses and projections.
Jennifer has a unique blend entrepreneurial acumen, robust analytical and strategic abilities, and exceptional interpersonal skills. Further, she has had experience in developing change management policies, devised and implemented company-wide strategic plans and provides effective communication and leadership across all levels. She has widespread experience and knowledge in financial planning, performance target setting, and process/operation improvements.
Jennifer holds a Masters of Business Administration (MBA) with a specialization in Accounting and Business Management and is a Certified Fraud Examiner (CFE), affiliated with both the national and local chapters of the Association of Certified Fraud Examiners. She is also a Certified Valuation Analyst (CVA) and is affiliated with The National Association of Certified Valuators and Analysts (NACVA).
Jennifer is also certified as a QuickBooks ProAdvisor.
Kristi Perri, Partner
Kristi, a skilled professional and co-founder of CLEVER Executives, LLC, is recognized for her successful management of operations, creation of efficient businesses, and driving of company growth. With over 12 years of bookkeeping expertise, she is proficient in reviewing, reconciling, tracking, and processing accounts receivables and payables, and providing necessary data for tax preparation.
With extensive experience in processes and implementing effective solutions, Kristi excels in enhancing quality, productivity, and efficiency. She is a skilled collaborator, working seamlessly with interdisciplinary teams to achieve overarching objectives and maintain a commitment to excellence.
Kristi holds a Bachelors Degree in Psychology with a Minor in Business Administration, and a Master of Science in School Counseling .