Rachel Siegel

"Empowering people, not just their profits."

Rachel believes that a balanced life is as essential as a balanced ledger, and her goal is to help business owners experience peace of mind around their finances.

Rachel Siegel isn't just a numbers person—she's a people person, too. With a degree from Simmons College and over 25 years of experience in private and public accounting, Rachel has made a name for herself along the East Coast as an expert in financial consulting. As the owner of Go Figure Accounting, a Profit First Mastery Certified firm, she brings a personalized approach to accounting, especially for service-based industries like real estate, medical, and legal sectors. She’s one of fewer than 100 Mastery Certified accountants in the U.S. and the author of “Profit First for Optometrists” and “Profit First for Cybersecurity.”

But it’s not all spreadsheets and balance sheets for Rachel. She believes that a balanced life is just as important as a balanced ledger. When she's not advising clients or perfecting cash flow systems, you'll find her cheering on her favorite sports teams, exploring new places, and spending time with her family.

Rachel’s approach to leadership is all about community and confidence. She's committed to empowering her all-female team to not just improve Go Figure, but to better themselves as individuals. She actively trains and advises other CPAs, bookkeepers, and female entrepreneurs, holding office hours, attending conferences, and offering mentorship to recent graduates. She believes that by instilling confidence in her team and other professionals, they, in turn, uplift those around them.

Named the 2024 Profit First Professionals Firm of the Year, Go Figure Accounting thrives under Rachel’s leadership, and so do its clients. Rachel walks the walk—she’s in the trenches with her team, leading by example and demonstrating resilience every step of the way. Whether at the office or in the community, she’s dedicated to helping others achieve their best, ensuring everyone she meets feels supported, uplifted, and ready to tackle their next challenge.

Qualifications and Credentials:

• Simmons College, BA Accounting

• CPA Certification

• Over 25 years of experience in private and public accounting

• Profit First Mastery Certified Accountant (one of fewer than 100 in the U.S.)

• QuickBooks ProAdvisor
  

Approach to Training

Rachel's training approach is centered around empowerment, community, and resilience. She fosters an open-door policy and encourages her team to actively participate in decision-making. By providing work-life balance and creating a supportive environment, Rachel ensures her team members grow in both their professional roles and personal lives. Her focus is on helping individuals understand that their success is a collective effort, and she leads by example—whether it's in conquering challenges, celebrating wins, or navigating through setbacks. Rachel's emphasis on real-life application, coupled with her genuine desire to uplift those around her, sets her apart as a financial educator and mentor.

Key Training Topics and Skills

• Profit First cash management methodology

• Financial consulting and management

• QuickBooks and accounting software proficiency

• Cash flow management

• Work-life balance strategies for financial professionals

• Leadership development

• Confidence building for female entrepreneurs

  
  

Specialized Professional Services

• Tailored accounting solutions for service-based industries, including real estate, medical, and legal sectors

• Financial coaching using the Profit First methodology

• Mentorship and consulting for accountants and bookkeepers

• Business advisory services for small and medium-sized businesses

• Empowerment programs for female entrepreneurs

  
  

Collaborations and Professional Affiliations:

• Owner of Go Figure Accounting, a Profit First Mastery Certified firm

• Author of "Profit First for Optometrists” and the upcoming “Profit First for Cybersecurity”

• 2024 Profit First Professionals Firm of the Year

• Co-Founder, Insight Business Advantage with Dr. Scott Colonna

• Member, Managed Service Provider Association of American (MSPAA)

• Local networking groups: Horizon West Professionals, Rotary of Horizon West, Small

• Business Leadership Academy, and BNI

• Speaker at industry conferences and on podcasts, focusing on empowerment and

• financial management

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