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Claire Foley, CPA

Strategic Advisor

With nearly three decades of experience navigating complex financial landscapes, Claire brings a data-driven and client-focused approach to financial planning, operational efficiency, and business growth.


Claire has worked with startups, scale-ups, and long-established multi-state companies—guiding them through challenges like M&A due diligence, accounting system overhauls, investment planning, and financial forecasting. Whether optimizing cash flow or designing long-term roadmaps, Claire thrives on turning financial uncertainty into strategic clarity. She believes in the power of smart financial strategies to drive meaningful impact—in both business and life—and is always open to insightful conversations, fresh perspectives, and new opportunities to help organizations thrive.


Core Expertise
  • Strategic Financial Planning & Forecasting

  • Business Performance Analysis

  • M&A Advisory & Due Diligence

  • Accounting Systems Design & Implementation

  • Risk Management & Operational Efficiency


Outside of Work

In her spare time, you’ll find Claire volunteering on service projects with her Rotary Club, chasing that little white ball around the golf course, or curled up with a good book. 


Claire Foley, CPA
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