Tried & True Financial Services

Tried & True Financial Services We empower entrepreneurs to move their financials from reactive to strategic with our FEARLESS framework.

FREE Fearless Masterclass - https://linktr.ee/triedandtruefs Valaise Smith is the Founder & CEO of Tried and True Financial Services, LLC. Tried and True is committed to building & maintaining long-term relationships with business owners who want to obtain better control over their finances. We are passionate about educating business owners on the ABC’s of finance. ACCOUNTING, BUDGETING and CREDI

T building are the cornerstones to help business owners achieve their financial goals. ACCOUNTING (tax planning & preparation) so they save money on taxes, maintaining better BUDGETS so that their cash flow remains positive and building their CREDIT profile to increase their business credibility & fundability. With over 20 years of experience in the financial services arena, the birth of Tried and True was imminent for Valaise. “I believe true happiness is born when you discover your purpose in life and begin to travel down that pathway”, says Valaise. With humble beginnings, Valaise began her career as a Bank Teller. Not sure of what career path she would follow at the time, she always had a natural tendency for Math & Business-related subjects. After taking countless personality and career-based assessments and coming up with recurring results, Valaise began to embrace her natural skill set. Armed with that information, Valaise decided to go back to school to pursue a degree in Accounting. After completing the foundational Accounting courses, Valaise decided to broaden her horizons and change to the field of Finance where she earned a Bachelors of Business Administration with high honors @ Davenport University. “I realized that the community of people I grew up knowing and loving could benefit from the gifts and knowledge that I had been blessed with, so I began to nurture that skillset so I could give back”, says Valaise. Valaise is committed to a lifelong journey of learning demonstrated by completing various Income Tax courses throughout the years in addition to completing the Personal Financial Planning curriculum @ Oakland University. Having spent 10 + years overseeing the back office operations, managing the compliance policies & procedures, conducting the portfolio administration & account reconciliations for a book of business in excess of $1 billion, Valaise’s experience expands beyond the classroom. Valaise is a member of the National Association of Tax Professionals as well as a Certified Minority Business Owner and will continue to remain educated on the evolving world of services offered by Tried and True.

​​Valaise serves an array of clients and businesses in Downtown Detroit, Midtown Detroit, TechTown Detroit, Farmington Hills, Redford and around the Midwest.

I'm honored to have been selected by Great Lakes Women's Business Council as a Financial Pillar Instructor for the Trust...
06/02/2026

I'm honored to have been selected by Great Lakes Women's Business Council as a Financial Pillar Instructor for the Trusted Connector Program.

Through this initiative, I have the opportunity to work with entrepreneurs in Inkster and Romulus, helping them better understand their numbers, strengthen their financial foundations, and make more informed business decisions.

One of the things I've learned over the years is that many business owners don't need more information—they need more clarity. When you understand your revenue, profit, cash flow, and financial position, you can make decisions with confidence instead of guesswork.

I'm grateful to Great Lakes WBC and the Michigan Economic Development Corporation for investing in programs that equip entrepreneurs with the tools, resources, and support they need to build sustainable businesses.

The mission continues: simplifying finances and strengthening futures—one entrepreneur at a time. 💙

05/29/2026
I’m excited to share that I will be one of the Featured Panelists for the upcoming Women Who BossUp Happy Hour event: “B...
05/27/2026

I’m excited to share that I will be one of the Featured Panelists for the upcoming Women Who BossUp Happy Hour event: “Build a Business That Reflects Your Identity & Fuels Your Joy.” ✨

This powerful conversation will bring together inspiring women leaders, entrepreneurs, and executives to discuss business growth, leadership, authenticity, and building a business that aligns with purpose and passion.

I’m looking forward to sharing insights around financial clarity, entrepreneurship, and creating sustainable business success while connecting with an amazing community of women who are building with intention and impact.

📅 June 4, 2026
🕓 4:00 PM PT | 7:00 PM ET

You can scan the QR code on the flyer or register here:
➡️ https://womenwhobossup.com/bossup-identity-joy

I would love to see you there and be part of this empowering conversation.

Tax Tip Tuesday 💼If your cash flow feels unpredictable, your tax bill probably will too.Many business owners focus only ...
05/26/2026

Tax Tip Tuesday 💼

If your cash flow feels unpredictable, your tax bill probably will too.

Many business owners focus only on how much money they’re making, but the real strategy is understanding *when* money is entering and leaving your business. Cash flow timing plays a major role in how you manage taxes, profitability, and financial decisions throughout the year.

Cash flow timing impacts:
• Profitability
• Tax obligations
• Available deductions
• Payroll decisions
• Quarterly tax planning
• Year-end financial strategy

The good news? Financial clarity doesn’t have to feel complicated.

At Tried And True Financial Services, we help business owners break these concepts down in plain language so they can move from reactive financial decisions to proactive financial strategy.

The goal is not just making money. It’s learning how to manage, protect, and plan for it wisely.

Ready to gain more clarity around your business finances?
🌐 www.triedandtruefs.com

Entrepreneurs, let’s talk about the financial side of your business. 💼Too many business owners are working hard but stil...
05/26/2026

Entrepreneurs, let’s talk about the financial side of your business. 💼

Too many business owners are working hard but still lack clarity around their numbers, cash flow, and financial strategy. Sometimes, one focused conversation can help uncover the gaps, opportunities, and next steps your business needs.

📍 I’m onsite on June 2 and have 2 open 45-minute slots available this afternoon for entrepreneurs who are ready to:
• Gain clarity around their numbers
• Prepare their business for funding opportunities
• Strengthen their financial systems and strategies

Let’s connect at no cost and have a real conversation about your business finances and growth goals.

🕐 Available times:
1:00 PM – 1:45 PM
1:45 PM – 2:30 PM

Come by Bamboo Royal Oak or send me a direct message to reserve your spot before the sessions are filled.

I recently had the opportunity to serve as the featured speaker for the “From Pricing to Profit” workshop hosted by Oakl...
05/23/2026

I recently had the opportunity to serve as the featured speaker for the “From Pricing to Profit” workshop hosted by Oakland Thrive on May 21, and it was truly an incredible experience. 💙

It was an honor to connect with so many entrepreneurs and business owners who are committed to strengthening the financial side of their business and gaining greater clarity around their numbers.

During the session, we discussed pricing strategies, profitability, cash flow, financial planning, and the importance of understanding the financial decisions that directly impact long-term business growth and sustainability.

One of the most rewarding parts of the workshop was hearing the conversations, questions, and breakthroughs happening in the room as business owners began to see their finances from a more strategic perspective.

I’m grateful for the opportunity to share insights, provide clarity, and support entrepreneurs who are working hard to build sustainable and profitable businesses.

Thank you again to Oakland Thrive and everyone who attended, participated, and shared positive feedback. Your engagement, energy, and commitment to growth made this workshop truly impactful.

05/22/2026

I recently had the opportunity to join the Macomb Alumnae Chapter of Delta Sigma Theta Sorority Inc for their Sadie Tanner Mossell Alexander Awards | Inaugural Community Showcase on May 19, 2026, and it was truly an inspiring and meaningful experience. ❤️

It was an honor to be surrounded by so many individuals, leaders, and organizations committed to celebrating legacy, excellence, education, and community impact.

One of the highlights for me was being able to set up a booth to share my book and connect with attendees through powerful conversations about financial empowerment, entrepreneurship, and building a lasting legacy through knowledge and strategy.

I left the event feeling encouraged, grateful, and inspired by the amazing energy in the room and the opportunity to connect with so many passionate people making a difference in their communities.

Thank you again to the organizers and everyone who stopped by to support, connect, and engage. It was truly a beautiful evening filled with purpose, inspiration, and positive impact.

AI is no longer “the future” in tax and accounting. It’s happening right now, and it’s changing the way businesses manag...
05/21/2026

AI is no longer “the future” in tax and accounting. It’s happening right now, and it’s changing the way businesses manage finances, compliance, and decision-making. 💡

This week’s biggest updates show just how quickly the financial landscape is evolving:

📌 OpenAI released a major tax policy proposal focused on taxing AI-driven profits instead of labor.
📌 The IRS officially expanded its use of generative AI across multiple divisions.
📌 Microsoft Copilot is becoming the preferred AI tool for many accounting firms.
📌 Big Four firms like KPMG are heavily investing in AI-powered tax technology.
📌 Industry leaders predict AI could automate a significant portion of current jobs within the next few years.

What does this mean for business owners?

It means financial clarity, compliance, and strategic planning are becoming more important than ever. Businesses that understand how to adapt, leverage technology, and stay financially organized will be better positioned to grow in this rapidly changing environment.

The future of finance is shifting from reactive to proactive, and the businesses that prepare now will have the advantage later.

Are you preparing your business for the future of finance and AI?

Tax Tip Tuesday 💼If you want to avoid penalties, unexpected tax bills, and unnecessary financial stress, estimated tax p...
05/19/2026

Tax Tip Tuesday 💼

If you want to avoid penalties, unexpected tax bills, and unnecessary financial stress, estimated tax planning has to become part of your business strategy, not an afterthought.

Too many business owners wait until tax season to think about taxes, only to find themselves overwhelmed by large payments, penalties, or cash flow issues that could have been avoided with proper planning.

In today’s session, we’re breaking down:
• How to properly calculate estimated tax payments
• What the IRS expects and important payment deadlines
• The hidden penalties many business owners overlook
• How to create a cash flow rhythm that eliminates surprises
• Why compliance is the foundation of every strong tax strategy

Smart CEOs don’t just earn money. They plan for it, protect it, and position their business to stay financially prepared year-round.

Ready to gain more clarity and confidence around your business finances?
Book your FEARLESS Financial Strategy Session today.

🔗 Book Your Session Today: https://link.triedandtruefs.com/widget/bookings/fearless-financial-strategy-session

I’m excited to continue serving as part of the Q2 Advisory Lineup for Bamboo Royal Oak Founder Office Hours! 🙌🏽Starting ...
05/13/2026

I’m excited to continue serving as part of the Q2 Advisory Lineup for Bamboo Royal Oak Founder Office Hours! 🙌🏽

Starting this quarter, I’ll be hosting complimentary Founder Office Hours every other Tuesday to support entrepreneurs who are ready to strengthen the financial side of their business.

These 45-minute sessions are designed to help business owners:
• Gain clarity around their numbers
• Prepare their business for funding opportunities
• Build stronger financial systems and strategies

📅 The next session will be held on the 19th.
🕐 Available times:
1:00 PM – 1:45 PM
1:45 PM – 2:30 PM

If you’re looking for financial clarity and practical business guidance, I’d love to connect with you.

📍 Visit Bamboo Royal Oak or send me a direct message to reserve your spot.

🔗 Register Here: https://lnkd.in/gmB7NaTB

Address

220 S. Main Street
Detroit, MI
48067

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 6pm

Telephone

+18002701272

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