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Jerilyn Strong — America's Financial Behavior Coach

America's Financial Behavior Coach

JERILYN
STRONG

Tax Strategist · Wealth Architect · Speaker · Legacy Builder

I help entrepreneurs and investors stop feeding the IRS and start building wealth that outlasts them.

Book Jerilyn to Speak
$863M+ Client Tax Savings
62+ Companies as CFO & Advisor
27 Years of Experience

Jerilyn Has Spoken At

Royalty Speaks · Woman in Business Association · ReMentor · Solano Wealth Builders · Bay Area Multi Family & More · Rise 360 · East Bay Real Estate
Jerilyn Strong Jerilyn Strong podcast appearance

About Jerilyn

"When there is a will, there is a way."
My grandmother taught me that.

Jerilyn Strong is an Enrolled Agent, former IRS Auditor, and Master's in Finance — with 27 years of experience helping entrepreneurs build the structures that protect everything they have worked to create.

She started solving tax problems at her mother's kitchen table at age 14. Today she serves as a Interim CFO and Board Advisor to companies across the country — and speaks on stages that move entrepreneurs from survival to legacy.

Through her work with Better Bridge and financial literacy communities, Jerilyn believes that financial imprisonment is just as real as any other kind — and just as solvable.

Enrolled Agent (EA)
Master's in Finance
Former IRS Auditor
Interim CFO · Board Advisor · 62+ Companies
Series 65 Investment Advisor Representative
Northern California

"My job — the one my grandmother gave me at four years old — is to make sure nobody gets hurt by something they never saw coming."

Jerilyn on Stage

Jerilyn Strong on stage Jerilyn Strong speaking at American Dream Experience

Signature Talk

The talk that changes
how you think about money.

Signature Keynote · 12–15 Minutes

From Handcuffs
to Legacy

The Truth About Protecting What You Earn

90% of businesses go out of business in the first 90 days. It just takes them 5 to 7 years to realize it. This talk changes that — for good.

TEDx Style 12–15 Min Keynote Available
1
Structure Determines Outcome How your business is structured determines how much you actually keep.
2
Inputs Drive Results The difference between filing your taxes and engineering your outcome.
3
Inefficiencies Can Be Corrected Whatever has happened in your business — it can be fixed. Now.
Book This Talk →

Services

Your Defense of Wealth.
Built in four pillars.

Jerilyn works with a select number of clients each quarter. Every engagement begins with a complimentary 15-minute clarity call — and is tailored to where you are right now, not a template of where someone else has been.

✦ One-on-One Advisory · ✦ Small Group Intensives · ✦ Corporate Workshops · ✦ Retainer & Project-Based
⚖️

Tax Strategy

Most entrepreneurs file taxes. Jerilyn's clients engineer their outcome. Proactive strategy, entity structure, and year-round planning — available on retainer or as an annual intensive.

📊

CFO Leadership

Interim CFO and Board Advisory for businesses ready to scale, structure, and position for exit. Your numbers should tell a story investors want to fund.

📈

Investment Advising

Most business owners build wealth for everyone but themselves. Jerilyn connects your tax strategy directly to your personal wealth plan — so your business finally starts working for you.

🏛️

Estate & Legacy Planning

What you build deserves to outlast you. Wills, trusts, succession plans, and insurance reviews — structured so the people you love never have to fight for what you worked to create.

Investment advising services provided in partnership with Guide Advisors RIA. This is not an offer to buy or sell securities. Past performance does not guarantee future results.

Every client relationship begins the same way.

A complimentary 15-minute clarity call. No pitch. No pressure. Just a clear next step.

Schedule Your Clarity Call →
"What is your true purpose for money —
beyond money itself?"

When you can answer that question — really answer it — everything changes. Take the diagnostic and find out exactly where to start.

What People Say

Results that speak for themselves.

"

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

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

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.

C

Claudio Ramirez

Client · 5-Star Review

"

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.

R

Ritwik Ghoshal

Client · 5-Star Review

"

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.

B

Bob R.

Client · 5-Star Review

"

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.

H

Harvinder Balu

5-Year Client · 5-Star Review

Book Jerilyn Strong

Ready to Work Together?

Let's Protect What
You've Built.

Whether you're booking Jerilyn to speak, exploring tax strategy, or building your legacy plan — the first conversation is free.

Book Jerilyn to Speak →
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Book Jerilyn

Ready to bring
the Defense of Wealth
to your stage?

Jerilyn speaks to entrepreneurial audiences, real estate networks, investment communities, and corporate leadership teams. Every talk is tailored. Every room leaves with a framework they can use immediately.

"Wealth isn't accidental. It's engineered."

📩 jstrongspeaks@gmail.com

🌐 jerilynstrong.com

Responds within 48 hours · jstrongspeaks@gmail.com

Trusted Partners & Communities

Mallari Tax · Remint Capital · Life After Life · Guide Advisors RIA · Matson Money · AcquiCon · Atlas Free · AAPIC North Bay · Better Bridge · Solano Wealth Builders