Who We Are…
Willis Pinnacle Finance & Advisory, LLC delivers comprehensive financial solutions designed to support both startups and established businesses. As a non-CPA financial consulting firm, we specialize in billing analysis, bookkeeping, payroll management, tax advisory (Non-CPA), and strategic financial consulting to help businesses maintain financial accuracy, optimize cash flow, and improve overall operational efficiency.
Our expertise extends beyond billing analysis to full-service financial management, ensuring precise revenue tracking, streamlined Accounts Receivable and Accounts Payable workflows, and compliance-driven financial advisory. By leveraging technology, industry best practices, and customized financial strategies, we help businesses gain clarity, reduce inefficiencies, and achieve long-term financial stability.
At Willis Pinnacle Finance & Advisory, LLC, we are committed to providing transparent, ethical, and data-driven financial services that empower business owners to make smarter financial decisions while focusing on their core operations.
About Our Leadership
Ms. Sharí H. Willis – Founder & Lead Financial Strategist
Ms. Sharí Willis is a seasoned financial strategist and business consultant with over a decade of expertise in billing analysis, accounts receivable management, and financial operations. As the Founder of Willis Pinnacle Finance & Advisory, LLC, she is dedicated to helping businesses optimize financial processes, improve cash flow, and achieve sustainable growth through customized financial solutions.
Ms. Willis holds a Bachelor of Science in Business Communications from West Virginia State University and has earned a Financial Accounting Certificate from Harvard Business School Online. Her background includes financial consulting for small businesses, government contractors, and corporate entities, where she has successfully identified inefficiencies, maximized revenue collection, and streamlined accounts payable and accounts receivable workflows.
Beyond her financial expertise, Ms. Willis is a devoted mother to her daughter, Tyra, and a proud pet parent to her Orange Tabby, Neo. She enjoys outdoor adventures, history, and competitive chess, all of which contribute to her strategic thinking and problem-solving abilities in business.
Under her leadership, Willis Pinnacle Finance & Advisory, LLC continues to deliver innovative, client-focused financial solutions with a commitment to integrity, transparency, and excellence. Her faith-driven approach to business ensures that every client receives high-impact financial guidance that fosters stability, growth, and long-term success.
