"A goal without a plan is just a wish."
Tracy has over 27 years of experience in the Finance and Healthcare fields. Tracy has worked across the healthcare continuum providing financial, planning and operational guidance. She has helped clients navigate both financial and operational audits and has overseen multiple large dollar financing and bond issuances. Tracy has also developed customized financial trainings for Non Profit Boards and Management. Getting to know her clients and watching them succeed is her biggest passion and her “why” behind running her own business. Her unique ability to merge the “people” and “numbers” parts of a business allow her to be part of her client’s successes.
Over two decades, Colette has gained vast experience across the healthcare spectrum. Whether it is practice management, nursing homes and extended living facilities, rural health and critical access hospitals, or behavioral health services and large healthcare systems, she is well-equipped to help businesses plan and execute their goals. Her experience includes strategic planning, business development, board education, operations, quality program development and oversight, fundraising and compliance. She started Circe Solutions as a way to assist clients in taking their visions to completion and success, all while providing organization and project management so each company’s team can focus on their critical roles. Mentoring others to create and achieve their goals is her biggest passion, and she is sure to encourage any team she works with!
Connie has comprehensive experience in tax compliance and management consulting. Connie has worked across industries with experience in Healthcare, Manufacturing, Contracting, Non Profit and Service industries. She has extensive experience in dealing with the Internal Revenue Service as well as state and local tax authorities. Connie also teaches college courses in Accounting, Tax, Entrepreneurship and Computer Software. Her favorite part of being a CPA is helping clients understand the language of business, and in so doing, help them achieve their goals. She started Circe to focus more on the consulting and coaching side of business. Connie firmly believes that teaching clients how to achieve their goals will serve them best in the long run and hopes to serve her clients by being an extension of their business, helping them to get the job done.
helping small and mid-sized companies in the healthcare, not-for-profit, and other unique industries transform their companies and set themselves up for success.