I’m a Certified Public Accountant who has spent more than a decade working alongside business owners. After earning my CPA in 2009, I built my career supporting founders through tax preparation, financial reporting, and strategic planning. Over the past five years, my work has expanded beyond tax into roles that look more like controller and CFO support for growing businesses.

Most of the founders I work with run service-based businesses. They’re intelligent, capable operators who have built something meaningful—but as revenue grows, financial decisions often become more complex.

Again and again, I saw the same pattern: founders working hard, generating real revenue, yet still feeling uncertain about how their finances actually supported their long-term goals.

Many knew what was in their bank account.
Few had a clear structure for understanding profitability, compensation, and the financial impact of their decisions.

Allison Duffy Advisory was created to change that.

Through the Founder Financial Operating System™, I work with founders to build the structure behind their numbers—so their finances become a tool for shaping the future they want to build, rather than a source of uncertainty.

My approach is collaborative and structured. The founders who benefit most are those who have already built a solid business and are ready to think more intentionally about how it grows.