Today I am joined by Melissa Niedzielski and Bridget Thoreson. Melissa is the Operations Manager of TreMonte Financial Consultants and Accountant at TreMonte Tax Solutions. Bridget is the Operations Administrator at TreMonte Financial Consultants.
While we may share an office from Monday to Friday, Melissa and Bridget join me today to discuss the TreMonte brand, our history, and services. We’ll take a look at what led me to leave the national firm where I’d been working for twelve years to create TreMonte Financial Consultants back in 2018.
You’ll hear us describe the types of clients we serve and the problems we solve for them, all while keeping the clients’ best interests and the forefront of every decision. We’ll share just how much our tax offering can help an average business-owner client save, and the clarity we help them discover through unpacking where their business is today and could be going forward.
Finally, we highlight the importance of having the right team of people inside and outside of your organization to help your business grow, and underscore the value of being flexible and adaptable in entrepreneurship.
“That’s in a lot of entrepreneurs’ stories: the long nights after the kids go to bed that you’re putting in the extra hours.” – Melissa Niedzielski
This week on Traversing Entrepreneurship
- Melissa’s background and her responsibilities as the Operations Manager of TreMonte
- Bridget’s background and her responsibilities as the Operations Administrator at TreMonte
- My background and why I decided to launch my own firm of financial consultants
- The road to launching TreMonte Financial Consultants
- The kinds of clients Tremonte serves and the problems we help solve
- How our company serves as CFOs and tax advisors to businesses
- How our forward-looking strategies can help businesses save on taxes annually
- The three things you need. to have before starting your own business
- The time it took us to establish and implements TreMonte Financial Consultants according to our vision.
- The importance of internal and external teams to support your business.
Our Favorite Quotes
“Getting the right people in place is more than important to having a successful business.” – Derek Dall’Olmo
“Having these conversations right after tax season is probably the best time—you have your tax returns and time to strategize and implement things that can save your bottom line.” – Melissa Niedzielski
“To start a business, you have to have a few things: a vision, a team to help you execute that vision, and the fortitude to stick with it through all the hiccups coming your way.” – Derek Dall’Olmo
About TreMonte Tax Solutions and Traversing Entrepreneurship Podcast
Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.
Derek Dall’Olmo is the founder of TreMonte Tax Solutions, a tax planning firm that serves business owners and entrepreneurs. This show is for informational purposes only and should not be relied upon for investment decisions.
Email Derek Dall’Olmo at derek@tremontefinancial.com with questions, comments, and to schedule a one-on-one conversation, and follow him on Facebook and LinkedIn.
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