Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Sally Rhoades, CPA, CFP
Partner
“Grounded in communication, built on decades of client trust.”
Sally Rhoades is a Partner at WCG who leads her pod while supporting clients with steady guidance and thoughtful communication. With more than three decades of professional experience, Sally focuses on making sure clients feel heard, respected, and confident that their needs are being addressed.
Professional Background & Expertise
At WCG, Sally serves as Partner in charge of her pod, overseeing client relationships and helping ensure engagements remain organized, responsive, and aligned with client goals. Her leadership emphasizes reliability and clear communication across every interaction.
Sally has extensive experience working with military families and expatriates, bringing practical insight to situations that often involve added complexity. Her depth of experience allows her to approach each engagement with perspective, consistency, and confidence.
Education & Credentials
Sally graduated from Belmont University with an outstanding academic record and went on to earn both her CPA and Certified Financial Planner (CFP) designations. She maintains active involvement with professional organizations including the AICPA and the CFP community.
Her commitment to professional growth includes completing the CFP exam and ongoing continuing education to remain current in an evolving financial landscape.
Client-Focused Philosophy
Sally believes strong communication is the foundation of effective client relationships. She prioritizes listening carefully so clients feel appreciated and supported, recognizing that tax matters can be challenging and that dependable guidance makes a meaningful difference.
Professional Values
- Honesty
- Integrity
- Proactive service
- Responsiveness
Life Beyond the Office
Sally grew up outside of Nashville, Tennessee, where she spent her childhood painting, riding her bike, playing basketball, hiking in the woods, and enjoying creative activities.
She has been married for many years and is the parent of two adult daughters. Outside of work, Sally enjoys gardening, working in the yard, camping, spending time with family, and watching football. Her household also includes one cat and three fish.
A Calling Discovered Early
Sally knew she wanted to become an accountant while still in high school after excelling in bookkeeping under the guidance of an influential teacher. That early clarity continues to show up in the confidence and dedication she brings to her role today.
Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.
Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.
