About Us
Your finances should work for you — not the other way around. At P&O Financial Services, we deliver clear, practical solutions so you can focus on what matters most.
P&O Financial Services was founded by Mary Potts, CPA.
At P&O Financial Services, we understand that behind every balance sheet, tax return, and financial decision is a story — your story. With decades of experience in accounting, finance, and business advisory, we help individuals, families, and businesses simplify complexity and move forward with clarity and confidence.
Our background includes Big 4 public accounting, corporate finance leadership, and real-world business ownership and investing. We’ve worked with a diverse range of clients — from high-net-worth individuals and family offices to growing businesses and startups — and we recognize that no two financial situations are ever the same.
What sets P&O Financial Services apart is the ability to combine deep technical expertise with a practical, hands-on approach. Whether you’re navigating tax planning, managing investments, growing your business, or seeking greater financial clarity, we develop strategies designed to align with your goals and your life.
At P&O Financial Services, we are committed to building lasting relationships, providing trusted guidance, and delivering solutions that create both peace of mind and forward momentum.
Disclaimer : This firm is not a CPA firm.
Meet The Founder
Mary Potts, CPA
Founder, P&O Financial Services
Ready to Gain Financial Clarity?
Stop letting complex numbers slow you down. Partner with P&O Financial Services and get the expert support you need to simplify, grow, and move forward with confidence.
