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About

Nicole Ossenfort

A trailblazing CPA and tax strategist, Nicole Ossenfort is known for her expertise in tax strategy, planning, and implementation. With a background in leading one of the world's largest tax and accounting firms and launching multiple six and seven-figure businesses, she brings unparalleled experience and knowledge to her clients.

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As a Certified Public Accountant and John Maxwell Certified Speaker, Trainer, and Coach, she has helped thousands of entrepreneurs and professionals grow and scale their businesses. Her work has been featured in Entrepreneur, CNN Money, and Accounting Today.

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Hailing from the Midwest, she is a digital creator, process improvement enthusiast, and proud small-town boss lady. She enjoys golfing, attending professional sporting events, live music, traveling, and spending quality time with her family. 

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Why We’re Here

Having overseen the filing of over 4 million tax returns, I’ve seen how much hard-working Americans can save by being proactive with their tax strategies. As a small business owner and real estate investor, I understand the challenges of building a profitable business. My mission is to help you reduce your tax bill, so you can reinvest in your business, enjoy life’s pleasures, and secure your financial future.

Core Values Of Our Business

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Ownership

We take full responsibility for our actions and deliverables, ensuring accountability in everything we do.

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Exceed Expectations

We go above and beyond to deliver exceptional service and value to our clients and their businesses.

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Growth

We foster a culture of continuous learning and development to achieve both personal and professional advancement.

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Maximize Potential

We strive to unlock and enhance the potential of our clients, employees, and business.

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Trust

We build and maintain strong relationships through integrity, transparency, and reliability.

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Committed to Excellence

We are dedicated to achieving the highest standards of quality in every aspect of our work.

Our Team Culture

At Shift Business Advisors, we cultivate a culture of empowerment, innovation, and excellence. Our team is encouraged to think outside the box, challenge the status quo, and continuously improve. We foster an environment where everyone feels valued and equipped to make informed decisions, ensuring a supportive and collaborative atmosphere.

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While I’m a CPA, I’m not your typical one. I bring a modern, innovative approach with a touch of feminine leadership, all while being approachable and relatable. My goal is to be a confident guide in your financial journey, offering smart, bold solutions that make a real difference.

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