Financial Freedom and Empowerment for the 21st Century
MEDIA KIT
ABOUT US
SherRon Permashwar
Founder Bio
With 27 years of experience as a Certified Public Accountant (CPA), Sherron Permashwar is a financial pro who’s passionate about teaching Financial Literacy to the youth of America.
In 2007, Sherron founded BMP Tax & Accounting, where she offers tailored tax and accounting solutions, empowering clients across generations. As a trusted expert, she wanted to give her deep insights into financial management and teach young adults how to achieve financial freedom without having to “hustle.” That’s when she started The Modern Savvy CPA where she teaches young adults, predominantly Millennials and Gen Z, about financial literacy through workshops and engagements.
In a world of questionable financial influencers, The Modern Savvy CPA delivers something different: authentic inspiration backed by three decades of expertise. Whether I’m keynoting a conference or leading a corporate workshop, I teach what I call the “moderation mentality” – the sweet spot between living for today and building for tomorrow.
The Brand Story
Money whispers, but mindset moves mountains! As an immigrant’s daughter who went from counting pennies in the South Bronx to inspiring thousands as a financial mindset inspirational speaker, I’ve discovered that wealth isn’t just about numbers – it’s about transforming how we think about money.
My journey from balancing my father’s checkbook at our kitchen table to becoming a CPA evolved into something bigger: a calling to revolutionize how Generation Z and beyond approach their finances. The Modern Savvy CPA wasn’t born in a boardroom – it emerged from countless moments of watching people’s eyes light up when they realized they could do more than just survive financially – they could thrive.
My signature message resonates because it’s real: “gratitude makes everything enough.” This mindset, paired with practical money strategies, isn’t just theory – it’s the same approach that guided my path from poverty to prosperity. Now, through dynamic speaking engagements and transformative workshops, I’m changing the money conversation one audience at a time.
Every time I step on stage, sit down to do my podcast on YouTube, I help people discover that their financial story isn’t finished – it’s just getting to the good part. The Modern Savvy CPA isn’t just a speaking platform; it’s a movement toward financial empowerment, proving that with the right mindset, knowledge, and a dash of gratitude, anyone and everyone can write their life’s financial success story!
As Seen In
KIND WORDS
TESTIMONIALS
Sherron is a powerhouse when it comes to financial education and empowerment. As a CPA, motivational speaker and financial educator, she masterfully bridges the gap between complex financial concepts and actionable strategies. Her presentation on “How to Keep Your Business from Failing” was not only insightful but also engaging and relatable.
STEPHANIE EDISON
Realtor & Founder | The Edison Group
I have enjoyed knowing and working with Sherron for over five years. She offers sage tax strategies in her CPA practice and excels as an astute financial advisor. Sherron is also a skilled public speaker, delivering precise and engaging presentations on various topics. Her YouTube channel, Modern Savvy CPA, features numerous episodes widely shared with my clients, showcasing her expertise and dedication. Despite maintaining a hectic client schedule, Sherron seamlessly supports philanthropic efforts in our community. She actively raises awareness for local charities and promotes women in business, demonstrating her commitment to making a positive impact. Sherron’s ability to balance her professional responsibilities with her community involvement is truly remarkable, earning her the reputation of being a bit of a magician in her field.
Sunny HawkinS
Executive Director, Sunny Florida Events, LLC
Finding a CPA who truly understands how to maximize profits while minimizing tax liabilities is rare. For twenty years Sherron Permashwar has been that expert for Issa Homes. Her strategic tax planning and business advisory services has consistently delivered significant savings through innovative yet sound financial structures. Sherron’s proactive approach to tax strategy and wealth preservation has helped us optimize our operations and protect our assets. Her expertise in business planning has been instrumental in our company’s sustained profitability and growth.
Francis J Issa
Founder and Chairman, Issa Homes, Inc.
Target
AUDIENCE
Demographics
AGE
16-35
Candidates
High School Students, College Students, Recent College Graduates, Young Professionals
Speaking Topics
Financial Literacy For The 21st Century
Getting Over Financial Stress
A Balanced Approach to Managing Debt
Investing In Your Future With Stocks
Finance Degrees: How Gen Z Can Fill The Pipeline in Finance
Purposeful Money Mindset and Motivation
Entrepreneurial Mindset and Skills
Overview of
SERVICES
Keynote Speaking
I deliver inspiring and informative keynote
speeches at your events, conferences, or
workshops, covering topics such as tax planning, business profitability, and financial planning.
Educational Workshops
I offer tailored workshops that equip participants with practical financial skills and strategies to achieve their goals.
Guest Lectures
For educational institutions, I can provide guest lectures on financial literacy and planning, empowering students with essential life skills.
Proud Member
Greater Wellington Chamber Board of Directors
AICPA, Association of International Certified Public Accountants
IRS Certified Acceptance Agent
Former Assistant Director of Accounting for the American Red
Cross – Westchester Chapter
Founding Member of Women of the Wellington Chamber
Key
STATISTICS
7.2k Followers
YOUTUBE
6.7k Subscribers
WEBSITE
1.1k Average Monthly Views
62% Engagement Rate
Partnership Opportunities
COLLABORATION
At The Modern Savvy CPA, I am more than just a financial expert; I am an educator and advocate for your financial well-being. My commitment to educating and empowering extends beyond traditional financial consulting services.
Ways We Can Work Together
1-Hour Financial Literacy Seminar with Your Topic of Choice and Q&A
2-Hour Financial Literacy Seminar with Your Topic of Choice and Q&A
Keynote Speaking
Workshop With Your Topic of Choice
Podcast Guest
CONTACT INFORMATION
GET IN TOUCH
PR/MEDIA CONTACT
Olivia Bishop
(315)528-5037
olivia@maymarketingrelations.com
SOCIAL MEDIA
