Our team
Ursula MACKLIN-SmalL
Ursula as one of the founding members of SheEo Boss. Having an extensive background, 20+ years of networking and financial planning, beginning in Corporate America without a college degree earning her credentials by becoming licensed and certified in the financial industry, as well as diligently working her way to a six-figure income within a very dominating field of business.
She has experienced many of the pitfalls and triumphs that come along with being in business before actually becoming a business owner herself. In 2010 she met her husband Michael and they the formed a company together which lead to a host of other business ventures together which have since grown their legacy.
She has now diversified her portfolio of helping women by coaching and mentoring. Using these years of knowledge she has helped countless others begin their paths to becoming entrepreneurs. Her motto is your “Network is your Net worth” which she has firmly planted in conveying to others and teaching them how to network and build.
Annual Filing Season Program Participant with the IRS
Tax License #: A339028
NIPR#: 18844808
CA Life License#: 0M44331
Michael Small
With over 20 years of experience in sales and 15 years in business services, this professional has a strong grasp of the dynamics that drive success in a competitive marketplace. A focus on financial services led to acquiring a California tax license, life insurance license, and necessary credentials such as a Preparer Tax Identification Number (PTIN) and an Electronic Filing Identification Number (EFIN). This diverse background, combined with relevant certifications, allows for exceptional financial advice tailored to the specific needs of both individuals and businesses. Committed to integrating technical skills with a deep understanding of clients' requirements, outstanding service characterized by trust and integrity is consistently delivered, helping clients achieve and exceed their financial goals.