Bo Hancock, EA, CHBC
Client CFO / Tax Advisor
Bo Hancock brings over 20 years of experience in tax and accounting, offering trusted guidance and strategic insight to dental and healthcare professionals. As a Client CFO, she partners with practice owners to strengthen financial performance and long-term profitability. She also prepares both business and personal tax returns and specializes in proactive tax planning to help clients minimize liability and avoid surprises.
Bo is also a Certified Healthcare Business Consultant (CHBC) and serves on the Board of the National Society of Certified Healthcare Business Consultants (NSCHBC). She has been a valuable part of our team since 2020.
A graduate of the University of Phoenix, Bo is an active member of the National Society of Enrolled Agents, the North Carolina Society of Enrolled Agents, and NSCHBC.
Outside of work, Bo is a proud military wife who enjoys traveling and spending time with her family.
