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Meet the Coach


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Meet Theresa Todman
CEO, Accountant, and Financial Coach
Theresa Todman is the driving force behind B&M Financial Management Services. With over 20 years of experience in the financial industry, Theresa is dedicated to empowering individuals and businesses to achieve their financial goals through expert coaching, comprehensive financial management, and personalized guidance.
THE JOURNEY
Theresa's journey in finance began with her passion for helping others understand and manage their finances effectively and is a certified QuickBooks ProAdvisor. Her extensive knowledge and expertise have been instrumental in assisting countless clients to navigate their financial challenges and achieve lasting success.
ROLES & EXPERTISE
CEO
As the founder and CEO of B&M Financial Management Services, Theresa leads the company with a vision of providing top-notch financial coaching and management services. Her leadership and strategic planning ensure that the firm remains at the forefront of financial education and support.
ACCOUNTANT
With a solid background in accounting, Theresa offers clients precise and reliable financial insights. Her attention to detail and thorough understanding of accounting principles ensure that clients' finances are in capable hands.
FINANCIAL COACH
 
Theresa's true passion lies in coaching. She works closely with clients to develop personalized financial plans, offering guidance on budgeting, debt reduction, savings strategies, tax planning, investment planning, and more. Her empathetic approach and commitment to client success set her apart as a trusted advisor.
PHILOSOPHY & APPROACH
Theresa believes that financial empowerment starts with education and personalized support. She is dedicated to demystifying financial concepts and providing clients with the tools they need to make informed decisions. Her coaching style is collaborative, focusing on building strong relationships and understanding each client's unique financial situation.

When she's not working with clients, Theresa enjoys dancing, hanging out with family, reflecting her belief in a balanced and fulfilling life. She is also the Founder of Westchester Network for Professionals, a diverse and dynamic network of professionals, entrepreneurs, business owners, and industry leaders from Westchester County and beyond. Our members come from a wide range of industries, including finance, healthcare, technology, education, and more. We are united by our commitment to excellence and our desire to make a positive impact in our communities.

About B&M Financial Management Services

At B&M Financial Management Services, we are passionate about empowering individuals and businesses to take control of their finances and achieve lasting financial success. With a strong foundation in accounting and financial management, we bring years of expertise to help clients simplify their financial lives and grow with confidence.
OUR HISTORY
Founded with the vision of making financial management accessible and effective, B&M Financial Management Services has deep roots in accounting and financial planning. Our journey began with a commitment to providing personalized solutions tailored to each client’s unique needs. Over time, we’ve grown to offer a comprehensive suite of services that combine expert guidance with user-friendly tools to create a seamless financial experience.

Smart Money Moves Financial Coaching Programs


We believe that financial literacy is the key to long-term success. That’s why we’ve developed the Smart Money Moves Financial Coaching Programs, designed to empower individuals with the knowledge and skills needed to make informed financial decisions. From managing debt to building wealth, our coaching programs provide practical strategies and personalized support to help clients navigate their financial journeys with confidence.

QuickBooks Online Training


As an expert user and proud affiliate of QuickBooks Online, we specialize in providing expert training to help businesses streamline their bookkeeping and accounting processes. Whether you're just starting with QuickBooks or looking to optimize your existing setup, our training programs ensure you have the tools and insights to maximize your efficiency and minimize financial stress. We also offer exclusive discounts on QuickBooks Online subscriptions to our clients.

We are dedicated to delivering the knowledge, tools, and support you need to succeed.

Let us help you make smart financial moves that pave the way for a brighter financial future.
GET IN TOUCH WITH US ►

Connect with Theresa:

Theresa Todman is committed to helping you achieve your financial goals. Whether you're looking to improve your personal finances or optimize your business operations, Theresa is here to guide you every step of the way.
CONNECT WITH THERESA TODMAN
Got Questions? Book a Call ►
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Check Out Our Financial Coaching Programs:
Discover the difference that expert guidance can make. Learn more about our Financial Coaching Group Programs and how Theresa and the team at B&M Financial Management Services can support your financial journey.
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  • Home
    • Meet the Coach
  • SERVICES
    • FINANCIAL COACHING >
      • Mid-Year Money Check-In
    • QuickBooks Support Services
    • STRATEGIC PARTNERSHIPS
  • MEDIA
    • BLOG
    • VIDEOS
    • WATCH COACHING INTRO
  • WORKSHOPS & CLASSES
    • WORKSHOPS & 1:1 Sessions
    • 3 Smart Money Moves - Instant Access
  • CONTACT
    • CONTACT US
    • JOIN OUR MAILING LIST
    • FAQ