Richard Wolcott

Personal Info:

Rosemary founded Limpa in 2005 after a decade at a Big 4 accounting firm, where she led audits for mid-market businesses. She pioneered Limpa’s signature "Financial Health Assessment" framework, now used by 200+ clients to streamline operations. Under her leadership, Limpa has been recognized as a Top 50 Accounting Firm by Accounting Today (2020–2023).

Expertise Areas:

• Financial strategy & forecasting
• Business advisory for startups & scaleups
• Tax planning and regulatory compliance
• Cloud accounting implementation (Xero, QuickBooks)
• Fundraising & investor reporting
• Virtual CFO services

Key Achievements:

• Saved clients $28M+ in cumulative tax liabilities
• Developed Exrox’s proprietary cloud accounting integration tools
• Frequent speaker at AICPA and state CPA society events