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Clearly Kosciusko Member Spotlight – Roxanne Coffelt, CPA

Friday, October 14, 2022

We appreciate and support all of our members. The Clearly Kosciusko Member Spotlight is a way for our members to highlight their organization or business and for us to show how much we appreciate their participation.

The Clearly Kosciusko member we’re shining the spotlight on this month is Roxanne Coffelt, CPA located in Warsaw. Roxanne Coffelt is a CPA who has more than 30 years of experience.

After working for other accounting firms, and watching people pay for financial statements that just end up filed in a drawer, Roxanne wanted to help her clients use the information in those statements to help improve their businesses. That drive led her to establish her own practice locally in 2017.

About Roxanne Coffelt, CPA

Roxanne Coffelt and her team work with many businesses in the Kosciusko County area as clients.  Helping businesses grow is her priority, in addition to business valuation work.

There are many reasons why a business might need a valuation, including obtaining financing for an expansion or buying/selling a business. In addition, Roxanne and her team offer value/growth advisory services.

By looking at what drives value in a business, and how those value drivers affect an individual company, we can identify solutions for problem areas and set the stage for growth. This is especially effective for companies that are stuck somehow and unable to grow their business to the next level.

Roxanne Coffelt, CPA

Connecting With Our Local Community

While they are active in a variety of community activities, but currently most active in Warsaw BizLink, the Warsaw Breakfast Optimist Club as well as recently starting a brand-new Women and Minority Business Owners Lunch where owners can meet each other and network. 

Roxanne is also currently exploring how to partner with other financial professionals for educational events for local business owners.

Why Clearly Kosciusko?

Even though we do a large part of our business virtually, the bulk of our clients are in Kosciusko County. As a home-based service business with no storefront, it’s a little difficult to be seen in our community. Clearly Kosciusko was one way to participate in the community and be seen.

Roxanne Coffelt, CPA

What’s Next For Roxanne Coffelt, CPA?

Roxanne is proud to announce that she recently joined the Value Builder Program, which is an advisory services delivery program proven to increase both business value and business marketability. 

In addition to being a CPA and a CVA (Certified Valuation Analyst), Roxanne recently became a Certified Value Builder. She will be hosting a complimentary value-building workshop for her business clients on November 1.

Based on the feedback from that event, Roxanne hopes to expand the workshop to other interested local business owners.

Would you like to be featured in our Member Spotlight?

Consider joining Clearly Kosciusko! Membership is completely free and, as a member, you will receive multiple benefits, including feature posts like this one. 

You can add your voice to a countywide brand that helps residents and visitors learn, play, and grow.