Who We Are…
Focused Expertise. Financial Clarity.
Willis Pinnacle was built on a simple truth: clients should be paid fairly, fast, and friction-free. Led by finance strategist Shari Willis, who brings over a decade of real-world AR and billing experience, our firm offers unmatched expertise in:
Customizing billing processes for contract terms, milestones, or T&M schedules.
Managing invoicing and AR for service-based businesses.
Protecting relationships with clients through professional, courteous collections.
Our mission isn’t just financial—it’s relational and transformational. You get reliable billing support and peace of mind.
About Our Leadership
Ms. Sharí H. Willis – Founder & Lead Financial Strategist
Ms. Sharí Willis is a seasoned financial strategist and business consultant with over a decade of expertise in billing analysis, accounts receivable management, and financial operations. As the Founder of Willis Pinnacle Finance & Advisory, she is dedicated to helping businesses optimize financial processes, improve cash flow, and achieve sustainable growth through customized financial solutions.
Ms. Willis holds a Bachelor of Science in Business Communications from West Virginia State University and has earned a Financial Accounting Certificate from Harvard Business School Online. Her background includes financial consulting for small businesses, government contractors, and corporate entities, where she has successfully identified inefficiencies, maximized revenue collection, and streamlined accounts payable and accounts receivable workflows.
Beyond her financial expertise, Ms. Willis is a devoted mother to her daughter, Tyra, and a proud pet parent to her Orange Tabby, Neo. She enjoys outdoor adventures, history, and competitive chess, all of which contribute to her strategic thinking and problem-solving abilities in business.
Under her leadership, Willis Pinnacle Finance & Advisory, continues to deliver innovative, client-focused financial solutions with a commitment to integrity, transparency, and excellence. Her faith-driven approach to business ensures that every client receives high-impact financial guidance that fosters stability, growth, and long-term success.
