top of page
Team of Industrial Engineers

The team your business needs to turn your data into decisions

Member of...

ctcpa_10703312.png
mscpa_logo_full_print.png
image.png
Platinum tier badge image.png
Certified-Financial-Education-Instructor

I'm not your typical accountant...

3N9A2085.jpg

Hi! I'm Shannon.

I became a CPA because I lost a bet with my dad - seriously! He taught me about money since I was 12 and I learned about business by managing a McDonald's by age 17. I learned these concepts young and teach them so that you can understand them too!

I worked in Big 4 and corporate finance departments for 13 years, serving bottom lines and traveling the country working with executives and leaders. In 2019, I decided to take what I learned and use it to serve the backbone of our economy - small businesses.

My goal is to translate what your numbers are trying to tell you and bust the myth that all accountants are boring and lack personality. It's possible to actually have fun with your finances!

Meet the team...

Our service and mission would not be possible without this amazing team of professionals and experts ready to serve you.

Featured by...

th.jpg
cbs.jpg
Yahoo News Logo.png
stb.png

Honored to be featured on YAHOO! FINANCE

Follow Along Socially...

  • Facebook
  • Instagram

Financial freedom means that you have choices when making life and business decisions without being overly stressed about the financial impact - because you are prepared.

See how strong your business cash flow is

DSC_1616.jpg
bottom of page