Let's make business finances fun!
with a partner that saves you money and supports growth
I'm not your typical accountant...
Hi! I'm Shannon.
I became a CPA because I lost a bet with my dad - seriously! He taught me about money since he bought me my first stock share when I was 12. I learned financial concepts in very simple, relatable ways and use that perspective to help educate others.
I started as an Accountant in 2009 and worked for large global firms serving corporate bottom lines. In 2013 I got into health and fitness and became a certified group exercise instructor, which led to a discovery that I love teaching others. Now I am combining my two passions: accounting and teaching.
My goal is to disrupt the accounting profession, because accountants aren't typically thought of as much fun. I aim to create an enjoyable experience for clients and help them see that their money can work for them, not the other way around.
We empower clients with the knowledge and resources to build businesses that create financial freedom and independence.
Our Core Values
We believe that true fnancial freedom is an abundance of choice. Choice represents the ability to live life on one's terms, free of obligations, fear, and excuses.
It is no coincidence that our core values also represent C.H.O.I.C.E.S:
Communication: An open and transparent exchange of energy to empower others to be successful
Honesty: Setting ego aside and doing what is in the client's best interest
Ownership: Taking radical responsibility, not assigning blame
Integrity: Exercising due care and maintaining standards of the profession and industry
Commitment: Dedication to the mission to spread wealth and knowledge
Empowerment: Providing the tools and resources for others to be successful
Service: Creating a ripple effect by supporting financial education organizations around the world