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Team of Industrial Engineers

The team your business needs to turn your data into decisions

Member of...

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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 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.

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Honored to be featured on YAHOO! FINANCE

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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.

Explore CFO On Demand for fractional CFO at a fraction of the cost

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