Let's make business finances fun!
with a partner that saves you money and supports growth
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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 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 2008 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.
