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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.

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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.

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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.

See how strong your business cash flow is

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