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Financial Confidence Starts Here

The Accounting Suite

An Accounting Membership Designed For High Earning, Service-Based Entrepreneurs

Rather Do Anything But Look At Your Numbers?

You make good money, but...

  • You spend so much time collecting data that you never utilize it to make decisions 

  • You feel like a fraud because you talk about what you make, but you don't get to keep much 

  • You’re totally drained because you’re stuck on a hamster wheel to “make more” but can’t get ahead

Take The Clear Path Forward To Improve Your Financial Health

Many business owners think that they are not 'at that level' in their business to work with an accountant, or think it's too much money to invest. 


How can you afford not to? 


You don't wait until a burglary happens before you install a security system, so why wait until you make lots of money (and mistakes) to build a financial system?

Now is the time to:

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Understand your numbers
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Maximize tax savings
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Decrease money stress

"I love working with Shannon. Last year was my first time filling taxes under my LLC so I had a lot to learn but Shannon was patient and explained everything... highly recommend her as a tax agent."

Ashley R.

"...we didn't know what we were missing before her services... we not only saved thousands but more importantly we are set up for the future so we can operate effectively and efficiently."

Michael D.

Get A Virtual CFO With A Powerful Plan For Your Business

Get the most power out of monthly financial intelligence from your own virtual CFO. 

An accounting membership = dedicated & customized guidance to support your financial success


  • Onboarding and goal setting

  • Unlimited text and email

  • Quarterly strategy sessions


  • Bookkeeping assistance with QuickBooks Desktop or QBO

  • Payroll support (with Gusto) to streamline your financial data


  • Financial statements and KPIs

  • The numbers you need to make the needle-moving decisions


  • Tax savings plan for you and your business

  • Business tax return preparation

A Partner Beside You As You Scale

Business finance consulting to save you money & support growth

Frequently Asked Questions

When should I hire an accountant for my business?

It's never too early. It is always less stressful and less expensive to hire someone early on to make sure things are done right so you don't end up making expensive mistakes down the line.

How much is the membership?

Full suite is $1,197 per month. The full services are ideal for S Corps, Partnerships and C Corps. If you are a sole proprietor or single-member LLC, we offer a lighter plan at a lower cost removing those elements. Send us a text to inquire.

Can I just hire you for one month? 

Technically yes. Our memberships are month to month and you can cancel anytime. However, you don't get very good results from only working with a trainer for a month, right? We are in it for the long haul and want to get you the best results possible.

Can I just hire you for tax prep?

We take a very limited number of tax prep clients and they must be business owners. If you enroll in our membership, you get a business tax return included and a deep discount on your individual return.

You can't out-exercise a bad diet - and your numbers are the same. You can't just focus on top line revenue and ignore your expenses and taxes. You need to understand ALL of your numbers to make better decisions.

How financially fit is your business?