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 - true story! He taught me about money since he bought me my first stock share when I was 12.
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 lead 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.
"Shannon makes it so so easy to understand a lot of the more complex tax questions that I was spending so much time trying to figure out on my own..."
"If I follow her advice, I am not going to accidentally do something wrong and end up with a huge tax bill I am not expecting."
We empower clients with the necessary knowledge and resources to achieve financial freedom in their business and life.
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 CHOICES.
Communication: An open and transparent exchange of energy to enable others to offer guidance
Honesty: Setting ego aside and sharing your truth
Ownership: Taking radical responsibility, not assigning blame
Integrity: Exercising due care and maintaining standards of the profession and industry
Commitment: Unbridled dedication to achieving the mission at hand
Empowerment: Trusting in yourself and others
Service: Creating a ripple effect by supporting financial education organizations around the world