top of page

Trusted answers and expert financial guidance, all in one place 

Join a community, led by a CPA and fellow entrepreneur to start & grow your business confidently.

Stop Looking To Social Media For Your Financial Answers

Question Mark Square

Should I start an LLC or an S Corp?

Question Mark Square

How do I pay myself?

Question Mark Square

How much should I save for taxes?

Don't roll the dice with tax advice. Social media is packed with tax gurus sharing risky tax tips. How do you even know what is true?


Your Pocket Accountant
is the Solution!

YPA is a membership that provides expert financial and tax guidance for new and growing businesses. Led by a Certified Public Accountant (CPA), we're a safe and welcoming community where _no question_ is off-limits. 


*This is a judgment-free zone.*


You’ll have someone by your side who knows the industry, keeps up with the latest tax rules, and can explain it to you in a way you can easily understand. 

We pinky swear - no financial jargon allowed

Knowing your numbers doesn't have to be so hard

Making sense of your business finances isn't second nature for most entrepreneurs— but you're not alone. We make these topics simple and approachable without feeling like you're in an accounting lecture.

Circle Check-01.png
Circle Check-01.png
Circle Check-01.png

Bite-size lessons, Q & A, a library of answers, Circle community platform

Live teaching with Shannon (CPA), and other experts

Library of downloadable tools, templates & resources

You wish it all just made sense…

YPA is the perfect resource when you’re in the DIY stage, and it can be overwhelming doing _everything_ to grow your business.


In the private community, we’ll discuss topics like: 


* What to expect come tax time and how to avoid a big tax bill

* When you need to be outsourcing

* Spotting red flags when hiring an accountant

* How to think strategically around money

* The metrics to look at to grow and scale your business


Get answers and advice you can trust (without wasting hours searching on Google).


Ready to cut through the overwhelm?

Find out what Shannon believes is key to a solid financial foundation for your business.

But Shannon, I Haaaaattee Math....

I get it. 


You don't want to become an accounting expert. It's okay. I don't want to make you one.


But the truth is that you need to understand your numbers so that you can reduce or eliminate money stress and grow with solid systems in place. 


This community will support you just enough to be unstoppable in your business and empowered to make financial decisions that propel your business forward as you grow.

3 Steps to Manage the Financial Fitness of Your Business

Couple Checking In
Business Conversation
Listening to Music




Find a community of other entrepreneurs at all stages of business growth.

Enjoy a single source for tax and financial advice from a CPA.

Feel confident you're doing the right things, at the right time, for your business.

The benefits of having an accountant "in your pocket":

Girl Texting

Support At Every Business Stage

Whether you are just starting or have shown some sustained success, YPA is perfect for every stage of your business


Live Sessions 2 x Monthly 

Enjoy live teaching opportunities twice a month with Shannon 


Guest Expert Coaches

Learn from industry experts curated to provide valuable information


A Comprehensive Library 

Searchable, organized database of Q&As, PDFs, educational videos, and expert interviews. No more internet "rabbit holes.”


Connection with Other Entrepreneurs

Hosted on the Circle community platform, you'll have access to a committed and compassionate group of business owners

YPA was created for entrepreneurs just like you. 


After connecting directly with hundreds of small business owners through text and DMs, I could feel their struggle to make sense of complicated financial jargon and tax advice and the need for a second opinion from a trusted expert.


So, I created Your Pocket Accountant because you don’t need more information to sift through.


You need one trusted resource you can rely on, all in one community.

Restaurant Owner
Store Manager
Online Class

What's the Investment?

Join Your Pocket Accountant for only $19.95/month

Relax, knowing you're getting the RIGHT help from the
RIGHT experts for your growing business. 

This community is perfect for you if your brain is spinning out of control, and you want:

Untitled design - 2021-11-06T222150.270.png

Trusted Answers

You're ready to cut through the overwhelm and get clarity around your tax and financial questions. 

Untitled design - 2021-11-06T222247.063.png

Expert Advice

You want a second opinion from a CPA and fellow small business owner, and other trusted experts.

Untitled design - 2021-11-06T222539.340.png

Connection & Community

You're tired of trying to do it alone. You want to relax and connect with others who understand your challenges and concerns.

Are You Ready?

If your excuse for your "money issues" is that you never learned what to do, this community is your chance to change that!


The truth is that there’s no easy button in business. 


But access to trusted answers and expert advice all in one place definitely makes it easier! If you’ve ever wanted a safe and welcoming community to ask your questions and know your numbers, then YPA is for you.

bottom of page