Coaching and Accounting Services

Accounting & Tax Services

  • Accounting Services

    Accounting Services offers a comprehensive suite of accounting solutions designed to lift your financial management to new heights. Specializing in both individual and small business accounting, our team of experienced professionals is committed to providing personalized service that meets your unique needs.

  • Tax Services

    Tax strategy services offer expert guidance and planning to help individuals and businesses optimize their tax positions. These services include analyzing financial situations to identify tax-saving opportunities, ensuring compliance with complex tax regulations, and implementing effective strategies to minimize tax liabilities.

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“I had a great experience with Beyond Accounting & Tax, from the initial contact to the expertise shared with me on my financial stability journey. Looking forward to learning more about sound financial practices.”

Merald Holloway

Rural NC Nonprofit Capacity Builder, Economic Inclusion Advocate, and Health Equity Champion

Coaching Services

3X One-on-One Coaching Bundle
$1,500.00
One time

Gives you access to the membership for one year and three one-hour one-on-one coaching/working sessions with Shona.

✓ Live workshops, training portal and accountability
Six Month Growth Plan
$9,997.00
One time
$3,500.00
For 3 months

Gives you access to the membership for one year, including eight one-on-one coaching/working sessions. In six short months, you will have Mastered the systems we set up to achieve organized and prioritized finances (e.g., bookkeeping, tax plan analysis, budgeting, debt pay-down plan, maximized income plan, tools, and systems to keep you going). This will ensure you achieve your growth goals and beyond.

✓ Live workshops, training portal and accountability

“Shona helped me get out of the world’s biggest darkest hole! I can see the light”

Allie Vasquez, Licensed Realtor and Team Leader at The Vasquez Team of Charis Realty Group

The Financial Independence Online Course offers practical tools and insights to help individuals achieve financial freedom. It covers budgeting, investing, and wealth-building strategies through engaging online modules, empowering participants to make informed financial decisions and pursue their life goals without financial constraints.

❝ Shona is amazing as a mentor. I have attended a number of her trainings on a VIP ticket, and the nuggets I have taken away have made a difference in my practice. Looking forward to the continued membership. While Shona and I work on opposite ends of the analytical spectrum, I've found collaborating with her a pleasure.

Kimberliann Chambers, Chief Executive Officer, Dollar and Cents Accounting Services, LLC