Financial & Coaching Services


Let's collaborate to reach your goals for financial well-being and freedom.

financial Services
Coaching Services
 
 

Accounting & Tax 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. From tax preparation and planning to bookkeeping and financial consulting, we empower our clients with the knowledge and tools they need to maximize their financial potential.


  • Developing best practices that help you create accurate financials is essential to strategically plan for the future of your company. ​

    If you're looking for a partner to help you build out those processes, and you are ready to delegate bookkeeping and tax filing tasks, this package is perfect for you.

    This includes:

    Monthly Financial Review Calls

    Initial Assessment and Client Roadmap - to help ascertain current processes & provide guidance on resources + best practices for Cash Flow Management, Invoicing and Payment Systems, Payroll, and Profitability Optimization.

  • If your taxes are stressing you out and you want an accounting partner you can trust, we can help with that! Our team will provide tax planning support and we'll take care of all your tax needs including estimated quarterly taxes, payments and your annual return.

    This Includes:

    Annual Tax prep + filing

    Quarterly Estimated taxes

    Semi-Annual Tax Planning Strategy

 
 

Submit Interest Form

We’ve got our hands full serving our current community of clients. We strongly believe in first class service and that takes time. We are very interested in having you join our community, so please complete the interest form below and someone on our team will reach out to you as soon as possible, with next steps.

 
 
 

What Do They Say

Speaking Testimonials

“Shona is an exceptional CPA and businesswoman. Shona is a forward thinker. She consistently demonstrates her leadership skills and financial acumen. Her ability to customize growth strategies for each of her clients is impressive. Shona’s warm personality, dedication and professionalism is inspiring. She's very supportive and encouraging, especially because this is not the part of my business I want to focus on. She's given me the freedom to know that my finances are well taken care of and I can focus on the part of the business I love!”

-Tiesha Robertson

"Shona has done a phenomenal job of getting them together and me back on track! She's very supportive and encouraging, especially because this is not the part of my business I want to focus on. She's given me the freedom to know that my finances are well taken care of and I can focus on the part of the business I love! Shona has done a phenomenal job of getting them together and me back on track.”

-Mimi Ryans