Financial & Coaching Services

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

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. 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.

“I have had the pleasure of knowing Shona for over 4 years and share in her enjoyment of working with nonprofit organizations. Shona is a strong, personable CPA who thoroughly enjoys working with nonprofit Organizations while helping them move forward in their mission. She brings excitement to any technical matter and helps to make accounting fun! “

                        -- Laura Vansuch, CPA, MBA

                                    Principal at CLA (CliftonLarsonAllen)

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

Accounting Services

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:

  • Annual Tax prep + filing

  • 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
    Profitability Optimization

“Shona advised us at Every Child Fed regarding GAAP and was a tremendous asset to this small nonprofit. She was professional and patient as we explained our processes and bookkeeping and helped us determine the best way to post and report some complicated transactions. The things she wasn’t certain about, she researched and reported back to us later. I would definitely hire her again to help us with any nonprofit accounting needs.”
— Karen Montgomery, PMP, Management professional in the nonprofit sector and to C-suite executives

If your taxes are stressing you out and you want an accounting partner you can trust, we can help with that!

Tax Services

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

“While Shona and I work on opposite ends of the analytical spectrum, I’ve found collaborating with her a pleasure. She takes a holistic approach to her role as Controller, making her an insightful colleague who is eager to contribute and find solutions rather than construct roadblocks. Shona understands that bringing numbers to life helps tell the story of how transparency strengthens an organization’s value. She has been a tremendous resource and I would welcome her to any team I am on.”
— Renee Rosenfeld

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.