Elevate your business with expert accounting & Advisory
Welcome! If you're a business owner seeking growth but feeling overwhelmed by the numbers, you're in the right place. We specialize in providing tailored financial solutions to help you streamline your processes, gain visibility into your finances, and make informed decisions to drive your business forward.
Our ServicesExpert Accounting Support at Every Business Stage
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Diagnostic Reviews
We’ll dive into your financial records to assess accuracy, completeness, and compliance with accounting standards & regulations. You’ll receive a detailed diagnostic report, along with our expert recommendations, and a clear roadmap for implementing corrective actions.
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Monthly Bookkeeping
Designed to prioritize financial accuracy and tailored to your unique needs, our bookkeeping services include transaction categorization, account reconciliation, AP & AR management, thorough Financial Statement reviews, and ongoing consultation & support.
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Financial Advisory
Looking for additional insights to drive your business decisions? Our advisory services include strategic goal setting, cash flow forecasting, budget management, and KPI development. Benefit from monthly review calls to discuss progress and refine strategies for sustained growth and success.
Where Finance meets Passion: Shannon Cody, CPA
Hi there! I’m Shannon, your go-to CPA committed to your success. I provide accounting & advisory services to small & medium-sized businesses, guiding them to financial clarity and efficiency.
I’ve always had a knack for numbers & problem-solving, and growing up in an entrepreneurial household, I’ve seen firsthand the grit and determination it takes to run a business. Now, I’m passionate about helping fellow entrepreneurs like you navigate the financial scene and reach your goals.
It would be my privilege to support you and your business. Let’s connect and work together towards your goals. I’m looking forward to meeting you!
Our Simple Process-
This session is about understanding your business’s unique needs and aspirations. Together, we’ll talk about your biggest struggles and biggest goals, and talk about how we can help.
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We’ll conduct an initial assessment of your financial records and, if needed, proceed with a diagnostic review. We’ll then thoroughly examine our findings and present tailored recommendations.
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We give you all the answers to enhance your accounting records and financial health in our diagnostic review. If you want our continued support, we’ll customize a monthly accounting and/or advisory package to address your ongoing business needs.
