Managing Partner

When you’re a business owner you want to work with someone who knows what it’s like to run a business. It’s even better when they have a knack for accounting, taxes and money! For over 20 years, Shannon has worked with thousands of other small business owners and owned multiple companies of her own. She has a passion for serving humble, hardworking small business owners through thick and thin.

Shannon’s an advocate for helping people from all walks of life have a healthy relationship with money. Money isn’t the root of all evil and her personal story is living proof that where you came from doesn’t determine forever. She’s a powerful voice speaking out to break those cycles having been the voice behind a weekly radio show, working one on one or speaking to small groups.  

Areas of specialty include mergers and acquisitions, small business, income tax, cashflow, and accounting system design/improvement. She often works with folks who have multiple income streams and/or businesses to help weave them together in a simple fashion that operates smoothly.

Shannon has a knack for seeing things from a 365 viewpoint and weaving  complex to simple. She helps you understand, simplify, develop good habits, and prioritize so that you can live a peaceful financial life.