Founding 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 25 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 in good times and bad.

Shannon’s an advocate for helping people from all walks of life have a healthy relationship with money. While money isn’t the root of all evil, it can wreck havoc on your wellbeing. Her personal story is living proof that where you came from doesn’t determine forever. 

Areas of specialty include small business, income tax, accounting system design/improvement and bookkeeping. She often works with folks who have multiple income streams and/or businesses to help weave them together so they operate smoothly and efficiently. An easy person to talk with, Shannon walks many through the mental and practical processes when its time to let go of their business, often encouraging a simpler peaceful life.

Shannon is a compassionate, easy-going person with a knack for creativity and organization while emphasizing simplicity over hustle and chaos. She helps you understand, simplify, develop good habits, and prioritize so that you can live a peaceful financial life.

When she isn't CPA'ing she is a published author of fantasy romance novels themed around strong female characters, powerful loves and colorful friendships in mystical worlds. She resides in Southampton, Mass with her husband Bill, three bulldogs and gardens.