Financial Coaching

From creating your first budget to saving for retirement or college goals we work with you to help you create a path to reach  your financial goals.

SERVICE  OVERVIEW

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Need assistance with planning for your financial future or tax planning? Don't we all. Shannon's got you, your  goals and objectives in mind. You and all your financial or tax planning needs are in expert hands. Leave it to her.

Shannon is here to help you and your business. From any accounting needs you might have to tax planning for your long term goals and dreams, She is available to help you achieve your them.   

WELCOME

LLC Incorporation

Protect you and your family with our incorporation services.  We'll help you apply for all the tax IDs and prepare the forms you need as well as help you decide what the best organization is for you.

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Tax Preparation

We can help you to file historical and current year returns as well as perform return reviews and estimate your tax liability.

ACCOUNTING

Bookkeeping

We'll teach you how to accurately keep records.

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Notary Services

Shannon is a licensed Florida Notary.  She is available 7 days a week and after normal business hours!

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PLANNING

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Shannon is certified with the AICPA and ACFE, is a Ramsey Solutions Master Financial Coach, as well as a Notary.  Through educational courses and seminars she works to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field.
 

​Process Improvement and Financial Insight

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