Business Advisory

Business Setup & Process Improvement

Starting something new?  Take your first step with confidence by hiring a CPA to ensure your business is compliant, efficient, and has the tools and resources needed to succeed.

Want to rise above the competition?  Take your business and peace of mind to the next level with an upgraded financial workflow and stronger internal controls.

2

Financial Engagement Support

When auditors need information yesterday without notice, take the pressure off. Relax knowing that a CPA and former auditor is by your side, ready to support you from start to finish and beyond.

3

Business Compliance

Allow SFS to mediate and resolve potential compliance issues and provide peace of mind to both you and the regulators.    

4

Forensic Analysis

If your accounts don't look right, let a skilled accountant and fraud expert review the situation, so you can learn the truth and take appropriate action.

5

Retirement Plans

Whether you want to provide retirement benefits for the first time, suddenly qualify for an audit, or need to navigate new compliance laws, SFS can review and facilitate the process and offer recommended actions.

 

> ASK ME if you suspect your plan’s expenses are too high or if your investments seem to under perform.

 

Individual Advisory

Budgeting & Cash Management

Let SFS review your assets and spending habits and create an effective strategy to cut costs and grow wealth.

2

The Guardian Package*

Need something customizable over time?  For a monthly fee, choose the CPA services you want for the timeframe(s) you need. 

*Subject to availability and approval. 

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Let's Work Together

Shields Financial Services is dedicated to you. I'm not satisfied until you are, period. If I can't provide what you need, I'll find someone reliable who can.