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 Advisory Services

1

One Clear Path

Want your business to stop losing money from poor decisions and missed opportunities? Are you an owner worrying about failure or scrambling to make ends meet? Leave all of that behind! Achieve your business and personal goals with proactive strategic support from a financial expert. Experience the power of a proven method used by hundreds of professionals nationwide to provide clear financial insights, smart forecasting, and data-driven guidance.  Realize greater profits and cash flow consistently for a fraction of the cost of a high-level executive.

2

Accounting Reset

​Are your accounting systems and recordkeeping on life support? Applying for a loan but the lender is unsatisfied with the due diligence records? Are board members, auditors, government agents or other third parties breathing down your neck for better reporting or controls? This fully customizable service is for you! 

3

Audit Assistance

Is audit time approaching? Take the pressure off of yourself and your employees. Relax knowing that a dedicated CPA and former auditor is by your side, ready to support you from start to finish and beyond.

4

Business Compliance

Are compliance issues with banks, regulators and other parties interfering with your operations? Hire a dedicated CPA and former auditor to step in, to resolve the issues, so you can focus on what matters.    

5

Forensic Support

Does something seem amiss or unusual? Hire an experienced fraud expert and former auditor to discreetly analyze your business systems and records, address your concerns, and assist with next steps.

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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.

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