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 Advisory & Specialty Services

1

Business Advisory

Want to make more money? Fuel growth and boost profitability with strategic profit-driven support from a financial expert. Experience the benefits of clear financial insights, smart forecasting, and data-driven guidance to help you scale your business efficiently and make confident decisions for a fraction of the cost of a high-level executive.

2

Controller CPR 

​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

Business Setup & Process Improvement

Starting something new?  Take your first steps with confidence by hiring a CPA to ensure your business is compliant, efficient, and has the controls and processes to succeed.

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

4

Audit Assistance

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

5

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, mediate and resolve the issues, so you can move forward with confidence and peace of mind.    

6

Forensic Analysis

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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