top of page
About

About Us

"Your Trusted Accounting Partner"

Transform the way you manage your business finances with our expert accounting solutions. Sheppheard Financial LLC is here to help! Our accounting and finance services specialize in automating the accounting process for small businesses, giving entrepreneurs the peace of mind to focus on what matters most.

We offer Bookkeeping, Accounts receivable, Accounts payable, Financial statement preparation, Tax planning, Cash flow management, Payroll support, Financial analysis and reporting, Budgeting, Forecasting, QuickBooks setup and training and more!

Take advantage of our premium accounting services and elevate your business to the next level, knowing your accounting and finances are in good hands. Contact us today to learn more and take the next step towards achieving your goals.

Small business graphic
Services

Our Services

Accounting automation icon

Accounting

We automate the accounting process, saving you time and money to focus on what matter’s most!

Financial planning icon

Finance

 We help you map out your financial future so you can achieve your goals with a strategic guidance and planning

Tax preparation icon

Tax

We help you navigate the complex world of tax preparation and can guide you through the process with ease.

Topics
Industry We Serve graphic

Financial Freedom for Everyone, Everywhere

  • What services do you offer?
    We offer Accounting, Finance, and Tax services. Accounting services include bookkeeping, AP/AR, payroll, financial statement creation, and accounting system automation. Finance services include budgeting, forecasting, financial analysis, Financial consultation, Financial Therapy. Tax services include individual and business tax preparation, tax consultation and tax strategy. We offer these services in a variety of packages tailored to your needs.
  • What should I expect during my first consultation?
    We will take time to understand your pain points and financial goals. We want to ensure that our services are a good fit and you have the opportunity to ask any relevant questions.
  • What are your service fees?
    Fee's vary based on services offered. Visit Pricing page for service packages or reach out for custom pricing package.
  • How often will we meet?
    Meeting frequency varies based on services needed. Some services will come with quarterly meetings and others will come with monthly meetings. Outside of meetings, you will always have communication channels for service needed.
  • How do I get started?
    You can fill out the Intake Form to get started.

"Financial freedom starts in the mind, its a choice to not let money control your life"

Vicki Robin

bottom of page