Results & Testimony

Topics

Previous Work of Sheppheard Financial LLC

Six Figure

Budget Analysis

Real Estate Analysis for
Investment Property
with Projections and ROI Calculations

Tax Planning

Saving over $10K

Helped Dozens
of Entrepreneurs setup and automate
accounting and finance tasks

Clients
in Retail, Beauty, Food/Beverage,
Finance, Non-Profit, and More

5 Figure Business Funding

Clients have raised over 5 Figures worth of funding in order to start a business or expand existing operations.

Peace of Mind

Reducing the psychological burden along with the financial weight of debt has created an increased sense of security measured by client satisfaction.

A Plan for the Future

Dozens of start ups, small businesses, and non profits have been able reach the next level thanks to having a strong financial plan in place that addresses their core concerns.

Automated Financial Process

Streamlined accounting and financial functions have reduced costs by an average of 40%.

Balanced Books

Using our proprietary month-end process, clients have maintained reliable, and accurate financial statements since on-boarding.

A Positive Outlook

"The future looks bright" is what most clients feel after seeing the possibilities that are now available thanks to having a strong financial footing.

Testimony

Small Business

Owner

Sheppheard Financial was extremely helpful getting my business off the ground, organized, and generating revenue.

Non-profit Startup

Founder

Compliance and startup costs were a struggle to figure out until Sean from Sheppheard Financial LLC made things easy for us.

Young

Professional

Managing my finances always caused me stress and anxiety. Thanks to Sheppheard Financial LLC I feel in control of my money.

Let's Work

"Be kind, for everyone is fighting a hard battle"

Plato