Results

Details

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 startups, small businesses, and
nonprofits have been able to 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 onboarding.

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.

Testimonials

Real feedback from people we've helped achieve financial clarity and confidence.

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

- Small Business Owner

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

- Non-profit Startup Founder

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

- Young Professional

Read Reviews on Google

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

- Plato