Results
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
"Be kind, for everyone is fighting a hard battle"
- Plato