Shannon Taylor, CPA

Introduction: Proactive and dependable CPA with 20+ years experience in helping small business with their accounting, tax, and payroll needs. Experience with all industries, especially real estate. A QuickBooks Pro Advisor who excels in the following areas: • Customized account setup • Monitoring and recording transaction data on a daily/weekly/monthly basis as needed • Reconciliation of bank and credit card accounts • Track A/R, A/P, Inventory • Setup and report on Job Costing as required • Timely and accurate financial information Experience with the following online small business tools: • Amazon Payments (FBA) • Paypal Transactions • Lightspeed Retail • Hubdoc Utilizes desktop (QuickBooks) and cloud based solutions including online accounting programs such as: • QuickBooks Online • Xero • Wave • Zoho. Help with the following reports/reporting tools for your business as well as help you interpret the numbers in order to cultivate better business decisions: • Balance Sheet • Profit & Loss Statement • Key Performance Indicators (KPI) • Budgets & Forecasts Trusted advisor in key areas to help your business grow: • Payroll Setup, Calculations, & Reporting • Tax Planning & Preparation (Corporate, Partnership, Individual) • 401k/Retirement Plan guidance You will have a complete set of books that are done timely and accurately should you hire me. Taking raw financial data and making it useful info.