Process Improvement & Financial Insight LLC
Introduction: I am a CPA,CFE, and Ramsey Solutions Master Financial Coach. I provide services that included business and personal bookkeeping, tax preparation, and financial coaching. I do offer in home appointments and I am available year round.
Overview
Hired 2 times
Background checked
License verified
1 employee
23 years in business
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, and Square cash app.
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Great 4.8
5 reviews
5
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20%
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Guglielmo C.
Jun 3, 2018
Great communicator
Kept us aware
Dennis W.
May 31, 2018
Not only did Shannon do a great job for us, but also for my daughter and son-in-law who had more complicated tax issues. Highly recommend.
Rusty k.
Jun 4, 2018
Shannon was great to work with and provided very good advise.
Annalisa R.
Jun 19, 2018
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Hired on Thumbtack
Hired on Thumbtack
So far, so good! We're just in the beginning stages, but Shannon seems to be the perfect fit for someone like me, a small independent contractor. I appreciate that she knows a lot about individual and business taxes as a CPA - and if she doesn't know something, she's up front and will do the homework to find out the details. As a financial coach, I think a lot of people I know could use her services - if you can't figure out how to get out from under a mountain of debt, she'll help you come up with a strategy. In all, knowledgeable, well rounded services at fair pricing, that I think many people would find useful. I look with hope to tax time!
Personal Financial Planning
Linda C.
Oct 11, 2018
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Hired on Thumbtack
Hired on Thumbtack
Good introduction, but I think I overdid filling in multiple appointment dates and location. Simply, 12 noon, Friday, October 12; Preferably in Altoona 32706 or at you office location.
Individual Tax Preparation
Credentials
License
License Type: Accountant (CO)
Background Check
Shannon Langhardt