Process Improvement & Financial Insight LLC
About
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
1 employee
24 years in business
Business hours
Sun9:00 am - 7:00 pmMon9:00 am - 7:00 pm
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, and Square cash app.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Great 4.8
5 reviews
5
80%
4
20%
3
0%
2
0%
1
0%
Annalisa R.
Jun 19, 2018
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
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
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.
Guglielmo C.
Jun 3, 2018
Great communicator
Kept us aware
Credentials
Background Check
Shannon Langhardt