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ABOUT US

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Who We Are

We utilize accounting, tax, advisory and training services to serve individuals, families, and not-for-profit organizations, as well as small and emerging businesses.

 

Shannon McConnell is a Texas-based CPA with deep experience in all facets of the business cycle. In a career spanning three decades, she has held management positions in operations, client services, accounting and business development.

 

Her consultive approach prioritizes integrity, responsiveness, and personalized service as the foundation for long-term trusted relationships.

 

Areas of Expertise

  • Accounting & Bookkeeping

  • Financial Advisory & Reporting

  • Personal Financial Planning

  • Tax Preparation

  • New Business Planning

  • Accounting Systems Setup

  • Prior Year Cleanup

  • Software Conversions

  • PEO Arrangements


Software & Programs:

 

  • QuickBooks ProAdvisor

    • Online

    • Desktop

    • Payroll

    • Integrations

  • Xero​

  • Gusto

  • Paychex

  • ADP

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