Shields CPA: Services
At Shields CPA, Inc., we’re dedicated to providing personalized financial guidance and support to individuals and businesses. With a legacy of expertise spanning over 50 years, our team is committed to helping you achieve your financial goals, whether that’s minimizing taxes, streamlining bookkeeping, or driving business growth.
Explore our services below to learn how we can help you navigate the complexities of finance and achieve success.
Tax Preparation and Planning:
At Shields CPA, Inc., we strive to prepare your tax returns correctly and efficiently. Through our tax planning services, we help you implement strategies to minimize taxes paid. With over 50 years of experience, the Shields family—Nathan, his father, and grandfather—has been preparing tax returns. We also offer estate and retirement planning to help you minimize taxes through effective use of the tax code.
Book Keeping Services:
We provide bookkeeping services to clients who need assistance with day-to-day transactions. This includes catching up and staying current, reconciling bank and credit card statements, and preparing and reviewing financial statements regularly. Our team has helped many clients quickly and efficiently over the years.
Fractional CFO:
We are uniquely positioned to assist clients in need of a fractional CFO. With 8 years of experience as both a controller and CFO, we bring an unmatched perspective. Whether you are growing rapidly or need help turning around your financials, we can assist. We can also step in during interim situations where immediate help is needed while you search for your next CFO. We have navigated acquisitions and exits and can guide you through any situation.
Business Consulting:
From startups to well-established businesses, we are well-equipped to help you navigate any challenges. We can help manage taxes with profitability and growth in mind. We provide honest feedback about your business and can create financial projections and forecasts to guide your business.