Our Values
Quality Service
Accountability
We value providing specialized high-quality services to clients who want to take control of & get their finances in order.
We are committed to helping clients make sound financial decisions so they can achieve the success desired.
Solutions
Whether it's reducing or eliminating tax debts, we are here to guide you every step of the way to ensure you are compliant/
Services
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Not all accounting professionals are treated equal. Be sure you are working with a professional who understands trust accounting/bookkeeping and 3 way reconciliation, which require specialized knowledge based on your state's Bar Association.
Bookkeeping
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We will provide industry specific, financial reporting, financial consultations, and offer ways to increase
revenues and help remedy any financial issues.
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If you are behind with your bookkeeping and/or trust reconciliation, we will provide clean-up services to get your records up to date in compliance with the bar association's standards.
Process & Procedures Implementation
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We help legal professionals who licenses are at risk of being suspended, revoked and/or disbarred due to lack of financial controls in the firm.
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In order to increase your firms' revenues we ensure that client costs are being captured and recouped timely.
501(c)3 Formation
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​If you are looking for assistance with the workload, we can assist with hiring workers and also training staff on firm's processes, policies and procedures.
About
Kim Shepherd, EA, MBA, CFE is committed to helping business owners gain a peace of mind, financial control and assist with the compliance of their business.
With her professional & educational background as an accountant who is a licensed Enrolled Agent with the IRS & also a Certified Fraud Examiner, she has helped, and continues to help professionals stay in compliance.
With integrity and honesty at the core, she truly cares about every client and is committed to providing a high-quality experience to each client's unique situation. She offers individualized attention to help them meet and exceed their goals.
