Did you know that olive trees can live for an average of 300-600 years? And that some can even live for THOUSANDS of years? It’s true! One of the oldest olive trees in the world is in the city of Bethlehem - they call it ”Al Badawe”, it’s more than 4,000 years old, with its tangled trunks that are +80 feet wide, and it’s STILL producing olives!

But here’s the thing - it didn’t get to that age (and girth!) by accident. To last that long, it needed to have the right care and conditions to help it grow, thrive and last.

So here’s my question - do you know what your business needs in order to stay financially healthy, and continue to grow and profit?

Just like the olive tree needs dry soil, lots of sun, and a warm climate in order to thrive, your business needs top-notch up-to-date bookkeeping and financial strategy in order to grow. But do you know why? That's because accurate bookkeeping gives you the financial reporting and data to help you to grow your business. And in my experience in helping business owners and entrepreneurs, they just don't have the time (accounting education or desire) to deal with the monthly grind of knowing how to record transactions, reconciling bank accounts, generating reports and then understanding how to use the data on those reports to grow their business.

That’s where I come in!

Just think of me as your very own financial gardener.

And I want to help you take care of and grow your business, until it’s as old (and as fat!) as that ancient Al Badawe tree in Bethlehem.

My name is Shelly, and I’m an entrepreneur, an Advanced Certified QuickBooks® ProAdvisor, Zoho Financial Partner and professional bookkeeper & CFO (Chief Financial Officer) with 20+ years of experience. I specialize in helping professional service companies - such as lawyers, healthcare and construction - who have heavy compliance regulations by managing their bookkeeping, internal controls and cashflow & financial insights, while staying compliant with governmental agencies as well as the law. My mission is to help business owners so they have more time to enjoy life, while creating more profit, and receiving bigger tax deductions.

So yes, I am one one of "those people" who just loves the numbers.
Don't believe me? Here’s a quick overview of my “nerd resume”:

I'm an Advanced Certified QuickBooks® ProAdvisor. That' just a fancy way of saying that I know QuickBooks® inside and out, as well as advanced accounting principles. I have achieved their top-level certification and each year I re-certify. I also am a Finance Partner with Zoho Books and help many businesses with their accounting on that platform.

I hold a Bachelor's of Science Degree in Business Management. This makes me doubly-helpful for my entrepreneurial clients, because I’m also able to give them expert guidance on the managerial and operational elements of their business, too.

I have worked in the accounting industry for over 20 years. So I'm not just book smart - I've got plenty of experience in the real world, both in my own business and in the specialized industries of the clients that I serve. Everything, from messy books to fraud and embezzlement, I’ve seen it all and helped my clients fix it.

And I currently hold a 4.0 GPA in my graduate-level accounting courses, sat for every part of the Enrolled Agent exam (the IRS' tax exam) and I'm always working on new certifications and training to learn more to better help my clients.

So yeah - I definitely love to learn and expand my knowledge so that I can bring that knowledge as a value-add to my clients.

BUT - it’s also safe to say that I’m very good at all of those nerdy finance things your business really needs to keep growing and thriving profitably.

However, as much as I love numbers, it’s important that you know that I’m WAY more than just a Cashflow and Profit Expert.

I’ve got a HUGE heart for helping people. I love to laugh (just tell me a joke to find out!). My client relationships are based on good communication and genuine care (most of my client relationships turn into long-term friendships). In my spare time, I love to volunteer at my church (my favorite days are when I get to help out with the kids!) and snuggle with my cats.

And it’s that mix that has helped me succeed in my own business, and also helped my clients succeed, these past 20+ years.

Peace, Strength and Prosperity

So I’ll bet you’re wondering - why in the world did I choose an olive tree for my business logo, instead of a calculator?

Because everything the olive tree symbolizes is what I strive to give to my clients through my accounting work: