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For Small Businesses & Entrepreneurs

 

Big-firm strategy. Small-business focus.

 

SHD Advisory equips entrepreneurs with Big-4-level tax planning, CFO-level insight, and AI-enhanced analytics — without the overhead or complexity of large firms. We turn financial complexity into clarity so you can protect value, reduce risk, and scale with confidence.

Veteran-owned and mission-driven, we partner closely with business owners at every stage — from startup growth to operational stability — helping you plan smarter and move faster.

 

Portfolio of recent SHD Advisory Engagements

(Please contact us for more information about our previous engagements)

70
%

 

Maximum accuracy rate classifying accounting transactions using general-purpose AI models like ChatGPT, GROK, and other popular models.

79
%

 

Average professional bookkeeper accuracy rate classifying transactions in a real-world test. 

283
+

 

minutes it takes average bookkeeper to classify 500 accounting transactions.

Cornell LLM Study, 2025 / Digits Financial, 2025

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