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Services

For Small Businesses & Entrepreneurs

We provide a wide range of advisory services tailored for small and medium size businesses, including: Chief Financial Officer (CFO) outsourcing, tax planning and preparation; bookkeeping & payroll services; IRS representation & audit support; business start-up and growth strategies; and other advisory services.

For Federal & Public Sector Clients

SHD Advisory is experienced in business transformation, financial valuations, ERP deployments, cybersecurity, and program management across the federal sector. We help federal agencies and contractors modernize operations, integrate financial systems and processes, and maintain compliance with precision and efficiency.

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 / AIMultiple, 2025

Our team's past performance included assisting hundreds of small businesses and clients from various industries & organizations both public and commercial.

Clients Collage

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