Our Advantage - Why SHD Advisory?
Big-4-style Proactive Tax Strategy & Risk Management
Our team brings experience managing regulatory and business risk and ensuring compliance in businesses and institutions of a wide range of size and complexity.
CFO Advisory
Extensive experience providing strategic leadership and financial management support at a Chief Financial Officer (CFO) level.
Top-3 Technology & Business Analytics Experience
Experience and proven models blending technology with financial strategy to deliver not just accurate, but actionable Business Intelligence.
Business & Accounting Process Improvement
We've helped organizations with improvement of their key accounting reconciliation processes, asset management valuation, budget management, and standardized systems integration and improvement engagements.
ERP & Accounting Solutions Implementation Experience
Extensive experience preparing organizations for and deploying Enterprise Resource Planning (ERP) solutions, leading accounting systems, and business processes.
Engagement Programs & Strategies
Top-20 MBA & CPA-level specialization
Rigorous academic & CPA-level preparation, elite MBA program, and Harvard Business School FinTech program participation.
AICPA & NSTP Membership
Member of the National Tax Professionals Society, demonstrating a commitment to the highest professional and ethical standards
Disabled Veteran Owned and Operated
SHD Advisory is owned and operated by a US Marine Corps disabled veteran and is a SDVOSB certified business by the SBA. Founder has been cleared for U.S. Secret & Top Secret security clearances, underscoring a level of trust and integrity levels at their highest levels in the industry.