Our Advantage - Why SHD Advisory?
Big-4 Experience
Our team brings accounting and tax strategy experience from a Big-4 accounting firm
Top-3 Technology & Analytics Experience
Experienced deploying financial tech solutions and scalable business intelligence models
Process Improvement
Business Process Improvement experience and Six Sigma certified
ERP & Accounting Systems
Deployment, data cleansing, and training of CFO teams experience
Financial Services Experience
Over a decade experience developing and deploying affluent and small business solutions, products, and customer experiences
Top-20 MBA & CPA-level specialization
Rigorous 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