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Veteran Owned and Operated

Data-Driven Tax and Business Advisory for Modern Entrepreneurs

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OUR BUSINESS ADVISORY VALUE PROPOSITION

LATEST TECHNOLOGY & AUTOMATION | INTELLIGENCE-DRIVEN | BULLETPROOF

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Financial Clarity & Control

Always know where your business stands.
We deliver real-time visibility into cash flow, burn rate, and profitability—so you can make confident decisions, plan ahead, and scale without financial blind spots.
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Integrated Financials & Payroll Architecture

Your team, aligned and compliant.
We unify payroll, benefits, and HR into a single strategic system that reduces risk, supports your people, and scales cleanly as you grow—without administrative drag.
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Automated Banking & Accounting

Books that run themselves.
Our systems automatically reconcile transactions and maintain audit-ready records in real time—eliminating manual work and giving you back hours every week.
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Strategic Tax Architecture

Built to protect and compound your wealth.
We proactively structure your business for tax efficiency—optimizing entity design and uncovering credits and deductions that keep more capital working inside your company.
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Execution-Driven Advisory

We don’t just advise—we implement.
From entity setup to system deployment and compliance filings, we take ownership of execution so strategies actually get done—not stuck in presentations.
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Scalable, Founder-Aligned Pricing

Enterprise expertise without enterprise overhead.
Our transparent, monthly advisory model scales with your business—giving you CFO-level leadership at a fraction of the cost of a full-time hire.
97
% of transactions our bookkeeping solution AUTO-CATEGORIZES with our configuration & support.
15000
$'s in TAX SAVINGS through strategic tax planning for a $150,000+ net income business - substantially more for larger businesses.  
6
number of hours average business owners spend MONTHLY classifying and categorizing transactions. 

Modern Strategic Advisory that Grows with your Business

Monthly Business Advisory Packages

Use the slider below for a more accurate package estimate based on # of employees in your business.
COMPLIANCE
FOUNDATION
$375
/month
Ideal for solopreneurs and smaller LLCs who want stress-free tax compliance and always-up-to-date financials:
AI-powered bookkeeping platform: Spend less time categorizing and more time operating
Federal Income Taxes handled: Business and Individual tax filings included
Audit & Identity protection: Peace of Mind with defense from IRS/state audits and identity theft
Annual Check-In w/Advisor
Tax Optimizer Insights Report
Quarterly Tax Newsletters
Become a Foundation Client
ADVISORY
GROWTH
$775
/month
Perfect for growth-stage businesses ($500K+ revenue) who want smart automation with expert guidance:
Smarter bookkeeping & payroll: AI-assisted automation keeps financials accurate and reduces manual work
Annual Tax Plan Included
Federal Taxes & Protection Plus included: Compliance covered with audit and identity defense & safeguards
Advisor support when needed: Guidance on tax planning, payroll, and complex transactions
Tax Optimizer Insights Report
Includes monthly financial statements delivery + quarterly strategy calls + on-demand Q&A (2-day response)
Quarterly Tax Newsletters
Become a Growth Client
CFO LITE
PROFESSIONAL
$1775
/month
Designed for established businesses seeking full-service advisory, proactive tax strategy, and real-time financial insights:
Hands-off financial management: Advisor-managed bookkeeping, payroll, and federal taxes
AI-enhanced efficiency: Automation ensures accuracy and minimizes manual work
Real-time business intelligence: KPI dashboards deliver insights into revenue, expenses, and performance trends
Proactive advisory partnership: Multi-year tax planning, forecasting, and business intelligence
Comprehensive protection: Audit & identity coverage plus LegalShield included
Next-day priority support: Get answers quickly when it matters most
Quarterly Tax Newsletter
Become a Professional Client

  • Foundation package: Data-driven precision + AI audit guard — zero surprises, every filing.

  • Growth package: Big-4 strategy, self-service control.

  • Professional package: Business Intelligence command center — strategic accounting, multi-year growth planning.

  • Military Veterans receive 15% discount on all services at SHD.

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