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ABOUT US

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Who We Are

We utilize accounting, tax, advisory and training services to serve individuals, families, and not-for-profit organizations, as well as small and emerging businesses.

 

Shannon McConnell is a Texas-based CPA with deep experience in all facets of the business cycle. In a career spanning three decades, she has held management positions in operations, client services, accounting and business development. Shannon is a graduate of Southern Methodist University and holds a B.B.A. in Finance.

 

Her consultive approach prioritizes integrity, responsiveness, and personalized service as the foundation for long-term trusted relationships.

 

Areas of Expertise

  • Accounting & Bookkeeping

  • Financial Advisory & Reporting

  • Personal Financial Planning

  • Tax Preparation

  • New Business Planning

  • Accounting Systems Setup

  • Prior Year Cleanup

  • Software Conversions

  • PEO Arrangements


Software & Programs:

 

  • QuickBooks ProAdvisor

    • Online

    • Desktop

    • Payroll

    • Integrations

  • Xero​

  • Gusto

  • Paychex

  • ADP

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