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Our Controller and Bookkeeper are exactly what we need to help keep our books in order! They rock their jobs every day. Great communication, just enough push and always helpful when things get confusing.

Kim Daigle
Black Tie Property Services

Hand over the books to Shift Financial. Stop having night sweats.

If you’re desperate for good business accounting, contact Shift Financial. We can start immediately. Like tomorrow.
Get Shift

How it works

1. Discovery
We meet first. It’s important that you like us and we like you and both parties are 100% confident that Shift Financial Insights is gonna crush it for you.

2. Sign up for a flat monthly fee.
No surprise extras.

3. Kick-Off.
We set up (or transition) to cloud-based accounting tools and upload your history.

4. Let us review.
We dive deep into your books — organize them, question them, analyze them, all of it. Then we help you streamline your processes.

5. Get a tune up.
We’ll finesse your processes by implementing best practices. There’s a small learning curve and we’ll hold your hand through the setup. And reaching your business financial goals.

6. Receive monthly reports.
Everything you need to know spelled out clearly in English so you can make sound business decisions moving forward.

To learn more about working with Shift Financial, fill out the form below. We’re happy to talk.

Get ridiculously simple
accounting now

For more information, please contact us.

Shift is a proud Strategic Partner with Nextstar Network, CEO Warrior and ACCA