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Financial clarity from Accountants.

Before we talk about us, let’s talk about you. You’re an entrepreneur with an extraordinary business or a dream of having an extraordinary business. You’ve toiled. You’ve paid your dues. And finally (hopefully) it’s growing—maybe even exponentially. Which is exciting, but a little unnerving too. Because this is your make-or-break moment. Suddenly, the numbers really matter and you’re not sure you have the right information to make the big decisions to move the company forward. You probably aren’t sleeping well at night. You need advice from experienced Accountants. That’s us.
How it works

We are do – everything accountants

To run a solid business, you need to know everything. All of it. From the minutia to the big picture. So, as a team of Accountants we give you what you need: Everything.
  • Accounting
  • Bookkeeping
  • Virtual controller
  • Financial projections
  • Financial statements
  • Business modeling
  • Fractional CFO
Our Accountants also quarterback a whole bunch of other important tasks tied to your accounting department:
  • Tax planning
  • Year-end tax filing & statements
  • Liability insurance planning
  • Health benefits planning
  • Wealth planning
  • Special projects

Sigh sweet relief with Shift

Shift is a lively team of professional Accountants who do all the seemingly boring, kind of painstaking, totally annoying, and sort of scary yet truly valuable stuff that comes with running a business: The numbers.

It started as a nagging idea for our founder, Spencer Sheinin, a Accountants, CA, advisor, and serial entrepreneur. It became evidently clear to him that many entrepreneurs aren’t sure what they actually need from their accountants. So they can’t direct them. Which means, business financials cannot be strategic or insightful and, ultimately, businesses cannot thrive. The idea of game-changing entrepreneurs missing out on their full potential because of poor accounting hurt his heart. Big time.

So he decided to close the gap. Get entrepreneurs and accountants speaking the same language. And give emerging business owners access to the same big business accounting insights they need to make sound decisions that keep the doors open and the dollars flowing—without paying big business fees. We like to think of it as leveling the playing field. You get corporate-level accounting expertise at a cost you can afford.

Our team of Accountants and financial advisors is your team. They are neck deep in balance sheets, payroll systems, and business processes and procedures. They can also hold a conversation, too. In fact, spelling out what the numbers really mean is our forte. So is delivering financial insights that literally transform small businesses into big players. We get pretty excited about that. Like air-dance kind of excited.

Get ridiculously simple
accounting now

For more information, please contact us.