Welcome to Shift Financial, where full cycle accountants, bookkeeping and accounting are just a fraction of what we do. It’s our first blog post and we’re so glad you’re here! But before we talk about us, let’s chat about you – we bet you’re an amazing entrepreneur with a business that’s growing faster than you thought. Exciting, yes. Scary – also yes.

Our blog is here to help you through the moments when your bookkeeping services just aren’t cutting it. If you never get a chance to talk to your accountant, talk to them too late, or find yourself scratching your head when you look at their accounting reports with no explanations (cue the furious Googling), we bet you’re feeling frustrated, angry and maybe a little embarrassed about dealing with the numbers. In fact, it’s the reason our founder, Spencer Sheinin (Acccountants, adviser and serial entrepreneur) brought Shift Financial Insights to life in the first place.

He kept seeing the same thing happen to entrepreneurs over and over again: the financial blind spot. When it comes to accounting, you know it’s important – but you don’t like dealing with it, feel unsure about what to ask for, and overall, you can’t shake the pesky feeling that you’re just not getting the bookkeeping support your business needs to thrive. Spencer spotted this time and time again, and wants to break entrepreneurs out of this vicious cycle.

Our goal is to change how bookkeeping is delivered for entrepreneurs. Right now, most business owners throw everything at their accountants, cross their fingers, and hope it all goes well. But it’s like asking a labourer to build you a house – they’re definitely part of the process, but they aren’t the complete solution. Oh, here’s the worst part: if you’re making under $5 million in revenue, chances are that you’re not even getting your pick of the best accountants out there, because they have more to gain by working with bigger companies – hence forming a massive gap for entrepreneurs who want higher end accounting services, but can’t afford them.

That’s what our Acccountants do differently. For a flat monthly fee, our complete bookkeeping, controller and CFO services deliver reports and insightful information that’s actually digestible and most importantly, actionable. Our Acccountants aim to give you the peace of mind you need to run your extraordinary business, while actually understanding the accounting numbers and strategically using them to meet your goals.

In our blogs up ahead, you can expect us to shine the spotlight on these financial blind spots, and hand you the proper accounting tools to use to start moving the needle in the right direction with your accountant. In other words: the kind of stuff that will have you sighing with relief. P.S. Want to hop on the phone with us to see if we’re the Acccountants you’ve been dreaming of? Contact us here.