Shannon joined our team in 2013. Her responsibilities include monthly bookkeeping, sales tax filing, 1099 preparation, and corporate tax return preparation. Shannon’s area of expertise is in QuickBooks and QuickBooks Online. Prior to joining our firm, she worked at Crabtree CPA.
Shannon earned her Bachelor’s Degree in Accounting from UMASS Dartmouth.
Shannon is an essential member of our team. Not only is she diligent and detailed with her workload but she works extremely closely with all of her clients. The relationships that she has formed with those clients are truly partnerships based on mutual trust and respect. The “sunniest” days in our office is when she brings her children in for visits.
Shannon is married and has 3 children. Outside of the office, she enjoys spending time with her family, going to the beach, and taking road trips with her family.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: