tax, accounting, & wealth management

Your Financial Partner

Tax Services

We can handle all of your tax filings and questions, and help with planning to ensure you’re never paying more than you have to.

Bookkeeping & Business Services

We provide bookkeeping, financial reporting, payroll and other accounting services to businesses of all sizes.

Wealth Management

Let’s make a plan and make sure you’re on track to meet all of your financial goals. We can even manage your assets for you so you can rest easy.

Let’s Tackle Your Finances Together

Shetland Advisors is an independently owned and operated business that offers tax filing, accounting and bookkeeping, and financial planning services to both individuals and small businesses. We are both a Certified Public Accounting (CPA) firm and a Registered Investment Advisor (RIA).

That means we can handle all of your financial needs under one roof. If you’ve got questions about money, we’ve got the answers. Let us know how we can help.

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Blog Articles

Some commonly asked-about topics are below. If you were wondering about a subject not seen here, please reach out to us!

How to Align Your Tax Strategy with Annual Planning

Having a well-thought-out tax strategy for your business is an important step to take in order to make the most out of tax time. A proper tax strategy is an optimization tool that analyzes business income, your overall business structure, spending, potential...

Tax Planning for Corporations: Do’s and Don’ts

Proper tax planning for corporations is necessary to ensure the continued financial success of your business. A strong tax plan reduces your corporation’s taxable income and maximizes profits. By taking advantage of available tax credits, deductions, and other...

Creating and Tracking Financial Goals for Business

Setting financial goals for businesses can be a daunting task. However, the benefits of outlining and adhering to financial goals are numerous. Among those benefits, your business will see increased accountability, improved performance, increased transparency, and...

7 Essential Habits in Wealth Management for Entrepreneurs

Wealth management for entrepreneurs is the art of creating wealth by investing in assets, managing finances, and making strategic decisions. As we enter 2023, it’s the perfect time to ensure that your wealth management habits are in check so you can head into this...

Is Your Tax Plan Proactive or Reactive?

While most people understand the importance of tax planning, many don't know the difference between a proactive and reactive approach. Most people are reactive when it comes to their income tax. They wait until the end of the year to gather all their paperwork and...

Critical Cash Flow metrics to Strengthen your Business

Good cash flow is essential for a successful business; therefore monitoring and working to improve those cash flow metrics is crucial. The majority of small business owners struggle with cash flow and many fail because of it, but there are several cash flow metrics...

How Profit Growth is Found in Your Accounting

Are you happy with the profit your company is generating and its growth? Or, are you not exactly sure how to even find how much your profit grew year over year? Knowing your profit each year is a start, but if you're serious about growing your business, calculating...

9 Things to Look For in Your Financial Reporting

You’ve received your financial statements for the year. Now what?