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.

 

Business Accounting & Advisory

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.

Let’s Tackle Your Finances Together

Shetland Financial, LLC 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. Click here to learn more about us, or set up a free consultation to discuss your specific questions.

Talk To Us!

Schedule an Appointment

The initial consultation is always free. Let us know how we can help.

   Blog Articles

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

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?

Becoming a Millionaire with $5 per day

Becoming a millionaire doesn’t take a lot of money – just some discipline.

Active vs Passive Investing

What is the difference between active and passive investing? Learn the pros and cons of each strategy.

Year-Round Accounting to Reach Your Goals

How to build a financial system that helps you reach your goals.

Getting an Employer ID Number (EIN)

How to get an EIN and why you should never, ever pay for it.