CPA and Financial Advisor for Emmaus
Tax, accounting, and investment advice for Emmaus, from one coordinated team.
Shetland Financial serves Emmaus and the surrounding boroughs from our office in Center Valley. As a fee-only CPA firm and registered investment advisor, we handle your tax return, your business books, and your investment portfolio as one piece of work. You work directly with Kevin Dodgson, CPA, CFA, CFP®.
Emmaus has a strong independent business culture for a borough its size. The downtown around the Triangle supports a steady base of owner-operated shops, professional practices, restaurants, and service businesses, many of them run by people who have been at it a long time. Businesses like these tend to have two things in common: the owner is deeply involved in daily operations, and the financial admin has been fitted around the edges of the working day for years.
That produces a recognizable set of problems. Bookkeeping that is caught up in bursts rather than maintained. A business entity chosen a decade ago that no longer matches the profit the business now makes. Quarterly estimates guessed at rather than calculated. And, most commonly, no clear plan for what happens to the value of the business when the owner is ready to stop.
For households, the questions are usually about coordinating two careers, saving for education, and making sure the tax return and the investment accounts are pulling in the same direction. Because we prepare the return and manage the portfolio, decisions like where to hold which asset, when to realize a gain, and how much to put into a retirement plan get made once, with all the relevant information in the room.
Running a business in Emmaus? See our business owners and fractional CFO pages. Planning ahead personally? See our financial planning page.
Proudly serving Emmaus, Macungie, Alburtis, Lower Macungie, Upper Milford, and Salisbury Township.
What you get
Built for owner-operated businesses. Entity structure, estimates, and bookkeeping reviewed against how the business actually runs now.
Business and household planned together. What you take out of the business and what you do with it are one decision, not two.
Fee-only, flat-fee, no commissions. Clear pricing and advice with no products attached.