“I love taking the burden off of clients and helping them.”– Shauna

PROFESSIONAL HISTORY

Shauna, CPA, CTC

Shauna has over 25 years of experience in the public and accounting industry with a primary focus in the healthcare industry, insurance, senior housing, and non-profit sectors. She started her accounting career by obtaining her bachelor’s degree, and after a few years decided to pursue her CPA license to further her career. After working as an assistant director of finance for a company in Louisville, she decided to use her vast knowledge and experience to run her own accounting practice. She owned and operated her own practice for 7 years where she managed a team of bookkeepers that helped her support her clients. By 2020, she was looking to further her practice with a community of CPAs that led her to find the CPA MOMS Franchise. She continued to further her knowledge even after becoming a franchise owner by becoming a certified tax planner in 2021.

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Open Date: 7/13/20

Sale Date: 8/15/24

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2 Kids Over the Age of 19 Yrs Old (at Open)

Side Gig (w/FT Job for 10 Months) to Firm Owner w/3 Team Members

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Sold

Reason to Sell: Husband Retiring & Wanted Less Responsibilities

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$92,155 1st Yr Gross Billings

$21,550 (Partial Yr 07/2020 - 12/2020)

$137,280 (2021)

$206,575 (2022)

$243,495 (2023)

2022 WOW Award Winner

Shauna's first year

Video Diaries.

Initial Video

"I needed someone to be a mentor to me and that's what CPA MOMS offers."

3 Month Video

"Being a part of the CPA MOMS Community has meant so much to me."

9 Month Video

"As a prior accounting practice owner with 130 clients, I was making less money then than I am with my CPA MOMS practice with only 20 clients."

1 Year Video

"There is so much support, training, and coaching. I got back way more than what I invested in the CPA MOMS franchise."