Shetland Financial

We offer tax, accounting, and wealth management services to individuals and small businesses. As a boutique CPA and wealth management firm, we are uniquely positioned to help our clients with any of their financial needs. For individuals: we file taxes and create ongoing, proactive plans to eliminate surprises and reduce overall tax burdens. We can also create financial plans and manage investments in conjunction with your tax planning to ensure everything is in alignment. For businesses: we offer bookkeeping, accounting and financial reporting to businesses of all sizes in various industries. We can also setup payroll processing and help implement retirement plans to ensure your employees are taken care of. Lastly we offer Fractional CFO and advisory services to ensure you have a trusted partner to handle complex financial needs. Contact us today to set up a free consultation to find out more