Your Accountant Files Your Taxes. I Design the Strategy Behind Them.
Most service businesses doing multiple six to seven figures are quietly overpaying the IRS every year — not because they have to, but because no one ever showed them how the strategic side of finance actually works. This is the free guide that does.
Download the Free GuideInstant digital download. Lifetime access. No credit card required.
If any of these sounds like your Tuesday morning, keep reading.
"I'm making good money but I have no idea where it's going. Profit shows on paper but it's not in my bank."
Cash Flow Disconnect"My CPA only calls me at filing season. I have no idea if I'm overpaying or underpaying until April."
Reactive Tax Trap"Everyone tells me to set up an S Corp or rent my home back to the business. I have no idea which moves actually apply to me."
Strategy Overwhelm"I know we should be more profitable at this revenue level. I just don't know what's broken or where to start."
Operational Blind Spot"I need someone who can look at the whole business, not just the books. I need a real CFO, not another bookkeeper."
Leadership GapIf you said yes to any of these, the guide below was written for you.
How Chief Everything Officers Master the Money Side of Their Business
In today's fast-moving business environment, CEOs can no longer afford to view finance as just numbers on a report. This is a practical and strategic guide designed to help business leaders understand how financial leadership truly drives growth, stability, and long-term success.
It's not a technical accounting manual. It's a strategic leadership advantage.
The true strategic function of a CFO beyond bookkeeping
How financial insight influences high-level decision-making
Key financial frameworks every CEO should understand
How to align operations, growth strategy, and financial planning
The common gaps between CEOs and CFOs — and how to close them
Perfect for:
CEOs · Founders · Entrepreneurs · Business owners preparing for growth · Leaders who want stronger financial command
25+
Years in Practice
10K+
Tax Returns Filed
#1
CFO of the Year
Tampa Bay
$0
IRS Surprises
for Clients
MarcusService Contractor · $2.4M Revenue · Tampa
MSA Secured. Tax Bill Cut $87K Year One.
"Shannon didn't just file my taxes. She built a strategy that helped me land a Master Service Agreement with a national retailer and cut my federal tax bill by $87,000 in the first twelve months. That's the kind of difference a practitioner makes."
Dr. ElenaOrthodontic Practice Owner · $1.8M Revenue · Houston
Practice Rebuilt from the Ground Up.
"My practice was a financial mess when Shannon came in. Two years later we're operationally clean, profit-first, and I finally understand my own numbers. She didn't hand me a plan and disappear — she stayed until the work was done."
JamesB2B SaaS Founder · $900K Revenue · Austin
S-Corp Transition. $42K Saved Year One.
"I'd been told for three years to set up an S-Corp and never understood why. Shannon walked me through the structure, executed the transition, and saved me $42,000 in self-employment tax in the first year alone. Worth every conversation."
Shannon Sheridan, EA — Tax Strategy & Fractional CFO
Hi, I'm Shannon. I've been embedded in small and mid-sized businesses since 1997 — not observing from the outside, but working inside the operations and doing the work alongside owners. Since launching my own accounting and tax firm in 2010, I've filed tens of thousands of tax returns, supported a contractor in securing a Master Service Agreement with a major national retailer, rebuilt an orthodontic practice from the ground up, and spoken at Procore Houston on AI in construction. I am an Enrolled Agent, federally licensed by the U.S. Department of the Treasury to represent clients before the IRS. I am Profit First certified. I am the Tampa Bay CFO of the Year. I wrote this guide because almost every CEO I meet at $500K to $3M in revenue has been told the same thing by their accountant: we'll handle it at year-end. That advice is incomplete, and incomplete advice in this area is expensive. This guide is the full picture. Free.
There is no shortage of people willing to give you a tax plan and disappear. Shannon comes in as a practitioner who has been inside real businesses for almost 30 years and stays until the work is actually done. This guide is the entry point — and it is the same framework she walks paying clients through inside her engagements.
Yes. Enter your email and the guide is sent to your inbox immediately. No credit card. No call required. It was previously sold at $17 — it is now free at the top of the funnel because it leads into the deeper work, not because it's worth less.
CEOs, founders, entrepreneurs, and business owners running service businesses at $500K to $3M+ in revenue who want to understand the strategic side of finance — not learn bookkeeping mechanics.
The guide is delivered to your inbox immediately. You'll also receive an invitation to Shannon's upcoming live webinar where she walks through the exact framework with real client examples. No webinar registration required to receive the guide.
Yes. Shannon is an Enrolled Agent, federally licensed by the U.S. Department of the Treasury, which means she can represent clients before the IRS. She is also Profit First certified and is the Tampa Bay CFO of the Year.
No. Your email is used to send you the guide and ongoing CEO Edge content from Shannon directly. Unsubscribe anytime in one click.
The guide is genuinely educational and stands alone. If you decide after reading that you'd like to explore working with Shannon directly, you'll have that option — but the guide itself is the asset, not the pitch.
If you're running a service business doing six or seven figures and you want to stop paying the IRS for profit you never saw, the next step is downloading the guide.