Shannon Zumwalt - Accountant
Over 25 Years as Corporate Controller and Director of Finance & Administration
B.S. in Business Administration: Accounting B.S. in Leadership Organization Management
Hello there, I’m Shannon owner of CBS! A little background: I have 25 years of experience as a corporate controller in the Portland Metro area. Now I prefer to help individual business owners and non-profits achieve their financial goals. It’s important to me to set up a streamlined process that ensures accurate and timely financials to help you, the business owner, make the decisions important for your success. Our QuickBooks Pro Advisor team specializes in the design, implementation, and improvement of QuickBooks-based accounting systems tailored for your small business or non-profit. We pride ourselves on quality, accurate, and timely work for reasonable rates.
Testimonials
“I hired Shannon to help get the accounting for my multi-state construction company on track. She now runs all of the accounting division and has single-handedly brought back my work-life balance. She has a diverse array of capabilities that I have leaned on many times. If you are looking for a rock-star problem solver who has a gifted level of intuitive business sense, look no further. You have found her.”
— Stacy D. (Owner of multi-state construction company)
“Shannon helped me when I didn’t even know what type of help I needed! While preparing documents for a business loan, she organized countless bank statements, online payments, and other credits/debits to create P&L and balance sheets very quickly, when I’ve never before had any sort of system besides stacks of receipts. She knew what to ask, how to find it, and caught mistakes and oversights I never would have otherwise known. She’s wonderful!”
— Stephanie T. (Owner of Chiropractic practice)
“I highly recommend Shannon if you need help with bookkeeping, payroll, accounting, systems, procedures, etc. for your business! She is very knowledgeable, efficient, and easy to work with. I worked with Shannon for several years before I left the corporate world. I was impressed by her ability to increase the efficiency, accuracy, and timeliness of the financial systems and reporting of the business I managed.”
— Holly J. (former Executive Director of large non-profit organization)
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