SHEPHERD FINANCIAL GROUP

Shepherd Financial Group was established with a dedicated purpose: to support small business owners.

Our journey began with a simple mission: to provide Accounting Management and Business Consulting services as disciples of Jesus Christ, the Good Shepherd.

Our firm was founded upon three guiding principles:

Preserve: We help our clients preserve and build on their achievements.

Protect: We safeguard your financial future with precise accounting management.

Prosper: We empower you with tools and insights to thrive.

SMALL BUSINESSES

We believe that small businesses are the backbone of our community. Our goal is to be a bridge to financial clarity and success for small businesses. Our outsourced bookkeeping and accounting solutions are tailored to your unique needs.

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TAX ACCOUNTANTS

We understand the stress and burden of tax prep. With that in mind our goal is to become the bridge between our clients and their CPA’s; increasing their monthly financial clarity while reducing the annual burden for tax preparation.

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ADVISORY SERVICES

As Christians, we view our expertise in accounting and bookkeeping as a gift. Our mission to serve both clients and fellow bookkeepers has led us to providing free resources to make trusted bookkeeping practices accessible to anyone in need. 

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“It’s great to not only have my businesses consolidated, but also have the team at Shepherd helping me with everything moving forward. It’s been super helpful to be able to bounce stuff off of the team and this was the BIG thing missing from my previous bookkeeping experiences. The “personal” touch is priceless.”

– Matthew R. –

“We have had the benefit of working with Shepherd Financial Group for several years. Shepherd’s work always been thorough, responsive, and fairly priced.

Over the years, we have worked with the rest of the team. At times, they have managed our entire bookkeeping while, also, being willing to train our employees to take over these and related tasks. The fact that they are willing to be flexible has proven to be very helpful.”

– Michael W. –

“I was on the hunt for new financial services after a difficult experience with a local company. I heard about Sheperd Financial group and after talking to Seth I knew this was a great fit for me. I am in a very specific industry with lots of specific needs and they have met every one of them. I would definitely recommend.”

– Stephanie D. –

“Seth Young and Shepherd Financial Group’s financial advisory services are the reasons my business is profitable today. Working with Shepherd has, and continues to be, an outstanding experience. I can’t recommend Seth and his team enough!”

– Jacqueline P. –

“Shepherd Financial Group has been a critical partner in ensuring the success of our mission at Pacific Keep Church. Seth and his team have treated us like family and provided timely and accurate accounting services. In addition, they have helped our budgeting framework align with our church’s core values, increasing the confidence of our donors to continue and invest in our community. We highly recommend Shepherd Financial to anyone looking for world-class service with a personal approach.“

– Boris B. –

GETTING STARTED

Once you’ve completed our bookings form, you will have scheduled a discovery call with one of our Accounting Professionals. On this call we will assess your immediate needs, get to know your business, and establish realistic goals for your business. We then conduct a comprehensive SWOT Analysis accompanied by a personalized service proposal aligned with your business’s distinct requirements.

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At Shepherd, we take pride in our exceptional team of accounting professionals. Each team member brings their own set of specific skills from various backgrounds, contributing unique perspectives and expertise to help our clients excel. We are bound by a shared passion for empowering our clients to achieve financial success.

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RESOURCES

Have you ever wondered what software you should be using? Are you unhappy with your current tech stack? To empower our clients with the tools they need for financial success, we’ve curated a collection of cutting-edge software solutions 

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