Shetland Financial, LLC | Center Valley, PA

Total Hires: 114 times
Service Area: Center Valley, PA
Team Size: 4 employees
Business Duration: 5 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Apple Pay
Cash
Check
Credit Card

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M
Less than $100K

Accounting software

QuickBooks
TurboTax
Xero
NolaPro
Sage
Quicken

Work location

My customers travel to me
I travel to my customers

About

Hello! My firm offers tax, accounting and wealth management services to both individuals and small businesses. I'd love the chance to help you with whatever you need.

I have more than a decade of experience in accounting, tax, and investments. After years of working for Fortune 500 companies, I launched my own firm to work with individuals and small businesses on a more personal level.

I am a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA). I'd love the chance to meet with you and find out how I can assist you in achieving your goals.

Set up a free consultation today to find out how I can help.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Kevin Dodgson
- Completed on 4/24/2020

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