Shore Financial

Strong Pillars

Shore Financial is built on pillars that you can get behind. We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

“We are here to setup the right growth-enabling technology systems, all while being able to step back and keep our eye on the horizon for big picture end goals.”

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Email us to find out!

“My inbox is part of my day.”

That's what we're after: quality results.

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

“Quality results are always our end goal”

Our Services

Bundle our services in a way that makes sense for your goals.

Accounting

Daily accounting needs, Payroll, Monthly Close, GAAP and Tax Financial Reporting, Accounting System Implementation.

Finance

Budgeting and Forecasting, KPI reporting, Fractional CFO, Long-term Equity Planning, Employee Stock Option Management, Cap Table Planning and Management.

Back Office

New Business Formation, Human Resources, Manage key business relationships: Insurance, Banking, Legal, External CPA.

Tax and Compliance

Business Registrations, Audit support, Tax Preparation Support, Federal to Local Jurisdiction Compliance.

Emerging Services

Special Project Consulting, Capital Raise and M&A, Crypto, Technical Forensic Accounting.

Fundraising and Investment Analysis

Due Diligence Data Room Management, Financial Pitch Material, Business Valuations, ROI Analysis.

Our Team

Meet the team you'll be working with day in and day out.

Reed McCalmon

Reed is a hands-on Finance Executive with over 15 years of startup finance and accounting experience. Assisting from idea phase through Series A and acquisition, he has implemented financial and operational practices that ensure the Company’s success during strategic growth. He has helped startups obtain over $10M in grant funding and has a blended background that brings corporate structure and small office collaboration together.

FAQ

Questions you might have before we get started supercharging your business from inception through expansion.

What services does Shore Financial provide?

Whether you’re an individual or a business owner, taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about. If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.

What is a free consultation?

A free consultation is a complimentary service offered by the Shore Financial team. By scheduling a free consultation we'll dive deep into your company's goals and objectives and discuss what's going well, what could be improved, and how we can help! We typically save companies thousands of dollars by bringing redundant processes to their attention and making suggestions about how to streamline workflows. There is no obligation to retain Shore Financial and we are more than happy to help point you and your firm in the right direction to make sure you're getting the best return on investment regardless of who is helping you manage your back office support.

What does it cost to retain Shore Financial?

We tailor our engagements to match and grow along with our client’s success roadmap. More than an extension of your Company, we truly consider it a partnership.

Still have unanswered questions? Get in touch