My YouTube Channel
The Financial Spotlight
It is my mission to teach financial literacy so that someone will use this knowledge to build wealth for themselves and their family. If you are looking for an additional financial literacy resource, please feel free to subscribe to my youtube channel:
How to Fill out a W-4
How to Save on Taxes
What to do BEFORE Filing Taxes
How to get MORE MONEY BACK on Taxes
WHAT'S MY PURPOSE?
My purpose is to inspire, educate and serve.
I am an accountant and Jill of all trades, but a master of all things finance. I studied Finance and Accounting because it was instilled in me at an early age by my grandmother and great-grandfather that it was important to save money and to budget in order to survive. I have taken their teachings and what I learned from my education to inform others and build a successful tax business over the past 10 years, where I specialize in tax preparation, resolution, and planning.
I am passionate about helping both small businesses and individuals with financial strategies, tax planning, analyzing market trends, and reducing financial risk. My goal? To inspire you to dream big and strive to achieve financial security.
~ Shantrell ~
My Top Picks for You
Just a few recommendations
I designed this guide to lay out a clear plan that puts all of your business financial information together into a step-by-step path that you can follow to turn your small business financial life around. This Tax Planning Guide will provide you with crucial financial steps to help you organize your small business at tax time and throughout the year.
You will learn the tools of the trade to help you manage your accounting system without breaking the bank.
I have designed this Credit Report Review and Dispute Kit to help you with the process. This kit will aid you on your journey to get to Know Your Money better and improve your credit score.
I have designed this Investing Made Simple Guide to help you understand Investing and make it easier for you to get started.
Following these 10 Steps to Retiring can help you make the most of your time leading up to your retirement. Keep track of your progress with this checklist.