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About Us

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Our Mission

"At Trusted Balance Accounting Solutions, our mission is to empower visionary entrepreneurs by transforming their financial chaos into clarity. We are dedicated to providing compassionate, reliable, and comprehensive accounting, bookkeeping, and CFO services. With a deep understanding of the challenges faced by business owners, we partner with our clients to tell the story of their business through numbers, enhancing their professional credibility and enabling them to focus on growth and innovation. Additionally, we equip our clients with the skills to understand and interpret their own financials, ensuring they have the knowledge to make informed decisions and drive their business success."

MEET THE FOUNDER & CEO

Hi, I'm Shannon!

I'm a CPA living in Charleston, South Carolina, specializing in accounting and bookkeeping for real estate investors and small businesses. I also work part-time at a tax office in Mount Pleasant, SC, preparing personal and business tax returns.

With years of experience as a real estate investor myself, I thrive on staying connected to the world of real estate and helping fellow investors stay on top of their finances. My passion lies in making bookkeeping and financial reporting simple and straightforward, so tax season becomes a breeze for both you and your tax preparer.

Million Dollar Flipper

Simon Fentress

Simon Buys Houses

"I hired Shannon during a particularly busy year of flipping multi-million dollar properties. While I had a decent grasp of my spending, I needed to get my business organized to keep my investors up to date on each project. Shannon stepped in and cleaned up my books after almost a year of inexperience from a previous bookkeeper. The biggest difference came at tax time—what used to be a drawn-out process of sending endless documents and back-and-forth communication with my tax preparer became effortless. With Shannon, I was able to send just a few clean, organized reports to my tax preparer, and that was it. The entire process was smooth and efficient. That alone made hiring Shannon one of the best decisions I made for my business!"

On a more personal note

"Exploring is paramount to a healthy life"

Outside of accounting, I’m a seasoned traveler and a serious foodie. I’m currently working on a cookbook featuring treasured recipes from my former restaurant and bakery, as well as developing a course to teach kids to cook. I’m passionate about getting families back to the kitchen table and fighting childhood obesity by encouraging home-cooked meals.

At the heart of my work is building strong relationships with my clients, based on trust and a shared commitment to growth. Together, we transform financial chaos into clarity, empowering you to understand your financials and make confident decisions that drive your business forward.