Empowering Your Financial Journey Toward Purpose and Peace
Move beyond financial success to discover a path that fuels your vision, amplifies your impact, and aligns your wealth with the life you’re meant to lead.
Maximizing The Potential Of Your Business
ELIMINATE YOUR TAX PROBLEMS IN LESS THAN 60 MINUTES
Watch The Video Below
the Tax Secrets That Saves High Performers $30,000+ In Tax Savings
For Visionary Business Owners and High Achievers –Discover What Most Tax Preparers Will NEVER Tell You
7 Secrets Tax Preparers Don’t Want You to Know—Maximize Your Savings and Keep More of What’s Yours
Unlock insider tips that can help you minimize tax burdens and boost your peace of mind.
At Beyond Freedom Financial We Turn Financial Freedom into a Purpose-Driven Reality
ELIMINATE YOUR TAX PROBLEMS IN LESS THAN 60 MINUTES
Watch The Video Below
FREE MASTERCLASS REVEALS
the Tax Secrets That Saves High Performers $30,000+ In Tax Savings
Reclaim your wealth, reduce your taxes, and reinvent your financial strategy
Masterclass Starts In:
Meet Our Founders
SHONA BELL
CPA & Co-Founder
Meet Shona Bell, CPA—Your Key to Empowering Small Businesses Beyond Traditional Accounting.
With over 20 years in corporate accounting and a passion for helping small business owners, Shona equips clients to unlock financial independence through proactive strategies that go beyond the numbers. More than just tax savings, her work fosters true freedom to pursue a life of meaning and impact.
JAY MOORE
CPA & Co-Founder
Jay Moore, CPA: Rethink Financial Freedom with the Accountant Who Challenges Conventions.
Dubbed 'the healthy accountant,' Jay merges financial strategy with wellness, redefining what it means to lead a purpose-driven life. Known for his unconventional approach, Jay inspires clients to break free from financial norms and explore opportunities for growth that reach beyond traditional goals.
What’s Holding Your Wealth and Legacy Back?
If any of the following resonates, it may be time for a new financial strategy:
You’re dedicated to growing your business, but find yourself drowning in tax complexities, with no clear path to minimize burdens and maximize wealth.
You have the vision and drive for long-term success, yet feel frustrated by a lack of financial clarity that limits your decision-making and confidence.
You know your hard-earned income could be working harder for you, but your current tax and financial strategy feels reactive, missing the proactive insight needed to build lasting wealth.
You’re focused on creating a meaningful legacy, but the thought of aligning your finances with personal values, generational wealth, and impactful giving feels overwhelming.
You’re juggling business growth, wellness, and family commitments—yet your current advisor doesn’t understand how these priorities shape your goals for financial freedom.
Go Beyond Traditional Finance– Strategies That Empower Your Life and Legacy
Beyond Freedom Financial offers strategic solutions tailored to empower small business owners and entrepreneurs, moving beyond traditional accounting to provide holistic financial freedom.
High-Level Tax Strategy
Unlock advanced tax-saving techniques to keep more of your hard-earned wealth while securing your future.
Financial Clarity Coaching
Gain peace of mind and clarity in your finances—control your journey with insights that simplify and empower.
Legacy & Wealth-Building Planning
Gain peace of mind and clarity in your finances—control your journey with insights that simplify and empower.
Why High Achievers Choose Us for Purpose-Driven Wealth
Customization
Financial strategies designed for your unique goals, industry, and business needs.
Compliance
Navigate complex tax regulations with confidence, saving time and avoiding costly penalties.
Strategic Decision Support
Access data-driven insights that elevate critical decisions for sustainable growth.
Tax Savings
Keep more of your wealth with targeted strategies to minimize your tax burden.
Financial Planning
Align your financial goals with tax planning for impactful decisions that drive true freedom.
Resource Efficiency
Focus on growth while we handle the intricacies of tax and compliance.
Risk Management
Protect your wealth with forward-thinking strategies that adapt to tax law changes.
Transforming Lives and Legacies
— See How We’ve Empowered Our Clients
Jack Williams
2 reviews
Jay and Shonda are great assets to our company. They have helped us in saving money on taxes and brings a wealth of knowledge to business strategy. We are glad to have them on our team and recommend Beyond Accounting & Tax.
Allie Vasquez
10 reviews
Jay and Shona are helping me get out of the world's biggest darkest hole! I can see the light!
Pamela Leggett-Robinson
4 reviews
Working with Shona has been the best investment for my business. I thought I was only obtaining an accounting professional. However, she provides so much more. She is knowledgeable, thoughtful and patient. She pushes you to be a better business person.
David D. Simons
6 reviews · 2 photos
If you’re looking for a tax professional and expert that understands not only how to leverage tax codes but give you sound advice and practical wisdom then look no further than Beyond Accounting and Tax. Shona is a blessing and highly recommend working with her! Your business will thank you for it!
They go above and beyond
I use Beyond Accounting & Tax for my personal taxes and business accounting services. Shona and Mileen are always very professional. They go above and beyond by offering valuable information that help maximize my tax deductions and credits. I highly recommend Beyond Accounting & Tax !!!!
Janelle Jeffers
game changer
Shona's expertise in tax and accounting is great! However her expertise mixed with her passion for business owners is next level. Her ability to help accountants in business navigate how to price and scale their businesses is second to none. Working with her is a game changer.
Jay Moore - The Healthy Accountant
Amazing work
Amazing work and she is has so much patience. Work with her!
The Fit Fine Flawless
amazing
Shona is amazing as a mentor … I have attended a number of her trainings on a VIP ticket and the nuggets I have taken away have made a difference in my practice. Looking forward to continued mentorship!
Kimberliann Chambers
great experience
I had a great experience with Beyond Accounting & Tax from the initial contact to the expertise shared with me on my financial stability journey. Looking forward to learning more about sound financial practices.
Merald Holloway
SUPERB Firm
Beyond Accounting & Tax is a superb firm. They always are exacting in their work, thoughtful in their solutions and have their client's best interests in mind. I would definitely use Beyond Accounting & Tax anytime I need the services that they provide.
Cyndi Shanahan
Amazing!
Shona & Mileen are AMAZING! I have been working with them about a year now. They have given me such a peace of mind as it relates to my personal and business taxes and all my accounting needs. I highly recommend them for any size business and even for personal accounting as well.
Mimi Sneed
They are nice
I had Shona taking a look into my tax situation and we eventually came to disagree on a few things, I think it is very important for people to know that if a customer is not satisfied completely, that the company will make right. We agreed on a fair price for a return considering Beyond Accounting did spend resources and time on my account while they were contracted. They are nice, civil individuals.
Wes Smith
highly recommended!
I have enjoyed the past two tax seasons working with Shona and her team! They have been completing returns for several non-profit small business clients for our management firm and I have found them to be professional, knowledgeable, thorough and patient. They have implemented some great tools like their portal and task management system that make it easy for the client to submit and keep track of the process. Highly recommended!
Samantha Negrete
responsiveness
Beyond Accounting is sensitive to the needs of its client. They collaborate with your organization enabling you to focus on your core mission, making an impact in the community while helping you achieve your organizational goals.
Michele Jones
highly responsive
I have worked with Beyond Accounting & Tax for the past two tax periods and I am extremely satisfied. They are highly responsive, knowledgeable , and customer-centric. I highly recommend to anyone looking for superior CPAs.
Givon Forbes
She was Knowledgeable
I am so grateful to have come across Shona and Beyond Accounting & Tax. I was in desperate need of tax services after my CPA was taken out of commission due to unforeseen personal circumstances. I have a fairly new business and my CPA was the only person I had ever worked with so changing was not something I was looking forward to. However, after my consultation with Shona, I was sold. She was knowledgeable, asked several questions, was engaging and personable. I decided right then to use her services for my taxes. The process was straightforward and easy. I am grateful for Beyond Accounting & Tax for making this transition for me seamless.
Conkay Investments, LLC
Highest level of integrity
Beyond Accounting has the highest level of integrity, and a clear focus on the welfare of their clients. As a small business, it's important to have company finances in order so that the company is able to pivot and take advantage of various changes in your industry. Beyond Accounting has a special gift of steering small businesses in the right direction toward growth and connecting us with lending and financing partners that best fit our needs. Their team is responsive, and the work product is extremely professional. Their knowledge of the latest tax updates and changes is second to none and we cannot recommend Beyond Accounting enough!
Niketa A
Great to work with
They were great to work with. Very professional and good at problem solving.
LaMichelle Hecht
The best!
Very professional and trustworthy! I would definitely recommend Mileen to all my friends and colleagues! She’s THE BEST!
Jami Pieternelle
wonderful team
Trustworthy, professional, and kindhearted! I highly recommend this wonderful team.
T.
Amazing
Shona is professional and amazing to work with. I higher recommend working with her.
Dalia Fogenay
Ready to Take Control of Your Financial Future?
At Beyond Freedom Financial, we’re here to support you in achieving more than financial success. Whether you’re looking to reduce tax burdens, build wealth, or create a meaningful legacy, our team is ready to help you turn your financial goals into reality.
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