Beyond Financial Success Empowering You to Build a Life of Purpose and Freedom
At Beyond Freedom Financial, we believe financial strategy is more than numbers—it’s the foundation for sustainable growth, peace of mind, and a life of impact.
Our Mission
Working with Beyond Freedom Financial empowers businesses to maximize profits and minimize tax liabilities through targeted financial strategies. We provide comprehensive financial education and insights to help you make informed decisions. Our actionable growth plans, backed by ongoing support and a community of experts, take the uncertainty out of finances.
You get a holistic approach to financial well-being that fuels sustainable growth and reduces stress. We're not just accountants; we're your strategic financial partners committed to helping you achieve your business goals. After years of working with hundreds of business owners who need to be correctly informed about the benefits of legal and tax entity.
Meet Our Founders
Meet the Visionaries Behind Beyond Freedom Financial
SHONA BELL
With over 20 years of experience in corporate accounting and a personal commitment to empowering small business owners, Shona Bell brings a passion for proactive financial guidance that goes beyond traditional tax advice.
Shona is dedicated to helping clients unlock financial independence by equipping them with the tools and strategies they need to succeed. She focuses on more than just reducing tax liabilities—her work fosters a sense of financial freedom that enables clients to pursue meaningful goals. Shona’s background in corporate accounting and auditing has given her deep insight into the unique needs of small businesses, and her expertise drives Beyond Freedom Financial’s mission to support holistic financial growth.
Jay Moore
AKA The Healthy Accountant
Known as 'the healthy accountant,' Jay Moore merges financial expertise with a commitment to personal well-being, inspiring clients to build a purposeful, balanced financial life.
Jay’s unique approach challenges conventional financial advice, encouraging clients to think beyond numbers and embrace financial strategies that support both their business growth and personal goals. Jay’s perspective on wellness and financial strategy reflects Beyond Freedom Financial’s holistic approach to success, helping clients create a legacy that goes beyond wealth. With his CPA certification and a dedication to innovative financial strategies, Jay’s work empowers business owners to rethink financial freedom and leverage it to make a lasting impact.
Why We’re Different
More Than a Tax Service—A Holistic Approach to Financial Freedom
At Beyond Freedom Financial, we’re not your typical accounting firm. Our approach combines advanced tax strategies, financial clarity coaching, and legacy planning to ensure that your financial growth aligns with your personal and professional goals.
Holistic Financial Guidance
True financial freedom encompasses more than tax savings. Our services align with your values, life goals, and business vision, helping you build wealth while supporting your larger aspirations.
Proactive and Personalized
Every client has unique financial needs. We customize strategies and work proactively to ensure you’re always a step ahead, equipped with knowledge and tools for impactful decision-making.
Commitment to Wellness and Balance
Our founders integrate principles of personal wellness into financial planning, offering strategies that support both your financial and personal well-being.
Who We Serve
Designed for Business Owners Ready to Achieve More
Our Clients Typically Include:
Small to Medium-Sized Business Owners in industries like consulting, law, technology, and coaching.
Visionary Entrepreneurs focused on sustainable growth and purpose-driven impact.
Professionals with Profit-Generating Businesses ($100,000+ in profits) who are financially stable and ready to invest in proactive tax strategies.
Legacy-Minded Individuals aiming to build wealth not only for themselves but for future generations.
Health and Wellness Advocates who appreciate a balanced approach that aligns financial planning with personal well-being.
Growth Seekers and High Achievers committed to ongoing self-improvement, financial empowerment, and strategic growth.
Purpose-Driven Leaders seeking a financial partner who understands their values and supports their life and business goals holistically
Frequently Asked Questions
How is Beyond Freedom Financial different from a traditional accounting firm?
At Beyond Freedom Financial, we go beyond tax preparation and compliance to offer a holistic approach that integrates proactive tax strategies, financial clarity coaching, and legacy planning. We focus on aligning your financial plan with your life goals, helping you achieve both financial success and personal freedom.
What does a holistic financial approach mean for my business?
A holistic approach means that we look at your entire financial picture, including taxes, wealth-building, legacy planning, and even personal wellness goals. Our strategies are designed to support your business success while enhancing your overall quality of life.
Do you work with businesses across industries?
Yes, we work with a diverse range of small to medium-sized businesses, including consulting, law, tech, coaching, and other professional services. Our expertise in tax strategy and holistic financial planning allows us to adapt our approach to meet the unique needs of various industries.
How soon can I expect to see results from your tax strategies?
While the timeline can vary depending on your unique financial situation, many clients begin to see benefits within the first month. Our proactive, customized strategies are designed to deliver both immediate and long-term tax savings, helping you retain more of what you earn.
Will I still have control over my finances?
Absolutely. We believe in an empowering, collaborative approach where you remain actively involved. Our role is to guide you with expert insights, tools, and strategies so you can make informed decisions that align with your vision.
How does Financial Clarity Coaching work?
Our Financial Clarity Coaching is designed to provide you with ongoing insights, goal-setting support, and structured planning to help you fully understand and manage your finances. With regular check-ins and actionable advice, you gain control and confidence in your financial journey.
Can you help me with generational wealth and legacy planning?
Yes. Our legacy planning services are focused on building long-term wealth that aligns with your values and vision for future generations. We help you structure your finances to support a legacy that benefits your family, community, or any causes that matter to you.
What is the first step to getting started?
The first step is to schedule a free consultation with us. During this initial meeting, we’ll discuss your goals, challenges, and how our unique approach can help you achieve the financial freedom you’re looking for.
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.
