Gain Confidence and Control– Master Your Financial Future with Clarity Advisory
Our Financial Clarity Coaching empowers you with clear insights and a roadmap to lasting financial freedom.
What Financial Clarity Coaching Can Do for You
Unlock a new level of financial insight with our clarity coaching. From setting achievable goals to making empowered decisions, we offer a proven, four-step approach to transform your financial journey.
Key Benefits
Crystal-clear insight into your financial goals and position.
Make decisions backed by tailored, actionable insights.
Experience reduced stress and newfound control over your finances.
Follow a personalized roadmap for lasting financial confidence.
How Financial Clarity Coaching Works
Financial Health Assessment
Gain a clear snapshot of where you stand and identify areas for immediate improvement.
Goal Setting and Action Plan
Set precise, achievable financial goals with a detailed roadmap to keep you on track.
Personalized Coaching Sessions
Receive ongoing, expert guidance tailored to your progress and challenges.
Ongoing Support
Adapt your strategy as your goals and circumstances evolve, with proactive adjustments that support growth.
Who Is Financial Clarity Coaching For?
Our Financial Clarity Coaching service is designed for business owners and professionals seeking clear, actionable insights to take control of their financial future. Here’s who benefits most from our coaching:
Busy Entrepreneurs Seeking Financial Control
For those who want streamlined insights without the overwhelm
You’re a business owner who manages a lot, and keeping track of financial details can be challenging. Our coaching provides clear, structured guidance, empowering you to make informed decisions without the hassle.
Growth-Focused Professionals
For those who view financial clarity as a stepping stone to growth
You understand that clarity and strategy go hand in hand. With our coaching, you’ll gain a clear understanding of your financial landscape, helping you make confident decisions that drive personal and business growth.
Proactive Planners Ready for Strategic Insights
For those who want more than basic financial management
You’re past the “just managing” phase and ready for strategic insight. Our clarity coaching helps you see the bigger picture, offering actionable steps to optimize resources, reduce stress, and unlock potential.
High Achievers Committed to Legacy-Building
For those who want a clear path to generational wealth
You’re building a financial foundation not only for yourself but for future generations. Our coaching offers you a structured roadmap to establish and grow wealth that lasts, ensuring your financial legacy aligns with your vision.
Purpose-Driven Leaders Seeking Balance
For those who need financial clarity to support a balanced lifestyle
You’re committed to both professional success and personal well-being. Our coaching equips you with the financial insight needed to prioritize your health, family, and passions without sacrificing growth.
Self-Improvement Advocates
For those who believe in continual growth and mastery.
You’re always striving for improvement and want to master your finances as part of that journey. Our Financial Clarity Coaching provides the tools, insights, and support you need to make smart financial decisions with confidence.
Client Success with Financial Clarity Advisory
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
Why Choose Beyond Freedom Financial for Financial Clarity Advisory?
What Makes Our Financial Clarity Coaching Different
Beyond Freedom Financial’s clarity coaching is not a one-size-fits-all solution. We offer personalized guidance that empowers you to fully understand and master your financial journey.
Tailored to Your Needs
Our coaching is designed to fit your unique goals and financial situation, creating a truly personalized experience.
Long-Term Partnership
We’re here to support you at every step, adapting our guidance as your needs evolve.
Clear, Actionable Steps
Gain practical steps that build both financial confidence and control over your journey.
Frequently Asked Questions
How often will we meet for coaching sessions?
We typically meet quarterly, with the option for more frequent sessions as needed.
Can this coaching benefit both my personal and business finances?
Yes, we tailor the coaching to address all aspects of your financial life.
What if I already have a basic understanding of my finances?
Our coaching goes deeper, providing strategic insights to help you master your finances and make empowered decisions.
How will Financial Clarity Coaching help me make better business decisions?
Our coaching provides you with actionable insights and tailored guidance, giving you a clear view of your financial landscape so you can make informed, confident decisions that drive growth.
Is this coaching suitable for both seasoned business owners and those just starting out?
Absolutely. Our coaching is designed to meet you where you are—whether you’re looking to strengthen foundational knowledge or optimize an established financial strategy.
Will I receive specific action steps after each coaching session?
Yes, each session concludes with clear, practical steps designed to help you achieve your financial goals and maintain momentum on your journey to clarity.
How quickly can I expect to see results from Financial Clarity Coaching?
While results vary, many clients feel a renewed sense of control within the first few sessions, with lasting clarity and confidence building over time.
