Certified public accountant, Accountant, Bookkeeping service in Houston, TX
Beyond Accounting & Tax helps individuals and small businesses manage and maximize their money. The practice is led by Shona Bell, a certified public accountant. Tax strategy is a core service. Rather than stopping at compliance, the firm uses proactive planning meant to reduce tax burden, increase earnings, and free up money to reinvest in the business and in the owner's life. Solutions are described as strategic and customized to small business owners and entrepreneurs. A wealth building service works with high-earning professionals and business owners to grow their money, protect what they have already built, and set a plan tied to present and future goals. Bell's approach centers on helping clients define their goals, budget for them, and track the financials so progress is visible. Clients can also download a free Mental Load of Money Reflection Workbook, a guide for naming and sorting the mental weight of money management. One client describes her as knowledgeable, thoughtful, patient, and someone who pushes clients to become better business people.
Shona Bell spent 15 years in corporate accounting and auditing and in the nonprofit field before starting her own practice. A mother of three, she concluded that leaving her corporate job was the only way to maximize her time and reach more entrepreneurs, and she did so in 2017. She describes finding her passion in helping visionaries uncover their goals, budget for them, and track the financial results of their work so they stay on the path to their mission. She calls herself an entrepreneur enthusiast and says she is on her own path to financial freedom and wants to bring as many people with her as possible. Her stated goal is to build a life of impact, serve people using the gifts God gave her, and help thousands or millions of others do the same.





