What We Offer

Discover the tailored solutions offered by Shockley Financial through our three comprehensive service packages. Actual pricing scenarios for our current clients range from $500/quarter to over $5,000/month. Pricing can vary depending on the level of service below and the value provided.

Core

  • Financial Statements
    Quarterly Reports & Reconciliations

    Bookkeeping Cadence
    Monthly Transaction Categorization

    Financial Review
    Quarterly via Email

    Sales Tax
    One Jurisdication

    Bookkeeping Support
    Unlimited

Controller

  • Financial Statements
    Monthly Reports & Reconciliations

    Bookkeeping Cadence
    Bi-Weekly Transaction Categorization

    Financial Review
    Monthly via Loom

    Sales Tax
    Up to 3 Jurisdictions

    Bookkeeping Support
    Unlimited Support

    Payroll
    Streamline Your Payroll Process

    Bill Pay Services
    Bill Pay Services using Bill.com

CFO

  • Financial Statements
    Monthly Reports & Reconciliations

    Bookkeeping Cadence
    Weekly Transaction Categorization

    Financial Review
    Monthly via In-Person or Virtual Call

    Sales Tax
    Multiple Jurisdictions

    Bookkeeping Support
    Unlimited Support

    Payroll
    Streamline Your Payroll Process

    Bill Pay Services
    Bill Pay Services using Bill.com

    Cash Flow Forecasting
    Predict and Manage Your Cash Flow

    KPI Dashboard
    Track Your Business Performance

    Dedicated CFO
    Unlimited Support

Shockley Financial leverages cutting-edge technology and the most suitable applications to meet your business's financial needs.

Ready to take control of your financial future?

Whether you're seeking guidance on wealth management, business consulting, or accounting services, we're here to support you. Schedule your consultation today and start your journey toward financial clarity and success.