“I love helping small business owners with their financial goals, and watching those goals grow into real results. My client’s financial health is just as important to me as my own.”
Experience and Expertise
Heather has worked in the public accounting since 2015 recently relocating from California to join the Shannon & Associates team in September 2020. Heather is currently working on her Bachelor’s in Accounting from Washington State University. She specializes in Individual Income Tax and assisting client’s with QuickBooks both online and desktop.
Heather enjoys getting to know clients on an individual basis in order to best help them succeed with their business. Heather feels that there is not a one-size fits all solution for small businesses and much like the owners themselves they need customized solutions for success.
Certifications, Memberships, and Involvement
- QuickBooks ProAdvisor Online Certification
- QuickBooks ProAdvisor Desktop Certification
- Associates of Science, Major in Accounting (Monterey Peninsula College)
When not in the office you can find Heather exploring the great outdoors, spending time with her friends and family, and traveling to new places.