Shannon Sheridan | Tax Strategy & Fractional CFO for Service-Based Businesses
Tax Strategy & Fractional CFO

Stop Overpaying the IRS.
Every Year Your Accountant Files Taxes.
I Design the Strategy Behind Them.

Most service businesses doing multiple six to seven figures are quietly overpaying the IRS every year. Watch Shannon break down exactly why — and what to do about it.

25+Years in Practice
10K+Tax Returns Filed
#1CFO of the Year — Tampa Bay
$0IRS Surprises for Advisory Clients
Recognized By
🏆
2025 CFO of the Year Honoree
Tampa Bay Business Journal
🎤
AI & Construction Panelist
Procore Houston
⭐
Keynote Speaker — 4 Years
Builder's Expo
🏛️
Enrolled Agent (EA)
U.S. Treasury Licensed
Sound Familiar?

These Are the Words Business Owners Say Right Before They Call Me.

If any of these sounds like your Tuesday morning, keep reading.

01
"I'm making good money but I have no idea where it's going. Profit shows on paper but it's not in my bank."
Cash Flow Disconnect
04
"I know we should be more profitable at this revenue level. I just don't know what's broken or where to start."
Operational Blind Spot
06
"I need someone who can look at the whole business, not just the books. I need a real CFO, not another bookkeeper."
Strategic Clarity Gap
"Your accountant is looking backwards.
I am the person in your corner looking forward."
Shannon Sheridan, EA — Tax Strategy & Fractional CFO — In Practice Since 2010
Shannon Sheridan
"Your accountant files your taxes.
I stop you from overpaying them."
Shannon Sheridan
2025 CFO of the Year Honoree
Tampa Bay Business Journal
About Shannon

Not a Coach.
A Practitioner.

Shannon Sheridan, EA — Tax Strategy & Fractional CFO

I have been embedded in small and mid-sized businesses since 1997 — not observing from the outside but working inside the operations and doing the work alongside owners. Since launching my accounting and tax firm in 2010, I have filed tens of thousands of tax returns, supported a contractor in securing a Master Service Agreement with a major national retailer, rebuilt an orthodontic practice from the ground up, and spoken at Procore Houston on AI in construction.

I am an Enrolled Agent, federally licensed to represent taxpayers before the IRS. That means I do more than advise. I represent. I am not a life coach. I am a logistics and systems problem-solver who has spent decades in the trenches of medical, dental, and trades businesses. I help increase profits, reduce expenses, and most importantly, develop strategies that minimize tax liability.

Enrolled Agent (EA) — Federally licensed to represent taxpayers before the IRS
2025 CFO of the Year Honoree — Tampa Bay Business Journal
Panelist, Procore Houston — AI & Project Management in Construction
Speaker, Builder's Expo — 4 consecutive years
In practice since 2010 — 16+ years of real operator experience
See If We're a Fit →
Why Shannon Is Different

Most Advisors Talk Strategy.
Shannon Implements It.

There is no shortage of people willing to give you a tax plan and disappear. Shannon comes in as a practitioner who has been inside real businesses for almost 30 years and stays until the work is actually done.

🏛️

Federal Tax Authority, Not Just Advice

As an Enrolled Agent, Shannon is federally licensed by the U.S. Treasury to represent you before the IRS. She does not just hand you a tax plan. She can stand behind every recommendation in an audit room.

⚙️

She Builds the Systems, Not Just the Strategy

Shannon does not deliver a 40-page deck and leave. She documents your SOPs, builds your financial dashboard, sets up your KPI scorecard, and installs the internal controls that allow your business to run without you in every decision.

🤖

AI Integration Into Your Operations See how ↗

Shannon speaks at major construction and trades conferences on AI in project management and business operations. She brings that directly into client engagements.

🔬

25 Years Inside Real Businesses

Not consulting from a distance. Shannon has been embedded inside medical practices, trades companies, and contractor firms doing the actual work — filing tens of thousands of tax returns, rebuilding books, writing SOPs.

🎯

Proactive, Not Reactive Tax Planning

The difference between what you owe and what you should owe is decided throughout the year, not in April. Shannon reviews your entity structure, compensation setup, and business decisions before the tax year closes.

🔗

Tax, Finance, and Operations Connected

Shannon connects the dots most advisors treat separately. Your tax strategy affects your entity structure. Your entity structure affects your payroll. Your payroll affects your cash flow. She works across all of it simultaneously.

✗
Your Current
Accountant
  • ✗Files last year's taxes accurately — and stops there
  • ✗Reacts to what already happened
  • ✗No proactive tax planning conversations
  • ✗No entity structure review
  • ✗No operational or systems work
  • ✗Hard to reach outside of tax season
  • ✗No AI or automation guidance
  • ✗No KPIs, dashboards, or goal frameworks
vs
✓
Working With
Shannon
  • ✓Proactive tax strategy designed before year-end
  • ✓Entity structure reviewed and optimized
  • ✓S-Corp payroll audited and corrected
  • ✓CFO dashboard built so you see your numbers clearly
  • ✓SOPs documented and implemented with your team
  • ✓AI tools identified and integrated into operations
  • ✓KPI scorecard and 90-day goal framework installed
  • ✓Direct access to Shannon throughout the engagement
What Clients Say

Real Words From Real Clients

"Shannon is an expert at taxes. Her knowledge of the subject and integrity of her work is consistent with everything she does. I would recommend her to anyone looking for a knowledgeable and trustworthy tax professional."
JF
John F.
Independent Arts & Crafts Professional
"Shannon brings a very high level of tax and accounting expertise to her practice and clients. It is truly rare to find a firm that is versatile enough to service both individual and business needs at this level."
JO
Joe
President, Federal Direct Tax Services
"Shannon is very detail oriented and organized. If you need help getting your financial and tax information in order, Shannon is the person to contact. She is thorough, professional, and genuinely cares about her clients."
RO
Rosemary
Owner, Helping Hand Organizing
"Shannon is a wonderful blend of high personal touch and hard core business skills. Her attention to detail to get the work done right the first time is something you rarely find. She is a trusted advisor in every sense of the word."
MA
Maikel
Certified Master Intelligent Executive Coach
What's Actually Holding Your Business Back

The 5 Problems Most Business Owners
Never Connect Until It's Too Late.

Every problem is connected. Most advisors only see the surface. Shannon works across all five at once.

Problem 01 — The Door Opener
Tax Pain
The most urgent, most tangible, most emotionally loaded pain. This is what gets someone to pick up the phone.
→Surprise tax bills every April with no warning and no plan
→Overpaying the IRS because of the wrong entity structure
→No proactive tax planning — accountant only looks backwards
→Paying taxes on money already spent — no timing strategy
→S-Corp payroll set up incorrectly or not at all
→Deductions being missed — nobody is proactively looking
Problem 02 — The Underlying Crisis
Financial Visibility Pain
Once the tax conversation opens the door, this is usually what Shannon finds inside.
→Cannot read their own financial statements — and feel embarrassed
→Revenue growing but cash never in the bank — profitable on paper, broke in real life
→Relying on gut feel and ceiling math instead of real numbers
→No cash flow forecasting — payroll and tax payments always stressful
→Using QuickBooks but not understanding what it is telling them
→No KPIs or scorecard — cannot tell if the business is healthy or just busy
Problem 03 — The Scale Blocker
Systems & Operations Pain
This is where the business stops growing or starts breaking. Often the real problem underneath the financial one.
→Everything lives in the owner's head — delegation impossible
→No SOPs — every task depends on the owner being involved
→Cannot hire and train effectively — no documented process
→Billing and collections done manually — cash flow gaps every month
→Scaling past $1M on spreadsheets with no infrastructure
→Working IN the business 60–70 hours a week instead of ON it
Shannon Sheridan filming
In The Work
"I don't parachute in with a framework.
I stay until the work is done."
Problem 04 — The Efficiency Gap
AI & Technology Pain
Newer but increasingly urgent. Especially for trades and service businesses Shannon works with.
→Doing manually what could be automated — invoicing, follow-ups, reporting
→Not knowing which AI tools apply to their specific business
→No integration between financial software and operations
→Competitors using AI and pulling ahead on efficiency and margins
→Overpaying for tech tools they barely use or understand
→Afraid of AI or dismissive because nobody has explained it practically
Problem 05 — The Emotional Core
Leadership & Identity Pain
Rarely said out loud. Drives every buying decision. This is what Shannon hears underneath every conversation.
→Feeling like a fraud running a $2M business they do not fully understand
→Exhausted from being the Chief Everything Officer with no end in sight
→Scared to look too closely at the numbers — might not like what they find
→Burned by previous advisors who took money and delivered nothing
→Cannot see a path to the business running without them — it feels like a trap
→No one in their corner who understands both the financial and operational side
The Finance Industry Is Changing Fast

Most Finance Roles Are Being
Replaced by AI — Except One.

The roles most small business owners rely on are being automated fast. Here is what that means for your business — and who you actually need in your corner.

High Risk
Bookkeeper
Being Automated
Records transactions, reconciles accounts, categorizes expenses. Fully rule-based work — AI does this faster, cheaper, and without error.
AI Threat Level
90% — Already replacing
Medium Risk
Accountant / CPA
Under Pressure
Prepares and files tax returns, ensures compliance, looks backwards. Tax preparation without strategy is being compressed hard by AI tools.
AI Threat Level
67% — Routine work gone
Low–Med Risk
Controller
Salary Declining
Oversees accounting operations, manages reporting cycles. Upper-range salaries have already declined as automation handles routine oversight.
AI Threat Level
45% — Compression ongoing
AI-Proof
Shannon Sheridan
Shannon Sheridan
Tax Strategist + AI CFO
Connects tax strategy, financial systems, operations, and AI integration. Human judgment + AI fluency — the combination no software replaces.
AI Threat Level
Near Zero — Value rising +9% YoY
🏛️
Federal Tax Authority
As an Enrolled Agent, Shannon can represent you before the IRS — something no AI tool or bookkeeper can do.
🔗
Connects All Five Layers
Tax, cash flow, systems, AI, and leadership. AI handles single tasks. Shannon handles the whole business.
🤖
Uses AI as a Weapon
Shannon does not compete with AI — she deploys it inside your business. That is the difference between being replaced and being irreplaceable.
Client Results

Real Businesses. Real Outcomes.

These are real businesses Shannon worked inside — and what changed when she did.

General Contractor — Florida

From Scattered Operations to a Coca-Cola MSA

A contracting firm with strong revenue but zero operational infrastructure needed systems and financial controls to compete for major corporate contracts.

Secured Master Service Agreement with Coca-Cola of Florida
Orthodontic Practice — 3-Year Engagement

Full Financial & Operational Systems Rebuilt

A growing practice was scaling past its infrastructure. No SOPs, no KPIs, no financial visibility. Shannon rebuilt every layer of the business over three years.

Full systems buildout, financial clarity, and team infrastructure in place
Manufacturer — Near $3M Revenue

Running a $3M Company on Excel

A manufacturer approaching $3M had no reporting, no financial dashboard, and no visibility. Shannon implemented a real financial operating system.

Financial infrastructure built; owner gained full visibility and control
Pool & Landscaping Companies

Chasing Invoices Into Predictable Revenue

Multiple service businesses were manually chasing payments every month. Shannon implemented auto-draft billing that turned inconsistent collections into dependable cash flow.

Consistent monthly revenue — no more chasing payments
HVAC Company — Florida

One-Time Jobs Into Recurring Revenue

An HVAC company was doing strong one-time service volume but had no recurring revenue. Shannon designed a maintenance program that converted customers into loyal recurring accounts.

New maintenance program created a stable recurring income stream
Solar & Construction Companies

SOPs Across Multi-Jurisdictional Permitting

A solar company operating across multiple Florida municipalities had no standardized permitting process, creating costly delays. Shannon documented SOPs for every jurisdiction.

Permitting SOPs documented, delays eliminated, team empowered
Shannon Sheridan
In 25 years I have never sat across from a business owner who wasn't overpaying the IRS in at least one significant way.
The First Step

Find Out Exactly
What You Are
Overpaying the IRS

A focused 30-minute conversation where Shannon asks three specific questions about your tax situation. Most business owners walk away having identified at least one gap they had no idea existed. No prep required.

  • ✓
    We review your entity structure and whether it is costing you money
  • ✓
    I identify the most likely gaps in your current tax strategy
  • ✓
    You leave knowing what you are overpaying and exactly why
  • ✓
    If it makes sense to work together I will tell you. If it does not, I will tell you that too.
Free — No Obligation

Identify Your Tax Gap in 30 Min

A 30-minute conversation that gives you more financial clarity than most business owners get in an entire year with a traditional accountant.

30 minutes via Zoom or phone
No prep work required — just show up
Available to service businesses doing $500K or more
Conducted directly by Shannon — not a sales assistant
Identify Your Tax Gap in 30 Min →
Common Questions

Everything You Want to Know
Before You Decide

How is this different from what my accountant already does? +
Your accountant is looking backwards. Their job is to take what happened last year and report it accurately to the IRS. They do that well. What they are almost certainly not doing is sitting with you in March saying: here is how to restructure your entity, here is what to do before December 31st, and here is how your next hire is going to affect your tax bill. That is tax strategy. I work alongside your accountant. I do not replace them. I make sure someone is actually planning, not just reporting.
What is an Enrolled Agent and why does it matter? +
An Enrolled Agent is federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. It is the highest credential the IRS grants. Many CPAs are not Enrolled Agents. It means I do not just advise you on tax strategy. I can stand behind it, represent you if you are audited, and back up every recommendation with real federal authority.
Can you guarantee I will pay less in taxes? +
I am not going to quote a number before I have seen your books. That would be irresponsible. What I will tell you is this: in 25 years I have never sat across from a business owner doing $500K or more who was not overpaying the IRS in at least one significant way. Wrong entity structure. S-Corp payroll set up incorrectly. Deductions being missed. I guarantee a rigorous documented process and a written strategy with specific action items.
What happens after the engagement ends? +
You leave with a documented tax strategy, a reviewed entity structure, a financial dashboard you understand, and a written action plan. That is a deliverable, not a vague conversation. Shannon will be honest about what ongoing support fits your situation.
I have been burned by coaches and consultants before. How are you different? +
I hear this constantly. The advisory space is full of people selling frameworks they read in a book. I am an Enrolled Agent with federal tax authority. I have filed tens of thousands of returns. I spent three years rebuilding an orthodontic practice from the ground up. I helped a contractor land a Master Service Agreement with Coca-Cola of Florida. These are documented outcomes from real businesses.
Is this legal? I do not want trouble with the IRS. +
Proactive tax strategy is the legal, documented, IRS-approved use of entity structure, timing, deductions, and compensation design to reduce what you legitimately owe. Every large company does this. Small business owners are entitled to the exact same strategies. As an Enrolled Agent I do not recommend anything I cannot stand behind before the IRS.