I’ve been working with Shannon since 1988 when he first started managing our financials. Over the years, his CPA firm played a pivotal role in helping me run the Buzzard Beach more effectively and profitably. I have had two partners sell their shares of the business. Both times, we used Shannon’s numbers to arrive at a fair price for both the buyer and the seller. We did this effortlessly and without added expense because of the good financials. We sailed through a state sales tax audit because of impeccable numbers, at a time when many of our peers were being shut down due to issues found during these audits. Shannon’s attention to detail and expertise have been invaluable. His business is now called Actuarius, and all our historical data going back to 1992 was brought into CORE. I continue to receive the same level of care and service we had before this transition – great financials, timely service, and fair pricing. What’s unique about Actuarius is that they’ve kept their monthly fee fixed since the beginning. That speaks volumes about their commitment to their clients. They’ve been with us through thick and thin, and their lifetime value as a partner is immeasurable.

Category:

John McLean,

EVP / Business Development at Outrider

Jeff Potts,

Owner of 2020 CREATIVE

Bruce Vance,

Owner of the Buzzard Beach

Savanah Colon,

Intégrité Salon

The Accounting Superpower
You Didn’t Know You Needed

I’m ready to start.

Stay Informed

Connect