Beyond Accounting & Tax

"Jay and Shonda are great assets to our company. They have helped us in saving money on taxes and brings a wealth of knowledge to business strategy. We are glad to have them on our team and recommend Beyond Accounting & Tax."

"I had the privilege of working with Shona and Jay from Beyond Accounting & Tax during The Texas Nursery & Landscape Association's annual Nursery/Landscape EXPO. Their financial planning and training sessions for our industry's top landscape, grower, and retail businesses were truly invaluable. Shona and Jay effortlessly guided these companies towards success, setting them up for a prosperous future. Additionally, their one-on-one meetings resulted in substantial tax savings, with one of our member companies saving over $50,000 – a remarkable accomplishment! We eagerly anticipate the return of the Beyond Accounting & Tax team to Texas for our next event, as their expertise promises to further enhance our member companies' business operations. They are undeniably a valuable resource for financial guidance and success. Thank you, Shona and Jay, for your outstanding contributions!"

"Shona is amazing as a mentor … I have attended a number of her trainings on a VIP ticket and the nuggets I have taken away have made a difference in my practice. Looking forward to continued mentorship!"

"Shona's expertise in tax and accounting is great! However her expertise mixed with her passion for business owners is next level. Her ability to help accountants in business navigate how to price and scale their businesses is second to none. Working with her is a game changer."

"Working with Shona has been the best investment for my business. I thought I was only obtaining an accounting professional. However, she provides so much more. She is knowledgeable, thoughtful and patient. She pushes you to be a better business person."