Hi, I'm Shelley, founder of Proactive CPA Tax and Advisory LLC, based in Grand Junction, Colorado. With over 15 years of experience as a CPA, my background spans tax, audit, and serving as a controller for a financial institution. This gives me a unique perspective on the challenges and opportunities small business owners face every day.
As someone who has built and run a business myself, I understand the complexities that come with entrepreneurship. That's why I enjoy working directly with small business ownersâto help them navigate the demands of business ownership with confidence.
Through the proactive approach I take, I build trust with my clients by ensuring the business they love is being looked after, so it can grow into the potential they envisioned.
I do what I do so my clients can continue doing what they love and what they're great at.
My mission is to create personalized solutions that help my clients achieve their goals and overcome the obstacles of running a business.