What is Shift Financial?
We provide outsourced bookkeeping, accounting, and financial insights to small and medium businesses. Working with us is simple and intuitive (not accounting jargon, no complex reports).
Does this sound like something you have said?
My books are late, wrong, and they take a ton of my time.
I don’t get any advice on my finances in a way I understand.
I can’t tell where I am making or losing profit in my own business.
This does not need to be the case!
Shift Financial handles the entire accounting department of your business, providing bookkeeper and controller functions, as well as customized financial reporting services. They’ll provide weekly updates and customized monthly reporting, highlighting the key financial issues your business faces.
Promotional Offers Exclusive to SBE Members
Savings Program:
Shift Financial built out their own reporting systems taking data directly from QuickBooks Online & ServiceTitan. We are happy to offer a free custom review of any SBE member’s books who are currently on QuickBooks Online.
Rebate Advantage Program:
3.75% rebate on all Shift Financial monthly fees. Rebate paid out quarterly.
Frequently Asked Questions
Are we locked into annual contracts?
No, we believe in consistently earning your business and standing behind our work. This is why we have implemented a ‘Triple Guarantee’ so you can be sure Shift will not repeat any problems you may have had in the past.How familiar is Shift with the Home Services Industry?
Shift primarily works with teams in the Home Services industry having seen the problems uniquely faced by business owners across the trades. In fact, as a result of constantly hearing of the difficulties using ServiceTitan with QuickBooks, we built our own in-house software to ensure correct reconciliations are completed.What would the team I am paired with look like?
All Shift clients are paired with a dedicated bookkeeper and controller so the same team of two will act as your accounting team as long as we work together. All of our team is based out of the USA & Canada.