Shirey CPA provides outsourced controller and finance director services for small businesses and nonprofits that need more than a bookkeeper but aren't ready for a full-time hire. The firm becomes part of your operational rhythm — not a project consultant who delivers a report and disappears.
Shirey CPA manages the full monthly close cycle: journal entries, accruals, adjustments, and reconciliations completed on a reliable schedule. The books are accurate and closed on time so leadership can make decisions from current numbers, not last quarter's estimates.
Bank accounts, investment accounts, grants receivable, intercompany balances — reconciled monthly with discrepancies investigated and resolved. For nonprofits with fund accounting, Shirey CPA reconciles at the fund level to ensure restricted and unrestricted balances are accurate.
Monthly financial statements, board reporting packages, grant financial reports, and management dashboards. Shirey CPA prepares the numbers and writes the narrative — the variance commentary, the budget-to-actual analysis, the plain-language explanation of what changed and why.
Annual budgets, departmental budgets, grant budgets, and rolling forecasts. Shirey CPA builds budgets that reflect how the organization actually operates, not how a template thinks it should. The firm handles the modeling, the scenario analysis, and the presentation to leadership or the board.
Cash flow monitoring, banking relationships, investment oversight, and liquidity planning. Shirey CPA tracks where the money is, when it's arriving, and whether the organization has enough runway for its commitments.
Segregation of duties, approval workflows, accounting policies, and fraud prevention — designed for the reality of small organizations where one or two people handle everything. Shirey CPA builds controls that are practical and enforceable, not textbook frameworks that nobody follows.
Proactive tax planning for small businesses and nonprofit compliance monitoring. Shirey CPA coordinates with outside tax preparers where needed and ensures the organization's financial records support clean, timely filings.
Fund-level tracking, restriction management, grant compliance, and donor reporting. Shirey CPA understands the difference between temporarily restricted, permanently restricted, and unrestricted funds — and builds accounting systems that maintain those distinctions accurately through every transaction.
Small-to-mid-sized businesses and nonprofits — typically with annual budgets between $1M and $20M — that have outgrown basic bookkeeping but can't justify a full-time controller or finance director. Organizations in the Colorado high country and remotely across the United States.
The ideal client needs someone who can manage the accounting, produce reliable financial reports, and step into higher-level work when the situation calls for it — tax planning conversations, board presentations, banking negotiations, financial modeling for a capital project.
The strength is a controller-first foundation — deep, accurate, hands-on financial management — that enables higher-level strategic work when the situation calls for it. That hierarchy is the differentiator, not a limitation.
Shirey CPA does not provide capital structure advice, fundraising strategy, M&A due diligence, or public company financial management. The firm is not the right fit for organizations that need a strategic-only CFO with no interest in the accounting work.
And yes — the CPA who does not do tax returns. Scott coordinates with your tax preparer and makes sure the books are audit-ready, but if you hand him a 1040 he will politely hand it back.
Shirey CPA is based in the Colorado high country, serving organizations throughout Summit, Eagle, Lake, Clear Creek, Grand, and Chaffee counties, and remotely across the United States.