Shift is changing the way businesses feel about accounting. Why? Because we understand you.
We are experts in the dental industry. Our team will take the time to work with you, day in and day out, to achieve your business goals. This means real-time information, financial forecasting, and helping you identify areas of improvement in your practice. We respond to your needs quickly so you can focus on client care while we take care of the rest.
People & Culture
We’re passionate about sharing information. It’s how great ideas get formed — ideas that change the world. Nothing gets us more excited than new and innovative ideas. That’s why along with investing in technology, research, and customer support, we also invest in our employees and their goals.
If you like what we’re all about and think you’d be a good fit, we would love to hear from you! Contact us
It’s hard to sum it up, but I answer questions such as: Where did my profits go?
Can I afford to buy new equipment? How is my business tracking compared to others in the industry? To answer these types of questions and others, I’m constantly researching new and exciting ideas to share with my clients.
What 3 words would you use to describe yourself?
Excited, determined, active
What inspired you to establish a cloud based business?
I’m passionate about small business, new technology, and pushing the boundaries of what’s possible. I’m enjoying being at the intersection between accounting and technology. It’s a great place to be.
What do you do when you’re not saving the day for your clients?
I enjoy playing soccer, biking, and traveling.
Bookkeeping solutions for small to medium businesses
We’ve heard you love to reconcile. Can you tell us a little more about what you do at Shift?
I am an accountant. So that means I do everything from bank reconciliations to preparing financial statements.
If you could use only 3 words to describe yourself, what would they be?
Optimistic, enthusiastic, passionate
Why did you decide to do what you do now?
I followed my passion. I truly believe that the professional image of accountants, with piles of papers and a calculator, is outdated and inaccurate. I wanted to be part of the movement to SHIFT this paradigm. Utilizing cloud technology brings accounting to a whole new level!
What do you do when you’re not calculating your clients profits?
I’m out hiking, kayaking, or fishing just to name a few things.
I work on the traditional accounting tasks for clients and I also work on process improvements.
What 3 descriptive words do you think represent you?
Mindful, adventurous, honest
What makes you show up to work everyday?
I love being able to see how what I am doing is helping someone. Working with smaller companies allows me to not only understand the books using innovative technologies, but also gives me the chance to get to know the people behind the business.
What do you do when you’re not thinking of ways to make clients happy?
I love trying new things whether that be a new hiking trail, a different type of food, visiting a foreign country, or reading a new book.