Lorenia’s Advisory Affiliation Program

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Running a small business, freelancing, or working as a solopreneur is a journey of passion and dedication, but it doesn't have to be one you take alone.

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My subscription plans are designed to provide you with a trusted partner in your financial journey—someone you can talk to freely without the constant concern of unknown costs.

This isn't just about getting advisory services; it's about building a relationship where I act as both your CPA and your empathetic mentor.

You can finally let go of the stress of hourly billing and financial surprises, gaining a clear, preset monthly price for consistent access to my expertise and guidance.

I'm here to listen, offer personalized support, and help you navigate your business finances with confidence.

  • Freedom from Hourly Billing: With a set monthly price, you'll have complete peace of mind knowing your costs upfront. This allows you to reach out whenever you have questions, without watching the clock.

  • A Personalized Client-Mentor Relationship: You'll have an approachable and professional partner who offers a judgment-free zone. I practice active listening to understand your specific needs, aspirations, and curiosities. I'll explain complex accounting and tax concepts in an easy-to-understand way.

  • Total Flexibility, No Contracts: My plans are designed to evolve with your business. You can easily upgrade, downgrade, or cancel your subscription at any time directly on the website, with no contracts or long-term obligations.

  • Empowering Your Business Decisions: I will guide you with my knowledge and experience as a CPA and business coach. I'm here to help you truly understand your numbers and make informed decisions, whether you're a mature business that needs an occasional check-in, or you're ready for a complete transformation.

Take me to the Plans!

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Beyond the Numbers: How I Help You Succeed

My goal is to be your partner, providing the practical knowledge and support you need to build a resilient and thriving business. When we work together, you get more than just a CPA; you get a hands-on guide who is invested in your success. Here are some of the ways I can help:

  • Financial Clarity & Business Insight

    I'll work with you to truly understand your numbers. We'll analyze your financial statements, review key ratios, and identify trends in your revenue and expenses. Together, we'll explore different scenarios to help you reduce costs, increase revenue, and determine if you can afford a new loan or make other changes to achieve your business goals. It's a balance of data and intuition—we’ll analyze the numbers while also listening to your gut feelings and experience.

  • Tax Planning & Strategy

    Taxes shouldn't be a source of stress or last-minute surprises. I stay informed on new tax legislation through continuous professional education (CPE) to keep you ahead of the curve. We’ll work on tax planning throughout the year to help you prepare for filing and alleviate your tax burden. This includes exploring strategies like taking advantage of accelerated depreciation for equipment purchases, and it covers not only your business income taxes but also your personal taxes.

  • Operational & Foundational Support

    Whether you're starting a new business or simply need to optimize your current operations, I can help.

    I can provide training on Quickbooks Online, help you resolve common issues.

    I can educate you on setting up payroll in various software, including Quickbooks, and walk you through the specifics of sales tax, including what's exempt and how to file.

  • Mindset & Growth Coaching

    My partnership with you goes beyond the numbers. I can help you identify and overcome limiting beliefs that might be holding you back. Together, we can work on shifting your mindset to your advantage, so you can make informed decisions and achieve the dreams you have for your business.

This is for you if you...

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  • Feel stuck or lost and would love to have a financial expert you can actually talk to about your business questions.

  • Are afraid to call your current CPA because you're worried about hourly fees and surprise bills.

  • Have a tax preparer who just prepares your tax return but doesn't explain anything, offer advice, or answer your questions.

  • Spend hours watching generic YouTube videos but still don't feel confident about your business finances or how to use Quickbooks Online.

  • Are frustrated that your business is showing a profit but you don't feel like you're actually making money.

  • Feel shy or embarrassed to ask for help because you're afraid you'll sound "dumb" for not knowing what to do.

  • Feel stuck in a negative cycle, believing that external factors are holding your business back.

My services are built on the foundation of an active partnership, where we work together to empower you to master your finances. To ensure we are a good fit, this subscription is likely NOT for you if you...

  • Are not interested in understanding your business finances and simply want someone to handle everything for you.

  • Are looking for a transactional service focused only on bookkeeping or tax preparation, rather than a collaborative coaching relationship.

  • Don't have the time for regular check-ins or meetings to actively work on your business goals.

  • Prefer to blindly delegate decisions and don't wish to be an active participant in your business's financial strategy.

  • Believe that hiring a professional guarantees you won't owe any taxes. My goal is to help you minimize your tax burden legally and strategically, not eliminate it.

  • See a client-mentor relationship as a burden rather than a valuable partnership.

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What you'll get with my subscription

  • An expert who listens: You'll have an empathetic partner by your side who will take the time to hear your concerns and patiently guide you.

  • Peace of mind: You'll be able to send a text, a voice message, or set up a video call without the fear of a surprise bill. All of your questions are welcome and expected.

  • Personalized guidance: This is not a one-size-fits-all service. I will listen to your specific needs and provide advice that is tailored to your business, not general information for everyone.

  • Confidence in your finances: You will learn how to use Quickbooks Online correctly and how to read your financial statements, giving you the clarity you need to make smart, confident decisions.

  • Motivation for the future: We'll work together to identify any limiting beliefs that are holding you back, leaving you feeling motivated and excited to pursue your business dreams.

Ready to choose your path?

Choosing the right partnership is the first step to financial clarity and business success.

Below, you'll find an overview of my subscription plans, complete with pricing and a summary of what's included in each tier.

Your Plan, Your Way

Expert Access

$100/mo

Your On-Demand CPA for quick, low-maintenance questions.

Meetings and Communication

One 1 hour meeting per month

OR

Unlimited short text, email, voice message, phone calls.

Response within 24 hours

This plan includes:

  • Direct CPA access

  • Quick, on-demand answers

  • Guidance on specific questions

  • Expert opinion and advice

Is this plan for you?

See full details here

Schedule My Free Consultation

Guidance & Support

$300/mo

Your dedicated Mentor for problem-solving.

Meetings and Communication

Two 1 hour meeting per month

AND

Unlimited short text, email, voice message, phone calls.

Response within 24 hours

This plan includes:

  • All Expert Access benefits

  • QBO training & guidance

  • QBO troubleshooting assistance

  • Guidance on accurate recording

  • Monthly close process guidance

  • Assistance with year-end cleanup

  • Guidance on payroll/sales tax

  • Financial statement education

Is this plan for you?

See full details here

Schedule My Free Consultation

Comprehensive Analysis

$750/mo

Your Business Coach for ultimate financial mastery.

Meetings and Communication

Four 1 hour OR Two 2 hour meetings/mo

AND

Unlimited short text, email, voice message, phone calls.

Response within 24 hours

This plan includes:

  • All Expert Access benefits

  • All Guidance & Support benefits

  • Financial statement analysis

    In-depth review of your key financial statements, ratios, and trends.

  • Financial planning guidance

    Cash flow management and budgeting.

  • Tax planning strategies

    Year-end tax-saving ideas for your business and personal finances.

  • Growth planning mentorship

    Customized roadmap for growth, strategic planning, and mindset coaching.

Is this plan for you?

See full details here

Schedule My Free Consultation

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To ensure you get the perfect fit for your unique business goals, the only way to subscribe is by booking a complimentary video consultation with me. During our call, we’ll discuss your specific needs and what you hope to achieve. This also gives us a chance to get to know each other and ensure we are a great fit to work together. If I can help you, I'll provide you with a subscription agreement and a link to get started, setting you on the path to financial confidence.

Lorenia Sheils

Hi, I'm Lorenia Sheils, a CPA dedicated to helping small business owners, freelancers, and solopreneurs thrive. I am certified in Arizona, with a bachelor's degree in accounting from the University of Arizona and a master's degree from the University of Phoenix. For over 15 years, I’ve had the opportunity to work with clients across different industries, and through it all, I've discovered that my true purpose in this career goes far beyond the numbers.

My journey into accounting wasn't a straight path. To be honest, I didn't love it at first. But looking back, I can see I was always meant to be here. I am genuinely proud to have become a CPA, especially because I had to overcome my own limiting beliefs along the way. That experience has given me a deep sense of empathy for others who feel overwhelmed or stuck.

In my years in public accounting, the part of my job I enjoyed the most was the time I spent connecting with clients. Whether it was to explain a financial statement, clarify a tax return, or simply answer a question, I found that those conversations were about more than just business. My clients would often share their personal struggles and triumphs, and I realized that I wasn't just their accountant—I was their professional advisor, guide, and confidant. I believe that your personal and professional lives are intertwined, and my goal is to help you build a business that supports the life you want to live.

When I'm not helping entrepreneurs master their finances, you'll find me at home in Rio Rico, Arizona, with my husband and three lovely dogs, enjoying the mountain views. I love staying active by running and hiking in nature, and on the creative side, I enjoy acrylic and oil painting. I'm also a big fan of getting lost in a good book, especially those that explore how the human brain works.

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FAQ

About the Subscription Model

  • A subscription provides you with a set, predictable cost each month. You get to ask questions and get advice whenever you need it without the fear of surprise bills or the stress of being on the clock. It's designed to give you peace of mind.

  • Our plans are flexible to evolve with your business. You can easily upgrade to a higher-tier plan if your needs change or downgrade to a lower-tier plan if you require less support. All changes can be made at any time directly through your account.

  • No. There are no long-term contracts or obligations. You can cancel your subscription at any time.

About the Services

  • You can ask anything related to your business finances—from quick questions about a tax deduction to in-depth discussions about your business goals. Whether it's about QuickBooks Online, tax planning, financial statements, or a new business idea, all questions are welcome.

  • This subscription is for ongoing advisory, support, and tax planning, not for preparing and filing your tax returns. However, I can prepare your tax return at a discounted rate. This would be a separate, one-time charge whenever you are ready to present the tax return.

  • Yes. Your business and personal finances are often intertwined, especially for solopreneurs. Our discussions will cover both aspects where it's relevant, particularly during tax planning.

  • With every plan, you will receive personalized support from me directly. I will be your dedicated partner and mentor, and you will not be passed on to inexperienced employees.

About Communication & Logistics

  • You can reach me through text, email, voice message, or by scheduling a video call directly. All check-ins and calls are handled seamlessly, and you'll get a response to your questions within 24 hours.

  • The advisory time is a pool of hours for the month to ensure you have consistent access to me. Since the plans are priced on a recurring basis, any unused time does not roll over to the next month.

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Ready to start but not sure which plan is the perfect match? Let's connect. Schedule a free consultation call, and I'll listen to your business needs and recommend the plan that will help you thrive.

Let's Talk!