Customer stories
Meet the businesses we empower.
Our customers are our top priority. That’s why we put you at the center of everything we do.
Customer case study
Hear what Neal from Schooley Mitchell has to say
“Yellow Brick Financials acts as my accounting department…”
Customer case study
Hear what Brett says about Yellow Brick Financials
“I’ve been working with Yellow Brick Financials for about a year now, and they’ve been awesome…”
Customer case study
This small business owner has been with us for 3 years
“I’ve let them know what my goals are, and they’ve helped me achieve them…”
Customer case study
This is what Clark has to say about Yellow Brick
“You will not regret hiring Yellow Brick Financials…”
Customer reviews
"Shannan and her team at Yellow Brick Financials has taken my business to the next level."
Brett, IT Training & Consulting Company
Join others who have trusted Yellow Brick Financials.
As the owner of a rapidly growing e-commerce company, I’ve had to focus on scaling and building our business, which means I don’t have the time or bandwidth to manage the complexities of sales tax. Sales tax obligations have been a long journey for us, but Yellow Brick Financials has been a true partner in helping us navigate this road.
From setting up sales tax accounts in over 19 states to organizing all the data in QuickBooks Online, they’ve made it easy for us to stay compliant and keep everything running smoothly. They even handle all the state correspondence—phone calls, letters, and emails—so I don’t have to.
Their enthusiasm and expertise shine through in everything they do, and working with them has made a huge difference for our business and tax planning. I can’t recommend them enough!
Joe
7-Figure E-Comm Business Owner
I want to thank you all of you for all of your help. We are really impressed with your dedication to us and the countless hours you spent having to figure out this unique situation of books...
Brad
President at GreenBee Energy Efficiency
Yellow Brick Financial takes care my financial and accounting tasks, so I can focus on gaining new clients. Shannan and her team are skilled, knowledgeable and I highly recommend Yellow Brick Financial.
Neil
Schooley Mitchell
As our branding and design company continues to grow rapidly, we needed a dependable resource who would take on the burden of monthly reconciliation and client billing. We feel that we have found someone who feels a part of our team…
Kiley & Ryan
Owners at Famous Victory
Shannan is not just a bookkeeper, she is like having a CFO who sits on my board. She not only helped me know my financial numbers, but helped me analyze my business goals and advised me how to achieve them. It is hard for me to keep eye on…
Liz
Owner/Director at Eye Level of Northbrook, Math, Reading & Writing
Yellow Brick Financials has been instrumental in helping our rapidly growing e-commerce company tackle the challenges of sales tax compliance. They’ve set up accounts in over 19 states, taken over all state correspondence (emails, letters, and even phone calls!), and kept everything organized in QuickBooks Online for seamless communication with our CPA.
They’ve made what used to feel like a daunting task completely manageable, allowing me to focus on scaling the business successfully. Plus, they’re a pleasure to work with—they actually seem to enjoy what they do, which makes a big difference!
I’m grateful for their expertise and would recommend them to any business dealing with sales tax challenges.
Joe
7-Figure E-Comm Business Owner
YBF has helped my company become more fiscally prudent and aware of Gross Profit and overheads. They have also helped with prepping for tax season and reconciling financials as well.
Most importantly, we have strategy calls to review company goals that keep us on track financially...
Kimberly
Owner at Connoisseur Wines USA Inc.
I am very happy hiring Shannan for my bookkeeping needs as it takes a big weight off my shoulders….
Glen
Owner at Suncom.Tv
Shannan and her team at Yellow Brick Financials has taken my business to the next level. They cleaned up my chart of accounts and made it possible for me to get monthly financials. This gave us the ability to now track to monthly metrics and KPI's. They set me up on payroll so taxes are filed automatically. A huge time saver. I have hired them on a monthly basis to continually manage the finances of my business.
Brett
IT Training & Consulting Company
As a tax accountant with 20+ years of experience in the field, I have had the pleasure of working with numerous bookkeeping firms. However, Yellow Brick Financials stands out among the best.
Over the past 7 years, they have consistently demonstrated exceptional skill, professionalism, and dedication to their work. Yellow Brick Financials is incredibly detail-oriented and meticulous, ensuring that all financial records are accurate and up to date.
This level of precision is crucial in our field, as even the smallest error can lead to significant issues down the line. Their ability to manage complex financial data with such accuracy has been invaluable to our team.
Yellow Brick Financials is also an excellent communicator. They have a knack for explaining complex financial concepts in a clear and concise manner, making it easier for our clients and team members to understand their financial positions. Their approachable and professional demeanor fosters a collaborative work environment, and they are always willing to go the extra mile to assist others.
One of the most impressive aspects of working with Yellow Brick Financials is their unwavering dedication. They consistently meet deadlines, even under tight time constraints, and their work ethic is truly commendable. They approach each task with a positive attitude and a solution- oriented mindset, making them a reliable and indispensable member of our team.
In summary, I highly recommend Yellow Brick Financials for any bookkeeping role. Their expertise, professionalism, and commitment to excellence make them an outstanding bookkeeper. I am confident that they will continue to excel and contribute significantly to any organization fortunate enough to have them on board.
Over the past 7 years, they have consistently demonstrated exceptional skill, professionalism, and dedication to their work. Yellow Brick Financials is incredibly detail-oriented and meticulous, ensuring that all financial records are accurate and up to date.
This level of precision is crucial in our field, as even the smallest error can lead to significant issues down the line. Their ability to manage complex financial data with such accuracy has been invaluable to our team.
Yellow Brick Financials is also an excellent communicator. They have a knack for explaining complex financial concepts in a clear and concise manner, making it easier for our clients and team members to understand their financial positions. Their approachable and professional demeanor fosters a collaborative work environment, and they are always willing to go the extra mile to assist others.
One of the most impressive aspects of working with Yellow Brick Financials is their unwavering dedication. They consistently meet deadlines, even under tight time constraints, and their work ethic is truly commendable. They approach each task with a positive attitude and a solution- oriented mindset, making them a reliable and indispensable member of our team.
In summary, I highly recommend Yellow Brick Financials for any bookkeeping role. Their expertise, professionalism, and commitment to excellence make them an outstanding bookkeeper. I am confident that they will continue to excel and contribute significantly to any organization fortunate enough to have them on board.
Todd
Principal Owner, Lestina & Associates, LLC
As an owner of multiple publishing companies, I need accurate financial data to make decisions about our direction and growth. Because of our unique needs, we require a trusted bookkeeping partner who maintains our financial data, conducts insightful analysis, and responds to ad hoc requests that help drive business…
Christopher
President at Peachtree Publishing Services
