Financial Self-Audit Checklist — Download

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Download THE FINANCIAL self-audit checklist!

This comprehensive checklist is designed specifically for you to assess your financial operations, identify areas for improvement, ensure compliance, and implement strategies to optimize your financial performance.

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Working with an integrated CFO was a game-changer for our startup. With limited resources, we needed someone who could provide financial expertise without the cost of a full-time employee. Sheena fits the role perfectly by providing us monthly financials during our meetings while offering strategic cash flow advice for our growing company. She has played a crucial part in making sure our business stays compliant while being personable. She was one of our best investments and takes a lot of stress off my plate.


I have had the privilege of working with Sheena in the past and cannot say enough good things about her. Since our working days together, I have since started my own business with my partner and immediately went to Sheena for help. She is trustworthy, honest and always professional. We have been so happy with her work ethic, we have referred her to family members and friends. We are confident in our business goals due to Sheena's care and attention to detail in planning. Thank you, Sheena!


I’ve been a client of Sheena Keo for many years. Sheena listens to my concerns and answers my questions so I have a comprehensive understanding of my tax situation. She’s not only experienced and knowledgeable but she’s pro-active, constantly reviewing my information, giving me complete confidence in her ability to manage my taxes.


Sheena has been my bookkeeper and accountant for approximately 15 years, I can recommend her for being both efficient and trustworthy. She now does my tax returns as well & I have 100% confidence in her! I can relax knowing that I am in capable hands.