I'm Shannay, your dedicated financial consultant.

Shannay Wright, the Founder and Head Accountant of The Wright Balance, is a seasoned expert in the field of accounting and finance. With a rich foundation beginning in 2010 at a medium-sized firm in Jamaica, Shannay honed her skills across a diverse range of industries including construction, commercial sectors, medical fields, transportation, and government contracts. This extensive experience has imbued her with a profound understanding of varied financial landscapes.

In the United States, Shannay expanded her expertise into the auditing sphere, specifically focusing on Financial Services Industries (FSI), including hedge funds. Her remarkable proficiency led her to a prestigious position at Deloitte in New York City, one of the "Big Four" accounting firms, where she continues to excel in her field.

At The Wright Balance, Shannay offers comprehensive services such as bookkeeping, tax preparation, and auditing. She is adept with systems like QuickBooks, Xero, and Workiva, and is well-versed in IRS requirements, ensuring that her clients receive the most accurate and strategic financial guidance. Shannay’s commitment is to tailor solutions that maximize her clients' business potential, acting as a freelance Chief Financial Officer (CFO) to allow them to focus on core business areas like marketing and operations without financial distractions.

Outside of her professional life, Shannay is passionate about family, with strong values that resonate through her personal and professional relationships. She loves spending time with children and animals, and enjoys cooking. This blend of personal interests and professional expertise makes Shannay Wright the perfect partner to help you and your business achieve financial clarity and success.

How We Can Work Together

Bookkeeping

Our bookkeeping service ensures your financial records are meticulously organized and up-to-date, allowing you to monitor your business's financial health with precision. We handle everything from invoicing and payroll to reconciling bank statements, providing you with clear insights into your cash flow.

Tax Preparation

We specialize in comprehensive tax preparation services that minimize your liability and ensure accuracy in filings. Our experts stay abreast of the latest tax laws to maximize deductions and credits, helping you navigate the complexities of tax season with ease.

Internal Auditing

Our internal auditing service evaluates your business operations to ensure compliance with laws and regulations, and assesses financial practices for efficiency and risk. This critical review helps safeguard your operations from errors and fraud, boosting overall business integrity and operational effectiveness.

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The Balanced Budget Planner

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Description

  The Balanced Budget Planner Introducing The Balanced Budget Planner – your ultimate tool for mastering financial planning and achieving your fiscal goals. Designed to simplify and enhance the way you manage your finances, this planner is packed with features tailored to help you gain a clear perspective on your financial journey. Key Features of

Frequently Asked Questions

A financial consultation is a personalized meeting where we review your current financial situation and discuss your financial goals. It's an opportunity for you to ask questions and for us to provide expert advice on how you can improve your money management, whether through better bookkeeping, efficient tax preparation, or internal auditing.

Not at all! While many of our clients are business owners, we also offer services tailored to individuals who are looking to better manage their personal finances. Whether you're planning for taxes, need help with budgeting, or want to understand financial planning, we’re here to help.

To get the most out of your consultation, it's helpful to gather any relevant financial documents such as recent tax returns, profit and loss statements, or even just a list of your monthly income and expenses. Also, think about what financial goals you have or any specific issues you're facing that you would like to discuss.

Using a bookkeeping service helps ensure that your financial records are accurate, up-to-date, and comprehensively managed. This not only saves you time and stress but also provides you with crucial insights into your financial health, helping you make informed decisions about your money.

Absolutely. We offer tax preparation services that can help you sort out your past tax filings, deal with any penalties or back taxes owed, and get you back on track for future tax periods. We can also provide advice on how to minimize future tax liabilities.

Internal auditing is a critical service that reviews your company’s operations, checking for compliance with legal regulations, financial discrepancies, and efficiency of operations. It helps identify areas of risk, potential cost savings, and opportunities for improving operational effectiveness. This service is essential for maintaining transparency, ensuring compliance with laws and standards, and enhancing the overall financial health of your business. By catching issues early, it can also prevent costly mistakes and fraud, ultimately protecting your bottom line.

The 3 Wright Guarantees

Rest assured, you're insured.

Confidentiality Guarantee

Your trust is our top priority. We guarantee the confidentiality of all your financial dealings with us. All client information is handled with utmost security and will never be disclosed to unauthorized parties. Your financial privacy and security are protected at all times.

Transparent Fee Guarantee

We promise complete transparency in our pricing. With our Transparent Fee Guarantee, you will always be informed of all costs upfront—no hidden fees, no surprises. We are committed to clear, straightforward pricing to help you make informed financial decisions.

Quality Assurance Guarantee

Quality is at the heart of everything we do. All our deliverables go through rigorous quality checks to ensure you receive only the best. If any service does not meet our high standards, we promise to make it right it at no extra cost to you.

Get In Touch

How Can I Help?

E-mail Address:

info@thewrightbalance.co

Text:

1 (914) 527 - 5525

Location:

Greater New York City Area

The Balanced Blog

Expert Advice for Financial Excellence