The Finance and Accounting team at Shoemaker Financial plays a crucial role in ensuring the financial health and integrity of the firm. This team is responsible for managing financial transactions, preparing reports, and overseeing budgeting and forecasting activities, all while maintaining regulatory compliance. By collaborating closely with financial advisors, they help optimize client service through accurate accounting and streamlined business operations, ultimately supporting the firm’s mission to facilitate clients’ long-term financial success.
View all