Krishika
Client Onboarding Specialist
Accountant
Shawn Nelson
The people who get you set up and stay in touch — onboarding, documents, scheduling and day-to-day messages.
The role
Shawn supports the accounting practice and the firm’s technology, keeping client systems and integrations running through filing season.
Focus areas
- Accounting support
- Systems
Onboarding & Communication
Who else you might work with
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.