About

About the Business and Stacey

Stacey Waldman

Stacey Waldman

Founder|SHEAR BOOKKEEPING SOLUTIONS

Hi, I’m Stacey, a small business owner.   

SBS is a forward thinking bookkeeping practice that has evolved from the need of business owners to have a clear understanding of their business’ finances in order to make smart decisions for their business, and in turn for their future.

Bookeeping has been a passion of mine for many years. After a couple decades of working in QuickBooks Desktop, Sage and Peachtree software, I was introduced to the world of remote/digital accounting. I became certified in QuickBooks Online and Xero, to fully understand both program’s differences compared to the tradional accounting software.  At the same time I completed an intensive remote accounting business course to fully develop the understanding and organizational skills of not only running, but owning a bookkeeping practice, which included the legalities, insurance and licensing requirements, marketing, and daily workload. 

This is not your grandfather’s accounting firm. Shear Bookkeeping Solutions keeps up with evoloving technology by attending accounting conferences, and webinars, with the goal of better serving our clients. From payment processing, remote payroll, bank feeds and online sales tax platforms, remote bookkeeping has streamlined the day to day, month and year end bookkeeping tasks. 

We specialize in private medical and wellness practices as well as salons and day spas.

During the Fall and Winter months we spend the majority of our work hours catching up new clients or cleaning up their accounting files in preparation for filing taxes.   

Our month-to-month bookkeeping clients are our bread and butter, our pride and joy. This is where we show our true value. From budgeting, benchmarking, to saving (digital envelope system), even goal setting and achieving we have a wide range of services to choose from. 

Since the early 1990s, I’ve served on the board of local not-for-profit organizations; Business and Professional Women (BPW) organization, Auburn Area Chamber of Commerce committees and since 2003 a member of  The Association of LIONS Clubs International, serving on the local board as Director, Vice President and Treasurer. 

Married to Greg since 1998 we live in the beautiful Placer County community where we both were raised.  My nights and weekends are filled with researching ancestrial genealogy for friends and family, attending and hosting classic car shows, quarter horse shows and producing a ninety minute weekly radio/online show. 

Click on the “Let’s Talk!” button to schedule a no-cost consult (45 minutes), with me!

Let’s see how I can help you grow your business.

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