01

QuickBooks Online · Huntersville, NC

Books You Can
Actually Trust.

Tangible Shepard brings finance-level thinking to your bookkeeping. Clean records, accurate reports, and a professional who understands what the numbers actually mean for your business.

Book a Free Consultation See What's Included
Credentials
FINRA SIE Certified
Securities Industry Essentials · Nov 2025
MOS Excel Specialist
Microsoft Office Specialist · Nov 2024
Beta Gamma Sigma
Top 10% Business Students · Dec 2025
B.S. Finance & Banking
Appalachian State · GPA 3.91 · Exp. 2027
Monthly Bookkeeping QuickBooks Online Financial Reporting Depreciation Mapping Small Business Focused Huntersville, NC Monthly Bookkeeping QuickBooks Online Financial Reporting Depreciation Mapping Small Business Focused Huntersville, NC

Services

01
Monthly Bookkeeping

Consistent, reliable bookkeeping every month. Your transactions are categorized, reconciled, and organized so you always know exactly where things stand — without touching it yourself.

  • Transaction categorization & coding
  • Bank & credit card reconciliation
  • General ledger maintenance
  • Accounts receivable & payable tracking
02
Financial Reporting

Every report is generated directly through QuickBooks Online, giving you a clear picture of your business performance each month — not just a number, but the story behind it.

  • Monthly Profit & Loss Statement
  • Balance Sheet (on request)
  • A/R Aging Report (on request)
  • PDF or Excel export available
TANGIBLE
SHEPARD
Huntersville, NC

About

Tangible Shepard is owned and operated by Kevin Olmsted, a Finance & Banking student at Appalachian State University with a 3.91 GPA and a background that goes well beyond basic bookkeeping. Kevin holds a FINRA Securities Industry Essentials certification and a Microsoft Excel Specialist designation, and is a member of Beta Gamma Sigma — recognizing the top 10% of business students nationally.

What sets Tangible Shepard apart is the level of financial thinking brought to the work. Beyond keeping your books clean, Kevin has hands-on experience with depreciation mapping and asset analysis — work that directly affects what you owe at tax time. You're getting someone who understands the bigger picture, not just someone entering transactions.

Everything is done exclusively inside QuickBooks Online. Every report, every reconciliation — it all lives in your QBO account, accessible to you anytime. No black boxes, no mystery spreadsheets.

3.91
GPA · App State
QBO
Exclusive Platform
SIE
FINRA Certified
Local
Huntersville, NC

Let's Talk.

Ready to get your books in order? Reach out and we'll set up a free consultation to talk through what your business needs.

Location Huntersville, NC
Platform QuickBooks Online