Giving You Space to Grow Your Business, So You Can Harvest the Fruits of Your Labor

Plum Financial Services LLC

325-221-3685

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325-221-3685

Plum Financial Services LLC

Signed in as:

filler@godaddy.com

  • Welcome
  • Start here
  • Process & Results
  • Pricing
  • Get in Touch
  • After you say "YES"
  • About
  • FAQS
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Giving You Space to Grow Your Business, So You Can Harvest the Fruits of Your Labor

Are you ready to take control of your business finances and watch your success soar?  Imagine a world where you're free from the chaos of numbers, where you can focus on what you do best—growing your business—while we handle the rest. Our expert team is dedicated to providing you with accurate, efficient, and personalized service, ensuring your books are not just balanced, but optimized for success. Plus, with our cutting-edge technology and real-time reporting, you'll have a crystal-clear view of your financial health at your fingertips. Don't miss out on this opportunity to elevate your business—sign up today and let us help you achieve your financial goals with ease and confidence! 

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About Us

Shannon Ruggieri, CPA

I am a licensed Certified Public Accountant (CPA) in the State of Texas practicing as an individual practitioner and not as a registered public accounting firm.   The services I provide are limited to financial records management, analysis and interpretation and consulting and do not include attest or audit services that require a firm license.  

“This is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy.”

Simple and Thorough

Professional bookkeeping, account analysis, Quickbooks Online set-up services, consulting, Cash Forecasting, Sales Modeling, Financial Records Management, Operations Efficiencies, Payroll/3rd party integrations, and tax ready financial reporting to keep your business on track. 

Why Work With Us

Shannon M. Ruggieri, CPA Licensed in the State of Texas #93498 

 I’m here to offer support and provide guidance in the spirit of collaboration because I want to help you succeed! 

Experienced CPA with over 25 years of leadership in accounting and financial management across diverse industries.   Proven expertise in managing full-cycle accounting, compliance, audit readiness, and process improvements. Skilled at driving operational efficiency, cash forecasting, and staff development.  Strong background in system implementations and financial reporting, flux analysis, supporting business growth and strategic decision-making. 

Certified Public Accountant licensed in Texas and California.   I am committed to professional excellence and continuous improvement.

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