Great and responsible team

Interested in joining our team? Send us an email.

Teresa Shepherd

Owner/CFO

I have been passionate about bookkeeping since I graduated. My career began at a local printing company where I was the sole bookkeeper, which ignited my love for the profession. After starting a family, I worked for a large county school system, managing all administrative duties, including purchasing, budgeting, and other financial tasks for an elementary school.

My husband and I later founded our own commercial food equipment service, where I served as CFO for nearly 20 years, gaining extensive expertise in QuickBooks. I also have comprehensive knowledge of the service industry, having kept books for various businesses such as landscaping companies, roofers, photographers, plumbers, construction firms, and painters.

Personally, I am married with two grown sons and three granddaughters. Raised in Virginia, I moved to North Carolina to support my husband's career. My family is the most important part of my life, and I cherish spending time with them. I have a deep love for animals, especially dogs, and share my home with two miniature schnauzers. Living near the beach, I enjoy swimming, fishing, shell hunting, and boating.

Laura Prinz

Accounts Controller

Hi, I’m Laura, a dedicated bookkeeper living in the beautiful city of San Diego. I’ve been happily married to my wonderful husband for six years. I have the most incredible, smart, and loving 5-year-old son. I also have a crazy 1-year-old golden retriever who keeps me on my toes!

I have a passion for numbers and a keen eye for detail, helping businesses maintain their financial health. My bookkeeping journey has sharpened my skills in financial record keeping, account reconciliation, and tax preparation, ensuring accuracy and compliance. I excel in managing multiple accounts and deadlines, using accounting software, such as QuickBooks, and spreadsheets efficiently. My strong analytical skills provide valuable insights for business decisions, and I handle sensitive financial information with integrity and confidentiality.

Outside of work, I am an ASU Online student with a 4.15 GPA and I am on the Dean's List for the 4th year in a row. I’m a huge Disney fan and go to Disneyland almost every weekend! I also enjoy spending time at the beach, going on walks, visiting the dog park with my dog, and playing Mario games with my son. Through every aspect of my life, I strive to bring joy, precision, and dedication, making each day a magical adventure.

Maria Shepherd

Marketing Director

I’m Maria Shepherd, the Marketing Director for Coastal Compass Bookkeeping Services. Since 2016, I've been happily married and blessed with two beautiful daughters. Alongside my husband, I co-own and operate a blue-collar service business.

In my role at Coastal Compass, I deliver innovative and effective marketing strategies to ensure we always put our best foot forward, showcasing the excellence and integrity of our company. Balancing my business and marketing responsibilities keeps me on my toes, but I thrive in the dynamic and rewarding environment.

In my free time, you'll often find me enjoying boating with my family, creating cherished memories. I’m passionate about what I do and love contributing to the success of Coastal Compass Bookkeeping Services.

Are you struggling with any of the following?

1
Uncertainty about when to make new purchases
2
Unpredictable cash flow
3
Limited time to organize financial records
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Challenges in growing and scaling your business
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Difficulty keeping financial records in one place
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Losing track of receipts


If you answered yes to any one of these, we want to hear from you!

Get Started

You’ve got questions, we’ve got answers

These are our most frequently asked questions regarding virtual bookeeping.
Have a question that isn't listed? Send us a message.
What bookkeeping services do you offer?

We provide a range of bookkeeping services including transaction recording, bank reconciliation, financial reporting, and payroll management. We also offer customized financial analysis and advisory services.

What accounting software do you use?

We use popular bookkeeping software like QuickBooks. We can also work with your existing software if preferred.

Do you offer personalized bookkeeping solutions?

Yes, we tailor our services to meet your specific business needs. Whether you need full-service bookkeeping or just periodic assistance, we can create a package for you.

What industries do you serve?

We have experience in various industries including contractors, retail, healthcare, real estate, and professional services. Our team is well-versed in the unique financial needs of different sectors.

Can you assist with tax preparation?

Yes, we can assist with tax preparation and filing. We ensure your financial records are accurate and up-to-date, making tax season stress-free.

Streamlined Steps to Get You Started

2

Choose Your Monthly Package

We offer various packages for businesses of all sizes and budgets. We will help you choose a package during your free consultation.
3

Optimize Your Bookkeeping

Let's roll up our sleeves and get to work. We'll begin working on getting your books setup or cleaned up, and chart a path to better bookkeeping.
1

Schedule a Consult

Chat with an accounting professional about your individual needs and get your questions answered. Scheduling is free, and easy.