Does thinking about your finances make you queasy?

Does number crunching and business budgeting give you headaches, sweaty palms, and hives?

Are you stressed out, burnt out, and ready to check out when it comes to poring over blogs, online courses, and books that promise to teach you how to build wealth, maintain wealth, and keep all your ducks in a row in time for retirement?

If this describes you, then come right in. Have a seat. You’re welcome to stay as long as you’d like.

I have a feeling we’re going to get along famously.

You see, I understand where you’re coming from.

Finances aren’t everyone’s forte. In fact, for most people: finances can be a source of:

::overwhelm::  ::stress::  ::insecurity::  ::anxiety::  ::confusion::

…and so many more disempowering feelings, it’d be impossible to list them all.

But what if I told you it didn’t have to be that way?

What if I told you that money matters could be made simpler?

What if I told you that you could experience ease, relief, peace of mind, and security when it comes to your finances and your future?

And what if I told you that all your money woes could be figured out and remedied one at a time so long as you had the right person at your side?

Sound impossible?

Then I’ve got good news for you: it’s not.

‘The right person’ happens to be closer than you think. In fact, let me introduce you to her right now:

Hi, my name is Shana Bickel. And I’m here to help you change your money story.

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“My husband and I had a fairly complex tax situation last year and were extremely confused with what we had to do. We’re so happy that we hired Shana to help us. She was communicative, professional, and attentive. She held our hands throughout the whole process, helping us understand our situation, and giving tips of what we could do for the following year. My favorite part was that we were able to do everything online – via Skype calls, password-protected PDFs, and Dropbox. It saved us so much time and it was such a good experience to not have to take time off work, drive to another office, and deal with printed copies of everything. We definitely recommend her and look forward to working with her again!”

-Ruby and Richard Schneeman

“Before finding Shana, I was searching all over the place for someone who could help me make sense of my small biz + personal finances.  If felt overwhelming, confusing, and out of my control.  After working with Shana for just a few weeks, we were able to figure out all of the things I needed to do in order to get my biz + personal finances on track. Shana goes above and beyond what is promised – and I’m super grateful for her supporting me in rocking my purpose!”

-Jacob Sokol, Sensophy


I love helping people change their money story.

And to understand why, it takes sharing my own story.

I didn’t start out in the numbers business, despite pursuing an accounting major as an undergrad. I actually began in the health field. After studying psychology, biology, and physical therapy, I picked my first career based on what others said was a good job to have. It offered security and a respectable salary, and I’d loved learning about physical therapy. It would be the perfect fit, right?

Wrong! As much as I’d connected with the head knowledge of the field, when it came down to the actual hands-on work, it wasn’t my dream job. I always knew that my brain was wired for high levels of thinking and analysis and in the absence of study and research, it felt starved. But I’d already invested so much time and money so I stuck with physical therapy…for the next ten years!

In time, I met my former husband. He owned his own business and I saw firsthand the way his CPA handled his money matters. I was shocked to find some of the inadequacies in his approach. Was she really on our side? Was he really doing the best for my husband’s business? Disenchanted, I decided to learn the in’s and out’s of finances for myself.

And I loved every single minute of it.

Fast forward to today, and I’ve created an entire business around numbers, analysis, research, taxes, and money. As a licensed CPA, I’ve gained a wealth of experience working at CPA firms but I eventually branched out to be my own boss. It’s given me the flexibility to work from home and raise the two children who are my pride and joy.

I’d finally found something that I not only was good at but that I loved. And if there’s one mantra I live by, it’s to do what you love. After all, we’re all meant to shine in our own unique way. That’s one of the reasons I especially enjoy the work I do. Not only does it allow me to help people by being a listener and trusted source, but it also allows me to take one giant stress off their plate so that they can get busy doing what they really love!

It’s a win-win situation like none other…and I wouldn’t have it any other way!

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“Shana Bickel is the accountant to whom you want to trust your taxes. Her unparalleled professionalism, thoroughness, and efficiency are something I have personally experienced since 2011, when Shana launched her own business. Throughout the years, Shana has answered all of my tax questions with expertise and compassion. One year, when I had a more complex tax picture, including income from several different states, Shana took the time to research tax law in these states in order to provide me with the wisest tax advice.

Shana meets your financial, tax planning, and tax preparation needs, whatever they may be. Any finance and tax questions that you seek answers to, Shana provides. Shana is honest, caring, and truly wants to help her clients succeed in achieving their financial goals. She loves and lives this stuff! If you own your own business, are overwhelmed by tax and financial planning, or just want to trust your taxes to the best in the business, Shana Bickel is your answer. Visit her website or give her a call to start the conversation… you will have peace-of-mind and fuller pockets!”

-Logan Babiak


Shana Bickel, The Holistic CPA, is on a mission to transform the way we look at the F word: finances. “I want to change the money story that people tell themselves,” Shana says. “Too many people are overwhelmed, anxious, panicked, and defeated when it’s time to have a conversation about their money but it doesn’t have to be that way.”

That’s why Shana takes a holistic approach to finances. “When someone comes to me, I don’t just focus on one issue like taxes. I look at the whole financial picture.” In doing so, she empowers her clients to take charge of their finances and implement the game-changing strategies that will lead to more abundance, more financial freedom, more success when it comes to their financial goals, and more money in their pockets.

“Too often, old-school traditional CPA firms have a tendency to look down on people and it can be very intimidating. So people will avoid going to these places and as a result, their financial wellness suffers. Or, people will get financial advice that just doesn’t fit their unique situation. Then it becomes no more than a Band-Aid on a very big problem. But I don’t believe in one-size-fits-all solution. Each household is different and my job is to create the plan that works best for each client. That way, I can lead everyone on their own personal unique path toward savings, retirement, freedom from debt, and total prosperity.”      

A self-proclaimed tax geek (“I’m in my happy place during tax season”), Shana brings a wealth of education and experience to the table. She received her Bachelor’s Degree from Northern Michigan University before receiving her Master’s from Washington University. Then, after studying accounting at the University of South Florida, she received her CPA licensure in 2010.

Shana is a financial whiz who endeavors to make finances easy, down-to-earth, and comprehensible to her clients. With this one-woman-wonder on your team, you’ll break past the blocks holding you back from total financial health and achieve your money goals like never before.

“What I like about Shana is that she is accurate and fast. She will call you back to explain again why certain decisions need to be made. She is a true professional and is very patient with her clients. I am very happy to have found a person who truly loves taxes.” 

-Harriet van Elburg


No, I don’t just crunch numbers all day. I also…

  • am a proud Green Bay Packer fan ;0)
  • I’ve run 13 marathons, with my PR being a 3:15:00.
  • Yep, I definitely couldn’t live without exercise. Besides, exercise = endorphins, and I can use all the endorphins I can get in my line of work!
  • Biologically, I’m an only child but I’ve always longed for siblings.
  • That’s probably why I love connecting with people, especially when I can touch their lives in meaningful ways and help them.
  • Ever since I was 6 years old, I’ve wanted to move Florida. I accomplished that dream when I was 24.
  • That being said, given the fact that I despise cold weather (I grew up in Michigan’s Upper Peninsula), I’ll definitely be moving farther south than Sarasota, Florida one day.
  • One of the big things on my bucket list at the moment is visiting Italy with my children.
  • Learning inspires me every day, whether the lesson comes from an intellectual or my own children.

Finances are already an uncomfortable topic of discussion for most people.

But when it comes to old-school CPA’s with zero interpersonal skills, people just like you often feel judged, lost, and confused.

The way I see it, nobody deserves to be talked down to. Nobody deserves to feel disrespected. And nobody deserves to be demeaned.

And you shouldn’t have to feel stressed out, either.

(Or afraid that the IRS is going to come knocking on your door to drag you off to jail Monopoly style.)

That’s why I’m here. That’s why I do the work I do.

I believe that securing your financial future and improving your financial health can come from a place of complete compassion and understanding.

I believe in empowering the people who come to me so that they can reach their money goals with ease.

I believe in standing as an advocate and champion for you so that you get it right the first time and are prepared for the wild successes you’ve always dreamed of.

And I believe that we’re all put on this earth to do something wonderful, and I want to clear away the mental clutter when it comes to money so that more and more people can focus on what really matters—that life purpose that brings them alive!

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“Shana came to us when our Association was trying to recover from a management company that did a very incompetent job in managing.  Her attention to detail was more than I could have asked for.  Her personal service was unsurpassed by any accounting firm that we have dealt with in the past.  I cannot recommend her highly enough to an individual or a larger concern. As an aside, I might mention that her sunny personality makes everything seem easy and I know that for her, it can’t be.  We gave her a complicated set of circumstances and she always got it done – done well and with a smile. I am very grateful for her as a professional and as a person.”

-Patty Finneran, Vice President of Tencon Beach Association, Inc


Getting your finances in order doesn’t have to be a disaster.

And the money conversation doesn’t have to feel like an embarrassing tell-all.

Together, I can lead and guide you down the path toward full financial health so that you not only feel relaxed when it comes to your bank account and taxes but so that you also have the peace of mind to be completely present for your life—and enjoy it!

Let’s face it: you’ve got better things to do than agonize over numbers, unending paperwork, and ‘all that legal stuff’. Whether those things include running your dream business, traveling the world, raising your beautiful children, or simply savoring more R+R with your sweetheart, I want you to enjoy those things to the fullest.

So leave the money matters to me. I’ll be your powerhouse advocate and with me on your side, we’ll make sure your finances get the clean bill of health they deserve.

Book my Jump Start Session now and let’s get started!