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Eric Sheldon

Eric Sheldon

CPA, Eric Sheldon CPA, PC

“LivePlan is a great communication tool to collaborate with clients about their cash flow, business plan, and growth potential. Numbers and calculations on a spreadsheet are great but can be overwhelming. LivePlan helps me provide a framework that the client can follow.”

Eric Sheldon CPA, PC provides tax strategies and financial directions that are essential for business owners and individuals. Our strategic guidance helps growing businesses and real people to achieve financial success. Our commitment is to be engaged, to be involved, and to be a trusted advisor in long-term relationships. We will not leave any client dazed or confused by their business or worried because their financial future is uncertain.

Industry Focus

  • Any industry


  • Bookkeeping
  • Financial Forecasting and Performance Review
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
  • A nonprofit
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