3 min read
22 Jan
22Jan

Back in 2014, after a stint at a bookkeeping firm, I found myself at a crossroads. That pivotal moment gave birth to ShoreSource Business Solutions, a venture fueled by a passion for assisting small businesses in navigating their finances.   

1. The Foundation of ShoreSource: 

 The inception of ShoreSource was inspired by a genuine love for working with small businesses. I realized the joy of being a daily resource for businesses, helping them manage their finances effectively. The commitment to treating others with respect and the belief in the power of networking laid the foundation for ShoreSource's success. 

 2. Early Victories: 

 ShoreSource's early victories were instrumental in shaping its identity. Word of mouth and a stellar reputation became powerful tools, attracting clients through organic discovery. The pivotal moment came when ShoreSource secured its first major client for fractional CFO services, showcasing its multifaceted solutions. Recognition from a prominent CPA firm further validated the hard work and dedication invested in building ShoreSource. 

 3. Professional Growth: 

 Over the last decade, ShoreSource has experienced remarkable professional and personal growth. Learning from diverse experiences and collaborating with incredible individuals has been crucial in the evolution of the business. The commitment to continuous learning remains a driving force, ensuring adaptability and improvement each day. 

 4. Embracing Challenges: 

 Entrepreneurship comes with its share of challenges. We acknowledge that mistakes were made and failures were experienced, and view them as opportunities for improvement. The ability to learn from setbacks and maintain a forward-looking perspective has been instrumental in overcoming obstacles. 

 5. Client Relationships: 

 In the dynamic world of bookkeeping, clients come and go. Our focus, however, remains on building and maintaining strong relationships. The understanding that client turnover is a natural aspect of the business reinforces the importance of forging ahead and consistently delivering value. 

 6. Networking as a Lifeline: 

 Networking played a pivotal role in ShoreSource's journey. My commitment to networking became a lifeline, attracting the first clients and boosting confidence. The organic growth fueled by word of mouth and referrals underlines the trust and credibility ShoreSource has earned in the industry.

7. Commitment to Constant Learning: 

 The commitment to constant learning has been a cornerstone of ShoreSource's success. In a rapidly evolving financial landscape, staying updated on industry trends, technologies, and best practices is essential. ShoreSource's dedication to learning ensures that the business remains adaptable and can provide clients with cutting-edge solutions.  

8. Adaptability in an Ever-Changing Landscape:  

The entrepreneurial journey is dynamic, and weunderstands the importance of adaptability. The business has evolved to meet the changing needs of clients, offering multifaceted solutions that go beyond traditional bookkeeping services. 

 9. Viewing Setbacks as Opportunities: 

 Our team’s resilience is evident in its ability to view setbacks as opportunities for improvement. Rather than being discouraged by challenges, we preach using them as stepping stones to refine processes, enhance services, and grow stronger. 

 10. Upholding Values: 

 The core values of treating others with respect and providing reliable daily support continue to guide ShoreSource. As the business expands and faces new challenges, these values remain at the forefront, ensuring a consistent commitment to excellence. 


In conclusions, ShoreSource Business Solutions stands as a testament to the importance of passion, perseverance, and continuous learning in the world of bookkeeping. The journey, marked by victories, challenges, and growth, reflects the resilience of an entrepreneurial spirit dedicated to providing exceptional financial solutions for small businesses.  


Are you interested in learning more about ShoreSource Business Solutions, LLC?   
Feel free to reach us at 843.729.2961 or info@shoresourcebiz.com