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← Back to Top 11 Bookkeepers in the Spokane-Spokane Valley Area, WA (2026)Shepherd Financial Group
Evidence Score 52/100 at 83% evidence coverage 2 of 11 on the Spokane-Spokane Valley area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online, Gusto, ADP, Bill.com, BILL, Ramp
Who they say they serve: technology (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Shepherd Financial Group | home page Nov 12, 2026 | |
| Website | https://www.shepherdfinancialgrp.com/ | home page | |
| Office locality | Spokane, WA | home page | |
| Phone | +15094636832 | home page | |
| Offers bookkeeping | Documented: ...Financial Group Skip to main content Skip to footer Spokane & Coeur d'Alene accounting, bookkeeping and payroll Bookkeeping built to hold up under growth Preserve · Protect ·... | home page | |
| Catch-up / cleanup | Documented: ...usable numbers right away, then work backward through the rest. See our cleanup and catch-up service . Do you replace our CPA? No. We work alongside your CPA. We keep the books... | /bookkeeping-services-coeur-dalene-id Nov 12, 2026 | 5 pts (max 5) |
| AP / AR | Documented: ...do you use? QuickBooks Online for the books, ADP or Gusto for payroll, Bill.com for accounts payable, BILL Spend & Expense or Ramp for cards and expense management, and Wholesail... | /bookkeeping-payroll-systems | 4 pts (max 4) |
| Payroll coordination | Documented: ...Skip to main content Skip to footer Spokane & Coeur d'Alene accounting, bookkeeping and payroll Bookkeeping built to hold up under growth Preserve · Protect · Prosper A partner who... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...reconcile, reports you can act on, and a partner who knows your business, not just your balance sheet. The books are always a month or two behind. Weekends disappear into... | home page | 6 pts (max 6) |
| Industries served (documented) | technology | /bookkeeping-services-liberty-lake-wa Nov 12, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks Online, Gusto, ADP, Bill.com, BILL, Ramp | /bookkeeping-payroll-systems | 5 pts (max 5) |
| Local / remote model stated | Local | /meet-the-team | 3 pts (max 3) |
| What is included / excluded | Documented: ...it makes look like the truth until someone reads the books. Book a Free Consultation What's included A full bookkeeping engagement, delivered with discipline. Bookkeeping isn't a... | /bookkeeping-services | 5 pts (max 5) |
| Onboarding described | Documented: ...World-class service with a personal touch." Boris Borisov · Pacific Keep Church Our simple process Three steps to peace in your books. Getting started doesn't have to be... | /bookkeeping-payroll-systems | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...in annual revenue who want high-touch, high-integrity partnership, not just data entry. Monthly Reports by the 15th: Timely, accurate statements, always ready for lending... | /bookkeeping-services-east-central-spokane-wa | 4 pts (max 4) |
| Named contact / team | Seth Young, Founder | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 4, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Pricing approach published (0 pts, max 6); Communication channel / process (0 pts, max 3).
- Not verified. Searched Washington State Board of Accountancy open data (data.wa.gov pzcu-jpab firms, 6du3-3h9e CPAs) for CPA firm records named 'Shepherd Financial Group' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Shepherd Financial Group' in Spokane, WA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Washington State Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Shepherd Financial Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.