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About Us

Shellie H. Penley, CPA, PA. The time is now...

For close to 17 years, Shellie H. Penley, CPA, PA has served as a trusted business partner to clients throughout the Triad area. Established in 1996, I've been providing services to individuals and to businesses of all sizes.

My Mission

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.

Professionalism -

My firm is one that combines my expertise, experience and the energy to create a close personal and professional relationship with each of my clients.

My high standards and service spell the difference between my outstanding performance, and other firms. I make sure that every client is served by the expertise of my firm.

Quality -

An accounting firm is known for the quality of its service. My firm's reputation reflects the high standards I demand of myself.

My primary goal as a trusted advisor is to be available to provide insightful advice to enable my clients to make informed financial decisions. I do not accept anything else from myself and this is what I deliver to you.

I feel it is extremely important to continually professionally educate myself to improve my technical expertise, financial knowledge, and service to my clients.

I will answer all of your questions, as they impact both your tax and financial situations. Please feel free to contact me at anytime.

Our Team

Shellie H. Penley, CPA

I have over 20 years of experience in public accounting. My career began with achieving two degrees from North Carolina State University. I received a Bachelor of Arts degreee in Accounting and a Bachelor of Arts degree in Business Management. After receiving my degree, I started my work experience with Ernst and Whinney in January, 1987. I started in the tax department and specialized in individual and small business compliance and tax planning. Several years later, Ernst and Whinney merged with Arthur Young and merged into one of the world's largest accounting firms, Ernst and Young. After reaching the position of Manager, I resigned in December, 1996 and began my firm.

Since starting my firm, I have doubled in size with my client base. I continue to specialize in individuals and small businesses. Over the years, I have been able to maintain the size of my firm to continue providing personalized service. In an effort to provide services to my clients in today's changing times, I have also began to provide services in the personal financial planning area. This area enables me to provide competitive services and at the same time, serve my clients with better tax planning and financial information in order to make better decisions.

I am an active member of the North Carolina Board of CPA Examiners and belong to the associations that work with the profession. I am a member of the North Carolina Association of CPA's, the American Institute of CPA's, and Personal Financial Planning Association.

I continue to be challenged by the ever changing markets and tax laws and enjoy the opportunity to work with my clients. Please feel free to contact me at anytime.

Other Administrative Staff

My firm has an outstanding administrative assistant ready to help my clients in each of their individual needs. Their assistance is invaluable to my firm and is the glue that holds the nuts and bolts of the firm together.