Marketing & Accounting Services

Website redesign to optimize UX, graphic design services, strategy and messaging advisory, event management, event management, e-commerce site development. Bookkeeping, tax-ready documentation, and financial consultation.

Lotus Health

Financial Advisory, Bookkeeper Support

Lotus Health is a remote monitoring platform that connects patients with their care team. SHINE Management assisted Lotus Health by setting up and managing cash flow tracking databases used for day-to-day cash management, month-end account reconciliations, supporting in-house bookkeepers with knowledge, and manage deferred revenue.


Recruiting, Advertising, Social Media Outreach

Recruiting services for a Telecommunications company bringing Fiber to the Home (FTTH) to communities within the US with hard-to-fill roles at all levels in multiple regions. Marketing support for recruiting efforts through targeted advertising to qualified candidates.


Account Reconciliations, AP, Payroll and Human Resources

Supports this telecom commodities exchange and its subsidiaries with Big 4 annual audit. Manage and assist in cash flow, purchase accounting, workflows, and asset purchases.

Fitter and Faster

Full Financial Advisory, Payroll, Employee Benefits

SHINE Management streamlined the AP process for hundreds of monthly payments, and assisted in employee benefits onboarding, workers comp audits, payroll services, and full financial services. Provides client with financial forecast analysis.

Blue Triangle

CFO Advisory Services

Providing CFO advisory services; including accounting oversight, forecasting support and outside vendor interface and support.


CFO Advisory Services

Providing ongoing CFO advisory services for venture backed SaaS client, streamlining the planning process while providing solid financial advice and investor support.

Hoosier Networks

Accounting, Finance, CFO Advisory

Provided full-scope outsourced accounting, finance, and CFO to start-up Fiber to the Home (FTTH) startup company based in Indiana.


CFO Advisory Services, Accounting, Identity, Brand Development

Soteris, an insure-tech machine learning company, first approached us with the need for accounting and CFO advisory services, but soon expanded their engagement with brand development, logo and identity development.


CMO Advisory Services, Fundraising, Naming, Branding, Website, Identity, UI/UX, Product Development

This insure-tech start-up is looking to streamline the chaotic world of E&S business insurance. They came to SHINE Management looking for a long-term, expert advice in developing and launching their brand and online platform.

Capital Management Corporation

Digital Advertising, Print, Email Marketing, Website Design

This Richmond Virginia based investment management firm (ranked #17 in the nation) was looking to upgrade its web presence and customer acquisition strategy to match its impressive industry credentials.

Market Research

SFO Advisory Services

Market Research began with a need to understand its lines of business and channels from a financial POV and later CFO advisory services


Accounting, Fractional CFO

Assisted this start-up sugar alternative manufacturer with the setup of policies, procedures, assisting in Big 4 audits and guidance for securing business loans. Provide full service outsourced accounting support from CFO to AP/AR, cash flow, account reconciliations, inventory management, and new software integrations.




We bring a disciplined approach to understanding your unique challenges and success factors.


On a fractional or project basis, we’ll help you develop the plan and measurements to succeed.


We provide and manage the resources you need to get the job done.