The VPCG Team
Shawn M. Stack, CPA, ABV, CFF
Phone: (505) 506-6312
Shawn leads VisionPoint Consulting Group with over 13 years of diversified experience including public accounting, financial management, forensic accounting and SEC reporting. He has served his clients as interim CFO, lead due diligence consultant, financial modeling expert, fraud and forensic accounting investigation consultant, and providing supporting accounting consulting services. His passion is to bring a sense of clarity and peace to chaotic and dynamic environments through independent analysis, robust and efficient client processes, and enhancing team cooperation within our client’s organization.
Prior to founding VisionPoint Consulting Group, Shawn had accumulated over ten years of experience in public accounting rising from a Staff Accountant to a Senior Manager in one of the Top 10 Accounting and Consulting Firms in the U.S. During his public accounting career, Shawn served his clients with audit, tax, and consulting services. This broad based experience and technical requirements of each specialization uniquely qualified him to provide comprehensive support to his clients.
Throughout his career, Shawn has demonstrated his ability to adapt to a wide range of diverse client industries and corporate structures. His background includes serving corporate organizations with complex operating and reporting structures that require timely, accurate and detailed financial reporting. He has also focused many of his efforts to serve small business, individuals, middle market companies and small public filers specifically in the R&D area.
Shawn’s experience includes working with industrial manufacturers, research and development, construction, real estate, franchises, professional services, technology, service organizations, and not-for-profit organizations. He has worked with and designed many financial reporting structures and systems, and is experienced working with advanced financial reporting systems including JD Edwards, Oracle, SAP, PeopleSoft, Dynamics and internally developed systems. Shawn is an advanced user of Excel and leverages the capabilities software for advanced data analysis including use of pivot tables, macros, user interfaces and model enhancements through use of the visual basic editor. Shawn leverages this experience to quickly make a visible impact with his client organizations and implement best practices to drive organization performance.
Shawn is a Certified Public Accountant licensed in Virginia and New Mexico. His experience and knowledge in business valuation and valuation of financial assets has resulted in his designation as an ABV (Accredited in Business Valuation by the AICPA). Shawn’s experience in forensic accounting and litigation support matters has also been recognized by the AICPA with the Certified in Financial Forensics (CFF) designation. He holds a Master of Business Administration (MBA) degree from St. Bonaventure University which was earned in 2001.
Phone: (505) 506-6312
Nancy is a Senior Consultant with over 20 years of accounting experience including income tax preparation, accounting, bookkeeping, financial management and organization consulting. Her experience includes working with individuals, small businesses, closely held companies, not-for profit organizations and government entities. Nancy's expertise spans many different industries including construction, not-for-profit, real estate, retail, consumer services and professional services among others.
Qualified as a Public Accountant in the State of Wyoming, Nancy's passions are focused on working with clients to understand their financials and relate those insights to operational initiatives that impact results in the long and short term for the organization. She possesses a keen understanding of how accounting systems function and has a breadth of experience across many different accounting platforms including QuickBooks, QuickBooks Enterprise, Great Plains, Oracle, Peachtree, Sage, internally developed systems and many others. Nancy leverages her knowledge of these systems to get results for our clients.
Nancy is a graduate of the University of Phoenix and holds a Bachelor's degree in Accounting and a Master's of Business Administration. She is currently a CPA Candidate and maintains current professional education requirements.