Wealth Building with Purpose and Power
"Helping you turn today’s income into long-term impact, freedom, and legacy."
Comprehensive Wealth Management Services for High Earners and Business Owners
Personalized Financial Planning – Create a customized financial plan that aligns with your income, lifestyle, and long-term goals
Investment Management – Build and manage a diversified portfolio to grow wealth and minimize risk
Tax Strategies for High Earners – Reduce your tax liability with proactive, strategic tax planning
Retirement Planning – Prepare for a financially secure retirement with tailored savings and income strategies
Asset Protection & Insurance Review – Safeguard your wealth with the right insurance and risk management tools
Cash Flow & Budget Optimization – Improve how money flows in and out of your personal or business accounts
Debt Management Solutions – Pay down or leverage debt wisely with customized debt reduction strategies
Business Owner Financial Planning – Integrate business and personal finances to build long-term wealth
Estate & Legacy Planning – Protect your family’s future and build generational wealth with smart estate planning
Financial Education for Families – Empower your loved ones with tools and guidance to manage and grow wealth
“I had a great experience with Beyond Accounting & Tax, from the initial contact to the expertise shared with me on my financial stability journey. Looking forward to learning more about sound financial practices.”
Merald Holloway
Rural NC Nonprofit Capacity Builder, Economic Inclusion Advocate, and Health Equity Champion
Why Choose SCB Financial Services
At SCB Financial Services, this isn’t just business—it’s purpose. Our founder, Shona Bell, built this firm with a mission rooted in faith: to carry out God’s purpose by empowering others to walk boldly in theirs.
We believe financial literacy and wealth management are powerful tools for freedom, impact, and legacy. That’s why we go beyond numbers and strategy—we partner with you to create a financial life that aligns with your values, supports your vision, and sets the foundation for generations to come.
When you work with SCB, you’re not just getting expert guidance—you’re gaining a trusted partner who’s committed to helping you build wealth with purpose.
“Shona helped me get out of the world’s biggest darkest hole! I can see the light.”
Allie Vasquez, Licensed Realtor and Team Leader at The Vasquez Team of Charis Realty Group
Meet Your Wealth Management Expert
Shona Bell, CPA | Founder & CEO, SCB Financial Services
Hi, I’m Shona Bell—Certified Public Accountant, wealth management expert, and CEO of SCB Financial Services (formerly Beyond Accounting & Tax). I help high-earning professionals and small business owners build purposeful wealth through strategic financial planning, tax strategies, and personalized wealth management.
After 15 years in corporate and nonprofit accounting, I left my 9–5 in 2017 to follow my passion: empowering others to achieve financial freedom and live life on their terms. As a busy mom of three and an entrepreneur myself, I understand the balance it takes to grow a business and protect your financial future.
I’m also a licensed Life and Health Insurance Agent, proudly partnered with OneAmerica. This allows me to guide you through every step—from budgeting and investing to retirement planning and legacy protection—all in one place.
My mission is simple: help you master your money, build a lasting legacy, and live a life of purpose. Let’s build wealth that works for you—now and for generations to come.
“Shona is amazing as a mentor. I have attended a number of her trainings on a VIP ticket, and the nuggets I have taken away have made a difference in my practice. Looking forward to the continued membership. While Shona and I work on opposite ends of the analytical spectrum, I've found collaborating with her a pleasure.”
Kimberliann Chambers, Chief Executive Officer, Dollar and Cents Accounting Services, LLC
