Kendall Financial Services
Call on: 510-788-6681
Or Email Us on:
kendall@kfs.us.com
Secure Your World

About Us

Monica Shaw

CEO and Founder

Monica ShawMonica established Kendall Financial Services in 1988 as a home based business. She started out preparing financial statements, payroll and income taxes for a small group of business owners. As the years passed, Monica’s reputation for her expertise in complex personal, business and estate taxes grew throughout the professional business community. In 1999 she expanded her practice to include additional services of retirement planning and group health insurance benefits.

Monica is a natural advocate. Being a past board member of NIAD and one of the founders of REACH West for Special Adults has kept her connected to the community she is personally touched by, with a special needs adult child of her own. She is organized and detail oriented and especially likes working with people who embrace virtual records and systems. She enjoys the professional clients with whom she works and loves the opportunities for learning and growth that come with supporting a diverse range of clients.

In addition to her role at KFS, Monica leads an active lifestyle participating in the sport of Triathlon and coaching a local Special Olympics running team. She uses the mental training and coaching skills learned in sports, applying the lessons and disciplines to her business and services. She is currently the President of a new small 501c3, Pen & Paper.Org an organization created to assist the elderly and people with developmental disabilities with their tax and estate needs.

2005 Enrolled Agent, Licensed to practice before the IRS
2002 California Licensed Life Insurance Agent

2012 President, Pen & Paper.Org
2011 Past Treasurer & Founder of 501c3 REACH West for Special Adults
2011 Past Treasurer, NIAD (National Institute for Arts & Disabilities)
2002 Past Certified Estate Advisor
2005 Past California Real Estate Agent
2004 Member and Past President Pinole Chamber of Commerce

2006 Treasurer, NIAD Board of Directors
2002 Charter Member Richmond Toastmasters

 

Yolanda Garcia

Accounting Manager

Yolanda GarciaYolanda has worked with KFS since 1998. She received her Associates in Accounting from Heald College, and her Bachelors in Business Management from Menlo College. She is proficient in Quickooks, Lacerte Professional Tax Software, and MS Office. Yolanda appreciates her positions flexibility, continuing education opportunities, and the variety of accounts that make her work more interesting. She has over 10 years in working with business financials; preparing P&L, Balance Sheets, General Ledgers, and Reconciliations for multiple business entities. Yolanda is your primary contact for most business related accounting questions/concerns.

Kelly Flores

Payroll and Employee Benefits Specialist

Kelly FloresKelly began working as the Office Manager with Kendall Financial Services in the summer of 2012. She was promoted to the Payroll and Employee Benefits Specialist this year. Kelly studied at College of Marin and has over 10 years’ experience in finance and accounting. She is currently enrolled in Payroll Certification courses with the American Payroll Association. Working at Kendall Financial Services has allowed Kelly to be an active wife and mother as well as a working professional. Kelly is involved in her community and volunteers at her church youth group. She enjoys learning and expanding her business knowledge at Kendall Financial Services.