A Team Built on Knowledge, Longevity and Expertise
As a small business with a dynamic team of professionals, the Shaw & Associates approach treats every client like a friend and partner.
Shaw & Associates specializes in serving small and medium-sized businesses as well as individuals throughout Northern Colorado. In addition, Shaw & Associates provides the flexibility and technology to serve clients located throughout the world. We provide expert support and insight to your personal or business finances and we are committed to quality and integrity at affordable rates.
We are also dedicated to implementing recent technology to create efficient and streamlined processes and reduce environmental impact.
Meet Our Team
Kevin Shaw, CPA, CEO
Kevin Shaw knows that taxes, accounting and financial planning can be intimidating and confusing. Kevin’s extensive experience has given him the knowledge to proactively manage nearly every financial situation. His positive attitude and enthusiasm for his work is instrumental in providing the expertise and knowledge needed to tackle each client’s unique circumstances.
Kevin is a Certified Public Accountant and owner of Shaw & Associates CPAs & Financial Advisors. He has been a practicing CPA since May 1983. The first eight years of his career was with the international accounting firm KPMG, where he attained the level of Senior Manager. He left KPMG in 1992 to become Chief Financial Officer for Nevada Bob’s Pro Shops, Inc. In 1994 he became Corporate Controller for Hilton Hotels, Inc.
In 1997, Kevin and his family made a lifestyle decision to move to Fort Collins, CO and start his own accounting firm. Shaw & Associates has grown steadily from Kevin preparing individual income tax returns in his home office to a full-service accounting firm specializing in taxation, business accounting, and financial planning.
Kevin is a dedicated community advocate. Since moving to Fort Collins, he has supported groups such as the Boys & Girls Clubs of Larimer County, the Food Bank for Larimer County, OpenStage Theatre & Company, Realities for Children Charities and the Fort Collins Chamber of Commerce, among others. He has also served on the City of Fort Collins Economic Advisory Committee for the last three years. Between managing his firm and civic engagements, Kevin enjoys spending time with his family, hitting balls on the links and running.
Marcy Palm, Accounting Manager
Marcy Palm has a passion for working with business owners and individuals. She enjoys learning about clients’ specific situations and helping them turn complex tax and accounting questions into understandable answers. She believes in empowering others with the tools to make more informed decisions. Her 20 years of accounting experience in various industries has given her a strong basis from which to work.
Marcy’s corporate accounting experience included working in Financial Reporting for Circuit City Stores, Inc. and as a Senior Auditor and Business Analyst for Marriott International, Inc. In 2001, she decided to leave the East Coast and its big cities behind to relocate to Fort Collins and pursue other interests. Since then, she has held various positions including bookkeeping, public accounting, and tax. She has worked for Shaw & Associates since 2005, where she is now the Accounting Manager. Her duties include tax preparation, tax planning, higher-level bookkeeping, client training, and many other functions.
In her free time Marcy enjoys almost any kind of outdoor activity, including skiing, hiking, camping, and biking; spontaneous dance parties with her kids; and spending time with her husband Dave.
Susan Graham, CPA, Senior Accountant
Susan Graham brings a wide range of accounting and tax experience to the Shaw & Associates team. She has over 15 years of experience in various aspects of accounting and has worked in both public accounting and private industry, and she enjoys helping individuals and small business owners with complex accounting and tax issues. Susan joined Shaw & Associates in January 2011 as a Senior Accountant and became an immediate asset by providing quality tax services to our clients.
Susan has been a Certified Public Accountant since 2003. She spent the first five years of her accounting career with a Fort Collins CPA firm, first as a Staff Accountant, then as Tax Supervisor. Her job duties included tax return preparation and review, auditing, payroll, and small-business training and consulting. In 2004, she accepted a position as the Accounting Manager for a local real estate development and venture capital business, which she held for over six years.
Susan enjoys spending her free time entertaining family and friends with her husband Seth and her son Oscar. She also enjoys watching her alma mater Kansas State University play football and basketball. Other interests include reading, music, and cooking.
Cassy Moorhead, Staff Accountant
When most of our clients think of Shaw & Associates’ bookkeeping services, they think of Cassy Moorhead. Cassy assists a variety of our business clients with duties such as daily bookkeeping, tax reporting, training, and business and financial analysis. She is a genuine people person and has a high level of enthusiasm for providing the quality, professional service for which we pride ourselves.
Cassy’s career began at the largest pediatric office in Northern Colorado, The Fort Collins Youth Clinic. There, she excelled at coordinating with many busy doctors and nurses while providing personalized customer service to each and every patient.
As a Colorado native, she loves the mountains and the beauty that Colorado has to offer. She values spending time with her husband Sean and her family and enjoys watching her four nieces grow up. In her free time, she enjoys snowboarding, playing soccer, four-wheeling, camping, and reading.
Kayla Roofe, Office Manager & Marketing Coordinator
Kayla greets every client that walks in the door with a friendly smile and a caring personality. Her outstanding organization, attention to detail, and her client service skills keep everything running smoothly in the office. As the Office Manager, her duties include coordinating the entire tax process, managing communications with clients and others, and many “behind-the-scenes” functions that allow the staff to concentrate on serving our clients. As the Marketing Coordinator, Kayla is in charge of all marketing and social media duties for the office. You can find her networking at most Fort Collins Chamber of Commerce events and keeping the communications following from the office to all social media and newsletter platforms.
Kayla ventured from small town Cortez, CO to attend Colorado State University to obtain her degree in Communications. Her previous experiences in the Hospitality industry as well as a marketing intern for the Colorado Avalanche and other corporate offices, make her the ideal employee for her position.
You can find Kayla in the mountains on most weekends, enjoying activities like hiking and camping (when football is not on). Her favorite holiday is Christmas because it’s the most wonderful time of the year!
Jim Woodward, CPA
Jim Woodward has been associated with Shaw & Associates since 2007. He currently performs consulting, training, and special project work for the firm.
Jim began his accounting career in 1994. He has experience as a corporate controller of a regional pharmacy chain, a tax preparer, and a consultant and trainer to small business clients. He is a member of the American Institute of Certified Public Accountants. Prior to entering the accounting field, Jim owned several small businesses.