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Who I Am

My Services

Financial hardship does not define your character. It defines a season.

 

I work with Gen X and Baby Boomers who are facing foreclosure, overwhelming debt, or the possibility of bankruptcy. My role is simple: to bring clarity when things feel chaotic and to help you make informed, steady decisions during one of the most stressful periods of your life.  Since I've been there, I bring a unique understanding to the table.

 

With a professional background in bookkeeping, payroll, and financial systems management, I have spent years helping individuals and businesses understand their numbers, correct financial problems, and prepare for tax and compliance challenges. That experience now serves a deeper purpose — guiding individuals through financial crisis with structure, strategy, and dignity.

 

What I provide is:

  • A full financial clarity assessment

  • Practical next steps

  • Support in evaluating foreclosure and bankruptcy options

  • Structured stabilization plans

  • A roadmap for rebuilding after the crisis passes

 

I understand that by midlife, financial challenges often come from circumstances beyond your control:

  • Job loss or reduced income

  • Health issues

  • Divorce

  • Supporting adult children or aging parents

  • Economic shifts

 

Many of my clients tell me:
“I feel embarrassed.”
“I should have handled this better.”
“I don’t even know where to start.”

There is no judgment here.

 

I am not a bankruptcy attorney, and I do not replace legal or tax professionals. Instead, I work alongside your existing advisors — or help you prepare before you meet with them — so you walk into those conversations informed and confident.

 

Originally from the Omaha, Nebraska area and having lived in multiple states, I work with clients nationwide through secure virtual sessions.

 

My commitment is steady guidance, discretion, and respect.

 

Financial recovery is not about starting over at zero.

 

It’s about making your next decision wisely.

Mission

Partnership focus

My mission is to serve as a steady guide and compassionate advocate for Gen X and Baby Boomers facing financial crisis — providing clear, structured guidance that restores stability, protects dignity, and creates a practical path toward lasting financial recovery.

Certified Coach & Advisor

Meet the Expert

At SGerke Bookkeeping & Financial Services, my mission is to stand beside Gen X and Baby Boomers during financial crisis as a steady guide and compassionate advocate — helping them move from confusion and fear to clarity and confident action. Through structured financial analysis and practical planning, I work to restore stability, protect dignity, and support lasting recovery.

Shauna Gerke

Certified Master Financial Coach, Certified Quickbooks Pro Advisor and bookkeeper with a wealth of experience in personal finances, bookkeeping and consulting. Shauna is dedicated to ensuring the financial success of our clients through personalized solutions and expert advice.

712-713-0091

Schedule a Confidential Financial Crisis Assessment.  
You do not have to solve this alone.

I am a financial coach — not an attorney.  I work alongside (not replacing) legal counsel when necessary.  Financial coaching services are educational and strategic in nature and do not replace legal or tax advice.

SGerke Bookkeeping & Financial Services LLC

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712.713.0091

Modale, IA 51556

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