shelby robertson

Shelby Robertson

Manager, Client Accounting and Advisory


Shelby is a manager in Client Accounting and Advisory Services (CAAS). In her role, Shelby focuses on tax planning, preparation and advisory for CAAS clients. Shelby has worked in all areas of our firm, and loves working with our CAAS tax clients. Shelby is focused on anticipating client needs and developing solutions to their tax challenges. Shelby likes to solve problems and then improve the process so the problem does not arise again. She has worked with multiple industries including real estate, professional services, construction, and non-profit organizations.

When not in the office, Shelby enjoys running and playing sports, reading, hiking, spending time by the water and trying out new restaurants in the Richmond area.


  • Longwood University, Bachelor of Science in Business Administration with a Finance concentration
  • QuickBooks Online Certified ProAdvisor

Professional & Community Affiliations

  • American Institute of Certified Public Accountants, Member
  • Virginia Society of Certified Public Accountants, Member
  • Virginia Pride, Treasury Committee (Former)