Founder and CEO
I love what I do but nothing is more important than my family. I began the business as a way to be able to work around my children’s schedules and it has grown into my passion over the past almost 30 years. Your success means my success and I love watching my clients succeed.
-University of Texas (Austin) (MSA masters of science in accounting)
-Additional courseworks masters of business administration completed alongside current degree
-With a minor in Forensic Accounting
-Proficient in professional communications amongst high level clients and consumers
-Mastery of QuickBooks systems, products, and utilization in business practices
-Range of high level outsourcing professionals in multiple fields (Such as Social Media Management, Web Design, Graphics Design, Photography, Videography, Human Resources, ETC.)
-Professional and high level application of new business start up, analytics, and environmental factors to influence success in a modern business environment.
-Tax Planning (Analysis of a financial situation or plan to ensure that all elements work together to allow companies to pay the lowest taxes possible in a legal and ethical manner)
-Tax Preparation (Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner with the IRS and in accordance with policies of all local and federal legislation and regulations)
-SAAS proficiency and expertise of systems and application
-CFE (Certified Fraud Examiner)
-Certified Tax Preparer with an active PTIN (Preparer Tax Identification Number)
-Certified Bookkeeper Certification with the state of Texas
-QuickBooks Certified Pro Advisor
-Helped 360+ start up companies
-outsourced CFO and COO
-assisted in over 1500 company acquisitions
I have been managing companies for 28 almost 29 years and I know what works and what doesn’t I also know how to keep overhead low and you need both of those and well as company organization. I hope I am able to serve you in all your needs.