We have a high success rate in helping small and medium size businesses save more money than the cost of our services.
Our Mission
Sometimes it takes money to make money.
Core Goals
Be passionate about helping businesses succeed.
Provide innovative, integrated business solutions.
Maintain highest ethics.
Provide clients with transparent services.
Provide advisory services that offer small businesses access to top-notch CFO services.
Our Qualifications
CPA State of Texas
MBA
QuickBooks Online Certified
QuickBooks ProAdvisor
Intuit Certified Tax Expert
PricewaterhouseCoopers and Deloitte Alumna
Experience with financial and other business systems including SAP, Oracle, Salesforce, Gusto, and FreshBooks

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