We’re more than accountants. We’re financial strategists.
We’re not just bean-counters filing tax returns. You’re hiring us because you need help tracking business finances, filing tax returns, navigating bankruptcy, handling mergers and managing the intricacies of divorce financials. You don’t have the time or the training to do it, but we do.
When you depend on us, we offer a high level of assistance, expertise and hand-holding. It’s a unique approach that’s uncommon amongst a number of accounting firms. We work with you to help achieve your financial goals. By interpreting what the numbers mean, we are able to make professional recommendations for both business and personal financial strategies that translate to positive changes now and in the future.
Whether you’re just starting out as a business owner or you want to take your business to the next level, we are your solution. What are your target goals for this year? Where do you see your business in 5 years? 10 years?
These are just a few of the questions we ask you at our first consultation, which is free. We want to do more than take care of your taxes and financial statements. We want to do more than fix what’s ...broken today. We have our sights set on your future success. We want to form a personal rapport with you and we want to support your business’ growth for decades to come.
We’re not limited by industry or location. Our clients come from an endless range of professions and are located around the globe. We’re a tech-savvy team, comfortable leveraging software and programs to make our working relationship with you smooth and efficient.
You tell us your goals. We help you get there.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.