Full-service boutique accounting firm delivering tailored financial solutions in Houston.
Full-service boutique accounting firm delivering tailored financial solutions in Houston.
Ready to take control of your finances? We offer full-service accounting, personalized CPA services, and expert bookkeeping solutions designed around your unique goals. Whether you need tax planning, business consulting, or ongoing accounting & bookkeeping support, our team is here to help. Click below to connect and get started today.
With a strong foundation in CPA services and a passion for finance, David launched his career at Coopers & Lybrand, earning his CPA certification early on. Over the past 30 years, he has held leadership roles including Corporate Controller, CFO, and CEO—gaining deep expertise in full-service accounting, financial strategy, and executive management. His background strengthens our commitment to delivering trusted accounting & bookkeeping solutions for long-term success.
Kate’s passion for finance began under her father’s guidance and grew alongside her dedication to helping others. As a licensed CPA and member of the Texas Society of Certified Public Accountants, she brings expertise in tax compliance, consulting, and personalized CPA services. Her client-focused approach blends full-service accounting and tailored bookkeeping solutions to support long-term financial success.