Email me directly, send a text, or put 30 minutes on my calendar. You’ll hear back from me, not an assistant.
No pitch deck, no discovery-call runaround. Three steps.
Where the books stand, what's coming up, what's been frustrating you about your current setup.
Straight answer on what's worth fixing, what isn't, and whether I'm the right fit. Sometimes the answer is no.
If it makes sense, you get a written scope and a fixed price before anything starts.
Ten years in tax and finance, including CFO roles, working with founders, owners and operators who want numbers they can use.
Licensed CPA Firm #C12114. Regulated under Texas administrative and certified public accounting standards.
Professional member adhering to the national Code of Professional Conduct and technical tax standards.
Business member of the Houston Heights Association.