Meet Our Team
Founder & President
Katie is a licensed CPA in the state of Texas. She has significant experience in accounting, with an emphasis on general ledger analysis, financial reporting, streamlining processes, cash flow projections, and budgeting.
She has built her practice providing tax and accounting services to closely-held businesses. She enjoys creating professional relationships with small businesses from start-up to growth.
Her firm serves the Abilene and Big Country communities as well as virtually across the state. In her off-duty hours, Katie enjoys hosting gatherings with family and friends, traveling, and winemaking.
Meet Katie
Staff Accountant
Andi is a small business owner and non-profit founder in Abilene, TX, with multiple years of experience managing bookkeeping and financial operations for her businesses. She is currently completing her accounting degree with the aspiration of pursuing CPA licensure.
Through her work, Andi has gained valuable expertise in supporting small businesses with their financial needs.
In her free time, she enjoys working out, traveling, and playing basketball in rec leagues around town.
Meet Andi
Meet Brittney
Tax Accountant
Brittney is a Certified Public Accountant and South Texas native currently residing in Louisiana. She combines technical expertise in U.S. taxation and financial reporting with the operational insight of a former Junior Controller.
Brittney specializes in tax preparation for individuals, partnerships, and C and S Corporations. Her approach focuses on maximizing tax savings while ensuring strict compliance and sound risk management. A former higher education instructor, Brittney excels at translating complex tax concepts into actionable guidance, helping clients make decisions that are both efficient and prudent.
Outside of work, Brittney enjoys racing the local USA BMX track with her family, anticipating their annual ski trip, and exploring all Louisiana has to offer.