With 20 years of experience working with business owners and entrepreneurs who want to save more money, optimize their financial resources, and eliminate the stress associated with tax deadlines, Nancy is more than your average Certified Public Accountant. She helps design and implement financial plans for year-round company growth while maintaining a personable and friendly approach to client relationships.
In 2017, Nancy became one of 500 tax professionals who has completed the American Institute for Certified Tax Coaches training academy leading to the Certified Tax Coach designation. She is also one of the select few certified Profit First Professionals in the nation. These certifications provide an added level of expertise in areas of business strategy and tax planning – all centered around making her clients’ businesses more profitable than ever before.
With her long-standing motto “no surprises”, Nancy strives to establish trust with her clients by always offering fixed-fee contracts where services are determined in advance for the entire year. While working with Nancy, you’ll never be surprised by an unexpected invoice or a hidden fee.
Licensed to practice public accounting in Texas since 1991, Nancy is a proud graduate of the University of Texas-Austin, having started her career with Arthur Andersen, moving on to become a controller, and then to Vice President of Finance and Operations for a billion-dollar insurance corporation. Nancy’s passion is working with entrepreneurs to help them maximize the benefits of owning a business. She believes in the importance of maintaining the freedom and flexibility to spend more time with family, friends, and pursuing other interests. Nancy works diligently to help her clients achieve benefits through sound accounting, leading financial practices, and unparalleled expertise and advice. Complimenting her strong business acumen, Nancy revels in her ability to establish personable and fun relationships with clients and is pleased to offer a one-stop financial solution for each of her client’s financial needs.