Kathy partners with her clients and helps them succeed by understanding their business operations, communicating proactively, and ensuring their personal goals align with their professional goals. She provides tax and financial planning services to a variety of entrepreneurial companies, including:

• Commercial construction and homebuilders
• Manufacturers and wholesale distributors
• Professional services: insurance brokers, attorneys, and doctors
• Commercial real estate
• Casual and high-end restaurants

Kathy also has corporate experience as a Chief Financial Officer, where she was responsible for accounting and financial reporting and day-to-day operations.

Certifications

• Certified Public Accountant (CPA), Texas

Education

• BBA, Texas A&M University

Professional & Community Involvement

• American Institute of Certified Public Accountants (Member)
• Texas Society of Certified Public Accountants (Member)
   

Publications & Speeches

• Hiring Incentives to Restore Employment (HIRE) Act, August 2010