Team Members

Dave

Bachelor of Science in Accounting from Abilene Christian College (Abilene Christian University)

Certified Member of the QuickBooks ProAdvisor® Program

Before working with small businesses, Dave was a corporate assistant controller for a national homebuilder and corporate accounting manager for a national healthcare company.  He began working with small business in 1994 and incorporated his company in 1997.  He has over 35 years total experience serving in bookkeeping, controller services and tax preparation; with over 17 years of that time working with small businesses.  Dave has worked with QuickBooks since it was a DOS system and is a Certified QuickBooks ProAdvisor®.

Robert

Bachelor of Arts in Accounting from Westminster College in 2000

Certified Member of the QuickBooks ProAdvisor® Program since 2008

Robert has been with the firm since 2007 with seven years of prior accounting experience and has worked in a wide variety of accounting and tax areas. His specific areas of experience include business and individual income tax, business and individual tax compliance planning and research, payroll tax, sales tax, and accounting services specializing in QuickBooks® software.

Laurence

LaurenceBachelor of Business Administration in Accounting from Eastern New Mexico University

CPA since 1989

Member in Good Standing with the AICPA & TSCPA

Laurence has been with the firm since 2012 and has over twenty years of proven experience working with small business clients helping them understand the impact decisions have on the health of their company. He has worked with bookkeeping and CPA firms and served as a controller to a local construction business. He also has experience with income tax preparation and planning.

Susan

Bachelor of Business Administration in Business Management & Marketing from Abilene Christian University in 2000

Certified Bookkeeper since 2014

Certified Member of the QuickBooks ProAdvisor® Program since 2013

Susan has been with the firm since 2011 and has over eleven years of experience in bookkeeping and working with bookkeeping and CPA firms providing accounting staff with support in tax preparation, financial reporting and bookkeeping services.  She also has an additional six years of experience in office management and administrative support in accounting and other industries.

 

Connie

Associates Degree in Accounting and Computer Programing from the American Institute of Business

Connie has been with the firm since February 2016 and has over 15 years of experience in bookkeeping services including financial reporting, accounts receivable/account payable, and payroll processing as well as working with payroll and sales taxes.