never settle for second best

We're a Dallas-based financial consulting firm founded by a non-accountant, weirdo entrepreneur who's just crazy enough to challenge the status quo. We believe people can actually love their jobs, work hard, AND (hold your breath...) can also enjoy having a life. Our principal investor is our Founder & CEO and he, along with our executive management team, aren't looking to lose ourselves or our culture just to grow super fast.

Our mission is to provide peace of mind to corporate finance & business leaders. And we take it very seriously.

As we strive to bring a new twist to the professional services work, our people and culture REALLY do determine our decisions and our future. We are creating an environment that has all the excitement and intellectual stimulation of a startup, minus the fads, pretension and pre-revenue risk.

We specialize in financial consulting and focus on clients in the public and private equity worlds. We don't work 80-hour weeks, but we DO take amazing care of our clients. We love putting people in a position to do what they do best and we don't think it's old fashioned to enjoy the people you work with on a daily basis. We're growing quickly, but not at the expense of our culture or people.

Disruptor
The "reasonable" person accepts life the way it is. We believe in being unreasonable and disrupting “how things have always been done” because it helps us identify ways we can change, grow and improve.

Intelligent
We don’t have the luxury of “not getting it” in our business. So the ability to quickly pick-up, organize, and use new information in unique environments is critical to successfully serve clients. We MUST hire the “wicked smart kids” and let them loose!

Relationships
Everything we do depends on our ability to build real relationships. If we fail, our clients' phones will ring very, very quickly. Let's keep them quiet.

Strategic
Most people get by in their day-to-day jobs without thinking deeply about problems. We don't want robots; we want critically thinking, agile-minded rockstars at all levels of our team. Makes sense right?!

Clutch
Here’s the thing: stuff happens. And when it does, lives are affected. We get that, and our team is there to help you when you need us. We’ll come through when others drop the ball. Can your business afford to let deadlines pass or opportunities vanish? Ours can't.

Witty
There’s a certain “je ne sais quoi” or "edge" about our people that’s hard to pinpoint. Sure, we’re mostly former accountants but we like to think we’re the fun ones!

Every company needs a wicked cool CRM. We've found ours in Hubspot. We want to leverage technology to make us better NOT to slow us down. Hubspot makes it happen.

Meet Wdesk, Workiva's intuitive cloud platform. Wdesk helps mitigate risk, improves productivity, and gives users confidence in their data-driven decisions.

We know, we know. LinkedIn has become old-school like Facebook. However, over 300 million of you still use it. So we do too.

Harvest is a great tool for us to track time within our consulting practice and it integrates beautifully into our accounting and invoicing software. Love it!

We LOVE the Common Desk team! Co-working has come to North Texas in a huge way but the CD team was first on the block and are awesome at building a strong local business community.

It's fun to get a quick, little $2 bonus from a peer or boss for #generalawesomeness. We don't know anyone that wouldn't like getting those regularly.

Posting our internal positions along with our current client searches is EXTREMELY important. Lever is clean, fluid, and keeps our look and feel intact throughout the process.

We love to stay connected with our team and Slack is the best way we've found to make that happen. It's fully searchable and helps us keep our ducks in a row.

We're NOT QuickBooks fans and we don't really need some large ERP or other accounting packages. Instead, we love the team over at Xero. Plus they're Kiwi's, which is cool!

Helping us focus on our people is job number one. Having a partner like GoCo is vital to making on-boarding smooth, providing great benefits and the ever-changing employment regulations is a must.

never settle for second best

Our mission is to provide peace of mind to corporate finance & business leaders. And we take it very seriously.

our values.

our partners