Our Vision
We bring order and clarity to the financial lives of our clients.
Order: We create and help maintain bookkeeping systems that are simple, effective and timely.
Clarity:
We provide analysis and insight for our clients to plan for taxes, growth, and stability.
Lives:
We treat with respect and kindness the people with whom we work, and individualize our services
to meet unique needs.
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 Michele Sweeten
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A CPA since 1992, Michele Sweeten is degreed from the University of Maryland, and worked four years with Deloitte & Touche in San Antonio. She has a wide range of experience, from auditing, to tax preparation, to teaching accounting courses, to consulting on Peachtree and QuickBooks. She is a QuickBooks Pro Advisor, and has a thriving practice of small business clients in many industries, including construction, retail, small manufacturing, consulting, gourmet food preparation, publications, and schools. Among her local clients are: anthonyBarnum Public Relations, Austin Folk House Bed & Breakfast, Austin Fit Magazine, Austin Montessori School, Aquatic Excellence, LLC, Mike Schroeder Companies, Metrohouse Austin, Tomek Construction LLC, What's For Dinner? Studio Kitchen, and many others.
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 Jackie Sweeten |
Jackie has been with the firm since 2003. Not only is she the Accounting Services Manager of the CPA office, but she also is generally in charge of making everyone happy. She worked for 12 years in San Antonio and Houston at various firms in the legal department as a Paralegal/Legal Assistant. With a long history of excellence in administration, she has added to her skills a knowledge of QuickBooks, ProSeries tax software, human resources procedures, online registration and filings for quarterly payroll, besides the fact that she can find absolutely anything on the internet! From bookkeeping to customer and vendor relations, she is the glue that holds us together!
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 Meredith Schrup
| Meredith is a QuickBooks specialist, whose work experience has been wide and varied. She began working with the QuickBooks software about seven years ago, and though she is basically self-taught (how many of our clients can relate to that!), she has added formal instruction in the software to her own base of knowledge, and now is an expert in resolving QuickBooks issues. She has worked with Michele since 2003, and in that time has designed detailed job costing systems, converted payroll systems, reconciled QuickBooks POS to its QuickBooks retail companion, mastered QuickBooks for Mac and became proficient at ProSeries tax software. She is a ready and able consultant, whom we are grateful to include on our team!
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 Ann Brooke |
Ann is an experienced bookkeeper and tax preparer. She has a degree in Industrial Engineering and Management from Oklahoma State University. She worked for several years in Dallas and Houston in the insurance industry underwriting property insurance for large risk Oil and Gas property risks. Ann completed the Accounting Series at Austin Community College in 2006 and was hand-picked by Michele to join our firm as a bookkeeper.
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 Amorette Maroney |
Amorette is a bookkeeper that has been with the firm since 2008 and knows how to untangle the most disorganized set of books ever! She has experience with QuickBooks and with various bookkeeping tasks. Everything from sorting through a clients receipts to entering and reconciling the data in QuickBooks. She drafts tax returns and then uses her knowledge of those tax returns to help our small business customers to set up their chart of accounts for ease of use and integration during the tax return process. She is exceptionally friendly and easy to work with!
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 Mindy Merrill |
Mindy Merrill is an Accounting Analyst who joined our firm in 2010. She has a masters degree in Accounting from Brigham Young University, and a variety of accounting and tax job experiences that make her a real asset to the firm. She adds a technical expertise to our mix of skill sets that allows us to provide professionals at all levels for our clients' needs.
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 Diana Sweeten |
Diana is our Office and Marketing Manager. She handles all the timesheets, invoicing and internal bookkeeping for the firm. She keeps us all organized! She joined us in 2010 and fills critical roles in our firm.
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