We partner with entrepreneurs and small business owners by providing the best accounting advice, services, and technology to foster growth towards peak performance where they will realize their business and personal goals.https://atteign.com/-> Business / estate structure.-> Business acquisitions.-> Tax planning and compliance.-> Data analytics (business intelligence)-> Accounting / ERP Systems.-> Business Process.-> Internal Controls.-> Information systems planning and implementation.-> Business valuations.-> Forensic services.-> Accounting and Financial support services. (CFO, Controller, Bookkeeper)-> Consulting.Our clients are varied but include the following types across all industries:-> Businesses / Business Owners-> Estate-> Individuals-> Family Office

Managing Partner at a CPA firm focused on the financial success of businesses and individuals. We work strategically with clients on many types of engagements:-> Business / estate structure.-> Business acquisitions.-> Tax planning and compliance.-> Data analytics (business intelligence)-> Accounting / ERP Systems.-> Business Process.-> Internal Controls. -> Information systems planning and implementation.-> Business valuations.-> Forensic services.-> Accounting and Financial support services. (CFO, Controller, Bookkeeper)-> Consulting.Our clients are varied but include the following types across all industries:-> Businesses / Business Owners-> Estate-> Individuals-> Family Office

Headed strategic planning for financial/information systems operations to drive profits and sales for hearing aid retailer with ~60 locations. Optimized processes and best practices to augment capacity of organization to scale and grow. Member of leadership team reviewing and directing short- and long-term strategies. Coordinated tax reporting/compliance efforts with outside CPA firm. Managed and developed 6 staff members to maintain strong financial operations.-> Generated comprehensive reports to aid corporate strategic/tactical planning and daily store operations with analysis of complex financial and statistical data.-> Designed ERP system and produced robust management reporting providing customer intelligence to guide business expansion. Reduced claims processing time introducing trackable digital process.-> Piloted inventory management system with strong controls and established a serialized system to track inventory throughout order cycle. -> Adopted multiple automated processes that aided weekly store closings and monthly inventory counts.

Advise business owners on strategic direction, launch planning, real estate transactions, and organizational, financial, and risk management. Establish and revamp processes in accounting, budgeting, forecasting, cash management, and IT to enhance stability, operational efficiency, and profitability. Manage personal real estate and tax lien certificate business.-> Provided payroll, compliance, accounting, and administrative services for $20M business and non-profit organization with an annual budget of ~$350,000.-> Revised accounting department and implemented internal controls for company with ~$10M in sales. Facilitated preparation of financial statements and presentations for new investor meetings. -> Founded and current trustee of The King’s Academy, a family-partnership private school, and founder of Veritas Academy, a classical university-model school in Austin, TX. -> Coordinated with investment partnerships to acquire residential/commercial properties through tax foreclosure sales. -> Oversaw team that conducted legal research, performed on-site physical inspection, attended tax sales for acquisition of properties, and oversaw post sale rehab and leasing.-> Performed accounting services, investor reporting, and coordination of legal matters.

Updated processes/systems and promoted new services to supplement revenue streams. Helped individual/commercial clients with estate planning, accounting, IRS audits, and tax returns. Provided contract CFO/Controller services. Deployed digital and cloud based solutions that streamlined organizational efficiencies as well as internal/client operations. Procured 12 new clients.-> Conceived an integrated time keeping system that tracked client projects, expediting processing of billings/returns and providing additional time to pursue new business.-> Advocated for the addition of new consulting solutions that laid the foundation for immediate 25% boost in new sales growth.

Coordinated organizational restructurings and advised on life insurance/remainder trusts, partnerships, and business succession planning. Advised clients on exit strategies, business value drivers, and executive benefits. Designed and implemented executive benefit and management/incentive programs.-> Formed M&A strategy team for client to facilitate sale of $30M construction company. Performed due diligence and sourced attorneys and investment banks to ensure smooth transaction and protect client interests.-> Executed 2 comprehensive exit strategy plans for aftermarket auto parts/accessories clients. Commended by client for exceptional service and secured additional new business for firm.-> Drafted blueprint for business valuation practice offered as new service. Outlined framework, researched regulatory requirements, and obtained necessary certification to ensure compliance.

Revamped financial, risk management, cash, and HR processes that significantly enhanced stability and operational efficiency for manufacturer/seller of ornate custom crafted metal doors for high-end residential and commercial buildings. Managed general operations of Corporate office and supervision of employees. Held oversight of 2 Mexican subsidiaries. -> Developed an intricate financial business model that formed basis for critical strategic business decisions including plans for future growth, operational functions, and drastic cost cutting plan. -> Fueled sales 20% playing integral role in devising and executing the overall corporate and marketing strategy.

Led the financial analysis of business investment opportunities and newly created operational ventures. Designed dynamic model for ongoing projections of $30M consumer finance business resulting in broader planning capabilities for executive management.-> Oversaw 9 privately-owned entities and acted as reporting liaison for 3 externally operated businesses including aircraft operators, consumer finance, multi-level marketing, and real estate holding companies.-> Coordinated the budgeting, planning, and reporting processes for entities and drove related process changes and improvements delivering higher quality information generated up to 50% faster.

Managed preparation, review, and filing of SEC reports for $560 million manufacturer and distributor of electronic components and maintenance supplies. Led financial reporting, budgeting, and forecasting efforts from controllers and chief financial officers from 17 subsidiaries and consolidated information for internal and external reporting. Oversaw 4-member team in executing internal accounting functions, resolutions to SEC, and corporate and subsidiary accounting issues. Completed special projects for CEO, CFO, and Board of Directors.-> Formulated presentations for CEO and conducted analysis that contributed to acquisition of $215M credit line. Analyzed potential acquisitions for immediate and long-term growth opportunities.-> Streamlined and improved financial reporting functions by automating processes and changing reporting policies/procedures that decreased reporting time of financial data 67% while increasing reporting accuracy.-> Managed $400K budget and 8-person team tasked with the mission-critical planning and implementation of updated corporate information system.