Goodman Financial has been helping clients in Texas and across the US achieve their financial goals for 30 years. We are committed to philanthropy and giving back to our community. As fee-only fiduciaries, we actively design and manage investment portfolios and provide financial advice while avoiding conflicts of interest or unnecessary risk. This client-centric approach allows for greater flexibility, tax efficiency, and lower expenses. We’re proud of our 95% average annual client retention since the firm was founded. Our team is highly credentialed, with extensive experience and expertise. They make prudent investment decisions and maintain focus on our clients’ long-term objectives.

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Chamberlain

Chamberlain Hrdlicka is a diversified, tax-focused law firm with attorneys providing value at the highest level of client service. We are a mid-market, multi-service firm with a nationally-leading tax practice. While we have grown over the past five decades to more than 150 attorneys with a wide variety of practice areas, personalized attention to our clients’ needs remains a hallmark of our heritage. We have built our reputation working with established and upcoming businesses as well as entrepreneurs and individuals with sophisticated legal needs. Today, our tradition of personalized service continues to be valued by clients from the smallest start-up ventures to the largest multinational companies.

Accounting Practice Sales specializes in the marketing and sale of accounting firms and tax practices. Accounting Practice Sales brokers have had unprecedented success in matching practice owners selling a firm with interested buyers.

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Crowe LLP has signed an agreement to welcome personnel from Houston-based Briggs & Veselka, the third-largest locally-owned accounting firm in Texas. Crowe is a public accounting, consulting, and technology firm in the U.S. with offices around the world, including Dallas and Houston. Following the completion of the transaction, the Texas presence of Crowe will include more than 550 professionals. Our mission is to deliver high-quality, comprehensive business and financial services to individuals and middle-market companies. We listen, lead and collaborate, striving to establish a legacy of loyalty.

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We combine a commitment to gracious hospitality with extensive expertise in all aspects of banking, financial planning and wealth management to help make your dreams a reality. More than a century ago, our founders saw the need for a bank built to last - an institution anchored in values, reinforced with resilience, and focused on opportunity. To realize their vision, they forged business foundations from the character and community that distinguish the Gulf South. Today, we carry on that remarkable legacy as one of America's strongest, safest banks serving one of the nation's most vibrant corridors.

ABGi USA is the founder of the specialized tax incentive industry with over 35 years of experience with clients of all sizes. Due to our proprietary methodology, intellectual property, and a team considered the foremost experts in their fields, ABGi continues to be the proven leader in service and integrity.

CFS is a leading, employee-owned staffing firm founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance, and IT professionals. CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire, and project support to interim management.

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Engineered Advisory is the umbrella organization for three unique financial services organizations: Engineered Tax Services, The Growth Partnership, and ABLE. We provide crucial business services that push success for valued clients. Engineered Tax Services delivers specialized tax services such as cost segregation, R&D tax credits, and tax advice. The Growth Partnership acts as trusted advisory consultants to those in professional services. ABLE offers a state-of-the-art customer relationship management platform. We are constantly expanding and breaking into new business frontiers: Engineered Technology Services helps wireless carriers located suitable locations for 5G and other wireless antennas on the rooftops of commercial properties. We are currently developing a wealth management practice to meet the unique needs of professional artists and athletes, and we have partnered with Rockerbox, tZERO. and WOTC.com to offer specialized benefits to American companies and workers.

Your Part Time Controller

YPTC assists with each of our nonprofit clients’ unique accounting and bookkeeping needs: from internal, grant, and board reporting, to forecasting, budgeting, and cash flow management, to creating financial statements and customized dashboards. We help executive directors and board members determine how effectively and efficiently their organization is accomplishing its mission and provide them with the timely, accurate information needed for data-driven fiscal decision-making.