Our Partners & Affiliates
RESOURCES
These are the partners and platforms we know and trust—the ones we actively use and confidently recommend to our clients. From accounting technology and payroll to legal, IT, and financial specialists, each has earned our referral because they deliver consistent results, integrate seamlessly into our work, and support our clients with the same level of care and professionalism we expect of ourselves.
An investment advisory firm focused on disciplined, income-oriented strategies designed to support long-term financial security and dependable cash flow.
Contact: Ryan Krueger
A trusted payroll and workforce management platform providing reliable payroll processing, tax compliance, and HR solutions for businesses of all sizes.
A global provider of professional information, research, and technology solutions relied upon by accounting, legal, and financial professionals worldwide.
A leading financial operations platform that simplifies accounts payable and receivable, helping businesses manage payments, approvals, and cash flow more efficiently.
A secure digital mailbox and document management solution that helps businesses and professionals organize, store, and access important records efficiently.
A web design and digital strategy partner supporting businesses with streamlined website builds, thoughtful messaging, and ongoing marketing support designed to grow visibility and trust. Owned and led by Lindy Nowak
A Texas-based IT services firm offering managed technology support, cybersecurity, and infrastructure solutions to keep businesses running securely and smoothly.
A secure client portal and document management platform designed for accounting and financial firms to safely share, store, and manage sensitive information.
A Texas-based family law firm providing thoughtful legal guidance for individuals and families navigating complex and sensitive life transitions.
A Texas law firm providing legal counsel and support across business and personal matters, with a focus on practical solutions and client advocacy.
Specialized forensic accounting services including business valuations, division of net assets, financial information statements, cash flow tracing, source-of-funds analysis, and dispute resolution. Owned and led by Dawn Babbitt.