Certified public accountant, Accounting firm, Bookkeeping service in Houston, TX
An accounting firm serving small and midsize businesses plus high-net-worth individuals, handling bookkeeping, transaction categorization, account reconciliation, monthly financial statements, general ledger cleanup, 1099s, and payroll. Tax work covers business and franchise returns, property renditions, sales tax, and tax planning, alongside advisory services with quarterly meetings, KPI review, and phone and email support. Clients are assigned a dedicated CPA with monthly contact, and industry focus areas include construction, oil and gas service, medical, restaurants, architecture and engineering, and fitness centers. The team includes CPAs and staff accountants with credentials in business valuation, fraud examination, and QuickBooks, and bilingual Spanish-English support.
Tracy Jones, a CPA who began her public accounting career at PricewaterhouseCoopers, founded the firm in 2011 after observing that larger companies used financial statements to guide decisions while small business owners were largely improvising. She holds a BBA from Stephen F. Austin State University and a Master of Professional Accounting from the University of Texas at Arlington. The firm shares an office with Robare & Jones Wealth Management, owned in part by her husband Jack Jones, and the two practices work together for business owners and high-net-worth clients.


