• Puerto Rico
The firm was started from the desire to change the way traditional accountants interact with their clients. Historically businesses tended to have in house bookkeepers/accountants and therefore the role of an external CPA was generally looked at as only necessary for compliance. Therefore most CPA firms prepared taxes, conducted audits and provided advisory services only when clients needed an outside eye. Nowadays business owners tend to outsource as much of the accounting work as possible and therefore even if sometimes they may not realize they may need it, they will require a lot of advisory services. This can take many different forms anywhere from regular reports and financials so that they understand how their business is doing, calculating if their social media marketing is working properly or helping decide which software would be best to keep track of their inventory. We also understand that nobody likes a surprise bill which is why we try whenever possible to give a quote upfront for all the work that we do and communicate clearly our commitment to our client. This includes the timeliness, quality of our work in line with what is expected and usefulness of reporting and advice that we give to our clients. We look forward to talking to each and every one of our clients!
Sam is a well-versed CPA in all types of tax accounting. Sam specializes in providing a clear financial picture for his clients, tax planning as well as strategic business solutions for a wide variety of businesses and industries. His enjoyment for working with complex clients to provide solutions have led him to focus most of his career on the industries of real estate, oil & gas and e-commerce. Sam graduated from Brooklyn College and completed his additional year to be eligible to sit for the CPA at the University of Houston upon relocating to Houston in 2007. Sam is a licensed Certified Public Accountant by the State of Texas. Sam has recently taken his knowledge of accounting and business to start several successful businesses in diverse industries. Sam enjoys skiing and hiking the largest mountains he can find on his free time.
Brooklyn College
BBA Accounting
University Of Houston
5th year BBA for CPA Eligibility
Anne Yarbrough attended college at University of Houston where she obtained a Bachelor of Business Administration in Accounting. While in college, Anne maintained a full-time position in the field of Accounting. Throughout her years in the accounting field, Anne has obtained valuable multifaceted experiences while working for a global publicly traded company as well as closely held businesses and individuals. As a result of this experience, she has learned how to best advise clients in their organization’s daily accounting operations. Anne has experience in working with clients in the medical field, insurance, eCommerce, and retail industry. Working with such clients over the past 19 years has given her extensive knowledge in business development and management. Anne is always prepared for challenges that present themselves and takes pride in exceeding her client’s expectations. Anne especially enjoys working with small startups as she has always stated, “I feel fulfilled when we are able to help a company grow and prosper”.
Anne is currently attending University of Houston to become eligible for her CPA and is expected to complete her studies in 2021. When Anne isn’t studying or helping clients, she enjoys spending time with her family, practicing Brazilian Jiu Jitsu and kickboxing.
University Of Houston
BBA Accounting
IMA Institute of Management Accountants, 2020
Jorge Rodríguez was born in Puerto Rico and moved with his family to Houston in 2018. He obtained his bachelor’s degree in Business Administration with a major in Accounting at the University of Puerto Rico. He then attended the University of Puerto Rico School of Law, where he obtained his Juris Doctor. Jorge began his career working in the tax department of a Big Four accounting firm. Jorge is a licensed Certified Public Accountant both by the State of Texas and by the Commonwealth of Puerto Rico. With a background knowledge in accounting and law, he has worked with high worth individuals tax returns and with a diversity of industries including restaurants, health care providers, retailers and e-commerce. He also has experience performing tax research and assisting businesses. On his free time, he enjoys spending time with his family, traveling, mountain biking and going to the beach.
UNIVERSITY OF PUERTO RICO
B.A., Accounting – Magna Cum Laude
UNIVERSITY OF PUERTO RICO SCHOOL OF LAW
Doctor of Law (J.D.)
• Texas CPA
UNIVERSITY OF PUERTO RICO SCHOOL OF LAW
Doctor of Law (J.D.)
• Puerto Rico
Carmen Beatriz is an Industrial Engineer with solid experience in continuous process improvement and projects direction. She has always been focused on helping companies to align strategy and operation, passionate for building end to end processes that ensure effective work flows and clients´ satisfaction. Her background, mainly in services based businesses, is enriched with a Master degree in Quality and Integral Management, specialized studies in Corporate Finances and certified skills such as Lead Auditor, Scrum Master and Lean Six Sigma Green Belt. In addition to studying and working, Carmen enjoys her time cooking at home, going to the beach, sharing experiences with her family and looking for new ways to teach her son that he can achieve any goal or dream that he works for.
Universidad Nacional de Colombia
Industrial Engineer
CESA – Colegio de Estudios Superiores de Administración
Corporate Finances Specialist
Universidad Santo Tomás
MSc. Quality & Integral Management
UNIVERSITY OF PUERTO RICO SCHOOL OF LAW
Doctor of Law (J.D.)
• Texas CPA
• Puerto Rico