SUPPORTING THE VINE ACADEMY OF GRAPEVINE

Our commitment goes beyond financial planning — it’s about investing in the future of our community. Recently, our team joined clients and friends at a fundraiser benefiting The Vine Academy in Grapevine, a school dedicated to building future leaders through faith, character, and education.

The evening was filled with purpose, connection, and great music, thanks to a live performance by the Justin Mason Band. It was a meaningful reminder that when we come together, we can help shape the next generation and strengthen the communities we serve.

Take a look at some of the moments that made this night so special.



SPREADING CHRISTMAS JOY!

This last Christmas, our firm adopted a deserving family. We received wish lists from the children, and our team shopped for gifts to help make their holiday brighter. The mother, who has cancer, was able to be home with her young children, making their time together even more special.

FOOD & BACKPACK DRIVE

In August of 2024, we held a successful community food drive and backpack drive, benefiting I Can Still Shine. Thanks to the generous contributions from clients and community members, we gathered essential food items and school supplies for local families in need. This initiative not only helped combat hunger but also ensured that children are equipped for a successful school year. We are grateful to everyone who participated in making a positive impact in our community.


OPEN HOUSE EVENT

Kelli, Beverly and Janine recently attended a client’s open house of their new Magnolia Realty office in downtown, Grapevine.

BLOOD DRIVE

Our accounting firm welcomed generous donors who recognized the importance of giving blood, which is crucial for patients facing medical emergencies and treatments. The spirit of compassion in our community shone through as we came together to ensure a strong local blood supply. Thank you to everyone who participated and made this event a success!

PROUD MEMBERS OF THE SOUTHLAKE CHAMBER OF COMMERCE

As proud members of the Chamber of Commerce, our accounting firm is committed to strengthening the local business community. This partnership allows us to connect with fellow leaders, share resources, and advocate for initiatives that benefit our area. Through networking events and collaborative projects, we enhance economic growth and support small businesses. We believe that by working together, we can create a thriving community and a brighter future for everyone.

WE ARE COMMITTED TO SERVING OUR CLIENTS & COMMUNITY