Shareholder Profile

Lacey A. Riley, CPA/PFS, MBA

Managing Director

With more than 20 years of practical experience in the areas of financial accounting, business consulting and strategic tax planning, Lacey is an excellent resource to entrepreneurial business owners in a multitude of industries. She began her accounting career in the hospitality and healthcare industries working for Hyatt Hotels and later with the Peoples Health Network, Tenet Healthcare’s physician hospital organization during its’ start up phase. After receiving her MBA from the University of New Orleans, she joined a very successful, regional public accounting firm and worked with celebrity chef owned restaurants and several successful families in the region. Returning to her hometown of Austin, TX, in 2000, she joined an established, local public accounting firm where she gained extensive experience with physician owned medical practices, real estate investors, and high-tech start-ups. In 2008, she started a public accounting firm in the Dallas/Fort Worth metroplex to provide accounting, tax, and financial planning solutions specifically designed for physician owned medical practices, restaurants, real estate developers, successful families, and faith-based nonprofits that gives them access to accounting systems, metrics and financial data once only accessible to Fortune 500 companies.

B.S. Business Administration with Curriculum in Accounting - Our Lady of Holy Cross College

M.B.A. - University of New Orleans

Member, American Institute of Certified Public Accountants
Personal Financial Planning Section

Personal Financial Specialist - November 2014

Member, Certified QuickBooks ProAdvisor® Program

Certified in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and QuickBooks Online