Big CPA Firm Capabilities,
Small Firm Relationships
We are a CPA Firm based in San Antonio, TX with a team of smart, hardworking and light-hearted accounting professionals who are passionate about helping fellow business owners succeed.
Our Mission
We seek to honor God by facilitating the financial success of business owners.
Our Vision
To be trusted advisors to the business owners we serve. To improve our community through helping businesses grow and thrive.
CORE VALUES
People First
Family focus, winsome and caring for others.
Humility
Admit when we are wrong, quick to listen and slow to speak, learning from others.
Ownership
Responsible for actions, follow through on commitments, high accountability culture.
Results Matter
Commitment to excellence, continuous improvement, celebrating wins!
Hustle
Growth oriented, hungry, going above and beyond.
People First
Family focus, winsome and caring for others.
Ownership
Responsible for actions, follow through on commitments, high accountability culture.
Hustle
Growth oriented, hungry, going above and beyond.
Humility
Admit when we are wrong, quick to listen and slow to speak, learning from others.
Results Matter
Commitment to excellence, continuous improvement, celebrating wins!
People First
Family focus, winsome and caring for others.
Humility
Admit when we are wrong, quick to listen and slow to speak, learning from others.
Ownership
Responsible for actions, follow through on commitments, high accountability culture.
Results Matter
Commitment to excellence, continuous improvement, celebrating wins!
Hustle
Growth oriented, hungry, going above and beyond.
Our Proven Process
Initial Meeting
We share what we do, how we work, and what the benefits are if you choose Badger CPA. We discuss your financial circumstances, your goals, your values, your concerns, and what you want out of an advisory relationship.
Action Plan Meeting
A two hour meeting where we gain an understanding of the business, identify areas for improvement and develop the Implementation Plan.
Implementation
Over three to six months, we build your F&A system, clean up the accounting system, streamline the processes and develop the tax planning strategy.
Monthly & Ongoing
We provide weekly scorecard reporting, close the monthly financials, facilitate monthly financial review and provide enhanced reporting and KPI tracking.
Quarterly Pulsing
Quarterly forecasting, tax planning, goal setting and adjust scope of services as needed.
OUR PARTNERS
Connect With Us
Let us help you create a financial action plan that aligns with your strategic goals and objectives. We meet you where you are and help scale at your pace, your way!