NACPB: "Financial and Management Reports are the window into the world of Business Information."
Mr. Joe R Estrada's experiences span over 35 years in Accounting, Bookkeeping, Finance, Payroll, Internal Controls, Internal Auditing, Budget & Forecasting, Financial Analyses, Taxation, and Process Improvement (Tool Re-Engineering), and CFO duties. He has performed the above responsibilities for significant employers and governmental entities such as Mobil Oil Corporation, Citibank, USAA, Bexar County, Texas, Davis, Cedillo Mendoza, Inc. Law Firm, and U.S. Army Reserves.
He has a track record of streamlining processes while recognizing and enhancing internal controls. Our objective is to assist businesses in keeping accurate records that reflect their financial position, allowing owners to make smarter business decisions. We also help companies comply with local, state, and federal regulations and satisfy their end-of-year tax filing obligations. Mr. Estrada knows all there is to know about running a business, including operations. His expertise in identifying cost savings and streamlining bookkeeping processes and procedures is crucial to a company's operations.
Joe has earned the following degrees; Associate of Art-Business Administration: St. Philips College, San Antonio, Texas; Bachelor of Science-Accounting: Nova Southeastern University, Ft. Lauderdale, Florida; and Master of Science-Accounting: Liberty University, Lynchburg, Virginia.
He is a Military Veteran who served in the U.S. Army Reserves in the Corp of Engineers, and Finance Corp.
Enrolled Agents are the highest credential the IRS awards, are the only federally licensed tax practitioners and are not bound by state jurisdictions. Expertise in the continually changing field of taxation enables them to represent taxpayers effectively.
"Enrolled Agents are the only Federally authorized tax practitioners with unlimited rights of representation before the IRS. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete a minimum of 72 hours of continuing education courses every three years. Only Enrolled Agents are licensed to practice in all 50 States".
Joe R. Estrada MSA, EA, CPB
Enrolled Agent (IRS-EA License)
Certified Public Bookkeeper (CPB-License)
Certified Internal Controls Auditor (CICA-Certification)
Certified Payroll Specialist (CPS-License)
Certified QuickBooks Advisor (CQA-License)
Certified Quickbooks Pro-Advisor (Software Financial Program)
Certified LeanLaw Pro-Advisor (Law Firm's Financial Program)
National Association of Enrolled Agents
Texas Association of Enrolled Agents
National Association of Certified Public Bookkeepers
National Association of Certified Payroll Specialist
National Association of Certified QuickBooks Advisors
The Internal Controls Institute
National Society of Accountants
National Association of Tax Professionals
To establish higher professional values and demonstrate our advisor's skill, to advance a comprehensive plan for continuing professional development for our finance professional, and to ensure a reasonable and effective disciplinary structure. To take appropriate measures to protect our Client's interests and to accept such actions to promote the financial profession's respect and ethics.
To be recognized as the metro area's best bookkeeping and tax consulting firm, with our clients and business partners turning to us as trusted advisers. To be recognized by our Clients that our firm's most valuable assets are its excellent service and reputation. Create a work atmosphere that lets us be proactive and responsive to our clients. Invest in technology to achieve remarkable company development and to give our clients unique solutions to complex business problems.
Integrity - Trust is the foundation of integrity. It is our most precious asset as a company. Individually, it is a daily choice to infuse every action equally with honesty, fairness, and respect for clients and coworkers." The quality of our services and work is always to do the right thing, operating honestly and honorably.
Passion - Passion drives us to be enthusiastic about what we do and how we do it. We develop ideas, encourage greatness, and create innovative ways to remove barriers to our Client's success by putting passion at the center of everything we do.
Accountability - By holding ourselves accountable to the highest levels of honesty and budgetary responsibility. We are responsible for the quality of our firm's work, but we are also proud of what we deliver as consultants; our goal is to achieve a successful outcome in all we do. Review it, own it, address it, and implement it. It is not our objective, but our standard, to get it right the first time.
Professionalism – We establish high expectations to consistently exceed them and strive for perfection in whatever we do. We shall act responsibly, ethically, and trustworthy in all our interactions with colleagues, clients, suppliers, and the community.
Excellence - We strive to be the best at what we do and to teach others how to do the same. We establish high standards for ourselves and our organization and consistently strive to exceed them. We strive for excellence in all we do and always look for new and better ways to serve our clients. We strive to be the best at everything we do and to perform at the highest level possible.