Treaty Oak Financial

Does your Chart of Accounts work for you or against you? A well-structured Chart of Accounts (COA) is the finance department’s best friend. When designed for both accounting accuracy and financial analysis, it becomes a powerful tool for decision-making and efficiency. A good COA ensures financial data is clear, actionable, and aligned with business strategy. Problems arise when accounting and finance operate in silos—leading to misaligned reporting, unnecessary manual reports, and missed insights. But when they collaborate on a COA that works for both, companies unlock clarity, efficiency, and strategic advantage. If you have any questions about your COA, please reach out! #ChartOfAccounts #Accounting #StrategicFinance

We are excited to welcome another stellar team member to Treaty Oak! Addison Avila recently joined us as a Finance Manager and brings a strong background in financial strategy and analysis. Before joining Treaty Oak, Addison was a Finance & Strategy Manager at Made In, helping drive financial planning and decision-making. Prior to that, he held FP&A and financial analysis roles at Favor Delivery and Bell Flight, gaining experience across industries and refining his expertise in forecasting, budgeting, and business analytics. Addison’s strategic mindset and analytical skills make him a great addition to our team, and we’re excited for the impact he’ll have in helping our clients navigate complex financial decisions. ?? #StrategicFinance #AustinStartups #BusinessGrowth

We’re thrilled to be adding an Accounting Manager to our team! If you’re a fan of numbers, delivering financial insights, and helping clients make smart decisions to grow their companies, this could be your dream job. Apply today or share this opportunity with your network to help someone find their perfect role!

Good accounting and finance is about balance — tech to make things faster and real humans to make sure it’s done right. As we move into 2025, the closure of Bench Accounting makes us think about the direction of the accounting industry and Treaty Oak’s role in it. While AI and automation are game-changers for efficiency, they’re most effective when they support human accountants (not replace them). For business owners looking for outsourced accounting, be careful of companies claiming to be "fully automated.” Good accounting is all about the right mix of tech and expert insight, and our goal is to be that trusted partner with the expertise in QuickBooks, Ramp, Gusto, Stripe, Synder, and other best-in-class tools to streamline business operations.

?? Happy Holidays from the Treaty Oak team! ?? As we wrap up this year, we’re feeling especially grateful for our amazing clients, partners, and team members who make what we do so rewarding. From all of us to you and yours, we hope your holidays are filled with gratitude, rest, and quality time with loved ones. Here’s to a joyful holiday season and an exciting 2025 ahead! Cheers, The Treaty Oak Team

More exciting news at Treaty Oak! We are thrilled to welcome two new Accounting Managers to the Treaty Oak team. ?? Maggie Lashomb, CPA is a CPA and started her career in public accounting at Grant Thornton. She then held key accounting roles at Dwellworks, Secor Logistics, and Felux, among others. With expertise in financial reporting, audits, and financial statement analysis across diverse industries, Maggie’s experience and commitment to quality make her a perfect fit for our team! Jessica Spore is a lifelong accountant and worked alongside Treaty Oak’s partners Amy, Garon, and Jeff at her previous company. Jessica brings a strong background in revenue accounting, system management, and team leadership. Her time at CS Disco and other organizations highlights her dedication to excellence, and we’re confident she will elevate our operations to new heights! We can’t wait to see the impact Maggie and Jessica will make. Join us in giving them a warm welcome! ?? #StrategicFinance #WelcomeToTheTeam #BusinessGrowth

We are excited to introduce another new member of the Treaty Oak Financial Services team, Hannah! ?? Hannah is a CPA and started her career at EY in Dallas. She then brought her expertise to accounting departments in the oil & gas and real estate industries, gaining invaluable experience along the way. As our Operations Manager, Hannah will play a key role in managing the onboarding process to ensure a seamless and efficient experience from the start for every new client. Her well-rounded systems knowledge and accounting acumen strengthen our ability to deliver top-tier financial solutions to our clients. Welcome to the team, Hannah! We’re so glad to have you onboard. ?? #TeamGrowth #AustinStartups #ClientSuccess

"Did we just become best friends?! Yep!" Two of our partners dressed up as Brennan and Dale for Halloween this year at #intuitconnect.????? Anyone else getting in on the fun? Let us know if you're dressing up, too!

We are excited to?introduce you to another member of our incredible team here at Treaty Oak! Austin Conner joined us in June and brings depth and expertise to our finance team. Austin has a world class background in finance and analytics, bringing experience from top organizations. His career began at PWC, followed by a role as an analyst at an investment management platform, and most recently, he served as a project analyst at Apple. In 2023 Austin completed a post graduate program from the University of Texas at Austin in Data Science and Business Analytics. Austin’s diverse experience and analytical skills allow us to deliver thoughtful, data-driven financial solutions to our clients. ?? #StrategicFinance #AustinStartups #BusinessGrowth

Exciting News at Treaty Oak! We are thrilled to welcome Jeff Vanlandingham to the Treaty Oak Financial Services team as a Partner! Jeff brings a wealth of experience in finance and accounting, and his passion for helping businesses thrive aligns perfectly with our mission. Most recently, Jeff spent the last two years as CFO of ZSuite Technologies where he led the accounting and finance function. Prior to this, Jeff was the VP of Accounting at DISCO where he worked with Treaty Oak’s founding partners Amy and Garon supporting the company through multiple rounds of funding and a successful IPO in 2021. With Jeff on board, we’re more ready than ever to provide innovative, tech-forward financial solutions tailored to your needs. Send us a message or visit our website to learn more. Welcome to the team, Jeff! ?? #StrategicFinance #Accounting #AustinStartups #BusinessGrowth