Evans Sternau CPA: Company Profile

Background

Evans Sternau CPA is a full-service Certified Public Accounting (CPA) firm established in 2022, headquartered in Houston, Texas. The firm offers a comprehensive range of accounting and financial services tailored to meet the unique needs of both businesses and individuals. Specializing in proactive tax advisory, preparation, compliance, and wealth management, Evans Sternau CPA aims to simplify complex financial landscapes for its clients. With expertise across various industries, including construction, healthcare, and technology, the firm emphasizes strong client relationships and personalized support, allowing clients to focus on their overarching financial goals. The firm's commitment to innovative solutions and strategic planning positions it as a trusted advisor for a diverse clientele in Houston, Austin, The Woodlands, and Dallas.

Key Strategic Focus

Evans Sternau CPA's strategic focus centers on delivering comprehensive and proactive tax, accounting, and advisory services. The firm's core objectives include:

Proactive Support: Prioritizing technical work and client communications to ensure clients are informed and supported throughout the year.

Strong Relationships: Maintaining robust relationships to support clients both in the present and in the future.

Innovative Solutions: Implementing innovative solutions and strategic planning to address complex financial challenges.

The firm specializes in various areas, including tax advisory and preparation, accounting and compliance, outsourced CFO services, and wealth management. Key technologies utilized encompass advanced accounting software, financial planning tools, and secure client communication platforms. Primary markets targeted include small to medium-sized businesses and high-net-worth individuals across diverse industries such as construction, healthcare, technology, and real estate.

Financials and Funding

As a privately held firm, Evans Sternau CPA does not publicly disclose detailed financial information or funding history. The firm operates with a focus on providing high-quality services to its clients, emphasizing responsiveness and proactive support.

Pipeline Development

Evans Sternau CPA does not engage in product development or clinical trials, as it is a service-oriented firm specializing in accounting and financial services. Therefore, there are no pipeline candidates or associated timelines to report.

Technological Platform and Innovation

Evans Sternau CPA distinguishes itself through the following technological platforms and innovations:

Proprietary Technologies: The firm utilizes advanced accounting software and financial planning tools to deliver accurate and timely services.

Scientific Methods: Employs data-driven approaches and financial modeling techniques to provide strategic insights and solutions.

AI-Driven Capabilities: Integrates secure client communication platforms to enhance client engagement and service delivery.

Leadership Team

The leadership team at Evans Sternau CPA comprises experienced professionals committed to delivering exceptional client service:

Chad Evans, CPA: Managing Partner based in Austin, Texas. Chad has over a decade of experience providing comprehensive tax, financial, estate planning, and investment consulting services to businesses and their owners. He has extensive experience working with families of significant wealth and has provided services to a wide range of industries, including oil and gas, mining, real estate, farming and cattle ranching, retail, and technology.

Chris Sternau, CPA, CFP: Partner based in The Woodlands, Texas. Chris is a Certified Public Accountant and Certified Financial Planner with over a decade of experience providing comprehensive tax, financial, estate planning, and investment consulting services to businesses and their owners. He has extensive experience working with families of significant wealth and has provided services to a wide range of industries, including oil and gas, mining, real estate, farming and cattle ranching, retail, and technology.

Amara Biro, CPA: Senior Tax Manager based in Houston, Texas. Amara brings extensive experience in tax planning and compliance, serving a diverse clientele across various industries.

Gus Zuccaro, CPA: Tax Manager based in Austin, Texas. Gus specializes in tax advisory and preparation services, focusing on optimizing tax strategies for businesses and individuals.

Dirk Hobgood, CPA, CIA: Managing Director of Client Services based in Dallas, Texas. Dirk oversees client relations and ensures the delivery of high-quality services tailored to client needs.

Lucia Figueroa: Client Controller based in Houston, Texas. Lucia manages client accounts and ensures accurate financial reporting and compliance.

Maria Taboada: Accounting Supervisor based in Houston, Texas. Maria supervises accounting operations and supports the firm's financial management processes.

Ariel-Britany Ward: Operations Manager based in Houston, Texas. Ariel-Britany oversees daily operations and ensures efficient service delivery.

Julia Hand: Business Development Coordinator based in Houston, Texas. Julia coordinates business development initiatives and client outreach efforts.

Market Insights and Dynamics

The accounting and financial services industry in Texas is characterized by a diverse range of firms offering various services, from tax advisory to outsourced CFO solutions. The market is competitive, with firms striving to differentiate themselves through specialized services, technological innovations, and client relationships. The demand for comprehensive financial services is growing, driven by the increasing complexity of financial regulations and the need for strategic financial planning among businesses and individuals.

Competitor Analysis

Evans Sternau CPA operates in a competitive landscape with several notable firms:

Kim Kim & Co: A CPA firm offering a range of accounting and financial services, including tax preparation and consulting.

MKLLP: Provides comprehensive accounting services, focusing on tax advisory and compliance.

Komorsky, Mason, Rothstein & Associates, CPA/LLP: Specializes in accounting, auditing, and tax services for various industries.

These competitors offer similar services and target similar markets, contributing to a dynamic and competitive environment.

Strategic Collaborations and Partnerships

Evans Sternau CPA has not publicly disclosed any strategic collaborations or partnerships. The firm focuses on building strong client relationships and delivering personalized services to meet client needs.

Operational Insights

Evans Sternau CPA differentiates itself through its commitment to proactive support, responsiveness, and strong client relationships. The firm's emphasis on innovative solutions and strategic planning positions it to effectively compete in the market. By focusing on these core values, Evans Sternau CPA aims to provide exceptional service and support to its clients.

Strategic Opportunities and Future Directions

Evans Sternau CPA is well-positioned to expand its services and client base by leveraging its expertise across various industries and maintaining its commitment to proactive support and strong client relationships. The firm's focus on innovative solutions and strategic planning provides a solid foundation for future growth and success.