ABOUT US

Mrs. Lockhart began her professional career as a supervisor in 1988 with a national truck driving school.  Through the years she has performed in various industries:   hospital, engineering, business suites, and healthcare. She most recently held the position of VP Finance for a multi-million dollar private equity funded business venture. 

Prior to her promotion, she was the Company's first Controller charged with implementation of controls and development of department procedures.  She previously held a Supervisor position at one of the country's largest privately owned, integrated healthcare companies.  In this capacity, she was responsible for providing information during all audits of the parent and subsidiary companies regarding the Austin operation, and was responsible for providing accurate and timely financial information to the Board of Directors. 

Mrs. Lockhart holds an AAS degree in Management / Accounting cum laude.  She continues her education through on-going accounting and computer software courses.  She is an active member of the American Institute of Professional Bookkeepers. 

Catherine's patience and determination ensure that every client is treated with high regard. In her spare time, Catherine enjoys vacationing and spending time with her husband.  

Mrs. McAllister most recently held the position of client manager for a prestigious personal administrator organization.  She was personally responsible for managing all aspects of her 20+ client's financial and personal needs.  She previously held the Management position at one of the country’s largest privately owned, integrated healthcare companies.  In this capacity, she was responsible for the operations at the company’s national headquarters in Austin.   Mrs. McAllister has Controller experience in a variety of industries:  automobile, cattle, country club, cable construction, fence construction, paper, and others with over 30+ years of experience.

Mrs. McAllister holds a BBA degree in Accounting from Angelo State University.
Lynn treats every client with respect and integrity.  Lynn is an Intuit Quickbooks Certified ProAdvisor.