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About US

Meet the Team

OUR STORY

A Passion for Tech-Forward Accounting

Rooted in strong teamwork, our firm marks the third venture we've tackled together. From auditing Fortune 100 Companies to leading accounting and finance functions at dynamic tech startups, we've done it all.  As former operators ourselves, we have managed system upgrades, audits, and internal control implementations. We have supported technology startups through equity and debt financing, IPOs and acquisitions, as well as dispositions. We're proud of our track record and the trust our clients have in us.

 

At Treaty Oak, we have the privilege to support founders through equity and debt financing at early stages to set them up for long-term success. We are interested in more than just the numbers - we want your business to succeed and grow, and we are excited to support you along the journey. Contact us today to discover how Treaty Oak Financial Services can support your financial success.

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