- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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Contact Us ⟶ Introductory Call
Let's Talk.
Curious to see if Beaird Harris is a good fit?
Schedule a complimentary introductory call today.
Schedule
A Conversation,
Not a Pitch
About 30 minutes, at no cost, with no obligation on either side. No documents to gather and no preparation required. Here is what we will cover:
- What prompted you to reach out, and what you are hoping to solve
- Which services would actually be relevant, and which would not
- How we work, and how an engagement is structured
- Whether we are the right fit, and an honest answer if we are not
What We Can Talk About
Whichever Services Are Right for You
Some clients come to us for one thing. Others engage us across all three. Part of this conversation is figuring out which combination actually fits your situation, and you are never obligated to take more than you need.
Tax
Year-round planning and preparation for individuals, families, and business owners, including the situations most firms refer out.
Outsourced Accounting
Bookkeeping, controller services, and Fractional CFO support for businesses that need a finance team without hiring one.
Wealth Management
Fee-only financial planning, investment management, risk, and estate, delivered under a fiduciary standard.
If what you need sits outside what we do well, we will tell you that on the call rather than three meetings in.
Common Questions
How long is the call?
An introductory call with Beaird Harris usually takes about 30 minutes. If your situation warrants more time, we will schedule a longer follow-up conversation rather than rush.
Is there a cost?
No, the introductory call is complimentary. There is no cost and no obligation to move forward.
Do I need to prepare anything?
No, you do not need to prepare anything. Bring no statements, returns, or documents to this conversation, and if we move forward we will tell you exactly what we need at that point.
Is the call in person or virtual?
Most introductory calls are virtual, and your calendar invite includes instructions to join. If you would rather meet at our Dallas office, just let us know.
What if I am not sure what I need?
Not knowing what you need is a common place to start, and it is a good reason to have the conversation. Part of our job on this call is helping you name what you are actually trying to solve.
An introductory call does not create an advisory or client relationship. Tax and accounting services are provided by Beaird Harris, PLLC. Wealth management services are provided by Beaird Harris Wealth Management, LLC, a Registered Investment Advisor registered with the SEC.
