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Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm based in Dallas, TX, has announced that Paula Allgood, CPA, has transitioned to Managing Partner of the Firm’s Certified Public Accounting practice, a position formerly held by founder Pat Beaird, CPA, PFS, for the past 33 years. While Paula takes the helm of the CPA firm, Pat Beaird will remain actively engaged in the CPA firm and maintains his position as Managing Partner of the firm’s Wealth Management affiliate, Beaird Harris Wealth Management.
Paula was appointed to the position with 30 years of experience at Beaird Harris. She has served as a key player on the Firm’s leadership team and has brought innovative solutions to develop the team, enhance the Firm’s infrastructure, and strengthen the Firm’s culture. Following Pat’s example in emergency medicine and dentistry, Paula broadened the Firm’s healthcare niche into plastic surgery, med spas, general surgery, OBGYN and family healthcare practices, and further expanded the Firm’s client base into other service-based organizations including law firms, start-ups, sales companies, and franchises. Paula is also active in the Firm’s Wealth Management practice and has a passion for helping clients achieve financial independence.
“When I was 20 years old and seeking an internship, Beaird Harris stood out from other firms because of the hands-on approach and genuine care for the clients,” says Paula. “Personal relationships with clients were the foundation of the business then and it’s still the way we do business today.”
Paula started with the CPA firm as an intern while attending Texas A&M University and joined full-time upon graduation. Throughout her tenure, she has made an outstanding series of advancements within the organization. She became the Firm’s first female Partner in 2002 and a Vice President in 2005. She became an Investment Advisory Representative in 1996 and a Partner of Beaird Harris Wealth Management in 2012. Paula has been an instrumental contributor in building a unique culture in the public accounting industry where women can balance a successful career and home life, which is evident when you look at the Firm’s partners, who are more than 60% female.
Paula’s mission is to ensure Beaird Harris continues to be a place where every team member and client is treated fairly, with dignity and respect. Her passion is to have an organization that offers opportunity and a meaningful career to the team, in the same way it has since the Firm was started. This passion has attracted a robust team who have faith in the Firm and an enthusiasm for continued success under her leadership.
“I’m honored and humbled to be taking on this role for the CPA firm,” said Paula. “During my tenure with the firm, we’ve grown from a team of six practitioners to a multidisciplinary group of 70. Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges our clients may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals. I recognize the importance of our history, culture, and role as a trusted advisor for those who put their trust in us. We have a culture of trust and service excellence in which we take tremendous pride. I fully intend to carry this vision and culture forward, and I’m excited for what the future holds at Beaird Harris.”
“Paula is a leading light,” says Pat Beaird. “I want every person in the firm and every client to know how grateful I am for their involvement over the last 30 years. I have every level of confidence in Paula to take the firm to new heights.”
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, business advisory, investment management, financial planning, family office and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both Firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor.
DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Paula Allgood and/or Beaird Harris Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Paula Allgood and/or Beaird Harris Wealth Management by any of their clients.
ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.
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