- Who We Serve
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Who We Serve
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.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- 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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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Business Advisory
Business Advisory Services
What We Do ⟶ Business Advisory Services
Successful organizations require strategic financial leadership and support to compete in today’s market. From early stage businesses in growth mode to mature organizations in transition, our Business Advisory Services can help bridge your financial management gap. We know that business owners are under constant pressure to make operational decisions with financial and tax implications, so our expertise is aimed at providing reassurance and accessibility. Our Business Advisory Services are flexible and can provide the financial vision your organization may be missing, allowing you to focus on what you do best.
Transform Your Business
- Interim CFO Services
- Interim Controller Services
- Organizational Structure Review
- Accounting Systems Automation
- Custom Reporting
- Budgeting & Forecasting
- Cash Flow Management
Technology We Use
Technology We Use
Meet the Tax, Accounting, Business Consulting & Advisory Partners
At Beaird Harris you don’t just work with one advisor – you get our whole team! After all, it takes a great deal of experience to deliver the service you deserve. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and are trained to do helps us raise the bar – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.
Paula Allgood, CPA
Managing Partner
Pat Beaird, CPA, PFS
Co-Founder
Kristy Carlton, CPA
Partner
Jon Bryant, CPA, CITP
Partner
Genny Cordell, CPA
Partner
Don Harris, CPA
Co-Founder
Denise Johnston, CPA, Esq.
Partner
Kristen Jones, CPA
Partner
Carla Medrano, CPA
Partner
Ameerah Morsy, CPA
Partner
Ron Skalberg, CPA
Partner
Justin Watson, CPA
Partner
Deanne Wilson, CPA
Partner
Running a business is a challenging endeavor for any individual, but fortunately you don’t have to do it alone. Our Business Advisory Services are designed to offer access to specific skill sets that you may not have as part of your full-time staff.
Let's Talk
Curious to see if we’re a good fit?
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.