Our Story
Heart of family, with a heart of serving others’ financial needs in the heart of Texas, and internationally.
Originally from Portland Oregon, we migrated quickly to Texas. Southern hospitality, a family oriented company, with a “get down and dirty” work ethic.
Our Founder, Rebecca, strives to provide the most accurate accounting services by exploiting her OCD and perfectionist traits. Yes, you can feel sorry for the staff!
Behind every great business is an excellent accountant!
Our Mission
Our company is dedicated to all aspects of your personal and business financial developments, financial logistics, and record keeping needs.
Our mission is to provide you with every financial tool available to assist in making wiser financial decisions.
With over forty years of combined experience, our company specializes in small to medium business, from Property Management, Real Estate, Construction, Professional Companies, Research and Development, and many more.
Our Support
We support our clients with timely and accurate information regarding their financial requirements and position.
We operating seamlessly in QuickBooks and with the property management software AppFolio. We would love to migrate you from any other software to AppFolio and watch how it will change your world!
Utilizing these services, we can build your trust in your financial information, including preparing your Corporate and/or Individual tax reports.
We want you to do what you love while we do what we love! What could be more wise than that?
Our Team
At SFL, we believe in recognizing our team’s experience, expertise, and commitment to professional growth. We use the terms Master, Journeyman and Apprentice to honor the time-honored tradition of skilled professions,
where mastery is achieved through practice, mentorship, and ongoing learning.
Master Trust Accountant
Journeyman Bookkeeper
Journeyman Bookkeeper
Master Trust Accountant
Pillar of Expertise and Leadership
The SFL’s team structure, the Master Accountant represents the pinnacle of expertise and leadership in property management trust accounting. This role is designed to guide and inspire the team, ensuring a standard of excellence while fostering growth and innovation.
Key Traits of a Master Trust Accountant
Mastery of the Craft: The Master possesses an unparalleled depth of knowledge in trust accounting, property management, and related financial systems, such as AppFolio and QuickBooks Online (QBO). They not only perform with exceptional precision but also set the benchmark for quality and efficiency within the organization.
Leadership and Mentorship: This role is instrumental in nurturing the next generation of accounting professional. By mentoring Journeymen and Apprentices, The Master ensures that expertise is shared, skills are refined, and the
team operates cohesively.
Strategic Oversight: Beyond day-to-day tasks, the Master oversees the strategic direction of SFL’s financial services. They analyze trends, identify opportunities for improvement, and implement innovative practices to elevate client service and team operations.
Client Relationships: Acting as a senior liaison for high-profile or complex client accounts, the Master is a trusted advisor. They ensure client needs are met with a blend of technical excellence, personalize service, and forward-thinking solutions.
Problem-Solving and Decision-Making: A hallmark of the Master role is their ability to tackle challenges with confidence. Whether it’s reconciling complex accounts, managing regulatory compliance, or addressing unusual client
requests, they approach problems with clarity and resolve.
Journeyman Trust Accountant
The Skilled Professional in Action
At SFL, the Journeyman represents a highly experienced and capable professional who has mastered core accounting skills and plays a vital role in delivering exceptional services to clients. Journeymen bridge the gap between foundational learning and mastery, supporting the team and mentoring Apprentices while ensuring operational excellence.
Key Traits of a Journeyman Trust Accountant
Technical Proficiency: Journeyman have a strong understanding of trust accounting principles, property management software (e.g., AppFolio, QBO), and compliance requirements. They excel in applying this knowledge to handle detailed and complex financial tasks.
Reliability and Consistency: Known for their dependability, Journeymen ensure accuracy in reconciliations, reporting and account management. Their consistency builds trust with both clients and colleagues.
Adaptability: Journeymen are resourceful professional who can handle evolving client needs, industry changes, and challenging accounting scenarios with confidence and efficiency.
Client-Centric Approach: With a strong focus on client satisfaction, Journeymen ensure excellent communication, timely responses, and tailored financial solutions that align with each client’s goals.
Mentorship and Collaboration: Journeymen actively support the growth of Apprentices, sharing their knowledge and fostering a collaborative environment. They contribute to team success by mentoring others while continuously improving
their own skills.
Apprentice Trust Accountant
The Foundation of Growth
Apprentices are eager professionals at the start of their accounting journey, learning the complexities of property management trust accounting through hands-on experience, mentorship, and dedication. They bring enthusiasm, adaptability, and a drive for personal and professional growth to the team.
Key Traits of an Apprentice Trust Accountant
Eagerness to Learn: Apprentices are driven by a strong desire to absorb knowledge and refine their skills. They approach tasks and challenges with curiosity, seeking opportunities to grow under the guidance of their Journeyman and Master mentors.
Attention to Detail: Apprentices are naturally detailed-oriented, ensuring accuracy in their work while learning to identify discrepancies in reconciliations, reporting and other financial records.
Adaptability and Flexibility: They thrive in dynamic environments, quickly adjusting to the unique requirements of property management accounting and the varied needs of clients.
Collaborative Mindset: Apprentices value teamwork and contribute positively to the group dynamic, learning from more experienced team members while providing support where needed.
Commitment to Professional Growth: They demonstrate a proactive approach to mastering accounting tools, software (like AppFolio and QuickBooks Online), and industry-specific concepts, aiming to build a strong foundation for their
careers.
Call us! It will only take a minute
Behind every great business is an excellent accountant.