Advising Tax Saving Options by Expert Financial Adviser

AccountsFit

Our Approach

AccountsFit strives to give all of our clients, large and small alike, quality service to help them reach their financial objectives by serving as an adviser in financial management, tax, and accounting.

 

AccountsFit is located in suburban San Antonio, serving our client's accounting and tax services by the hour as needed. Accounting and taxes are disciplines, including profitability, cash flows, reporting, compliance, and tax planning advice.

Our associates work with individuals and businesses to help them reach their financial goals.

 

We will perform a consultation to determine the unique financial fitness. Then we advise clients on tax-saving opportunities, and we provide financial advice based on their monthly financial statements.

About Our Founder

Our founder is a licensed CPA in the state of Texas and is experienced in managing the financial assets of the business and personal portfolios. Our comprehensive portfolio of financial services assures that we have the experience to help with your unique financial service needs.

Patti Flanagan, Founder and Principal of AccountsFit have a highly successful career working in Accounting, Tax, Treasury, and Finance, including a few of the most prestigious accounting firms, PriceWaterhouse, and Peat, Marwick, Mitchell, and the highly prestigious international law firm, Andrews Kurth, LLP. Her career included serving in the petrochemical industry, dealer distributorships, and small to midsize entrepreneurial businesses such as manufacturing and financial services for 30 years, most of it in management.

During her years of managing in the corporate world, Patti learned the importance of understanding clients' needs and finding ways to help clients succeed in their business. She views her practice as an opportunity to make a direct and visible impact on her clients’ lives.

She is also an active member of her church, where she serves in the Choir.

Patti Flanagan
Founder and Principal

Beverly (Patti) Flanagan is a licensed CPA in the state of Texas and has earned a BBA in Accounting.

Patti Flanagan