Team Spotlight: Client Accounting Services

When your mission as a business is to enhance the prosperity of the clients you serve, each team member plays a critical role in your success. While clients turn to ATKG for tax, assurance, or litigation support services, some leverage our Client Accounting Services as an essential add-on. 

Whether you need basic bookkeeping or more in-depth accounting support, ATKG can customize a back-office solution to support your unique business or family office needs. Clients turn to us to manage their accounting department, and our team’s expertise can also provide Controller or CFO level services. 

ATKG’s Client Accounting Services team collectively has over 80-years of expertise and is driven by a servant’s heart, dedicated to going the extra mile to support our clients in meaningful ways.  

Dina is ATKG’s newest team member. She brings a wealth of expertise, having owned a public accounting practice specializing in financial accounting and taxation. Dina has worked predominately with clients in the healthcare industry and served as the Chief Financial Officer for San Antonio Surgical Arts. She went on to own Concordis Practice Management, where she served as its Managing Partner. 

Dina is actively involved in the National Association of Women Business Owners (NAWBO) SA Foundation Board. She has held several key positions, including President, Vice President, and Chairperson for the Chapters flagship program – High School Mentorship Program. 

Shannon has more than 20 years of accounting and office management experience. You could say she knows a thing or two about running the day-to-day operations for companies. Shannon’s prior industry experience in real estate, legal, and nonprofit made her a perfect fit for ATKG. She joined the firm in April of 2018 and is a Certified QuickBooks ProAdvisor and a Xero Certified Advisor.

Shannon earned her Bachelor of Arts in finance from Texas State University in 2002 and worked as the financial administrator for the Junior League of San Antonio for five years.

Sandy joined ATKG in 2017 and is a Xero Certified Advisor and a member of the Texas CPA Society. She studied art and business finance at Baylor University and is highly active in our local community. Sandy serves on the North East Independent School District School Board as a District 7 Trustee.

Sandy plays an integral role in the firm’s Fun Infusion committee, which is dedicated to inspiring team members to leave their mark on ATKG’s culture through laughter, camaraderie, and caring.

Alisha became a member of ATKG in 2018 as a bookkeeper and is a Certified QuickBooks ProAdvisor and a Xero Certified Advisor. She has nearly a decade of experience at CPA firms and continues to utilize her expertise to meet the specific needs of ATKG’s Client Accounting Services clients.

If you are interested in learning more about the Client Accounting Services we currently provide or looking to expand your back-office, feel free to reach out to a member of our team at info@atkgcpa.com or 210.733.6611.