Client Stories

IronEdge

Closely Held Businesses

When I completed the 'Find Your Why.' exercise designed by Simon Sinek, I came to realize my WHY was helping others succeed. It led to building an enterprise-level IT business model that could be scaled down to meet the needs of small to medium-sized businesses. From there, helping others succeed became my desire for our team, clients, and community.

IronEdge now has offices in Houston and San Antonio. Our first public accounting firm was in Houston. Over time, we came to realize we were not a cultural fit for each other. They often missed the mark on providing the right solutions and guidance our growing business required. We knew it was time for a change, so we moved to ATKG and have never looked back.

We value the approach they take to getting to know our business and providing us the level of customized service we had been seeking. Each team member is passionate about the work they do, and if you spend enough time with them as we have, you quickly realize they are a whole lot of fun. Like IronEdge, their culture makes them unique and their uncanny ability to select the perfect person for each position they seek to fill. But the most significant similarity between our two organizations is the "Do whatever it takes" attitude every team member shares. It leaves a lasting impression on clients, so they know you are not merely a transaction but a valued partner.

Ryan Lakin, President
IronEdge

Industry
Closely Held Businesses
We know closely held businesses. We breathe them, and we are one. We know the pressures, demands, and what it’s like to suddenly feel responsible for whether the company is going to succeed or fail

Beth Hair - Entrepreneur and Business Owner

Professional Services

In 2009, I contacted ATKG about starting a consulting firm. What I needed, at that moment, was a trusted adviser to work through the finite details. By the second quarter of that year, our Houston office was launched. A few months later, we opened the doors to a second location in San Antonio.

Much to our surprise, not only did ATKG expertly guide us through the process of establishing our business, but they also offered us unused space in their office. Over the time we leased space in ATKG’s office, we had the unique opportunity to witness firsthand what makes ATKG special – the depth of expertise shared by a close-knit team committed to serving their clients and community.  We were truly grateful for ATKG’s expertise and support and felt a special bond with the ATKG family.  Because of ATKG’s desire to enhance the prosperity of its clients, we were able to build our business into a company that has employed hundreds of professionals in San Antonio over the years.

More than a decade later, ATKG remains our trusted adviser. We leverage almost every service they offer. We value their proactive approach because it keeps us looking toward the future. If I were to capture the creativity and insightfulness of ATKG in a few words, I would say they are focused on our goals and genuinely concerned about me and my business ventures. In the end, it comes down to the mutual trust we have developed in one another.

Industry
Professional Services
Helping you run your practice like a business is what we do best. ATKG has decades of experience and an insider’s perspective.

What Makes Us…Us?

Distinctive & Unique
Have you ever been frustrated when your CPA won’t return your phone calls? Did your eyes roll back into your head when they rattled off another code section? Have you sometimes wondered if your CPA is from another planet because they just don’t seem to understand your business goals?

testimonials

‘‘My father and I have used ATKG since the days of its founder James Ahern, and they have always provided excellent and accurate advice.’’

A Client

‘‘I can't name just one reason about Eric and Hayley! Their proactivity, creativity, collaborative spirit, and communication are all absolutely incredible.’’

A Client

‘‘I call them my ATKG team!’’

A Client

‘‘Very personable and knowledgeable. Over the years, I have created great relationships with Teryn Grater, Diane White, and the seniors and managers on my account.’’

Melanie Fluitt

3 Star Daylighting, LP

‘‘We appreciate ATKG's responsiveness, timeliness, and good communications’’

A Client

‘‘Everyone that I have worked with at ATKG is extremely friendly, helpful, and always very responsive!’’

A Client

‘‘I couldn't be happier with the choice to move from EY to ATKG. A.J. Sturm, Diane White, Alisha Bell, and the support staff have been instrumental in helping me with a complicated Estate and Foundation scenario. Not only have they provided me with phenomenal accounting and tax advice, but they have also gone above and beyond to help me plan for today, tomorrow, and far beyond. Thank you, ATKG!!!’’

Amy Burdick

Richard L Burdick Foundation

‘‘We continue to consider ATKG a part of our personal and business planning team. They are a professional firm with an impeccable level of service.’’

A Client

‘‘ATKG is very professional, responsive, and client-oriented. They are committed and make a point to communicate with annual meetings and anytime I have a question.’’

A Client

‘‘Angie Stone and her team provided valuable forensic accounting services and excellent litigation support in some complex family law cases handled by our firm.’’

Alicia K.

Key Law Firm

‘‘Angie Stone and Courtney Mastin are prompt in their response to any inquiry our clients or I may have. Additionally, everyone at ATKG maintains a wonderful level of professionalism.’’

A Client

‘‘Great people, good response time, and helpful’’

A Client

‘‘Excellent customer service. Rapid response to questions!’’

A Client

‘‘Great people and very informative, up-to-date with ever-changing rules and guidelines in this ever-changing government!’’

A Client

‘‘ATKG is invested in my success and is highly responsive to my needs.’’

A Client

‘‘ATKG offers great customer service.’’

A Client

‘‘Prompt service and excellent forecasting. I also feel that I get tremendous support, more than I have received in the past.’’

A Client

‘‘Katie provides great service and is very knowledgeable.’’

A Client

‘‘She is friendly, responsive, and knowledgeable.’’

A Client

‘‘David and the ATKG team are knowledgeable regarding current tax issues, and they are extremely responsive to all questions.’’

A Client

‘‘Been working with ATKG for several years; they are extremely professional, knowledgeable and offer great customer service.’’

A Client

‘‘ATKG provides services up and above any other accounting firm I have ever used. They want to help their clients manage their wealth and offer to help teach their children about wealth and how to manage it.’’

A Client

‘‘Teryn is always quick to respond to questions and on top of the latest accounting rules.’’

A Client

‘‘Amanda and Shannon offer us consistent communication’’

A Client

‘‘A. J. is professional, knowledgeable, and provides friendly assistance.’’

A Client

‘‘Eric and Sarah do an excellent job handling our account and promptly answering questions. They are proactive in planning meetings and looking forward.’’

A Client

‘‘Our ATKG team, which includes Eric, Ruth, Katie, and Shannon is incredibly knowledgeable, professional, and supportive of our business. Client service always feels like it is at the forefront of their mind.’’

A Client

‘‘Loyal, excellent service over 35 years with Melanie and her team.’’

A Client

‘‘Our interactions with Diane and the ATKG team are always a model for how a professional services company should interact with its clients. With ATKG, we know that our finances are in good hands.’’

A Client

‘‘Melanie, Teryn, and Sandy have clearly had my and my family's best interests at the forefront. I have had a 19-year relationship that has proved to be very beneficial to my family and me.’’

A Client

‘‘Melanie, Teryn, and Katie offer us confidence.’’

A Client

‘‘Diane and Shannon are a critical resource and partner to our firm. They are knowledgeable, responsive, and dependable on all levels.’’

A Client

‘‘Diane and Shannon provide great service. They are very knowledgeable and are always willing to assist our group with sage advice.’’

A Client

‘‘Great work, timely, and the best part....nice folks!’’

A Client