Meet Our Team
About Jonathan
Jonathan is a business growth and profitability advisor for small businesses that want to grow and take it to the next level. He is a self-admitted Excel geek who loves helping business owners leverage the information in financial reports to produce better results for their businesses. The numbers tell a story…and he interprets that story so business owners can make more informed decisions and more readily achieve their business AND personal quality of life goals. Jonathan wants to leverage his experience as a Big 4 auditor and Controller/CFO to help put more money in the pockets of business owners!
Jonathan is from right here in Woodway, Texas and graduated from Midway High School. He went on to Baylor University where he earned both a Bachelor of Business Administration degree in accounting and a Master of Accountancy degree, before obtaining his Texas CPA license.
Jonathan is a member of the AICPA and TSCPA, and he is also a member of Class XXXVI of the Leadership Waco Program of the Greater Waco Chamber. Outside of work, Jonathan is married to Allison and has three children: Jackson, Lynnsey, and Tyler. He enjoys sports, hunting, and is involved in PTA, Midway Little League, and Hedonia Club.
About Allison
Allison Green is a determined, friendly, and skilled tax professional with a passion for assisting clients achieve their business goals. Well-versed in partnership taxation with experience working in a variety of industries including private equity, financial services, asset management, real estate, and healthcare.
She graduated from Texas &AM University in 2004 with a dual BBA in Accounting and a Master of Taxation degree.
Allison is married to Jonathan and has three children: Jackson, Lynnsey, and Tyler. She is active in the Woodway Elementary and River Valley Middle School PTA, and also is a sustaining member of Junior League Waco.
