A Little About Us

We're a full-service CPA firm delivering cost-effective and quality accounting solutions to a diverse base of clients. Our goal is to provide each of them with quality work and a great client experience.

Clients First

Why do our clients love us? For us, talking about putting clients first isn't just talk. Our roots are firmly planted in the philosophy of doing our best for and by our clients.

This means providing unmatched personal service often missing at bigger firms, while still meeting needs with the highest quality skill and knowledge.

Our three-pronged service commitment calls for actively involved partners, strictly met deadlines, and closely kept budgets. We believe that our accounting experience is best deployed for our clients when engagements are consistent, timely, and cost-effective.

What Makes Us Different

So what makes us stand out from most regional firms? Our clients tell us that there are three key things that make us different.

  • Half of our local partners and firm leadership have 15-20+ years of experience with Big Four firms.
  • Our large client base gives us broad and deep experience with the specific needs of companies and not-for-profits.
  • We’re a homegrown Texas firm with long-standing community roots with about 85% of our core business in the state.
6

partners

2

offices

20

CPAs

Our Core Values

Lead

We are leaders within our firm and in our communities.

Bolster

We make each other better through teamwork, learning and leadership.

Serve

We serve our clients in a professional manner and to the best of our abilities.

Respect

We respect each other and our clients.

Moral

We act and communicate with integrity and honesty.

Firm Leadership

Don McPhee

Don McPhee

Managing Partner
dmcphee@pmbhd.com
David Forrest

David Forrest

Houston Office Lead Partner
dforrest@pmbhd.com

Firm Memberships

AICPA
The American Institute of Certified Public Accountants is the national professional organization for Certified Public Accountants. It provides resources, information, and leadership; advocacy, certification and licensing, communications, recruiting and education, and standards and performance.

Employee Benefit Plan Audit Quality Center
A membership center of the AICPA for firms that audit employee benefit plans; pension, health and welfare, 401(k) and 403(b) plans subject to ERISA. This affiliation helps us keep current with regulatory changes.

Governmental Audit Quality Center
A membership center of the AICPA for firms that audit government entities; audits performed under the Single Audit Act and OMB Circular A-133, Audits of States, Local Governments and Non-Profit Organizations.

PCPS Firm Practice Center
The PCPS is the AICPA’s Private Companies Practice Section. This segment of the AICPA provides information and resources for firms of all sizes in the area of practice management.

Office Locations

Austin

12301 Research Blvd.
Bldg V, Suite 160
Austin, TX 78759
Tel 512.258.9670
Fax 512.258.5895

Houston

14090 SW Freeway
Suite 300
Sugar Land, TX 77478
Tel 832.301.3000
Fax 832.301.3010