We are a group of financial professionals who believe in utilizing the best technologies available to strengthen our client’s financial management so they can focus on their clients and growing their business.
Our financial expertise combined with the latest accounting technology allows us to provide insight into your business like never before, building custom designed processes to reduce costs and add value to your operations and your bottom line.
We pride ourselves on becoming thoroughly knowledgeable of our client’s operations. Our goal is to become a trusted and reliable advisor.
Erick is directing shareholder and leads Financial Insite. Erick is responsible for tax review, planning, assessment, federal and state client representation, and all related business tax functions. His area of expertise is in professional service companies, high income earners, online retail, real estate, and manufacturing. He is a Certified Public Accountant in the state of Texas.
Erick brings experience working with an $8bn fortune 500 energy company that has a multi-national presence and nearly $4bn in assets. Before focusing on the energy sector, Erick worked in public accounting where he practiced tax advising for high net worth individuals, foreign held U.S. businesses with gross revenues of $150MM +, analyzing tax consequences of fixed asset transactions, estate planning, and complex capital transactions.
Erick leverages his background in corporate tax and public accounting to provide effective solutions to his clients that help them make better informed business decisions.
Complete Business Review & Evaluation
We perform an in-depth evaluation of your current operations and financial health of your company.
Inventory & Resources Assessment
We take an inventory of your current resources including staff and technology.
Custom Design Financial & Operating Plan
We custom design and financial and operating plan that reflects your business and provides meaningful financial information so you can make better decisions.
Support, Reporting, and Monitoring
We provide you with ongoing support, reporting, and monitoring of your finances including filing your State and Federal Tax reports.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
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Main: (713) 297-9123 Fax: (713) 583-5287
2425 West Loop South, Suite 200, Houston, TX 77027