Professional Accounting, Tax and Financial Services

• Paul and Sherri Pearce have been married for over thirty (30) years and during this time have raised two (2) boys and formed a lasting partnership. They spent over twenty years in Southwest Oklahoma where Paul's focus was in the community banking business. Sherri maintained her duties as mother and Domestic Goddess during this time. 

• During the beginning of the bank 'merger mania' that swept through the banking industry in the early 1990's, in order to prepare his career for the consolidation of the banking industry, Paul sat for the Certified Public Accountants examination in November 1993, and upon notification of passing all four (4) parts of the exam on his first attempt, was certified to practice in February of 1994. The achievement was accomplished while maintaining his position as President and CEO of a community Bank. 

• As a community Banker, Paul was very involved with his customers, staff and community. He assisted these three (3) factions as a trainer and facilitator for general management issues, sales management, strategic planning, sales training, marketing assistance, customer service training, business development and product development. To be in compliance with regulations and laws in the banking industry, he felt compelled to obtain his Series 7 security license to become a Financial Advisor for further assistance to his customers.

• Paul and Sherri had a dream so in November of 2002 Paul retired from his banking career and he and Sherri opened their own CPA and Financial Services Practice. Paul had a desire to merge his banking career experience with his accounting abilities so that he could establish and maintain a close relationship with his clients. The next dream that was fulfilled is when their youngest son, Adam, came to work for the practice in December of 2007. 

EXPERIENCE

• Public Accounting Practice opened in 2002.
• Paul has been certified to practice accounting since 1994 and Adam was certified in 2010.
• Firm is licensed to practice in Texas and Oklahoma.
• Paul is a Licensed Financial Services Representative and has been since 1998.
• Paul has 23 years experience in community banking including position as CEO and President.
• Adam and Paul are graduates of Oklahoma State University.
• Paul has an MBA from Oklahoma City University.