Rounding out our client services team are our Accounting Associates, a highly skilled group of professionals with a broad range of experience in both financial statement and income tax preparation. Our Associates come from diverse business backgrounds including banking and finance, non-profit organizations, real estate, construction, medical services, oil and gas, the hospitality industry, and retail sales.

All of our Associates are proficient with Quick Books, which is currently the leading accounting software for small to mid-sized businesses. Our team also includes individuals who are knowledgeable in a variety of other accounting software packages as well as proprietary software tailored to fit individual clients.

In addition to traditional financial statement and tax return preparation, our Accounting Associates serve as a valuable source of information and training for our clients. They frequently conduct Quick Books training sessions for business owners and their in-house bookkeepers. Our Associates also make on-site visits to trouble shoot specific accounting problems and are always just a phone call or email away should our clients require their assistance. Each member of our team strives to ensure continuity of service and the personalized attention our clients deserve.

You may contact our Accounting Associates as follows:

Kathy Benfield : kbenfield@owenlyon.com
972-317-0529, Ext 30

Sandra Duncan: sduncan@owenlyon.com
972-317-0529, Ext 28

Tanya Gillespie: tgillespie@owenlyon.com
972-317-0529, Ext 31

Paul Moore: pmoore@owenlyon.com
972-317-0529, Ext 27