About Us
Bookkeeping and CFO services designed for accuracy, clarity, and peace of mind.
Founder
Introduction
After more than a decade managing complex assets, reconciling accounts, and advising business unit leaders at publicly traded companies—including Fortune 500 organizations—and within a fast-paced, private equity–backed firm, I founded IQ GL to bring CFO-level financial insight to small business owners.
I know the pressure of making critical decisions without precise numbers. That’s why IQ GL’s mission is to equip growing businesses with accurate financials, forward-looking strategy, and the same caliber of support large enterprises expect—without the overhead.
Who We Serve
IQ GL is a virtual firm based in Houston, TX. While we serve clients across the U.S. remotely, we’re proud to support local Houston businesses with in-person service when needed.
Why IQ GL is the right move for
your business
10+ Years of Professional Experience in automotive, oil & gas, renewable energy, and the facilities sectors.
Secure, Cloud-Based Tools for on-demand access to your financials.
Transparent, Fixed-Fee Pricing with no surprise invoices.
Forward-Looking Support including forecasts, KPI dashboards, and strategic financial planning
Mission
At IQ GL, our mission is to provide clear and reliable financial guidance that empowers business owners to make informed and confident decisions. We act as stewards of your financial well-being: delivering timely reports, strategic foresight, and honest insights that ensure clarity, drive growth, and peace of mind.
Vision
At IQ GL, we strive to be more than just your average vendor. We aim to be your reliable, trusted financial partner. We work to achieve transforming complex financials into strategic clarity, and for delivering insight with unwavering integrity, consistency, and care.
Our Core Values
At IQ GL, our values are embedded in every process and guide everything we do—from the way we handle your books to how we help you make strategic financial decisions. We don’t just process numbers—we build lasting partnerships grounded in trust, foresight, and results.
Stewardship
We treat your business as if it were our own-managing your finances with care, diligence, and long-term thinking.
Foresight
We help you plan for what’s ahead, not just react to what’s already happend.Our insights prepare you to make decisions with confidence
Reliability
We take pride in supporting your business with consistent, timely, and accurate financials. We show up, stay accountable, and keep our word.
Clarity
Financial information should be clear, not confusing. We translate complex data into simple, actionable insights.