Katherine's Professional Profile

Katherine Nixon, CPA, PFS, CLTC, CPC has been at the helm of her own business since 1990. She is certified as a public accountant, a personal financial specialist, and professional coach. Kathy holds a BBA in Accounting from Texas A&M University.


Kathy has served on the boards of:

  • Houston CPA Society
  • Northwest Forest Republican Women
  • TSCPA Insurance Trust as well as long-time chairs of Houston CPA Society’s membership and public relations committees.

Kathy is a member and volunteer of:

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • Houston CPA Society (HoustonCPA.org)
  • Northwest Forest Republican Women (NWFRW.org)
  • A&M Former Students Association
  • Houston A&M Club and Reveille.org
  • AggieWomen.org
  • Houston AggieWomen.com - Extension of the Reveille Club in Houston

Kathy is a proud supporter of:

  • Lakewood United Methodist Church
  • Texas A&M University
  • Northwest Assistance Ministries
  • Salvation Army
  • The Bubba Adventure
  • Women of the Word Ministry

Education and Certifications:

  • State of Texas, Certified Public Accountant (CPA)
  • Certification, Personal Financial Specialist (PFS)
  • Certification, Certified Professional Coach (CPC)
  • Certification, Long-Term Care Professional (LTCP)
  • Certification, Long-Term Care (CLTC)
  • Texas A&M University, BBA Degree in Accounting

Highlights

  • Very experienced in the areas of corporate and financial audits, tax law, financial planning, management training and communication.
  • Willing to travel to promote and implement the company’s directives.
  • Experienced in most areas of public accounting and public relations.
  • Committed to meeting company objectives through repeatable processes.
  • Proven track record of project management successes.


Objectives

  • Employ her business experience and education to increase company’s profits.
  • Utilize her public accounting as well as her public relations training and experience along with marketing skills and knowledge to reach financial goals of client.
  • Implement the company’s mission and vision throughout the company in a creative way that encourages positive work environments and displays a superior level of customer service.
  • Apply her coaching and training skills to build, foster and solidify the company’s culture.

Skills

  • Ability to see the big picture:  She understand the dynamics of all aspects of business and how the proper use of resources creates profit, jobs, and success.
  • Communication:  She has the ability to report tax and accounting information in both written and oral form.  I enjoy speaking on tax advantaged financial strategies, current tax laws, strategic retirement planning, and the roles of individuals in a professional team concept.
  • Goal-oriented and focused: She strives to achieve the company’s and my personal goals in a friendly, professional manner.  She likes what she does and it shows in her focus, energy, and strong work ethic.
  • Process improvement and solution implementation:   She creates optimal solutions and implement them with team ownership.
  • Identify corporate and individual needs:  She works to exceed corporate expectations.  She notices what people do and how they do it and prepare a plan that builds on those skills and experiences.
  • Appreciation of diversity:  She invests time in establishing strong relationships to learn the culture, the people, and their priorities.


Katherine Nixon is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with experience in public accounting beginning in 1975.  Her successes have included, but are not limited to:

  • Planning, conducting and preparing certified audit engagements on businesses in the areas of construction, real estate and project development, apartment rental, fast food, retail, service, homeowner associations, manufacturing and distribution.
  • Preparing individual, compiled, reviewed and audited financial statements with technical competence and working knowledge of relevant governing rules.
  • Spending considerable time with officer/shareholders, upper management and individuals concerning corporate and individual tax planning, cash flow analysis, bank financing, mergers and liquidations, retirement plan distributions, estate probate and tax planning.
  • Working with attorneys in litigation discovery and support, including court testimony and speaking before congressional hearings.
  • Preparing federal and income tax and other reporting returns for individuals, partnerships, corporations, trusts, and estates, including representing clients.
  • Completing many complex contract assignments within tight deadlines.


Kathy likes to speak on tax law, investment & estate planning, and financial issues.  She continues to write articles on tax laws, retirement decisions, wealth building, financial services, and estate tax planning & reporting related issues.  She frequently attends courses on current financial information, tax law changes, and estate planning strategies.  She has spoken before a Congressional hearing.  She has been interviewed for radio, print and television. 

Kathy has been active in the local Houston CPA Society since the early years in her business. She has been honored by the group of over 8,000 CPAs over the years.  She was named the 1996-1997 Outstanding CPA of the Year.  For 2001-2002 year, she received an award for being the Most Creative for the efforts made as the public relations chairperson.  For the 2002-2003 year, she received a special recognition for efforts in their membership retention and recruitment program.  For the 2003-2004 year, she received a Presidential Citation for continued work on the membership committee.

Kathy is Texas grown, where she was raised in Bellaire. She has been married since 1977.  She and her husband, Kenny, have had their home in Northwest Houston since 1980.  She is a member of Lakewood United Methodist Church.  She enjoys spending time with her family, art, photography, traveling, and coaching.