About Us
Our Story
We believe in the power of innovation and collaboration to drive success. What started as a small team with big dreams has grown into a thriving firm dedicated to helping businesses achieve their goals. Our mission is simple: to deliver results through creative strategies, cutting-edge technology, and a passion for excellence.
With a team of experts who value integrity, ingenuity, and client success, we take pride in crafting tailored solutions that not only meet but exceed expectations. Every project we undertake is a reflection of our commitment to your growth and our belief in the potential of every client we work with.
Results Oriented Growth
We focus on delivering measurable outcomes, helping businesses achieve sustainable and scalable growth.
Client Collaboration
We work hand-in-hand with our clients, fostering transparent communication and meaningful partnerships.
Data-Driven Creativity
Combining creativity with insights, we design strategies that are both innovative and effective for maximum growth.
The team behind our success
Meet the passionate professionals who bring expertise, creativity, and innovation to every project. Our team is dedicated to helping you achieve your goals with tailored strategies and exceptional execution.
Managing Partner
Mitzi is the Managing Partner at Sullivan & Grantham, PLLC, bringing over 30 years of experience in public accounting and firm management. As the leader of the firm, Mitzi oversees all aspects of operations, ensuring the delivery of high-quality accounting, tax, and advisory services to a diverse client base.
Mitzi’s expertise includes strategic planning, financial management, and business development. She has a proven track record of driving growth and enhancing client satisfaction through innovative solutions and a client-centric approach. Her leadership style is characterized by a commitment to excellence, integrity, and fostering a collaborative work environment.
Throughout her career, Mitzi has been instrumental in guiding clients through complex financial landscapes, providing insights that help them achieve their business objectives. She is adept at identifying opportunities for efficiency and growth, making her a trusted advisor to many business owners and executives.
Mitzi holds a Bachelor’s degree in Accounting from the University of Texas at Arlington and is a Certified Public Accountant (CPA). She is actively involved in professional organizations and community initiatives, reflecting her dedication to both her profession and her community.
Outside of work, Mitzi enjoys mentoring young professionals, staying current with industry trends, and participating in local charitable activities.
Tax Partner
Nick is a seasoned tax professional with over 5 years of experience in public accounting. As a Tax Partner at Sullivan & Grantham, PLLC, Nick specializes in providing comprehensive tax planning and compliance services to small and medium-sized enterprises. His expertise spans individual, partnership, and corporate tax returns, as well as strategic tax planning and research.
Nick is dedicated to helping clients navigate the complexities of tax regulations and maximize their financial outcomes. He is known for his meticulous attention to detail, strong analytical skills, and ability to develop innovative tax strategies that align with clients’ business goals.
In addition to his technical proficiency, Nick is committed to building lasting relationships with clients. He takes the time to understand their unique financial situations and provides personalized solutions that drive growth and success. His leadership and mentorship within the firm have been instrumental in fostering a collaborative and high-performing team.
Nick holds a Bachelor’s degree in Accounting from the University of North Texas and is an active Certified Public Accountant (CPA). Outside of work, he enjoys volunteering in the community and staying updated with the latest developments in tax law.
Financial Services Manager
Heather serves as the Financial Services Manager at Sullivan & Grantham, PLLC, where she brings education and experience in financial planning, analysis, and advisory services. In her role, Heather is responsible for managing client relationships, overseeing financial reporting, and providing strategic financial guidance to help clients achieve their financial goals.
Heather’s areas of expertise include budgeting, forecasting, financial statement preparation, and financial analysis. She is known for her analytical acumen, attention to detail, and ability to translate complex financial data into actionable insights. Her proactive approach ensures that clients are well-informed and positioned for success.
At Sullivan & Grantham, Heather is dedicated to delivering personalized financial solutions tailored to each client’s unique needs. She works closely with business owners, executives, and individuals to develop comprehensive financial strategies that drive growth and stability. Her commitment to excellence and client satisfaction has earned her a reputation as a trusted advisor.
Heather holds a Master’s degree in Accounting from the University of North Texas and is a Certified Public Accountant (CPA). She is actively involved in professional development and stays current with industry trends to provide the best possible service to her clients.
Outside of work, Heather enjoys mentoring aspiring finance professionals, participating in community events, and exploring the latest financial technologies.
Tax Associate
Lydia is a dedicated Tax Associate at Sullivan & Grantham, where she brings a strong foundation in tax preparation and compliance. With a keen eye for detail and a passion for helping clients navigate the complexities of tax regulations, Lydia plays a vital role in the firm’s tax department.
Lydia’s responsibilities include preparing individual and business tax returns, conducting tax research, and assisting with tax planning strategies. She is known for her analytical skills, thoroughness, and commitment to accuracy. Her ability to stay current with the latest tax laws and regulations ensures that clients receive the best possible advice and service.
At Sullivan & Grantham, Lydia is committed to providing personalized tax solutions that meet each client’s unique needs. She works closely with clients to understand their financial situations and develop strategies that minimize tax liabilities and maximize savings. Her dedication to client success and her collaborative approach make her a valuable member of the team.
Lydia holds a Bachelor’s degree in Accounting from MNO University and is currently pursuing his Certified Public Accountant (CPA) designation. She is passionate about continuous learning and professional development, regularly attending seminars and workshops to enhance his skills.
Outside of work, Lydia enjoys volunteering in the community, staying active with outdoor activities, and exploring new technologies in tax preparation.
Business Services Associate
Stacey is a dedicated Business Services Associate at Sullivan & Grantham, where she brings a wealth of knowledge in accounting and client services. With a strong background in bookkeeping, payroll, and entity formations, Stacey plays a crucial role in supporting the firm’s business clients.
Stacey’s responsibilities include managing day-to-day accounting tasks, preparing financial statements, processing entity formations, and assisting with tax preparation. She is known for her meticulous attention to detail, organizational skills, and ability to handle multiple tasks efficiently. Her proactive approach ensures that clients receive timely and accurate financial information.
At Sullivan & Grantham, Stacey is committed to providing exceptional service and building strong relationships with clients. She works closely with small business owners to understand their unique needs and deliver customized solutions that help them achieve their financial goals. Her dedication to client success and her collaborative spirit make her a valuable member of the team.
Stacey is passionate about continuous learning and professional development, staying current with industry trends and best practices.
Outside of work, Stacey enjoys volunteering in the community, participating in local business networking events, and exploring new technologies in accounting.
Office Manager
Jemima is the Office Manager at Sullivan & Grantham, where she brings over 10 years of experience in office administration and management. In her role, Jemima is responsible for overseeing the day-to-day operations of the firm, ensuring a smooth and efficient workflow.
Jemima’s expertise includes office organization, client communication, and administrative support. She is known for her exceptional organizational skills, attention to detail, and ability to manage multiple tasks simultaneously. Her proactive approach and problem-solving abilities ensure that the office runs seamlessly.
At Sullivan & Grantham, Jemima is dedicated to creating a welcoming and productive environment for both clients and staff. She manages scheduling, coordinates meetings, and handles client inquiries with professionalism and care. Her commitment to excellence and her friendly demeanor make her an invaluable asset to the team.
Jemima is passionate about continuous improvement and regularly participates in professional development opportunities to enhance her skills.
Outside of work, Jemima enjoys volunteering in the community, organizing local events, and spending time with her family.
Bookkeeping Associate
Marsha is a dedicated Bookkeeping Associate at Sullivan & Grantham, where she brings a strong background in bookkeeping and payroll. With a meticulous approach to her work, Marsha ensures that clients’ financial records are accurate, up-to-date, and compliant with all relevant regulations.
Marsha’s responsibilities include maintaining financial records, reconciling accounts, processing payroll, and preparing financial reports. She is known for her attention to detail, organizational skills, and ability to manage multiple tasks efficiently. Her proactive approach helps clients maintain a clear and accurate financial picture.
At Sullivan & Grantham, Marsha is committed to providing exceptional bookkeeping services tailored to each client’s unique needs. She works closely with small business owners to understand their financial processes and deliver solutions that enhance their financial management. Her dedication to client success and her collaborative spirit make her a valuable member of the team.
Marsha holds an Associate’s degree in Science from Texas A&M University and is currently pursuing further certifications in bookkeeping and accounting. She is passionate about continuous learning and professional development, staying current with industry trends and best practices.
Outside of work, Marsha enjoys volunteering in the community, participating in local business networking events, and traveling.