Who We Are
David J Bailey & Co PC provides accounting, tax, and consulting services. We focus on helping our clients achieve their goals and to provide our clients with expert advice regarding tax and accounting matters. We strive to add value to a client's individual and business needs in order to assist our clients in continuing their success.
We focus on developing personal relationships with our clients so that we can consult throughout the year and not just at tax time. We believe that through maintaining open communication, clients are better served and prepared for making informed business or personal financial decisions.
Our firm culture is a large part of what makes us who we are. We believe great client service comes from giving our people the support they need. DJB is proud to offer flexibility and tools for successful personal and professional development so that our people can reach their goals.
MEET OUR TEAM
Bringing value to our clients and staff
Stephanie Martinez, CPA has over a decade years of public accounting experience, dedicating her time with high net worth individuals, family groups, and privately-owned businesses. Stephanie also focuses on working with real estate, medical practitioners, and non-profit organizations. Stephanie provides planning and consulting so her clients maximize their value.
Stephanie graduated from the University of the Incarnate Word with a BBA in Accounting and minor in Economics. She is originally from San Antonio and has family in Houston. Stephanie enjoys traveling and spending time with family.
Schedule a meeting with Stephanie to see how she can help add value to your business or individual accounting and tax needs.
Sue Ann Satterfield
Sue Ann Satterfied, CPA has close to 20 years of public accounting experience, specializing in high net worth individuals, trusts, and family owned businesses. Sue Ann services clients across several industries. Sue Ann partners with CEOs, executives and solopreneurs to develop sophisticated strategies to minimize taxes and preserve what her clients have built over the years.
Sue Ann graduated from the University of St. Thomas with a MBA and BBA in Accounting. She is originally from Houston, where she has family. She enjoys spending time with her daughter and dog, Lulu.
Call Sue Ann today to schedule a meeting to see how our firm can help add value to you.
Chief Dog Officer
Bella is our CDO for the firm. She welcomes clients and visitors to our offices and greets them. Bella enjoys helping out the Team with special projects and makes sure there are plenty of treats kept in the office.
When not in the office, Bella enjoys naps and cuddles while at home. Bella enjoys spending time with her family and having fun at the dog park.
Stop by our office to meet Bella the CDO and see how she can maximize your rewards.