Beaird Harris
Highly Engaged Employees
Highly Engaged EmployeesAccounting for Legal Practices · Texas, United States · 51-200 Employees
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Overview
Headquarters
12221 Merit Dr Ste 750, Dallas, Texas, 7...Phone Number
(972) 503-1040Website
www.bh-co.comRevenue
$9.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses, and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris was founded in 1988 and is based in Texas, the United States.Explore more
Beaird Harris Org Chart
CD
Partner and Chief Compliance Officer
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Activity Insights
Beaird Harris is experiencing very low activity levels compared to other companies in the Business Services sector.
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Beaird Harris is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Beaird Harris.
Beaird Harris Tech Stack
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Facilities Relocation / Expansion
Beaird Harris is planning to move its offices in December 2023. The move will impact approximately 20 employees at their existing office located at 12221 Merit Dr, Suite #750, Dallas, TX.
Funding
Project
A high-level source has indicated that the organization’s largest upcoming initiative within the financial and accounting department will focus on updates and reviews.
Upgrade, Financial Systems
Pain Point
Financial Planning, Forecasting
Beaird Harris News & Media
Paula Allgood becomes Managing Partner of Beaird Harris, PLLC following co-founder Pat Beaird after 33 years
Beaird Harris, a nationally recognized Certified Public Accounting and fee-only Wealth Management firm based in Dallas, TX, has announced that Paula Allgood, CPA, has transitioned to Managing Partner of the Firm’s Certified Public Accounting practice, a position formerly held by founder Pat Beaird, CPA, PFS, for the past 33 years. While Paula takes the helm of the CPA firm, Pat Beaird will remain actively engaged in the CPA firm and maintains his position as ManagingBeaird Harris welcomes Chase Perry, CFP®, former Vice President and Financial Consultant at Fidelity Investments to its team of Wealth Managers
Chase Perry joins Beaird Harris, a $1 billion Dallas-based RIA, to serve the wealth management needs of a diverse group of clients, including high net worth individuals and families, businesses and healthcare professionals. (PRWeb March 09, 2020) Read the full story at https://www.prweb.com/releases/beaird_harris_welcomes_chase_perry_cfp_former_vice_president_and_financial_consultant_at_fidelity_investments_to_its_team_of_wealth_managers/prweb16959607.htmBeaird Harris Wealth Management Comes of Age and Celebrates $1 Billion...
Beaird Harris Reaches One Billion in Assets Under Management. (PRWeb December 21, 2018) Read the full story at https://www.prweb.com/releases/beaird_harris_wealth_management_comes_of_age_and_celebrates_1_billion_in_assets_under_management/prweb15999936.htm
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Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses, and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris was founded in 1988 and is based in Texas, the United St... Read More
