About Iconiq Advisory

Iconiq Advisory is a boutique CPA and advisory firm based in Houston, serving clients nationwide. We provide strategic CFO guidance, accounting, and proactive tax planning for business owners and high-earning professionals who want clarity, control, and confidence with their finances.

We work with individuals and businesses to navigate the complexities of accounting, tax planning, and financial management with clarity and care.

Our Pledge

Iconiq Advisory is led by Zehra Rizvi, CPA, CTC, a seasoned professional with over 18 years of experience in accounting and tax services. As the firm’s principal CPA, Zehra provides direct oversight and guidance across all engagements. She works alongside a team of skilled accountants and financial professionals who share her commitment to excellence, precision, and exceptional client service.

Iconiq Advisory takes a personalized, client-first approach, ensuring every engagement is handled with transparency, integrity, and strategic insight. The firm supports individuals and businesses with tailored accounting solutions designed to promote long-term financial stability and compliance. By combining deep technical expertise with proactive communication, Iconiq Advisory helps clients make informed decisions with confidence.

Our Founder

Iconiq Advisory was founded by Zehra Rizvi, CPA, MSACCY, CTC, a Texas-licensed Certified Public Accountant with over 15 years of experience spanning Big Four public accounting and Fortune 500 private industry.

After beginning her career at PricewaterhouseCoopers, Zehra went on to manage complex, high-volume financial operations and lead technical accounting and process optimization initiatives. She brings deep experience working with sophisticated financial structures, multi-entity businesses, and high-earning professionals across industries.

Zehra founded Iconiq Advisory to deliver Big Four rigor, Fortune 500 systems, and advanced tax planning to business owners and professionals who refuse to settle when it comes to money.

Our Approach

We believe every client’s financial situation is unique. Our approach is client-focused, proactive, and tailored to your specific needs.

We prioritize clear communication, timely service, and strategic solutions designed to support informed decision-making.

Our Values

  • Integrity:
    We operate with honesty, transparency, and the highest ethical standards in every engagement.
  • Clarity:
    We simplify complexity and provide clear guidance so clients can make confident decisions.
  • Ownership:
    We take full responsibility for our work and treat every client’s business as our own.
  • Nimble:
    We adapt quickly and thoughtfully to changing circumstances, opportunities, and client needs.
  • Intelligence:
    We apply deep technical expertise and strategic thinking to create long-term value.
  • Quality:
    We are intentional, precise, and uncompromising in the standard of service we deliver.

Why Clients Choose Iconiq Advisory

  • Boutique firm with senior-level, CPA-led attention
  • Strategic CFO, accounting, and proactive tax planning
  • Certified Tax Coach (AICTP) offering year-round tax strategy
  • Houston-based, serving clients nationwide