A focused conversation to understand your goals and confirm mutual fit.
We align, onboard, and put the right systems and structure in place.
Continuous strategic guidance and proactive support as your needs evolve.
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.
Unlike traditional CPA firms focused solely on compliance, Iconiq Advisory takes a forward-looking approach—helping clients make smarter decisions, reduce stress, and build lasting wealth with intention.
We don’t sell accounting tasks. We partner with business owners who want clarity, confidence, and proactive guidance.
Find out how we can help you save money on taxes and keep your finances organized.
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