Walker Agency exists to lift the financial burden so you can get your spark back.
You focus on doing right by your customers, let us do right by you.
Walker Agency exists to lift the financial burden so you can get your spark back.
We’re box-checkers and multi-taskers, doing everything to make sure your numbers are always accurate and available when you need them.
Accurate, efficient accounting is imperative.
Relationships are greater than tech.
Propose a solution.
We believe in nice.
Calm: You appreciate that most things are not a true emergency and know how to communicate your needs with respect.
Involvement: You are excited to partner with us and are always asking “what’s next.”
Trust: You believe in our team and the value we bring to your business.
Efficiency: You understand that efficiency makes everything in your business run better, not just the finances.
“We were using a collection of three people, both in and out of house, for our bookkeeping and accounting. We consolidated all three functions to Walker Agency and everything works far better now. Amy and her team are professional, highly competent, cheerful and give us excellent service.”
–Harvin Moore, Frontera
President, Houston Exponential
- Sarah DukeSarah DukeDirector of Bookkeeping
Sarah is one for digging into the detail. As Director of Bookkeeping she loves taking on an accounting file and cleaning up the data to present a clean set of books for WA clients. Mostly she loves working with a team of problem solvers, ready to take on any challenge a client is facing and find a better way of doing things. You’re guaranteed to find Sarah outside, whether it be for business or leisure. She’s big on spending quality time with family, and thinks the world would be a better place if every restaurant sold Illy coffee.
- Amy Walker, CPAAmy Walker, CPA
Amy is the founder of Walker Agency and all-around financial peace enabler. She most enjoys spending time with clients and figuring out efficient systems. Amy loves it when a client tells her she doesn’t act like a ‘typical accountant’ because that’s about the last thing she wants to be! She has a great love for her family, Texas A&M University, and 80s hair bands.
- Courtney Beasley, CPACourtney Beasley, CPA
Courtney brings a background in audit to the Walker Agency Team, which is why she has a keen eye for spotting transactional errors in client records. Along with keeping clients on their toes, she loves learning the ins and outs of their industries so she can find solutions to their unique challenges. When she’s not serving clients, she’s taking time to enjoy the important things - relationships and experiences, spending time with family and friends or getting lost in a good book or playlist.
- Naomi Mock, CPANaomi Mock, CPA
Naomi is a problem solver with a creative side. Behind the scenes, she’s taking care of our clients' numbers, making sure data is accurate and timely. She’s a stickler for accuracy and loves creating new processes to solve problems. If your problem is “Which Audrey Hepburn film should I watch?” She's your go-to. When her out-of-office is on, you’ll mostly find her running or spending time with her family.
- Lynn Taylor, CPALynn Taylor, CPA
If Lynn were to change her job title it’d be Associate/Quickbooks ProAdvisor Proactive Problem Solver. It doesn’t roll off the tongue, but it is testament to her drive for learning new ways to make our lives, and our clients' lives, easier. She loves learning new software and diving deep into the details to achieve (even) greater efficiency. When she switches off from work, she’ll be spending her time in the pages of a good book, or enjoying family time.
- Shelby TauaeseShelby Tauaese
Shelby’s clients are regularly thanking her for picking up on mistakes and making corrections to their books. It’s no surprise that her favorite part about Walker Agency life is the month end - when she can present perfectly reconciled books to happy clients. Shelby's first biggest passion is her family, and when she’s not busy raising her two daughters, she most loves helping business owners succeed. If you want to talk down-time, ask her about Pride & Prejudice, Emma (the 2009 BBC Version), Luciano Pavarotti, and WorshipMob - in no particular order.
- Cheryl CroftonCheryl Crofton
As an Account Lead at Walker Agency, Cheryl’s role is to provide accurate and up-to-date bookkeeping so our customers can focus on the growth of their companies. She is inspired by watching the small businesses she works with grow, and loves the variety of interesting products and services she gets to experience every day. Cheryl really relates to the entrepreneurial spirit of her clients, because outside of her work at Walker Agency she owns a character party company, sending princesses and superheroes to birthday parties and events. Spreading a little bit of joy everywhere she goes!
- Lisa OverbyLisa Overby
Lisa is a sixth-generation Texan who joined the Walker team in 2021 as an Account Lead. She supports the account managers and clients by ensuring the accurate accounting of day to day transactions. Her biggest passion in life is to provide "roots" while encouraging others to use their "wings", so it’s no surprise she gets most job fulfilment from witnessing and supporting the growth and success of our clients in each of their businesses. When she’s not overseeing the accounting at Walker Agency, you’ll find her with family or working her evenings as a realtor. How she does it all, we’ll never know!
- Mary Ruth SimonsonMary Ruth Simonson
Mary Ruth's very first business class in college was accounting, and from day one she knew she was on the right path. As an Account Lead at Walker Agency, her job is to sort the nitty-gritty daily financial transactions so our clients have an accurate view of their financial status. Mary Ruth has a soft spot for small businesses, having helped out in her parents’ business for a large part of her life. She knows first hand how hard our clients work, and loves being there to celebrate their growth and success. Outside of her professional achievements, she trained hard to grow her running ability from a 5k to a full marathon and is proud that her three daughters have a tangible example of seeing their mom work hard to achieve a goal.
- Rebecca HowrenRebecca Howren
Everybody loves payday, and Rebecca especially loves coordinating payday for our clients. As Walker Agency’s Payroll Coordinator, she is the go-to person for any payroll question you might have, but ultimately loves being able to establish long-term relationships with clients from all different industries and walks of life. Outside of the remote office, Rebecca is most proud of her sweet family of six, made up of husband, two kids and two bernedoodles - enough to make life fun! And fun is what life is about - she truly believes nothing is better than a good laugh with a good friend.
- Hannah Rao, CPAHannah Rao, CPA
As an Account Lead at Walker Agency, Hannah is all about getting stuff done. She has a mission to use her skills as a CPA to teach clients how to do accounting right, prioritizing accuracy and kindness. If she wasn’t an accountant, Hannah says she would be a counselor or a therapist; maybe that’s why she’s so good at talking you through difficult topics, solving problems, and helping you achieve your goals. When she’s not elbow-deep in the numbers, Hannah loves being outside in the sunshine, usually with her dog, Hank, at her side and a good book in hand.
- Shannon YoungShannon YoungShannon has always had a knack for bringing order to chaos. She spent 8 years in the banking world while also working alongside her father, seeing first-hand the struggles and triumphs of small business owners. She joined Walker Agency as an Account Lead in 2021 and was quickly promoted to Account Manager. She’s on a mission to work with the people who inspire her - the go-getters, dreamers, and creators of the world - and help relieve some of their stress with her acute attention to detail and endless positivity. Cleaning up books is like a logic problem to Shannon, and one that brings her great joy to solve. When she’s not working her magic with your finances, Shannon is enjoying some time at the piano, getting lost in a good book, and finding the beauty in every moment. The only thing she can’t find beauty in? Lima Beans - they’re her biggest phobia!
- Anne Marie Fleming, CPAAnne Marie Fleming, CPA
Anne Marie loves a puzzle. As an Account Manager at Walker Agency since 2021, she deals with everything from the intricate details to high level reviews of her clients’ accounts. Her favorite part about her job is being a source of trust and guidance for younger companies. They come to her with tricky puzzles that Anne Marie can transform into a sparkling clean set of financials. If she wasn’t with Walker Agency, Anne Marie would be putting her eye for detail, endless passion, and knack for problem solving to work as a children’s party planner. On her day off you’ll find Anne Marie spending quality time with her daughter, reading books, or going on a long walk.