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About Kim Middleton, CPA
Our History
Hi, my name is Kim Middleton and I am a Certified Public Accountant (CPA) with over 17 years of experience.
My passion is for those individuals and businesses who want education on what their financials are trying to tell them and/or how to navigate the complexities of the tax code.
I will work alongside the owners to develop streamlined financial efficiencies, as well as being strategic in our tax planning.
I attended Texas Wesleyan University, where I played Volleyball from 2005-2007. After Texas Wesleyan, I attended University of Texas at Arlington to complete my Bachelors of Business Administration with a concentration in Accounting. I graduated from UTA in the Fall of 2009.
In 2024, I started Chisholm Trail Bookkeeping & Tax Services, PLLC.
I grew up in the small town of Jarrell, TX. I have been married to my husband Brian since 2015 and we have three beautiful children: Madeline, Carson and Michael. We also have two dogs named Allie and Diesel.
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
our core
Specialized For-Profit Industry Knowledge
With a focus on quality, efficiency, and transparency, we empower our clients to navigate the complexities of their financial landscape with confidence and clarity.
Guidance for Your Success
Navigating the Business Landscape
Our Core Values are to educate individuals and businesses on the complexities of their financials. To help Startup businesses and already established small businesses understand and embrace their financials to make decisions for the betterment of their company.
Our Philosophy
At the heart of our practice lies a steadfast commitment to integrity, transparency, and client-centric values, guiding every interaction and decision we make.
Integrity & Transparency
Upholding the highest ethical standards in all our dealings.
Innovation & Adaptability
Embracing new technologies and strategies to meet evolving client needs, ensuring we remain at the forefront of our industry's advancements.
Our Mission
Our mission is simple yet profound: to provide you with unparalleled financial services, empowering you to achieve your goals with confidence and clarity.
Tailored Financial Services
Offering customized solutions to meet each client's unique needs, ensuring comprehensive support.
Empowerment Through Expertise
Equipping clients with the knowledge and tools to navigate their financial journey successfully, fostering long-term financial independence.
Our Vision
As we look to the future, we envision a world where financial excellence is not just a goal but a reality for every individual and business we serve.
Trusted Partner
Striving to become the go-to resource for all our clients' financial needs, building lasting partnerships based on mutual trust and respect.
Industry Leadership
Setting new standards of excellence and innovation within our field, driving positive change and inspiring others to follow suit.
Guiding Values
Our Foundation for Success
Through this financial journey, I will educate and train you to be able to read your financials and understand the tax journey everyone is tasked with making. You will then be able to make fiscally responsible decisions for your company to grow based on your own core values.
Decisions can include any or all of the following:
- Tax Strategies
- Being Profitable
- Managing Cash Flow
- Retirement strategies
- Succession Planning ...etc
Testimonials
What People Say About Us
I can attest that Kim Middleton, CPA is incredibly smart, and easy to work with!
William Fuller
CPA, CTAKim is a great CPA and would be a huge help to your organization!
Andrew Hughes
CPAHey small businesses! If you are looking for help with your bookkeeping, please consider reaching out to Kim Middleton, CPA. I have known and worked with her for many years, and she truly cares for her clients!!
Megan Terrell
CPA
our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.