Brandi Hagli
The University of Texas at Austin
Tell me more about Brandi Hagli?
Brandi Hagli is a Certified Public Accounting and Integrated Wealth Management Firm with 14 years of experience. She specializes in QuickBooks online pro advisor, accounting, and financial statements. Based in the United States, Brandi is dedicated to providing proactive tax, accounting, and business consulting services. She is a team building expert who works collaboratively to create alignment between clients and their financial situation. Brandi values the simplicity of working with a single enterprise and believes that all facets of financial life are best served when viewed comprehensively and with the desired outcome.
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About
Beaird Harris is a Certified Public Accounting and Integrated Wealth Management Firm providing proactive tax, accounting, and business consulting services, as well as independent, fee-only financial planning and wealth management solutions. We offer clients a deep understanding of the complex tax regulations and a unique perspective on the behavior of capital markets, and their associated financial risks. Building on this understanding, we work to create alignment between clients and their entire financial situation. This ensures that we aren’t simply preparing a tax return or managing a client’s assets, but are instead building financial security together. Beaird Harris & Co., P.C. And Beaird Harris Wealth Management, Inc. Are affiliates who operate under the enterprise name of Beaird Harris. The Certified Public Accounting and Integrated Wealth Management firms are completely independent of one another; yet operate in a collaborative team environment. While our clients are in no way required to use both firms, many value the simplicity of working with a single enterprise. We believe that all facets of financial life are best served when viewed comprehensively and with the desired outcome of a fully coordinated solution. Beaird Harris & Co., P.C. Is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. Is a Registered Investment Advisor with the SEC.
...See MoreWork Experience
Accounting Services Specialist I
Financial Services
Brandi Hagli's Professional Milestones
- Accounting Services Specialist I (2016-03-01~): Streamlined financial processes, improving accuracy and efficiency while maintaining quality and compliance.
- Director Corporate Accounting (2012-10-01~2015-12-01): Implemented streamlined financial processes to improve accuracy and efficiency, resulting in increased profitability.
Education
Communications
1984-1989Skill
Quickbooks Online Pro Advisor
Accounting
Quickbooks
Team Building
Financial Statements
Leadership
Budgeting
Certification
Colleagues
Clint Dunn, CFP®, IACCP®
partner | chief compliance officer | communications experience & technology
Steven M. Lugar, CFP®
Managing Director
Delisa Swanson, CAP-HR, PACE
human resource manager at beaird harris
Ginnie Baker, MS, CFP®
partner wealth manager at beaird harris
Kevin Lindley, CPA
tax senior manager at beaird harris
Other Named Brandi Hagli
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Brandi Hagli works for Beaird Harris
Brandi Hagli's role in Beaird Harris is Accounting Services Specialist I
Brandi Hagli works in the industry of Financial Services
Brandi Hagli's colleagues are Clint Dunn, CFP®, IACCP®,Steven M. Lugar, CFP®,Delisa Swanson, CAP-HR, PACE
Brandi Hagli's latest job experience is Accounting Services Specialist I at Beaird Harris
Brandi Hagli's latest education in The University of Texas at Austin