Congruent Advisory Services is a boutique financial consulting firm that helps businesses identify and maximize growth opportunities. Our woman-owned consulting firm provides corporate advisory services to help companies establish a financial infrastructure that is scalable and aligned with operations. We are based in Houston and work with businesses globally from the startup stage to the exit strategy.

Aligning people, processes, and purpose for sustained business success.


We have built a business mainly on referrals because clients know they can trust us with their most sensitive data.


We work side-by-side with clients for complete clarity and understanding surrounding our work.


We have over 20+ years of experience in finance and accounting including Big 4 accounting and multinational experience.


Our intuitive knowledge of finance and operations enables us to better integrate the two to meet business objectives.


Our goal is to guide, educate, and empower clients, leaving internal teams capable and confident in their abilities to meet business needs going forward.

“Building Cohesion, Creating Solutions, and Providing Support for Corporate Financial Needs”.


Years of Experience


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How can we help?

Congruent Advisory Services is passionate about helping companies scale for growth and navigate change in ways that align operations and finance. Use the contact form to tell us about your business challenges and we will get in touch to discuss how we can help.

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