Helping Souls and Systems Align
We are a values-driven CPA firm offering strategic tax, accounting, and advisory services to business owners, nonprofits, and individuals. Our work bridges the outer structures of finance with the inner clarity of purpose—because when systems support the soul, everything flows better.
Clients We Serve
Family-Owned and Closely Held Businesses (LLCs, Partnerships, S Corps)
High-Income Individuals and Multi-Generational Families
Nonprofit Organizations & Foundations
Entrepreneurs in Transition or Growth
Values-Driven Leaders Seeking Sustainable Structures
Where Soul Meets Structure
We believe accounting is not just about numbers—it’s about meaning. Behind every transaction is a decision, a story, a life. Our work helps you bring your financial systems into harmony with your personal purpose, your business vision, and your spiritual principles.
Accounting, to us, is more than compliance—it’s stewardship. Numbers, like people, need to be understood in context. We support our clients in aligning their values with their operations, their legacy with the law, and the heart with the balance sheet.
Whether guiding a family-owned business, advising on succession planning, or offering tax strategy for a nonprofit mission—you’ll find our work grounded, minimalist, and deeply human. We don’t just provide solutions—we help you see the whole, and navigate with clarity.
Whether you’re preparing for growth, seeking stability, or simply trying to make sense of complexity, we offer more than formulas—we offer presence, wisdom, and clarity.
What We Do
We provide thoughtful, precise services across the financial lifecycle of a business or individual:
Tax Planning & Preparation
Anticipatory and grounded strategies to preserve your wealth and peace of mind.
Financial Planning
Comprehensive guidance to help align your long-term goals with practical, principled financial strategies.
Accounting & Bookkeeping
Minimalist, accurate systems that keep your business flowing.
Mergers & Acquisitions (M&A)
Financial due diligence with discretion, insight, and alignment.
Business Succession Planning
Helping you transition your business with grace and legacy in mind.
Strategy & Business Planning
Building clear, customized plans rooted in both purpose and profit.
Business Valuations
Deep, thoughtful assessments of value beyond the surface numbers.
401(k) & Investment Purification
Careful review and cleansing of retirement and investment accounts to align with Islamic financial principles.
Shariah-Compliant Loan & Equity Structuring
Structuring financial arrangements that reflect Islamic values while maintaining legal and strategic clarity.
Zakat Calculation for Complex Assets
Accurate assessment and documentation of zakat obligations on business assets, investments, real estate, and receivables—designed for clients with complex financial profiles.
Our Approach
A Different Kind of Firm
We work at the intersection of soul and system.
Many of our clients come to us with either:
- Deep faith but disorganized systems
- Or structured businesses but unanchored values
Our mission is to bring harmony. To help you not just succeed, but feel whole while doing it. We work deliberately, intentionally, and
relationally—because good numbers start with good questions. And peace comes from order, both within and without.
Contact
We’d love to hear from you.
connect [at] rashaadassociates [dot] com
Phone
346.441.2972
Office
5177 Richmond Ave, Ste 640, Houston, Texas 77056
About Khalis Rashaad
Khalis Rashaad Founder | CPA | Strategist | Values-Based Advisor
Khalis Rashaad is a husband, father, and Houston native whose life bridges the practical and the profound. With nearly two decades of experience in accounting, finance, and entrepreneurship, he brings a rare depth to the world of numbers—approaching every client not just as a ledger, but as a life.
Equal parts accountant, entrepreneur, and values-based consultant, Khalis has built a practice rooted in discipline, alignment, and care. His work isn’t just about financial optimization. He also focuses on helping people and organizations bring their systems into harmony with their principles, purpose, and long-term vision.
From overseeing multi-entity corporate structures to guiding nonprofits, from teaching personal finance in underserved schools to advising high-net-worth families, Khalis draws on both sacred tradition and sharp business acumen to serve his clients with clarity and integrity.