JR Gonzales CPA, PLLCStrategic Finance & Advisory Experience
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Credentials and experience

I’m JR Gonzales, a Texas CPA and the principal of JR Gonzales CPA, PLLC. I help owners get books they can rely on, reporting that explains results and plans tied to the decisions in front of them. I learned the fundamentals in the rigorous, fast-paced environment of a publicly traded REIT, then took that experience to a SaaS tech startup, where I rose through the ranks to Controller and took full ownership of the finance function. Through my firm I have served that same startup and a private multi-entity family office. I pair that experience with AI fluency to push what a finance team can deliver, and I review and approve every deliverable before it reaches you.

JR Gonzales, CPA, principal of JR Gonzales CPA, PLLC
JR Gonzales, CPAPrincipal, JR Gonzales CPA, PLLClinkedin.com/in/jrgthecpa

At a glance

  • Certified Public Accountant, licensed in Texas
  • BBA in Accounting, Texas State University, 2018, with a 4.00 GPA in accounting coursework
  • Anthropic certificates in Claude Code, Agent Skills and Subagents, 2026
  • Experience in accounting, controllership and corporate finance
  • Served as Controller of Get-Grin Inc., a venture-backed software company, and led controllership and FP&A for a private multi-entity family office
  • JR Gonzales CPA, PLLC, formed in Texas in 2026. Based in the Austin area; I work remotely with businesses anywhere in the United States and meet in person locally when it helps.

Career journey

Where it started. I grew up in a working-class household in Austin, and I learned early that the people who depend on you notice whether the work gets done right. Accounting suited that.

Learning the mechanics. My first accounting job was inventory control at Samuels Jewelers. I reconciled and maintained inventory across the chain, ran store-level bank reconciliations every month, and helped coordinate company-wide counts twice a year. It taught me something I still rely on: a balance is only as good as the count behind it.

Corporate accounting at scale. From 2019 to 2022 I was a corporate staff accountant at American Campus Communities, then a publicly traded real estate company. I ran monthly, quarterly, and year-end closes, reconciled intercompany accounts for wholly owned subsidiaries, and compiled and presented the Canadian subsidiary’s financial statements, including currency conversion into the parent company’s reporting. It taught me to hit hard close deadlines and keep the books organized month after month, so year-end ran smoothly.

Controller of a venture-backed software company. In 2022 I joined Get-Grin Inc. as Lead Accountant and was promoted to Assistant Controller and then Controller. As Controller I ran the full finance function: close, US GAAP reporting and revenue recognition, cash planning, budgeting and forecasting, financial modeling, management and board reporting, and audit coordination. I managed the company’s outside accounting and tax providers. I learned to connect budgets, forecasts, commercial metrics, revenue planning and cash to leadership decisions.

Controllership and FP&A for a private family office. In 2026 a private family office brought me in to rebuild its books and balance-sheet support and produce owner, lender and tax reporting tied to those books, reporting directly to ownership across a multi-entity portfolio of real estate, operating businesses and investments. I also budgeted and reforecast one of its operating businesses, assembled lender packages, put bank-side payment controls in place and underwrote acquisitions ownership was considering.

What I bring.

  • Books you can rely on: reconciled accounts, corrected records and a dependable close, including multi-entity books and fixed-asset support.
  • Reporting that explains results: owner, lender and tax packages from one tied set of books, and a regular cash report that shows where cash is heading.
  • Plans tied to decisions: budgets, forecasts and financial models that show what a hire, a spend or an acquisition does to cash before you commit.

The work below shows each of these in practice.

Selected work

  • The model investors worked from. Built and maintained the investor-facing financial model, presented it to outside investors and answered their diligence questions. It supported a successful 2024 funding round.
  • An audit that came back clean. Led a company through its 2024 audit, from the auditors’ first request to the last draft of the statements, to a clean opinion from PwC.
  • A pricing change that grew contract value. Spearheaded a pricing redesign built on gross-margin analysis. It delivered a 168% increase in annual contract value from new customers.
  • Cash and debt visibility for ownership. Built ownership’s first consolidated view of cash and debt due dates, kept current with a recurring cash report. It flagged a maturing loan and headed off overdrafts.
  • A reconciliation the tax firm accepted. Rebuilt fixed-asset records across multiple entities, moved owner advances from debt to equity and tied the filed return to the books. The external tax firm accepted the reconciliation.
  • An acquisition I advised against. Built the acquisition screening model ownership used and underwrote an international deal with it. I recommended passing.

See examples of this kind of work, built on synthetic data, on the Example demos page.

How I work

The engagement. We start with your goals and decisions. I assess the records as needed, recommend a scope, and agree deliverables, timing, fees and responsibilities with you in writing before implementation.

Who does the work. I do. You work directly with me, with no hand-off to junior staff.

Working model. Remote by default, with in-person meetings around Austin when they help. I work in the accounting system and tools you already use, and deliver reporting as interactive dashboards or in the format you prefer. Systems I’ve worked in include QuickBooks Online and Desktop, Bill.com, Stripe, Gusto, Carta, and MRI.

How I use AI in my practice

I use AI in my practice under controls I designed and tested on real accounting work.

What AI does, and what I do. I use AI the way a controller uses staff: to draft, reconcile and trace the work. A separate AI system checks material work against its sources, then I review and approve it before it reaches your books, your lender, your tax advisor or you.

What I have built with it. Interactive dashboards fed from the books; driver-based financial models with every figure recalculated outside the AI and checked against its source; and QuickBooks Online automation that drafts entries for my approval, checks for duplicates against the live books and verifies each posted result, with payments and deletions blocked by design.

Your data. I use AI plans whose terms prohibit training on client data. Client financial information goes into these tools when needed; sensitive personal identifiers, such as Social Security numbers, stay out. I store client files on my own equipment and return deliverables through your system. Client information stays confidential to the engagement.

What this means for you. The judgment stays with me as your CPA. AI supports my services; it is not a separate service I sell.

Professional standing

  • Certified Public Accountant, Texas.
  • JR Gonzales CPA, PLLC, a Texas professional limited liability company formed in 2026.

Community

What I share. Outside my firm work, I’ve coached professionals on using AI in their jobs and written setup guides.

  • Volunteer treasurer for a property owners association in the Austin area, 2020 to 2024: kept the books and reported monthly to the members.
  • Volunteer tax preparer in the 2017 season with a VITA program, with the IRS Advanced certification for that season.

Let’s talk

What are you working toward?

Tell me your goals and the financial questions you need help answering.