We are a full-service, national financial management firm with over 30 years of expertise in bookkeeping, asset management, fund management, Profit First implementation, and strategic tax planning across various industries. Our extensive experience allows us to provide a 360-degree perspective, enabling us to optimize value for businesses and investors while adeptly addressing challenges within the financial management landscape.

Our commitment is to facilitate business success through informed decision-making and proactive strategies, fostering trust with our clients through demonstrated results, unwavering professional integrity, and outstanding service. Our goal is to optimize financial outcomes by minimizing tax burdens and maximizing returns.

Operations/Management

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Nancy Williamson, CPA*

President and Founder

Nancy J. Williamson, a seasoned Certified Public Accountant*, brings over two decades of expertise in aiding business owners and entrepreneurs. Her personalized approach ensures cost savings, resource optimization, and relief from tax-related stress, with an emphasis on tailored financial strategies.

Nancy’s accolades include the prestigious Certified Tax Coach designation, attained in 2017 through the American Institute for Certified Tax Coaches, placing her among the top 500 tax professionals in the nation. As one of a select few certified Profit First Professionals, she amplifies business strategy and tax planning, enhancing clients’ bottom lines.

A University of Texas-Austin graduate with a public accounting* career since 1991, Nancy has traversed diverse financial roles. Her journey, spanning Arthur Andersen to Vice President of Finance and Operations for a billion-dollar insurance corporation, enriches her insights.

Nancy’s dedication extends to entrepreneurs and investors, empowering them to harness their wealth potential. Alongside sound financial practices, she finds joy in outdoor adventures, embracing the thrill of the outdoors with her husband as they explore in their motorhome, hike, and scuba dive.

* This is not a CPA firm.

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Dylan Williamson

CEO

Dylan Williamson is an accomplished professional with a diverse background encompassing military service, finance, automotive work, and real estate. As an Army Special Forces Veteran (Green Beret), Dylan developed a strong foundation of discipline, leadership, and strategic thinking. Combining this with a Bachelor's Degree in Accounting, Dylan brings a unique perspective and a keen eye for detail to the world of tax and financial management.

Dylan has honed his skills in maximizing returns, minimizing risks, and optimizing investments. His expertise goes beyond conventional approaches, as he possesses excellent critical thinking skills and a knack for finding innovative solutions to complex challenges.

When Dylan is not immersed in the world of tax and finance, he spends quality time with his wife and two kids. He also enjoys raising alpacas, playing golf, and indulging in his passion for motorsports by running his F1 Podcast, Formula America.

Sales/Marketing

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Gary Williamson

Minister of Culture

Gary Williamson graduated from Texas State University and has been leading operations, sales, and process teams since 1989. As an entrepreneur, sales director, and operations manager, he has accumulated 30 years of strong, professional experience in leadership.

He specializes in analyzing business and customer needs to identify and execute cost-effective processes. He is adept at engaging, managing, and unifying strong business relationships with cross-functional business teams and partners.

With his wife, Nancy, he enjoys exploring in their motorhome, hiking, and scuba diving. He is also a personal trainer and enjoys fishing and going off-roading in his Bronco.

Financial Management & Tax Preparation

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Bridget Ess

Project Manager

Bridget Ess holds a Master of Science degree in accounting, completing her bachelor’s and master’s degrees in just 1.5 years. She has been with Redline BA since November 2021. Currently, she is a Senior Project Manager, leveraging her extensive public finance and project management background to streamline operations, enhance client engagement, and oversee comprehensive financial health assessments. Known for her expertise in optimizing workflows and problem-solving, she effectively manages cross-functional teams to achieve exceptional client outcomes. Bridget enjoys spending time outdoors, traveling, and being with family and friends outside of work. She is excited to welcome her first child in February, in addition to her three dogs!

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Tracie Brantley

Project Manager

Tracie Brantley has over 15 years of experience in bookkeeping, business and personal tax, and extensive knowledge in obtaining accurate financial records to help optimize business operations. She has helped improve small companies through a wide range of services guided by her proficiency in QuickBooks, payroll, sales tax, and tax preparation. Tracie prides herself on her attention to detail and commitment to accuracy and integrity.

Before entering the world of tax, Tracie focused her education on Sociology, which gave her a valuable understanding of human relationships and how to collaborate with unique and diverse personalities. She was born and raised in Texas and lives just north of Austin. Tracie lives with her husband and their three kids, ages 3 to 11, along with their two dogs, a few chickens, a rabbit, and a tortoise.

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Jermaine Sanders

Project Manager

Jermaine Sanders is one of our Project Managers based in Charlotte, North Carolina. He launched his career in finance in 2017 after graduating with a bachelor’s degree in accounting from Emory & Henry College. With seven years of finance experience, Jermaine possesses extensive knowledge in business tax financial analysis and management, and has supported small business owners with various bookkeeping needs, including sales tax and tax preparation. He is a QuickBooks Online Certified ProAdvisor and aspires to become a CPA one day. Outside of work and school, you can find Jermaine enjoying football and basketball games, listening to live jazz music, and spending quality time with family and friends.

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Jacob Scott

Operations Coordinator

Jacob Scott is the Operations Coordinator for Redline, keeping things running smoothly behind the scenes. With a BFA in Drama from the Webster Conservatory in St. Louis, Missouri, his career has taken him through a variety of industries, from performing on stage to managing operations in the luxury retail space.
 
Before joining Redline, Jacob oversaw inventory and operations for a high-end chocolate shop in Los Angeles, managing supply chains, coordinating with vendors, and ensuring everything from production to packaging met the highest standards. His ability to keep things organized, solve problems on the fly, and create efficient workflows makes him a perfect fit for his role.
 
Beyond operations, Jacob has always had a creative drive. His journey has taken him across the country as a performer, working with Tony Award-winning actors, and into the worlds of pop music production and visual art—mediums he continues to pursue. Now back in his hometown of Austin, he brings his diverse experience, artistic eye, and sharp attention to detail to the team, helping Redline stay efficient and on top of its game.

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it.

If you’re reading this, you know what I’m talking about.

It seems like the books are being handled properly. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health with our bookkeeping services. Answer a few questions below to get started.

CLAIM YOUR FREE STRATEGY SESSION

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted Business Advisor in the Austin Area.”

Talk again soon,
Dylan Williamson

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “bookkeeping tips.”

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at 512-518-5556 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Customer Stories

I am delighted to express my utmost satisfaction with the remarkable services provided by Redline Business Advisors, PC. Their proficiency in scrutinizing my accountant' work proved to be a game-changer, uncovering errors that ultimately resulted in a substantial increase in my tax refund. From the outset, the Redline Business Advisors, PC. team exhibited a high level of professionalism and dedication to ensuring the accuracy and completeness of my financial records. Their thorough review not only identified previously...Read more

Anthony F

I have worked with Nancy for more than 10 years and she is highly capable, responsive and gets the job done. She has been my CPA and advisor for both my personal taxes and two different small businesses and I have never had an occasion to question the work or the relationship. I highly recommend Nancy and her team, especially for entrepreneurs.

Owner J

While I will never be a tax or accounting expert, having their brains on the team has helped to position our projects for success by planning for tax events, utilizing strategies to minimize tax and keeping enough cash on hand to mitigate them. I can tell you, it’s more costly not to have a team like this!

Chad S

Because Nancy has an entrepreneur’s mindset, she’s business savvy and wicked tax smart. She advises me on more than just taxes, she’s also a valued strategic partner! The money spent on her services always return many times over from the money she’s saved.

Kim W

Dylan and Nancy are true tax wizards. They have proved invaluable to my team and our portfolio. You are losing money if you’re not taking advantage of their services.

Tammy S

I was referred to Redline Business Advisors, PC. by the Profit First team and it has been life changing. Nancy has helped me with implementing Profit First methods into my business and I realize I could not have found a better company to help me. Since using Profit First and Redline Business Advisors, PC. for all my business needs, my business has grown tremendously! I’m forever grateful to have Redline Business Advisors, PC. on my side. The whole team has been so awesome to work with. If you’re wanting to implement Profit First and are not sure if it’s the right decision. Let me tell you it’s worth every bit. Just be willing to take action to implement, and let Williamson Advisors help you and I promise you your business will change for the better!

Ansley S

Coming on board with Redline Business Advisors, PC. has been amazing! I've had multiple conversation with WA about my business and the direction we are heading. I feel very confident working Redline Business Advisors, PC. and the entire team has been very supportive. With their help and experience we will accomplish our goals of running a successful business.

Jose C

It's been a pleasure working with Nancy Williamson since 2006. She's helped me with four businesses, estate taxes as well as personal taxes. Because Nancy has an entrepreneur's mindset, she's business savvy and wicked tax smart. She advises me on more than just taxes, she's also a valued strategic partner! The money spent on her services always return many times over from the money she's saved . You can't go wrong with Nancy....that is....unless you call her on the tax deadline and want your taxes done the same day! haha. But she'd probably laugh out loud and offer to help you file an extension just because she's cool that way.

Kim W

It's been a pleasure working with Nancy Williamson since 2006. She's helped me with four businesses, estate taxes as well as personal taxes. Because Nancy has an entrepreneur's mindset, she's business savvy and wicked tax smart. She advises me on more than just taxes, she's also a valued strategic partner! The money spent on her services always return many times over from the money she's saved . You can't go wrong with Nancy....that is....unless you call her on the tax deadline and want your taxes done the same day! haha. But she'd probably laugh out loud and offer to help you file an extension just because she's cool that way.

Kim W

Contact us

Call Us

512-518-5556

Email Us

info@redlineba.com

Our Location

Austin, TX

Get in touch
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