Business Details
Your Trusted Partner for Accounting Solutions
Charter Accounting has been delivering expert accounting and tax solutions to businesses for over three decades. Our team of seasoned professionals specializes in navigating complex financial landscapes, ensuring compliance, and driving business success through tailored financial strategies. With a client-centric approach, we prioritize personalized support, whether you're a startup or an established enterprise. Our services span full tax management, financial health assessments, payroll administration, and virtual CFO support. Founded on the expertise of CPA Deborah Daniel, our firm combines deep industry knowledge with hands-on experience in real estate and business scaling.We are committed to transparency, data security, and empowering clients with actionable financial insights. Our proven track record includes serving over 1,000 ongoing clients and facilitating business transactions exceeding $10 million. Located in Atlanta, Georgia, we are dedicated to helping clients identify and leverage the financial metrics that matter most. By aligning our services with evolving industry standards, we ensure our clients remain competitive and financially resilient. Our mission is to transform accounting from a routine obligation into a strategic asset for long-term growth.
Services
Full Tax Services
Financial Health Check
QuickBooks Management
Virtual CFO
Audit Assistance
Payroll Administration
Bookkeeping
Tax Optimization
IRS Correspondence
Financial Planning
Highlights and features
- We offer 30+ years of experience in accounting and tax services with a proven track record of client success.
- Our personalized financial strategies are tailored to meet the unique needs of each business.
- We provide secure, transparent handling of financial data with industry-standard protections.
- Our team includes CPA-certified professionals with expertise in tax optimization and compliance.
- We combine accounting excellence with hands-on business experience, including $10M+ in facilitated transactions.
What people say
Best refund
Come through every time
Client-centric approach
Fabulous and always knows
Grown my business
Services
Full Tax Services
Our comprehensive tax services cover planning, preparation, and strategy optimization for individuals and businesses. We handle simple to complex returns while ensuring compliance with federal and state regulations. Our team stays updated on evolving tax laws to maximize refunds and minimize liabilities, providing tailored advice to support long-term financial health.
Financial Health Check
This service evaluates your current financial status through detailed analysis of income, expenses, and investment portfolios. We identify strengths and areas for improvement, offering actionable recommendations to enhance cash flow, reduce debt, and achieve financial goals. Our assessments include benchmarking against industry standards for business clients.
Virtual CFO
Our Virtual CFO service provides part-time executive financial leadership for growing businesses. We offer strategic guidance on budgeting, forecasting, and operational efficiency without the cost of a full-time hire. Services include financial reporting, risk management, and growth planning tailored to your company's specific needs.
Payroll Administration
We manage end-to-end payroll processing, including tax calculations, compliance reporting, and direct deposit administration. Our system ensures accurate and timely payments while handling all regulatory requirements. This service reduces administrative burdens, allowing business owners to focus on core operations with confidence.
Audit Assistance
Our audit assistance service prepares clients for IRS or state agency examinations. We review documentation, represent clients during proceedings, and develop response strategies. With expertise in tax code interpretation, we work to resolve issues efficiently while protecting clients' interests throughout the audit process.
People
Deborah Daniel
Founder & President
CPA since 1989 with an MBA in Finance, Deborah scaled four accounting firms into Charter Accounting. She has facilitated $10M+ in business transactions and leads Atlanta's eWomenNetwork chapter.
Questions
What accounting services do you offer?
We provide tax planning/preparation, bookkeeping, audit assistance, payroll management, financial reporting, budgeting, and virtual CFO services for businesses of all sizes.
How do your fees work?
Our transparent pricing offers customized packages based on service scope. We provide upfront estimates with no hidden fees, ensuring you only pay for needed services.
Is my financial data secure?
We use industry-standard security measures, regular system audits, and staff training to protect client data. Confidentiality is maintained through strict internal protocols.
Do you work with startups?
Yes, we support startups with entity setup, tax strategies, and financial planning while offering scalable solutions as businesses grow.
Can you handle complex tax situations?
Our team specializes in complex returns, including business tax optimization, multi-state filings, and resolution of past tax issues through amendments.
