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Business Details
26 Years
experience
Your Trusted Partner for Accounting Solutions in Cookeville, TN
At Companion CPA Group PC, we have dedicated ourselves to advancing the success of small-to-medium-sized businesses since 2000. Our firm was founded by Certified Public Accountants with over 30 years of combined experience in public accounting, healthcare, and financial management. We specialize in scaling high-quality financial resources to meet the unique needs of each client, offering tailored solutions in tax strategy, financial reporting, and business planning. Our commitment to honesty, integrity, and respect has allowed us to build long-term relationships with clients across diverse industries, including healthcare, construction, real estate, and non-profit organizations. We pride ourselves on being more than just accountantswe act as an outsourced controller, available whenever you need us.

Our teams extensive experience and personalized approach ensure that every client receives actionable insights and reliable support. We serve businesses in Cookeville, TN, and the Upper Cumberland region of middle Tennessee, helping them navigate financial challenges with confidence. Our client testimonials reflect our dedication to responsiveness, accuracy, and stress-free financial management. By focusing on your unique needs, we aim to become an integral part of your businesss success. Our values guide every interaction, ensuring transparency and trust in all we do.
Services
Accounting and Bookkeeping Medical Office Management New Business Setup Retirement Planning Small Business Consulting
Details
  • Year established: 2000
Highlights and features
  • We offer over 30 years of combined experience in public accounting and financial management.
  • Our team provides personalized financial solutions tailored to your unique needs.
  • We serve diverse industries including healthcare, construction, real estate, and non-profits.
  • Our client testimonials highlight our reliability, responsiveness, and stress-free tax processes.
  • We act as an outsourced controller, available whenever you need expert financial support.
What people say
Excellent, high quality financial services Responsive to both immediate and long term needs Honest and down-to-earth Saves me hours of work Critical component in our success
Update Listing
Services
Accounting and Bookkeeping
We provide comprehensive accounting and bookkeeping services tailored to small-to-medium businesses. Our team ensures accurate financial tracking, timely reporting, and compliance with tax regulations. Clients benefit from streamlined processes that reduce administrative burdens and improve financial clarity.
Medical Office Management
Our medical office management services support healthcare practices with payroll, billing, and operational efficiency. We specialize in addressing the unique financial needs of medical professionals, including insurance credentialing and grant reporting for non-profits.
New Business Setup
We assist new businesses with financial planning, tax registration, and payroll systems. Our expertise in business setup helps entrepreneurs navigate legal requirements and establish strong financial foundations for long-term success.
Retirement Planning
Our retirement planning services offer personalized strategies for individuals and business owners. We analyze financial goals to create tailored plans that ensure long-term stability and tax-efficient savings.
Small Business Consulting
We provide strategic consulting to help small businesses optimize operations and financial performance. Our services include budget development, cash flow analysis, and growth planning tailored to industry-specific challenges.
People
Lisa Malone
Founding Principal
Lisa Malone is a CPA with over 31 years of experience in public accounting, healthcare, and manufacturing. She specializes in financial reporting and business strategy for small-to-medium enterprises.
Lou Alice Funk
Founding Principal
Lou Alice Funk is a CPA with over 35 years of experience in accounting and financial management. She focuses on tax strategy and operational support for healthcare and non-profit organizations.
Misty Bell
CPA
Misty Bell has over 20 years of experience in public accounting and financial management. She provides expertise in tax compliance and financial planning for diverse clients.
Kaveeta Nijhawan
CPA
Kaveeta Nijhawan is a CPA with five years of experience in public accounting. She supports clients with bookkeeping, payroll, and financial reporting services.
Courtney West
Senior Associate
Courtney West leads accounting projects with 17 years of experience in financial management. She specializes in budget development and grant reporting for non-profits.
Questions
What accounting services do you offer?
We provide accounting, bookkeeping, tax strategy, medical office management, and small business consulting tailored to your unique needs.
How experienced is your team?
Our CPAs have over 30 years of combined experience in public accounting, healthcare, and financial management for diverse industries.
Which industries do you serve?
We work with healthcare, construction, real estate, e-commerce, non-profits, and small-to-medium businesses in middle Tennessee.
How do you handle tax season?
We streamline tax preparation with personalized strategies to minimize liabilities while ensuring compliance with federal and state regulations.
Can you assist with new business setup?
Yes, we guide startups through financial planning, tax registration, and payroll systems to establish a strong financial foundation.
Reviews (2)
Roger Fisk
Nov 29, 2017 Report
Good people. We have been customers for many years and have been very happy with their service. I would highly recommend.
Spider W.
Apr 24, 2015 Report
Could not agree more with the previous review posted by Kelly D. This is by far the most honest and down-to-earth CPA group you will ever find. The personal and professional service provided by Companion CPA Group instills a high level of trust within each customer. These enduring qualities directly translate into peace of mind for the citizenry they serve during tax season as well as throughout the year. Lou Alice and the group consistently give sound advice. Kudos to Lou Alice, her partners and staff for keeping their clients' best interests at heart! Thank you.