Business Details
We provide full-service accounting for small businesses and individuals in the northeast Atlanta area. With a decade of experience in large public accounting firms, we bring deep expertise to every engagement. Our licensed CPA credentials in both Kentucky and Georgia attest to our rigorous professional standards. We specialize in advisory, tax planning, and comprehensive accounting, ensuring clients stay compliant and financially sound. Our CFO services give entrepreneurs strategic oversight without the overhead of a full-time executive. We handle payroll, sales, and property tax reporting with precision, freeing clients to focus on growth.
As an Advanced Certified QuickBooks ProAdvisor, we offer expert QuickBooks consultations, installations, and training. We proactively minimize tax liability through up-to-date knowledge of federal, state, and local law changes. Our financial statements, prepared on a quarterly or monthly basis, provide clear insight into assets, liabilities, and profitability. We work closely with banks to produce GAAP-approved statements required for loans or capital raises. Above all, we are committed to client satisfaction, delivering transparent, timely, and actionable financial guidance.
As an Advanced Certified QuickBooks ProAdvisor, we offer expert QuickBooks consultations, installations, and training. We proactively minimize tax liability through up-to-date knowledge of federal, state, and local law changes. Our financial statements, prepared on a quarterly or monthly basis, provide clear insight into assets, liabilities, and profitability. We work closely with banks to produce GAAP-approved statements required for loans or capital raises. Above all, we are committed to client satisfaction, delivering transparent, timely, and actionable financial guidance.
Highlights and features
- We bring 10 years of large firm accounting experience.
- We hold CPA licenses in both Kentucky and Georgia.
- Our Advanced Certified QuickBooks ProAdvisor status guarantees expert software support.
- We deliver GAAP-approved financial statements required for bank financing.
- We proactively minimize tax liability through up-to-date law monitoring.
Services
Tax Planning
Our tax planning service proactively reduces your liability by staying current with federal, state, and local tax law changes. We analyze your financial situation to identify deductions, credits, and strategic timing that keep your returns accurate and timely. Clients benefit from lower tax payments and peace of mind regarding compliance.
CFO Services
Our CFO services provide strategic financial oversight without the cost of a fulltime executive. We monitor cash flow, forecast performance, and advise on capital structure to support sustainable growth. Clients gain actionable insights that drive profitability and protect their longterm value, ensuring strategic alignment with business goals.
QuickBooks Consultation
We offer expert QuickBooks consulting, installation, and training tailored to your business workflow. Our Advanced Certified ProAdvisor ensures the software is configured for accuracy, automation, and scalability. Clients experience faster data entry, reliable reporting, and the confidence that their financial information is secure and compliant.
Financial Statement Preparation
We prepare GAAP-approved financial statements on a quarterly or monthly basis for internal decision-making or external financing. Our statements include balance sheets, income statements, and cash flow analyses that clarify your financial position. Clients benefit from clear visibility into profitability, leverage, and investment readiness.
Payroll & Tax Reporting
We manage payroll processing, ensuring accurate employee compensation, withholding, and year-end reporting. Our tax reporting covers federal, state, and local payroll taxes with strict compliance. Clients gain confidence that all regulatory filings are timely, accurate, and audit-ready, allowing them to focus on core operations.
Reviews (3)
Ted Eader
Mar 20, 2021
Report
Melissa handles my firm's partnership and personal tax filings. She and her team are outstanding. They communicated quickly and efficiently, they were thorough and complete, and they found a great tax strategy for us and our business.
Marc Oswald
Feb 11, 2021
Report
Been with her for about three years was recommended to her by a friend very helpful with any questions easy to fill out form would definitely recommend
Richard Baker
Jun 16, 2020
Report
My wife and I use Melissa for our business and personal taxes and have done so since 2011. We absolutely love her and the way she handles our accounts. We are totally in the dark about running a business and she does all the work for us in a timely manner and at a very reasonable cost. She was recommended to us by a friend of ours and are so glad started using her services. Highly recommend her!
