Understand · Atlanta

    A CPA firm that talks about your business, not just your return.

    Accounting, tax, and advisory for Atlanta small businesses — clean monthly books, proactive planning, and a CPA who answers the phone.

    Serving

    Metro Atlanta and North Georgia

    Close

    Within ten business days

    Team

    Licensed CPAs, Big Four trained

    Most Atlanta small businesses have a CPA they hear from twice a year. That works fine for compliance and poorly for everything else.

    We combine the accounting function, the tax function, and the advisory conversation into one relationship, so the person filing the return is the same person who understands the business.

    01

    Monthly accounting done properly

    Reconciled accounts, accrual adjustments, a chart of accounts that reflects how you actually operate, and financial statements you receive early enough to act on.

    • Full-service bookkeeping and monthly close
    • Payroll coordination and 1099 compliance
    • Sales and use tax filings for Georgia
    • Prior-period cleanup where history is unreliable
    02

    Georgia and federal tax planning

    Entity structure review, S-corporation reasonable compensation analysis, Georgia pass-through entity election modeling, retirement plan design, fixed-asset and depreciation strategy, and multi-state exposure where you operate across lines.

    Planning meetings happen in the fall, while decisions can still change the outcome.

    03

    Compliance and representation

    Business and owner returns, extensions, estimated payments, and IRS or Georgia Department of Revenue notice resolution. If a notice arrives, you forward it and we handle it.

    Common questions

    Understand Your Numbers

    Send us last year's return and your current financials. We will show you what we would do differently.