• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
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        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
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        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
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        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
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        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
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        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
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        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
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        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
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        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
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        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
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        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
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        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
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        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
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        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.

  • CAREERS
  • LOCATIONS
Recognitions
2021 Five Star Investment Professional

2021 Five-star Award

The Five Star award is presented to wealth managers, real estate agents, mortgage professionals in more than 45 markets in the U.S. and Canada. The Five Star award recognizes service professionals who provide quality services to their clients.
Member of AICPA

The AICPA

The American Institute of CPAs, the world’s largest member association representing the accounting profession from many areas of practice, including business and industry, public practice, government, education and consulting.
Alpharetta Chamber of Commerce

The Alpharetta Chamber of Commerce

The Alpharetta Chamber of Commerce was established in November 2013 by a group of business leaders who wanted to build a business identity for the city of Alpharetta.
Best of North Atlanta for Four Years

Best of North Atlanta

Top businesses in North Atlanta participate for the honor of being named one of the best business in north Atlanta. Over 23,000 Appen Media readers cast their votes for this coveted honor!
Member of GA Society of CPAs

The Georgia Society of CPAs

The Georgia Society of CPAs is the premier professional organization for CPAs in the state of Georgia and the only organization working exclusively for Georgia CPA clients and professionals.
Greater North Fulton Chamber of Commerce

Greater North Fulton Chamber of Commerce

The mission of the Greater North Fulton Chamber of Commerce is to be the catalyst for economic development, business growth, and quality of life in North Fulton.

Latest News

How to Complete a W-4 Form

The Form W-4, Employee’s Withholding Certificate indicates how much federal tax to withhold from your income. If you received a surprise at tax time this year, it may be because your W-4 isn’t set up correctly. It’s important to keep ...
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Why Now Might Be the Best Time to Buy a Business?

Wealth managers and financial industry observers have pointed out that we are in the midst of a great wealth transfer driven by Baby Boomers. As Boomers (the generation born between 1946 and 1964) have aged, the savings and investments they ...
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Unlocking Retirement Savings to Fund a New Business

Many people have dreams of starting a business but lack the capital or funding needed to launch their new business ideas.  It’s true: It costs money to start a business. The US Small Business Administration (SBA) says that how to ...
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