- 678-947-0830
Just schedule your free consultation. We’ll walk you through what’s needed and answer all your questions.
Software can’t replace real guidance. We catch what automated tools miss, and we’re here to explain everything clearly so you’re never left guessing.
We’re local, personal, and committed to your long-term financial health. You’ll never feel like just a number—and we’re here year-round
Yes. We work with families, professionals, and service-based small business owners—including Schedule C, S-Corps, and LLCs.
We use a secure, cloud-based portal for document exchange, messaging, and e-signatures—keeping your data protected every step of the way.
We make it simple. We’ll guide you through every step and review your past work for any errors or missed opportunities.
Yes. Our notice response guarantee means you’ll get help within 48 hours—so you’re never left wondering what to do.
We’re here year-round for questions, planning, and support. Tax season isn’t the only time finances matter.
You’ll work directly with me—no hand-offs, no middle layers. Just clear, personal support.
We offer evening availability to fit around your schedule.
That’s exactly why we’re here. We take it step-by-step and make it easy to hand things off.
Absolutely. Our year-round check-ins help you avoid surprises and stay ahead of tax law changes.
Never. We’re here to simplify things and explain them clearly—without the jargon or pressure.
Yes. We’re experts at getting your prior year tax returns completed and get you in compliance with the IRS.
Yes, we can handle filing multiple state tax return prepration.
We offer fixed-fee pricing so you know exactly what to expect. Cost depends on the number of tax forms required and complexity.
We’ll explain the issue, fix what we can, and help you recover any missed savings. No blame, just solutions.
Yes—I’m an Enrolled Agent with the IRS and a QuickBooks ProAdvisor with over 30 years of experience in small business bookkeeping and tax.
Absolutely—we specialize in business returns, including Schedule C, LLCs, and S-Corps.
We’ll review a simple checklist so you know exactly what to upload—no guesswork.
Yes—most software won’t catch costly errors or optimize for your unique situation. We make sure everything is filed right and every deduction is claimed.
Many clients come to us after realizing their current accountant isn’t proactive. We review past returns, catch missed deductions, and make switching easy.
No judgment here. We’ll help clean things up and get you back on track—step by step.
We use flat-fee pricing, so you’ll know the full cost upfront with no surprises.
Yes—we offer monthly bookkeeping and cleanup services to get your financials in order before filing.
Even the smallest businesses benefit from accurate filings and proactive planning. In many cases, small business owners save thousands annually with the right structure and deductions.
Our secure online portal, e-signatures, and streamlined process mean you can work with us from anywhere—minimizing your time commitment while keeping you informed.
Most of our clients actually save money by avoiding penalties, catching missed deductions, and planning smarter. Our fixed-fee pricing makes the value clear—and predictable.
Both. We help you plan ahead so you save money—not just fill out forms.
We can help file back taxes and get you caught up with the IRS.
Yes—we often find missed deductions or mistakes that can be corrected or amended.
We can help file an amendment and work to minimize any penalties or issues.
We assess if an LLC, S-Corp, or sole proprietorship is right for your goals and tax situation.
We’re small business-focused, offer year-round support, and combine experience with a personal touch you won’t get from big chains or DIY software.
Our secure online portal, e-signatures, and streamlined process mean you can work with us from anywhere—minimizing your time commitment while keeping you informed.
Monthly and quarterly bookkeeping, QuickBooks setup and support, catch-up bookkeeping, tax planning check-ins, and more.
Pricing varies based on the services you need. Offering flexible, customized packages that fit your business and budget.
Not at all. Depending on your needs, work is month-to-month, so you’re never locked in if things don’t work out.
I’ll review your business structure and needs, answer any questions, and recommend the best plan for you—no pressure.
Yes. Catch-up bookkeeping is one of our specialties—I’ll fix past issues so you can move forward with confidence.
Simple. After your free consultation, I will guide you step-by-step through setup and take care of the heavy lifting.
No judgment here—I’ve seen it all. Whether you’re a few months behind or a few years, we can help.
We provide monthly or quarterly reports depending on your service plan. You’ll always know where your business stands.
We offer quarterly and year-end options as well—just let us know what fits your business best.
Over 30 years of experience, local knowledge, proactive communication, and custom plans that actually fit small service businesses.
They might be upfront, but hidden costs like errors, penalties, and lost time can add up fast. With me, you get reliable service that protects your bottom line.
Yes—and I make it simple. I handle all the setup and transition, so there’s no disruption to your payroll and no learning curve for you.
Yes. I specialize in small service-based businesses, especially those with 1–7 employees, including S-corps and sole proprietors in Georgia.
I’ll review your business structure and needs, answer any questions, and recommend the best plan for you—no pressure.
Yes—you’ll always deal directly with me. No outsourced help desks. Just reliable, personal support from someone who knows your business.
It begins with a free consultation. We’ll review your current setup and I’ll take care of the onboarding and transition.
Yes—you’ll always deal directly with me. No outsourced help desks. Just reliable, personal support from someone who knows your business.
Very quickly. Clients love that I respond fast—because I only work with a manageable number of businesses, you’ll never feel ignored.
I offer paycheck processing, tax filings including W-2s & 1099s, and custom pay schedules—plus real, local support.
I’m local, personal, and responsive. You’re never just a number. My clients stay because I treat their business like my own.
Absolutely. Cleanup is one of our most popular services. We’ll find and fix the errors so your books are accurate and easy to use.
Yes—we offer full-service support. You can be as hands-on or hands-off as you want, and we’ll take care of the rest.
We specialize in helping small, service-based businesses across Northeast Georgia—from contractors to consultants, and everything in between.
Absolutely. We handle complete setup, including organizing your chart of accounts, connecting your bank feeds, and customizing it to your business.
We don’t just “do the books”—we make sure you understand what’s going on. Our work is hands-on, accurate, and customized to your needs.
Yes! We offer one-on-one QBO or QB Desktop training so you can learn at your pace, with a local expert by your side.
It depends on how complex the mess is, but we’ll give you a clear timeline after reviewing your books.
Absolutely. We’re certified in QuickBooks Online (QBO) and can handle everything from setup and cleanup to ongoing support.
Yes! While most clients use QuickBooks Online, we also work with Desktop versions and can help you decide which is right for your business.
That’s exactly why we offer a free consultation. We’ll walk through everything together and make a clear plan that’s easy to follow.
Of course. We offer one-time cleanups, project-based support, and monthly options—no contracts required.
We offer different options based on your needs—from one-time cleanup or training to ongoing monthly support. Reach out for a free consultation and a quote.
We work with both QuickBooks Online and QuickBooks Desktop, though most clients prefer QuickBooks Online for easier access and updates.
I’m QuickBooks Gold Certified, have years of experience, and work with dozens of happy local businesses who rely on me every month.
That’s fine! We offer annual checkups, year-end reviews, and project-based services tailored to your schedule.
Not at all. You retain full access. I will simply act as an authorized user to help manage or review your books.
Schedule your free consultation. We’ll review your current setup, figure out what’s working (and what’s not), and lay out a clear plan forward.
We go beyond data entry. You’ll work directly with a local expert who explains what’s happening in plain English and gets it right.