Business Details
We have been providing full service accounting for small businesses and individuals in the northeast Atlanta area for over a decade. Our team, led by Melissa Probst, brings 10 years of experience from large public accounting firms. We hold active CPA licenses in Kentucky and Georgia and maintain memberships in the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. As an Advanced Certified QuickBooks ProAdvisor, we specialize in QuickBooks consultation, installation, setup, and training. Our expertise includes financial statement preparation, tax planning, tax return preparation, incorporation services, and CFO advisory.
We proactively minimize client tax liability by staying current on federal, state, and local tax law changes. We ensure accurate and timely tax filing to prevent costly penalties and interest assessments. We prepare GAAPcompliant financial statements for external use that meet banking and financing requirements. We also create personal financial statements to support mortgage and credit applications. Our problemsolving approach helps business owners choose the optimal entity structure, such as corporation or partnership, before launch. We are committed to transparent communication and client satisfaction throughout every engagement.
We proactively minimize client tax liability by staying current on federal, state, and local tax law changes. We ensure accurate and timely tax filing to prevent costly penalties and interest assessments. We prepare GAAPcompliant financial statements for external use that meet banking and financing requirements. We also create personal financial statements to support mortgage and credit applications. Our problemsolving approach helps business owners choose the optimal entity structure, such as corporation or partnership, before launch. We are committed to transparent communication and client satisfaction throughout every engagement.
Highlights and features
- We have 10 years experience in large public accounting firms.
- Our CPA licenses cover Kentucky and Georgia.
- We are Advanced Certified QuickBooks ProAdvisors.
- Our GAAP statements meet banking institution requirements.
- We prepare personal financial statements for mortgage approvals.
Services
Financial Statement Preparation
We prepare quarterly or monthly GAAPcompliant detailed financial statements for small businesses and individuals. These statements provide clear insight into profit, cash flow, and financial position to support internal decisionmaking. External statements are approved by banks for loans, credit lines, and capital investments.
Tax Planning Strategies
We proactively minimize client tax liability by staying current on federal, state, and local tax law changes. Our planning ensures accurate, ontime filing to avoid costly penalties and interest assessments. We keep clients informed of all tax deadlines, delivering peace of mind and financial efficiency.
Tax Return Preparation
We prepare simple 1040 individual returns as well as complex multistate, corporate, partnership, and sole proprietorship filings. Our expertise covers rental income, capital transactions, stock options, and other specialized tax situations. Clients receive accurate returns filed on schedule, maximizing deductions and minimizing exposure.
Incorporation
We guide entrepreneurs in selecting the optimal business entity, such as corporation or partnership, before launch. We prepare and file Articles of Incorporation, obtain state and federal ID numbers, and ensure regulatory compliance. Our service removes the paperwork burden so owners can focus on running their new business.
QuickBooks Consultation
We provide certified QuickBooks consultation, installation, setup, and comprehensive training for small businesses and individuals. Our Advanced ProAdvisor status guarantees accurate configuration, seamless integration, and efficient use of the software. Clients achieve higher productivity, fewer errors, and significantly streamlined financial operations.
