Business Details
Expert Tax & Bookkeeping Services in Lawrenceville, GA
Cheralis Financial is a dedicated team of financial professionals with over 20 years of experience in accounting, tax preparation, and bookkeeping services. Founded to address the complex financial needs of individuals and businesses, our mission is to empower clients through accurate, timely, and personalized financial solutions. We specialize in tax planning and preparation, comprehensive bookkeeping services, and strategic financial consultation. Our team stays current with evolving tax laws and leverages advanced technology to ensure precision and efficiency in every service we deliver.Clients trust us to minimize tax liabilities, maintain compliant financial records, and provide actionable insights for informed decision-making. Based in Lawrenceville, Georgia, we serve local communities including Duluth, Dacula, and Norcross, offering mobile notary services and QuickBooks support. With a commitment to exceptional customer service, we work closely with clients to simplify financial management, reduce stress, and foster long-term success. Our vision is to become a leading provider of financial services known for innovation, expertise, and community impact.
Services
Tax Planning
Bookkeeping Cleanup
Financial Analysis
Tax Resolution
Mobile Notary Services
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to your specific needs.
- We utilize advanced technology for precise and secure financial management.
- Our services include IRS audit representation and tax resolution expertise.
- We deliver mobile notary services for added convenience and flexibility.
Associations and certifications
- QuickBooks Certified Pro
Services
Tax Planning
Our tax planning services identify legal deductions, credits, and strategies to minimize liabilities. We ensure compliance with current regulations while maximizing refunds for individuals and businesses. Clients receive proactive guidance for year-round tax efficiency.
Bookkeeping Cleanup
This service brings disorganized financial records current through detailed reconciliation and reporting. We provide profit and loss statements, balance sheets, and monthly closing procedures to restore financial clarity for businesses behind on bookkeeping.
Mobile Notary Services
Our mobile notary service handles loan signings, affidavit verification, and international document authentication. Certified professionals travel to client locations for convenience while maintaining strict compliance with Georgia notary regulations and security standards.
Financial Analysis
We deliver cash flow analysis, budgeting assistance, and operational efficiency reviews. Our advisory services help businesses interpret financial statements, improve profitability, and make data-driven decisions based on accurate, real-time financial data.
Tax Resolution
This service addresses IRS debt through installment agreements, offers in compromise, and audit representation. We negotiate with tax authorities while developing personalized plans to resolve back taxes and prevent future compliance issues.
People
Cherisse Skeete
Founder & Lead Accountant
Cherisse Skeete is a QuickBooks Certified Pro with over 20 years of experience in accounting and tax services. She holds an accounting degree and specializes in tax compliance, bookkeeping, and financial consulting for Georgia-based businesses.
Questions
What tax preparation services do you offer?
We prepare and file federal, state, and local tax returns while identifying deductions and credits to minimize liabilities. Our services cover individuals and businesses.
Do you handle bookkeeping for small businesses?
Yes, we offer monthly bookkeeping, cleanup services, payroll processing, and financial reporting tailored to small businesses.
Are you certified in QuickBooks support?
We are QuickBooks Certified Pros and provide software setup, training, and ongoing technical assistance.
Do you offer mobile notary services?
Yes, we provide convenient mobile notary services for loan signings, document verification, and apostille requirements.
How can you help with IRS notices or audits?
We offer audit representation and resolution strategies for taxpayers receiving IRS letters or collections notices.
