Business Details
We have been providing CPA and financial consulting services in Chattanooga for over 40 years, building a legacy of trust and expertise. Our founder, Steele Jones, is a licensed CPA and CGMA who graduated from Vanderbilt University, bringing unmatched academic and professional credentials. We specialize in tax planning, preparation, and comprehensive accounting solutions for both individuals and businesses across diverse industries. We have more than 17 years of public accounting experience and 25 years of finance leadership in manufacturing, distribution, and service sectors, giving us deep sector knowledge. Our 10 years serving as Controller and Chief Accounting Officer enable us to solve complex financial challenges and guide strategic decisionmaking. We pride ourselves on personalized, oneonone attention, as a sole practitioner who works directly with each client to understand their unique goals.
Our commitment to the highest professional standards is reflected in our memberships with the American Institute of Certified Public Accountants, Tennessee Society of CPAs, and the Estate Planning Council of Chattanooga. We continuously enhance our problemsolving capabilities through rigorous evaluation, planning, negotiation, and organized administration of financial processes. Our clients benefit from transparent communication, timely deliverables, and tailored tax strategies that exceed expectations. Our ultimate purpose is to expand managements understanding of where their business is heading and how to adjust its direction for sustainable growth. We strive to deliver superior, personalized tax and accounting services that empower our clients to achieve financial confidence and success.
Our commitment to the highest professional standards is reflected in our memberships with the American Institute of Certified Public Accountants, Tennessee Society of CPAs, and the Estate Planning Council of Chattanooga. We continuously enhance our problemsolving capabilities through rigorous evaluation, planning, negotiation, and organized administration of financial processes. Our clients benefit from transparent communication, timely deliverables, and tailored tax strategies that exceed expectations. Our ultimate purpose is to expand managements understanding of where their business is heading and how to adjust its direction for sustainable growth. We strive to deliver superior, personalized tax and accounting services that empower our clients to achieve financial confidence and success.
Highlights and features
- We bring 40+ years of accounting expertise to every client.
- Our sole practitioner gives direct, personalized attention to clients.
- We guarantee transparent communication and timely deliverables throughout the engagement.
- We achieve proven tax results with 17 years' public accounting.
- We are members of AICPA, Tennessee Society, and Estate Council.
Services
CPAReviewed financial statements
CPAReviewed financial statements are prepared and reviewed by a licensed CPA to ensure accuracy and compliance with accounting standards. This service is ideal for businesses of all sizes that require reliable financial reporting for internal management or external stakeholders. Clients benefit from transparent, auditready statements that support informed decisionmaking and meet regulatory requirements.
Part-Time CFO Services
Our parttime CFO services provide strategic financial guidance without the expense of a fulltime executive. We work directly with owners and managers to develop budgeting, forecasting, and cashflow strategies tailored to their business goals. This approach delivers professional insight and operational efficiency while preserving costeffectiveness for growing companies.
