Business Details
32 Years
experience
Trusted Accounting and Financial Services in Baton Rouge
Established in 1994, our firm has built a reputation for delivering innovative financial strategies tailored to the unique needs of businesses and individuals. With over 30 years of experience in public accounting, we specialize in tax planning, accounting, and business consulting, serving clients across the United States. Our team combines deep industry expertise with a client-centric approach, ensuring personalized solutions that enhance profitability and reduce tax liabilities. We pride ourselves on building long-term relationships, offering proactive advice, and leveraging advanced tools like our electronic payroll system to streamline financial operations.Our commitment to excellence is reflected in our certifications, including CPA, CLU, and CAPP, and our membership in professional organizations such as the American Institute of CPAs. Clients trust us to act as strategic partners, guiding them through complex financial decisions and helping them achieve both business and personal financial success.
Services
Accounting
Bookkeeping
Tax Planning
Payroll Services
Business Consulting
Investment Management
Retirement Planning
Details
- Year established: 1994
Highlights and features
- We offer over 30 years of experience in public accounting and financial planning.
- Our team provides personalized service with a focus on client-specific strategies.
- We utilize a proprietary electronic payroll system to streamline financial operations.
- Our innovative tax planning methods reduce liabilities within legal limits.
- We build long-term relationships through transparent communication and tailored solutions.
Associations and certifications
- CPA
- CLU
- CAPP
What people say
Personal attention
Beneficial financial strategies
Efficient payroll system
Tailored tax planning
Proven expertise
Services
Accounting
We provide comprehensive accounting services tailored to businesses of all sizes. Our team ensures accurate financial reporting, tax compliance, and strategic bookkeeping that integrates with ongoing tax planning. By interpreting financial data, we help clients improve profitability and make informed business decisions.
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies. We assist businesses and individuals with entity selection, year-round tax planning, and preparation of all tax returns, ensuring compliance while maximizing savings.
Payroll Services
We offer efficient payroll processing with direct deposit options and tax compliance management. Our electronic system reduces penalties and administrative burdens, allowing businesses to focus on growth while ensuring employee payments and tax filings are handled accurately.
Business Consulting
Our consulting services include budget analysis, financial projections, and strategic planning tailored to business needs. We help clients with entity structure, cash flow management, and financing strategies to support long-term growth and operational efficiency.
Investment Management
Through our affiliate, we provide investment management services focused on risk minimization and wealth accumulation. We design personalized portfolios, consolidate retirement accounts, and offer long-term strategies to help clients achieve financial goals at any income level.
People
Greg A Kennedy, CPA
CPA, CLU, CAPP
Greg Kennedy founded the firm in 1994 after working with KPMG and local firms. He specializes in tax planning, financial strategies, and business consulting, serving diverse industries. With certifications in asset protection and life underwriting, he focuses on tailored client solutions.
Ashton Kennedy
Accounting Specialist
Ashton Kennedy manages monthly accounting clients and operates the firm's electronic payroll system. He graduated with honors from Southeastern Louisiana University in 2018 and brings entrepreneurial insight to small business financial solutions.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, financial reporting, and tax planning tailored to business needs.
Do you handle payroll processing?
Yes, we operate an electronic payroll system that simplifies tax compliance and reduces penalties for businesses.
Can you assist with retirement planning?
Yes, through our affiliate Lord Wellington Investments, we offer customized retirement and investment planning solutions.
What industries do you serve?
We work with diverse industries including healthcare, real estate, financial institutions, and small businesses.
Are you available for emergency consultations?
We offer 24/7 call availability for urgent inquiries, though office hours are Monday-Friday 8am-5pm.
How do you tailor financial strategies?
We analyze each client's unique situation to create customized tax, accounting, and investment strategies for optimal results.
