Business Details
28 Years
experience
Trusted Accounting & Tax Services for Small Businesses
We are dedicated to providing comprehensive accounting and tax solutions for small businesses and individuals. Our team works hands-on with clients, particularly construction companies, to build profitable business structures through expert financial reporting and strategic advisory services. We distinguish ourselves by offering more than basic accounting services, focusing on educating clients about their financial statements to foster long-term growth. Our expertise spans tax planning, bookkeeping, and corporate formation, with a commitment to using cloud-based technology for secure, paperless operations.For over two decades, we've served clients across metro Atlanta and nationwide, maintaining strong relationships even as businesses relocate. Our fee structure emphasizes transparency with fixed pricing agreed in advance, and we offer complimentary initial consultations to understand client needs thoroughly. As Quickbooks Pro Advisors, we integrate technology with personalized service to deliver actionable financial insights tailored to each business's unique requirements.
Services
Tax Services
Bookkeeping
Corporate Formation
Financial Statements
Tax Planning
Business Consulting
Payroll Services
Audit Assistance
Estate Planning
QuickBooks Support
Details
- Year established: 1998
Highlights and features
- We provide personalized financial advisory services focused on small business growth
- Specialize in construction industry accounting with hands-on expertise
- Secure cloud-based systems ensure data protection and year-round tax preparation
- Transparent fixed-fee structure with no hidden costs
- Complimentary initial consultation to understand business-specific requirements
Services
Tax Services
Our comprehensive tax planning and preparation services cover all business structures and individual needs. We specialize in multi-state tax filing and year-round advisory to minimize liabilities while ensuring compliance. Our cloud-based systems allow secure document sharing and real-time tracking of tax obligations.
Bookkeeping
We implement accurate record-keeping systems tailored to business size and complexity. Our services include bank reconciliation, accounts payable/receivable management, and customized reporting to maintain financial clarity. Clients receive ongoing training to improve their internal financial processes.
Corporate Formation
Guiding clients through entity selection and registration processes while addressing tax implications. We collaborate with legal professionals to establish corporations and LLCs, ensuring proper state/federal filings and compliance with regulatory requirements.
Financial Statements
We prepare GAAP-compliant financial statements with clear explanations of key metrics. Our analysis identifies business strengths and improvement areas through ratio analysis, cash flow projections, and comparative performance tracking.
Tax Planning
Proactive year-round planning helps businesses and individuals optimize tax positions. We analyze deductions, credits, and entity structures to develop strategies that reduce liabilities while supporting long-term financial goals.
People
Jennie Zimmermann
Principal
With over two decades of experience, Jennie Zimmermann leads the firm specializing in small business accounting. She focuses on construction industry clients and has developed expertise in multi-state tax compliance.
Questions
What accounting services do you offer for small businesses?
We provide financial statements, bookkeeping, tax planning, and business advisory services tailored to construction companies and small enterprises.
How do you help small businesses with tax compliance?
We offer year-round tax planning, multi-state return preparation, and strategic advice to minimize liabilities while maintaining compliance with changing regulations.
Can you assist with starting a new business?
Yes, we guide clients through entity selection, state/federal filings, and tax implications for corporation and LLC formations.
What technology do you use for financial tracking?
We utilize cloud-based systems for secure document sharing, paperless operations, and real-time financial data access.
Do you offer personalized financial consultations?
We provide complimentary initial consultations to understand business needs and offer fixed-fee services tailored to specific requirements.
How do you ensure client data security?
Our cloud-based platform employs encryption and secure access protocols to protect financial information with paperless operations.
