Business Details
Trusted Memphis CPA Firm for Business Accounting & Tax Services
Our firm delivers tailored accounting solutions to businesses across the Memphis metropolitan area. With over 40 years of combined expertise, we specialize in tax planning, QuickBooks training, and financial strategy, serving clients in healthcare, real estate, and hospitality sectors. Our team prioritizes personalized support through direct consultations, system optimization, and customized budget development.We maintain professional affiliations with national and state accounting societies while offering agile, responsive service. Our free initial consultation helps businesses identify tax savings opportunities and operational efficiencies.
Services
Small Business Accounting
QuickBooks Training
Tax Planning
Tax Preparation
Business Consulting
Outsourced CFO
Payroll Services
Financial Strategy
Audit Support
Bookkeeping
Highlights and features
- We offer free initial consultations to identify tax savings opportunities
- Our team has 40+ years of combined experience in Memphis business accounting
- We provide tailored QuickBooks training endorsed by Intuit ProAdvisor
- We implement customized budgeting strategies for business growth
- Our firm maintains active memberships in national accounting societies
Associations and certifications
- American Institute of Certified Public Accountants
- Tennessee Society of Certified Public Accountants
- Arkansas Society of Certified Public Accountants
What people say
Extremely knowledgeable
Personal approach
High level of expertise
Tireless bloodhound
Customized service
Services
Small Business Accounting
Our Memphis-based CPAs provide comprehensive accounting solutions tailored for small businesses. We implement and maintain accurate financial systems, generate timely financial reports, and offer strategic budgeting guidance. Our service helps business owners maintain compliance while making informed financial decisions through regular consultation and customized reporting.
QuickBooks Training
As Intuit-endorsed ProAdvisors, we offer specialized QuickBooks training programs for business owners. Our hands-on workshops teach efficient software implementation, transaction management, and financial reporting techniques. Participants gain practical skills to maintain accurate books while learning advanced features that improve accounting efficiency and decision-making capabilities.
Tax Planning
We develop year-round tax planning strategies to minimize liabilities for Memphis businesses. Our approach combines current tax law analysis with business-specific projections to identify savings opportunities. We focus on maximizing deductions, optimizing entity structures, and implementing proactive strategies that align with long-term business objectives while ensuring full regulatory compliance.
Business Consulting
Our firm provides strategic financial consulting for Memphis business owners. Services include cash flow analysis, financial forecasting, and operational efficiency reviews. We help clients understand financial metrics, develop growth strategies, and implement systems that improve profitability through regular consultation and performance monitoring tailored to their industry needs.
Outsourced CFO
We offer outsourced CFO services for businesses needing expert financial leadership without full-time employment costs. Our CPAs provide financial strategy development, capital structure advice, and complex financial analysis while maintaining day-to-day accounting operations. This service gives clients access to executive-level financial expertise on an as-needed basis.
People
David Rikard
Managing Partner
Certified Public Accountant with 40+ years of experience, specializing in business systems implementation and tax strategy. Licensed in Tennessee and Arkansas, David combines Big 8 accounting experience with executive leadership in private industry to deliver practical financial solutions.
Brad Smylie
Senior Tax Manager
CPA with 20+ years of tax expertise, providing strategic planning and compliance solutions. Specializes in tax law updates and their business applications while maintaining memberships in state and national accounting organizations.
Vickie Moore Krebs
Operations Manager
25+ year veteran managing firm operations, ensuring seamless service delivery across Memphis and Marion offices. Oversees administrative systems and client support processes to maintain high service standards.
Questions
What accounting software do you recommend for small businesses?
We recommend QuickBooks based on our ProAdvisor endorsement and extensive implementation experience. We help clients choose between QuickBooks Online and Desktop editions based on their specific business needs.
Do you provide tax planning services throughout the year?
Yes, we offer year-round tax planning to identify savings opportunities, not just year-end return preparation. Our strategies focus on maximizing deductions and optimizing business structures.
Can you help with existing accounting system improvements?
Yes, we evaluate and improve existing accounting systems, including process optimization, internal control enhancements, and software customization to improve financial reporting accuracy.
What industries do you specialize in?
We specialize in healthcare, restaurants, and real estate sectors through our Memphis office, with additional experience across various industries since our 1984 founding.
How do you handle multi-location business accounting?
We support businesses with operations across Tennessee and Arkansas, including consolidated reporting, multi-state tax compliance, and centralized accounting processes for locations in Memphis, Marion, and surrounding areas.
What QuickBooks training options are available?
We offer hands-on workshops and personalized QuickBooks training options, with our ProAdvisor certification ensuring expert-level instruction on implementing and maintaining effective accounting systems.
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