Business Details
We are a trusted accounting practice led by Richard Stern, a Certified Public Accountant with over two decades of self-employed experience. After earning a Bachelors in Accounting from the University of Florida and a Masters in Taxation from Georgia State University, we built a reputation for excellence through eight years at Atlantas largest regional firm. Our expertise extends to teaching seminars for Georgia State Universitys Small Business Development Center, where we shared insights on starting a business. Licensed in Georgia, Florida, and Massachusetts, we specialize in serving self-employed individuals, small businesses, and startups with precision and care. Our services include tax preparation, financial management, and accounting system conversions tailored to your needs.
We take pride in our ability to simplify complex financial matters, ensuring clients feel confident and well-informed. Over the years, weve managed accounting for real estate partnerships, family offices, and non-profits, earning trust through diligence and transparency. Whether you need controller services, budgeting, or QuickBooks training, we deliver results with a personal touch. Our commitment to accessibility and thoroughness has made us a go-to resource for clients across multiple states. From tax strategy to financial projections, we provide solutions that drive long-term success for businesses and individuals alike. We believe in building lasting relationships by understanding each clients unique circumstances and goals.
We take pride in our ability to simplify complex financial matters, ensuring clients feel confident and well-informed. Over the years, weve managed accounting for real estate partnerships, family offices, and non-profits, earning trust through diligence and transparency. Whether you need controller services, budgeting, or QuickBooks training, we deliver results with a personal touch. Our commitment to accessibility and thoroughness has made us a go-to resource for clients across multiple states. From tax strategy to financial projections, we provide solutions that drive long-term success for businesses and individuals alike. We believe in building lasting relationships by understanding each clients unique circumstances and goals.
Highlights and features
- We have over 20 years of self-employed accounting experience
- Our CPA is licensed in Georgia, Florida, and Massachusetts
- We offer controller-by-the-hour services for startups
- Our expertise includes QuickBooks installation and training
- We create tailored budgets and cash flow projections
Services
Income Tax Preparation
We prepare accurate income tax returns for self-employed individuals and small businesses. Our service ensures compliance while maximizing deductions and credits. Clients benefit from our deep expertise in complex tax scenarios, including multi-state filings.
Controller-by-the-Hour
We provide on-demand controller services to startups and entrepreneurs needing financial oversight. Our approach offers cost-effective expertise without full-time commitments. Businesses gain clarity, strategic insights, and improved financial management.
Accounting System Conversion
We convert and optimize accounting systems, including QuickBooks installation and training. Our service ensures seamless transitions with minimal disruption to your operations. Clients achieve streamlined processes and better financial tracking.
Financial Projections
We create annual budgets, cash flow projections, and management summaries tailored to your business. Our service helps clients plan for growth and navigate financial challenges. Youll receive actionable insights to make informed decisions.
Family Office Accounting
We manage accounting and reporting for family offices with precision and discretion. Our service includes investor coordination, lender interactions, and financial summaries. Families trust us to maintain order and transparency in complex financial matters.
