Business Details
We are Accounting Associates, a local small business serving the New River Valley for more than 30 years. Our team helps individuals and fellow small businesses navigate taxes with clarity and confidence year-round. We are not a onceayear operation; our clients rely on us for continuous planning, guidance, and clear answers. Together we manage a diverse client base whose combined assets now total over $75 million. Our clients seek to create lasting benefits for themselves, their families, and their communities. We support business growth by strengthening financial foundations and aligning personal impact with values and goals. Through our Business Plans service we provide a Fractional CFO who learns your business and offers tailored recommendations.
This service includes growth planning that adapts to data, AI assistance grounded in decades of expertise, and human support via live chat and webinars. We also deliver industry research, forecasts, scenarios, and professional presentations for boards, investors, and loan officers. Our Financial Plans feature Tax Planning, where financial professionals listen to your life goals and build a roadmap for better choices. Additionally, we offer Estate Planning guidance and secure file uploads to keep your documents safe and accessible.
This service includes growth planning that adapts to data, AI assistance grounded in decades of expertise, and human support via live chat and webinars. We also deliver industry research, forecasts, scenarios, and professional presentations for boards, investors, and loan officers. Our Financial Plans feature Tax Planning, where financial professionals listen to your life goals and build a roadmap for better choices. Additionally, we offer Estate Planning guidance and secure file uploads to keep your documents safe and accessible.
Highlights and features
- We have over 30 years of tax expertise.
- Our clients collectively hold over $75 million in assets.
- We provide yearround planning, guidance, and clear answers.
- We offer AIdriven Fractional CFO support with deep expertise.
- We offer a secure client portal for file sharing.
Services
Business Plans
Our Business Plans service offers a dedicated Fractional CFO who learns your business and provides ongoing recommendations. The platform includes growth planning that adapts to data, AI assistance from decades of expertise, and human support via live chat and webinars. We also supply industry research, forecasts, scenarios, and professional presentations for boards, investors, or loan officers.
Financial Plans
Our Financial Plans service provides personalized tax planning that creates a clear roadmap to achieve your financial goals. Experienced financial professionals listen to your life goals and design strategies that improve your financial choices and overall wellbeing. Early and consistent planning with us helps you make better decisions, uncover growth opportunities, and secure longterm financial stability.
Secure Uploads
Our Secure Uploads service offers a clientfocused portal for safely sharing files and managing tasks. Clients can approve documents online, ensuring efficient collaboration and reducing delays in workflow. The platform maintains strong security protocols to protect sensitive information while providing convenient, roundtheclock access.
