Business Details
19 Years
experience
Trusted Accounting & Business Consulting Services in Atlanta
Founded in 2007, Xtrategist is a Certified Public Accounting firm dedicated to empowering construction, technology, and professional service companies in Atlanta through innovative accounting, tax, and consulting solutions. Our team of CPAs combines extensive experience from public accounting and publicly traded corporations to deliver tailored services that address the unique challenges of growing businesses. We specialize in job estimation, project management, software development accounting, and tax compliance, ensuring our clients receive actionable financial insights for strategic decision-making.By adopting proactive accounting methods and maintaining open communication channels, we align our solutions with client goals to drive operational efficiency and cost savings. Our commitment to excellence is reflected in our client-centric approach, where we act as an extension of each client's team, often working on-site to provide real-time support and value-added services typically reserved for large corporations.
Services
Accounting Services
Tax Planning
Business Consulting
QuickBooks Integration
Audit Ready Reviews
Details
- Year established: 2007
Highlights and features
- We offer 16+ years of experience in construction, tech, and professional service accounting.
- Our team provides industry-specific insights tailored to Atlanta's business landscape.
- Proactive tax planning strategies reduce liabilities while maximizing investment returns.
- Customized QuickBooks integrations streamline accounting operations for small businesses.
- Client testimonials highlight measurable improvements in financial process efficiency.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Tremendous value
Helped reduce close time
Complex transactions
Proactive tax planning
Industry-specific insights
Services
Accounting Services
Our outsourced accounting solutions integrate bookkeeping, general accounting, and financial reporting to deliver timely, accurate insights for strategic decision-making. We identify process weaknesses and implement improvements to generate operational efficiencies while ensuring GAAP compliance for construction, technology, and professional service firms.
Tax Planning
We provide proactive tax planning integrated with daily operations, advising on investment implications, expense management, and regulatory compliance. Our services cover partnership, S-corporation, and individual tax filings, with a focus on reducing liabilities and maximizing deductions for Atlanta-based businesses.
Business Consulting
Our consulting services include cost analysis, process design, internal controls review, and due diligence support. We transform financial data into actionable insights, helping clients optimize pricing strategies, improve profitability, and implement benchmarking frameworks tailored to their industry needs.
QuickBooks Integration
We specialize in implementing and optimizing QuickBooks systems for small businesses, evaluating existing setups to recommend feature enhancements that create accounting efficiencies. Our team ensures seamless integration with other applications to streamline financial operations and reporting capabilities.
Audit Ready Reviews
We conduct comprehensive audit-ready financial reviews on monthly, quarterly, and annual bases, ensuring accurate reconciliations and compliance with accounting standards. Our services include trend analysis, variance reporting, and preparation of GAAP-compliant financial statements to support transparent business decision-making.
People
Bola Ogungbemi
CFO
With extensive experience in financial leadership, Bola Ogungbemi specializes in cost reduction strategies and operational efficiency improvements for technology and construction firms.
Laura Nava
Laura Nava provides expert tax guidance, helping clients navigate complex transactions during critical business milestones like property acquisitions.
Al Rodriguez
CPA
As a certified public accountant, Al Rodriguez focuses on GL account reconciliations and financial process optimization for professional service companies.
Questions
What industries do you specialize in?
We specialize in serving construction companies, technology firms, and professional service providers in Atlanta.
How do you help businesses save money?
Through cost analysis, process improvements, tax planning, and operational efficiency optimizations tailored to your industry.
Do you offer QuickBooks support?
Yes, we implement and optimize QuickBooks systems for small businesses, integrating with existing operations.
What tax services do you provide?
We offer partnership, S-corporation, individual tax planning, and compliance filing services with proactive strategies.
