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We bring order to numerical chaos so you can focus on your business

Bookkeeping + Tax + Consulting = Peace of Mind

We’re not a fly-by-night “bookkeeper”. We’re a full-service CPA firm so we know how to account for things with tax savings, future profits and growth in mind.

Bookkeeping and Accounting services

Need a little help setting up your books or reconciling an account? No problem. Need a full-service accounting back office to run payroll, pay bills and handle the accounting? Also, no problem. We offer customized accounting packages for your business or nonprofit with the following services:

More about our Bookkeeping Services

Account Reconciliations

Whether you have one account or 50 we can help reconcile them on a monthly, quarterly or annual basis. Types of account may include checking, savings, fixed assets, loans and mortgages, money market, PayPal etc.

Bookkeeping

Full bookkeeping services for you company. We'll work with you to develop a system that is easy for you and your team. We will code transactions timely and provide financials.

Payroll

We can handle payroll for you in-house, and we also work with the major payroll providers like Gusto, ADP and Paychex to process your payroll. We can set things up for you to process, or we can take care of it for you.

Sales Taxes

We offer sales tax filing services as well as sales tax consulting to determine if you are required to file.

Liquor by the Drink

You sell the drinks, and we'll take care of the taxes.

Financial Statement Preparation

Keep a pulse on your business. If we are reconciling or handling the bookkeeping, we can provide you with timely financials.

Local Business Taxes

Williamson County, Davidson County, Nashville, Franklin and beyond local business taxes are due each year. We will put these on our radar and handle the filings so you don't have to worry about them.

1099 Reporting Accounting System Setup

Give us a list or let us mine the data for you. We can take care of the 1099s. Don't have an accounting system, or need some help configuring what you have? We can setup QuickBooks Desktop, QuickBooks online or Xero from scratch or tweak what you already have in place.

Training

Sometimes you just need to know the basics and you can handle some of the services we've listed. If you want to handle the day to day, we can train you or your team and be available for ongoing support.

Affordable, Customized Packages

We offer a free initial consultation so we can learn more about your business. We offer customized packages that can include as little or as much as you desire. Our clients love our tailored packages that include the tax planning and consulting, return preparation and quarterly planning all in one affordable monthly price.

Meet The Team

Mary Jo Grimsley

Mary Jo is a Senior Accountant who joined the firm in 2020. She began in bank...

Barry Grimsley

Barry is the Director of our Accounting Services Department where he helps su...

Courtney Isabell

Courtney Isabell serves as an Account Manager in our Accounting Department, c...

Brenda Potts

Brenda is a senior accountant focusing in accounting services. She started he...

Jenna Moyer

Jenna is an Account Manager in our Accounting Services Department where she m...

Stephanie Richerson, CPA

S...

Justin Schellenberg, CPA

Justin is the Chief Executive Officer of the firm and splits his time between...

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