Sydney is a recent graduate of the University of Alabama where she earned her bachelors degree in accounting. Richard joined us in early 2020. A gradute of UAB, he is working with us full time while pursuing a Masters in Business Administration at UAB. Scott founded the firm in 2017 with approximatly 35 clients. He has had is CPA licence since 1999 and enjoys spending time with his wife, Tracey, and three sons.
Services
Our Firm believes in building strong relationships, being responsive, and delivering the highest quality professional tax and accounting services.
We strive to have a meaningful impact on individuals, families, businesses and our community.
Since many of the services we provide involve very personal and confidential matters, building a strong client relationship based on trust is critical.
By earning the trust of our clients, and becoming their trusted advisor, we are then better able to provide custom and unique solutions to each client.
We strive to have a meaningful impact on individuals, families, businesses and our community.
Since many of the services we provide involve very personal and confidential matters, building a strong client relationship based on trust is critical.
By earning the trust of our clients, and becoming their trusted advisor, we are then better able to provide custom and unique solutions to each client.
I've enjoyed living in Birmingham, Alabama since 2003 with my wonderful wife, Tracey, and our three sons.
Tracey is an incredibly talented 2nd grade teacher at Crestline Elementary School and loving mother and wife.
I'm originally from Columbia, South Carolina, also known as the Palmetto State.
I enjoy watching Carolina Gamecock football and returning to SC to relax with friends and family living in Greenville, Columbia, Manning, Charleston, Pawley's Island, and McClellanville.
In Columbia SC, I attended Heathwood Hall Episcopal School from 1976-1985 before leaving for Woodberry Forest School in Orange, Virginia.
Tracey is an incredibly talented 2nd grade teacher at Crestline Elementary School and loving mother and wife.
I'm originally from Columbia, South Carolina, also known as the Palmetto State.
I enjoy watching Carolina Gamecock football and returning to SC to relax with friends and family living in Greenville, Columbia, Manning, Charleston, Pawley's Island, and McClellanville.
In Columbia SC, I attended Heathwood Hall Episcopal School from 1976-1985 before leaving for Woodberry Forest School in Orange, Virginia.
As a small business owner you have more important things to do than to keep your own books.
I take care of your books for you, so you can get back to the job of running your business and generating profits.
My Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
I take care of your books for you, so you can get back to the job of running your business and generating profits.
My Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
As a small business owner you have many task to complete, including keeping up with your accounting.
We can assist by making your job simplier when you outsource your accounting & bookkeeping, so you can get back to the job of running your business and generating profits.
Reconciling your business checking account each month helps keep your bank account, accounting, and taxes up-to-date.
Help detect and prevent excess/unjustified bank charges and ensure transactions are posted correctly by your bank.
We can assist by making your job simplier when you outsource your accounting & bookkeeping, so you can get back to the job of running your business and generating profits.
Reconciling your business checking account each month helps keep your bank account, accounting, and taxes up-to-date.
Help detect and prevent excess/unjustified bank charges and ensure transactions are posted correctly by your bank.
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.
If you're fortunate enough to be in this position then we have the perfect solution for you.
Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits.
Part-Time CFO services provide you with experienced support at a small fraction of that cost.
If you're fortunate enough to be in this position then we have the perfect solution for you.
Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits.
Part-Time CFO services provide you with experienced support at a small fraction of that cost.
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