What we offer

What we offer

Accounting, payroll, and wealth management solutions for small businesses, nonprofits, and their owners and managers in Cullman and surrounding counties.

Accounting & Tax Services

We get you organized and provide a map of where your money comes from and where it’s going. From monthly bookkeeping and financial statements to compliance, it’s the plan to get you where you want to go.

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    Cloud-based accounting software, collaborate remotely at your convenience.

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    Financial Statements

    A map of where your money goes and how your business is doing.

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    Tax Planning & Preparation

    We handle all State and Federal tax filings on your behalf and we are available year-round to discuss.

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    We help you interpret and react to your financial statement.

Payroll Services

Our full-service approach to payroll means that you and your employees are always taken care of. Tax reporting, W-2s, and employer reports -- all handled simply and efficiently.

  • Live Payroll

  • Payroll Tax Returns

  • Paperless Paychecks

  • Employer Reports

  • W-2s for Employees and Employers

Wealth Management

We want you to retire comfortably and stay comfortably retired

The best way to get ahead is to plan ahead. We offer comprehensive planning, from college funding to retirement plans. Our asset allocation and investment performance monitoring mean you’ll always know where you stand.

We are affiliated with Wealth Management LLC, a registered investment advisor.

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  • Fee-only Asset Management

  • Diversified & disciplined investment strategy

  • College funding

  • Integrated Tax Planning

  • SEPs, SIMPLE IRAs, 401Ks