We are proud to partner with individuals, small businesses, startups, and established companies across diverse industries, helping each one make smarter decisions, navigate complexities, and build sustainable success.
WHO WE ARE
We set out to create a firm where clients could receive world-class guidance while still feeling understood, supported, and valued. What began as a mission to provide accurate accounting and thoughtful tax strategies quickly evolved into a full-service advisory practice.
Our Story
Our firm was founded on a simple belief: financial clarity should empower confidence, notconfusion.
Mission
To deliver world-class financial expertise that empowers businesses and individuals to make informed decisions, optimize performance, and achieve long-term financial success.
Vision
To be the most trusted and strategically impactful CPA firm in Atlanta — known for our professionalism, accuracy, proactive insight, and genuine commitment to our clients' success.
Personalization
Tailoring solutions to your business and personal goals.
Accessibility
Ensuring our team is available when you need us.
Proactive Strategy
Helping you anticipate and seize opportunities.
Long-Term Partnership
Supporting your financial journey at every stage.
With over a decade of experience at world-renowned firms like PricewaterhouseCoopers (PwC) and Ernst & Young (EY), our founder and managing partner brings a wealth of expertise to the firm. He also spent ten years as a Senior Vice President at a prestigious Wall Street firm, where he led a team of accountants serving a diverse clientele, including multinational corporations, small to mid-sized businesses, high-net-worth individuals, and families.
He possesses deep expertise in accounting, auditing, finance, internal controls, risk and compliance management, process improvement, and tax law. His professional journey spans multiple industries, including insurance, nonprofit organizations, law, healthcare, investment management, real estate, private equity, and banking.
As the strategic leader of our firm, he oversees all aspects of operations, guiding a talented team to deliver tailored accounting, tax, and consulting solutions. He is dedicated to understanding each client’s unique challenges and opportunities, ensuring our services are aligned with their financial goals and business strategies.
In addition to his professional achievements, he has served on various boards of directors and industry technical panels. He holds a bachelor’s degree in accounting and a Master of Business Administration (MBA), along with several distinguished certifications and licenses in finance and accounting, including:
- Certified Public Accountants (CPA),
- Certified Government Financial Manager (CGFM)
- Certified Global Managerial Accountant (CGMA)
- Certified Financial Services Auditor (CFSA)
- QuickBooks Pro Advisor
Founder and Managing Partner
We work with clients across many sectors, including real estate, professional services, e-commerce, construction, technology startups, and more.
Yes. Our firm serves clients locally in Atlanta and nationwide through secure, cloud-based systems.
We integrate with your team, analyze your financial data, and provide executive-level strategy on budgeting, forecasting, cash flow, and growth planning.
We provide a custom checklist, but common items include income statements, prior tax returns, W-2s, 1099s, expense records, and more.
Our combination of Big 4 experience, Wall Street expertise, personalized service, and proactive strategy sets us apart.
Ready to Take Your Business
to the Next Level?
Let’s talk about your goals — schedule your consultation today.