Monthly bookkeeping and close
Reconciled books, monthly financials and a short call to walk through what the numbers are telling you.
Serving Nashville owners since 2010
A CPA who calls you before the year ends, not after
Most of what saves a business owner money has to happen before December 31. We work on a flat monthly fee so picking up the phone never costs you extra.
15 yrsin practice
340business clients
Flat feemonthly, no hourly
4licensed CPAs on staff
Our services
Bookkeeping, returns and the planning in between
Most clients are on a flat monthly fee that bundles bookkeeping, the annual return and unlimited questions.
Business tax return
S corporation, partnership or C corporation federal and state returns, including the owner K 1s.
Individual return for owners
Personal 1040 with business income, rental property and multi state filings where needed.
Tax planning session
A fall projection with specific moves to make before year end, in writing, with the dollar impact of each.
Payroll setup and processing
Payroll runs, quarterly filings and reasonable compensation analysis for S corporation owners.
IRS notice and audit representation
We respond to notices and represent you directly, so you are not the one on the phone with the IRS.
About the firm
Built for owners, not for W2 season
Dana Whitfield started the firm in 2010 after a decade in a regional practice where small businesses were the least profitable file on the desk. Here they are the whole practice. We deliberately keep client counts per CPA low enough that we can call you in October about your numbers instead of meeting you for the first time in March.
•Flat monthly fees so asking a question is never a billable event
•Proactive fall planning calls with every full service client
•Cloud accounting setup and cleanup included in onboarding
Reviews
What business owners say
“The S corp election and reasonable comp analysis saved me more in one year than five years of their fees.”
Nathan R., Construction contractor
“My old accountant only spoke to me in April. Dana calls in October with actual decisions to make.”
Simone T., Restaurant owner, East Nashville
“They cleaned up three years of a bookkeeping disaster without ever making me feel stupid about it.”
Paul V., E commerce seller
FAQ
Working with a CPA
When should I switch from a bookkeeper to a CPA?
Usually when your business starts making decisions with tax consequences: hiring employees, buying equipment, considering an S corporation election, or clearing roughly $150,000 in profit. A bookkeeper records what happened, a CPA helps change what happens next.
Should my LLC elect S corporation status?
It depends on your profit level and how much you would pay yourself as reasonable compensation. It commonly starts making sense somewhere around $60,000 to $80,000 of net profit, but payroll costs and state rules can change that. We run the actual numbers before recommending it.
What do you need to file my return?
Reconciled books for the year, prior year returns, payroll reports, fixed asset purchases, loan statements and any 1099s issued or received. Our bookkeeping clients supply almost none of this because we already have it.
Can you work with me if I am not in Nashville?
Yes. About a third of our clients are remote and everything runs through secure document exchange and video calls. We are licensed to prepare returns in every state, so a move does not mean changing firms.
Contact
Talk to a CPA first
The first consult is thirty minutes at no charge and we will tell you honestly whether you need us monthly or just once a year.
Phone(615) 555-0114
Address710 Woodland Street, Suite 300, Nashville, Tennessee
HoursMon to Fri 8am to 5pm, extended hours Feb through April 15
AreaDavidson, Williamson and Rutherford counties, remote clients nationwide