Small Business

Nashville, TN (615) 255-6143

We Speak Your Language

We know what it's like to run a small business; we do it every day.

In addition to an accounting practice, our principals have successfully purchased, managed, grown and sold other small businesses. So we are right at home talking profit improvement and competitive advantage with you.

Like you, we wear multiple hats on a daily basis. We have worked with hundreds of other small businesses and stand ready to pass on our knowledge of what works and what doesn’t, where others have tried and failed. Learn from us.  In today’s world, our unique combination of financial expertise and small-business focus is hard to find.

Case Study:  Business Turnaround 2001-2006

The sole owner of an office equipment business died unexpectedly. The owner’s executor and heirs live out of state and had no interest in taking over the business. After 18 months of failed attempts to sell the business the family almost lost the business.

We met with key employees of the business and determined that the accounting records were in disarray and that this and the lack of strong management scared off potential buyers. We also realized that the business needed to be restructured and improve its market share before it could be sold at peak value. We recruited and hired a general manager, sales manager and service manager to replace the interim management and turned the company around. We relocated the office and rebranded the company to go head to head with its principal competitor – a billion dollar multi-national company. We advised the company at every level of operation while navigating through difficult economic times, including the September 11 attacks and the merger of product manufacturers.

Within a few short years, buyers were competing for the right to purchase the business. We courted the buyers and negotiated a multi-million dollar all cash sales price. The owner’s family received what their father had worked so hard to build but almost lost.

Business Consulting Services

We go beyond cleaning up your books and handing you a financial statement.

To us that would be like a doctor handing you an X-ray for you to read yourself.  Having represented hundreds of small businesses ourselves, we bring a unique perspective to small business owners.  We can help you analyze your business and its history to arrive at factual conclusions. We help you assess your strengths, weaknesses, opportunities and threats and then propose actions you need to take to shape a better tomorrow.

Service Offerings:

  • Profit Improvement
  • Problem Solving
  • Human Resource Issues
  • Management Assistance
  • Annual Budgeting
  • Business Start-up
  • Business Valuations
  • Buying a New Business
  • Assistance with Raising Capital
  • Incentive Compensation Plans
  • Selling a Businesses
  • Banking Relations
  • Financial Conflict Resolution
  • Negotiation and Mediation


Get the SPA Treatment

Small businesses have a number of predictable, recurring needs year in and year out to keep them on track with accounting and tax needs.

Instead of paying for these routine services on an hourly basis we can tailor a SPA or Service Package Agreement to fit your unique needs. 

We discuss with you the services that you would like us to provide for you annually on a proactive basis.  We commit to an annual fee for these services and invoice you in equal monthly amounts. How refreshing!  No surprises and we take responsibility to be sure things are done on time.

The following are the types of services that you might like us to include in your custom SPA treatment.

Executive Summary of Financial Statements
Annual Budgeting

Telephone and E-mail Support
Bookkeeping Services
Payroll Accounting
Accounting System Review & Cleanup
Compiled Financial Statements
Accounting Working Papers
Adjusting Journal Entries
Depreciation Schedules

Federal Income Tax Returns
State and Local Income Tax Returns
Estimated Tax Payments
Personal Property Tax Returns
Business Tax Licenses
Sales Tax Returns
Information Returns for Independent Contractors
Payroll Tax Returns

Year-end Tax Planning
Federal and State Tax Planning
Personal Financial Planning
Personal Financial Statements