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We’re Here to Support Your Unique Needs

The Profit Firm offers a wide array of accounting, tax, and operations services with a unique mix-and-match approach to support you no matter what part of your business journey you’re in. If you don’t see exactly what you’re looking for below, let us know, and we’ll work with you to put together the perfect plan!

No matter where you’re located in the U.S., working with The Profit Firm gives you a trusted business relationship and flexible access to our team. For our Georgia-based clients, we offer in-person sessions in and around Alpharetta, Buckhead, Canton, Cumming, Jasper, Johns Creek, Marietta, Milton, Roswell, Sandy Springs, and Woodstock. For our California and out-of-state clients, we offer fully remote services.

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Bookkeeping and Financial Management

To grow your business, numbers and finances don’t have to be your strong suit. We’re here to help! The Profit Firm offers a full suite of accounting, bookkeeping, financial management, and CFO services so you can keep up with all your accounting without having to do or worry about it yourself. 

With the Bookkeeping and Financial Management plan, you’ll enjoy the following:

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  • A dedicated bookkeeper to your account

  • Bank, credit card, and loan account reconciliation

  • Payroll processing and management 

  • Monthly financial statements preparation and publishing

  • Accounts payable 

  • Accounts receivable

  • Clean up/Catch up work to get books up to date **Project Fee May Apply

  • Bookkeeping review or support calls as requested

  • General ledger software integration maintenance (as required)

  • API maintenance for plugins

  • Work with your CPA to answer bookkeeping questions

  • 1099 preparation and filing services support

  • CFO Services also include:

    • Assist with securing capital 

    • Service and Product Pricing audit, including evaluation

    • Monthly cash flow projections​

    • Profit analysis and improvement

    • Quarterly internal audit

    • Create internal systems and processes 

    • Sales tax reporting

    • Signer on account if requested

    • Monthly sales reports based on KPIs
      pre-determined 

    • Monthly budget creation, reporting, and analysis 

    • Monthly meeting with CEO and/or executives to review financials in detail

Business and Personal Tax Services

We know taxes can be a pain, but they don't have to be. At The Profit Firm, our tax professionals can help you with all your tax needs, from preparation to planning.


We have a team of experienced tax professionals who specialize in helping small and medium-sized businesses. With a deep understanding of the tax laws and regulations that apply to businesses of all sizes, we are committed to providing our clients with the highest quality tax advice and representation.


We offer a wide range of services, including:

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  • Business and personal tax preparation

  • Tax planning for new and growing businesses

  • Tax resolution for past-due taxes

  • Sales and franchise tax payments

  • Personal property taxes

  • 1099 filing

  • IRS representation

  • State and local tax compliance

  • Entity selection and optimization

  • Sales, use, and property tax

  • Quarterly estimated tax calculations and payments

  • Dispute resolution

  • Private letter rulings

  • Estate planning

  • Retirement planning

  • Gifting strategies

  • Tax-advantaged investments

  • Tax audit defense

  • Strategic tax advisory services

Human Resource Solutions

Our HR services are specially curated to cater to the Human Resource operations of small and large businesses. We offer a range of comprehensive packages designed to meet your needs and help your company thrive.
 

Our focus is on providing you with the most efficient and beneficial HR operations to improve your business' growth and productivity. We understand that every company is unique, and our diverse range of services is flexible to fit your distinct needs. Whether you need comprehensive oversight or more targeted assistance, we're here to support you in optimizing your Human Resource operations.

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  • Payroll setup

  • Payroll tax filing

  • Form W-2 & W-4 printing, filing, and mailing

  • Processing weekly/biweekly/semi-monthly/monthly payroll cycles

  • Paid time off (PTO), vacation, and sick-leave accrual

  • Employment verification of current and past employees

  • Online payroll submission

  • Automated standard deductions

  • Standard payroll reporting

  • Garnishment, levy, and child support administration

  • New-hire reporting

  • Access to an integrated time and attendance system

  • Employment & Labor law compliance

Start-Up Consulting & Business Management

When launching a new business, organization is usually the first thing out the window. That’s why we’re here to help you establish the processes and systems that successful companies rely on.

We’ll take you through guided sessions that include:

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  • Concept to Creation and Implementation

  • Business legal requirements

    • Licenses and permits

    • EIN

    • Compliance 

    • Local requirements

    • Business formation

  • Business plan review

  • Strategic growth plan

  • Marketing and social media plan

  • Financial systems implementation

  • Operations process and procedure set up

Business Manager Solution

If you’re a solopreneur, then building a reliable team can be distracting, draining, and frustrating. Much like accounting! Don’t take a DIY approach. Partnering with us allows you to focus on growing your business while we supplement your team and bring the following services to your business:

  • Bookkeeping

  • CFO

  • HR

  • Virtual assistant

  • Business operations management

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With The Profit Firm in your corner, you can breathe a sigh of relief and get back to scaling a lasting revenue stream.

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Not sure which service is best for you? Contact us for a complimentary get-to-know-you session and we can customize a solution just for you.

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