Accounting, Consulting, & Automation Services for Small Businesses

Optimize Performance, Maximize Efficiency,
Drive Results
Services

3 Ways We Help Your Business

A person in front of a computer with an image of financial statements that they would be working on.

Accounting

We provide cloud-based accounting services powered by cutting-edge technology, ensuring every business we work with has a dedicated CPA. With reliable financial statements at your fingertips, you’ll have the insights you need to make informed decisions and drive business growth.

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A piece of a jigsaw puzzle with solution written on it about ready to be put in the place of the missing piece that says problem.

Consulting

Unlock your business's potential with tailored solutions like KPI and OKR development and value stream mapping. We help you define clear goals, track progress, and identify inefficiencies, ensuring your business operates at peak performance and achieves measurable results.

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Image of Automation in the middle of a multi-faceted design which signifies how automation can bring it all together.

Automation

Streamline your workflows through process automation. We eliminate repetitive tasks and optimize workflows, saving time and reducing errors. We help boost productivity, reduce costs, and enable your team to focus on what matters most.

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A DEDICATED CPA

Fire your mother, your friend, your neighbor's nephew, and most importantly, yourself.

Meet your dedicated CPA today and save relationships, time, and money. What would you do if you had more time?

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A graphical representation of the 4 stages of business financial management from starting out to scaling up to sustaining growth to transitioning out of the business.

Your Business Journey: Which Stage Are You?

Running a business is an evolving journey, from the first steps of starting out to scaling up and preparing for an eventual exit. Every business follows a unique path, but the challenges and opportunities you face often align with 1 of 4 stages.

By understanding where you are in your journey, you can focus on the right actions to move forward confidently. Explore the stages below to access guidance, practical tools, and actionable advice designed for your specific needs.

Stage 1: Starting Out.
Building the Foundation

Description:
  • Your financial systems might consist of spreadsheets, basic software, or even handwritten forms.
  • You know financial management is essential, but you're unsure where to begin.
  • You're in the early days of your business, wearing many hats and managing all aspects on your own.
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Younger female standing inside her recently owned business.
African American couple looking at a computer in their successful restaurant

Stage 2: Gaining Traction. Organizing for Growth

Description:
  • Your revenue is picking up, and you're building a customer base.
  • You may have hired a few employees or contractors.
  • Financial management feels more complicated, and your time is stretched thin.
  • You're wondering if your current systems can keep up with the growth.
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Stage 3: Scaling Up. Strategizing for Sustained Success

Description:
  • Your business is established, and revenue streams are steady
  • You're looking for ways to maximize profitability and effiency.
  • You're investing in team growth and strategic partnerships.
  • You may need advanced reporting to secure funding or prepare for big opportunities.
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Middle aged female standing inside her successful business.
Older man standing inside his successful business.

Stage 4: Ready to Exit. Preparing for a Successful Transition

Description:
  • You're considering selling your business or transferring ownership.
  • You need to maximize your business's value and make it appealing to buyers.
  • You're looking for ways to clean up your financial records and prepare for due diligence.
  • You may want help navigating the legal and financial complexities of an exit.
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Working With A CPA
What to Expect

Illustration of a 5 step process to working with Altruistic Accounting for a prospective client.

5 Key Ways Our Business Services Can Help Your Company

1.) Real-Time Monitoring: Keep your business at peak performance
In today's fast-paced business environment, staying ahead of the competition requires real-time insights into your operations. Our real-time monitoring services provide continuous tracking of your business performance, allowing you to identify issues and opportunities as they arise. more...

2.) Strategic Benchmarking: KPIs & OKRs - Driving The Right Behavior & Activities For Success Achieving business success requires continuous improvement and a commitment to excellence from you and your team. As your business grows, so do the complexities of managing it. Selecting the right Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) will help drive the right behaviors and activities crucial for achieving and sustaining success across your organization. more...

3.) Boost Productivity: Unlock Your Company's Potential
Productivity is the cornerstone of business success, and unlocking your company's full potential is key to achieving your goals. We work with you to identify and eliminate inefficiencies, streamline workflows, and foster a culture of continuous improvement. A primary way we achieve this is though process automation. more...

5.) Achieve Success: Transform Goals Into Measurable Outcomes
Success in business is about setting clear goals and having a strategic plan to achieve them. We help you transform your business objectives into measurable outcomes. By providing expert guidance and support, we help you develop actionable plans, track progress, and make data-driven decisions that drive results. more...

In addition to the 5 Key Ways We Can Help noted above, Altruistic ABS also assists in the following areas:

Why Let Altruistic ABS Help

Experience That Counts
  • 25+ years of business experience:
  • CPA - Certified Public Accountant (TN Certificate #14679)
  • CEO and CFO of a 116 year old 700,000 sq ft manufacturing company
  • Started and owned 2 business for 11 years before selling while maintaining a full-time job
  • 5.5 years of Big 4 public accounting experience (KPMG)
  • Financial Advisor at Merrill Lynch
  • Regional and Complex Sales Manager at Morgan Stanley
  • Obtained FINRA Series 7, Series 66, Series 9, Series 10 licenses
  • Obtained CIMA designation from Wharton Business School
  • Investment Banking Experience - Mergers & Acquisitions (Obtained FINRA Series 79 license)
  • Education:  University of Tennessee
  • Master of Accountancy
  • Bachelor of Science in Business Administration - Accounting Major

With 25 years of comprehensive business experience, including five formative years at KPMG, one of the Big 4 accounting firms, I have a diverse background in accounting and finance. My career spans founding and scaling two successful businesses, leading a regional sales team at Morgan Stanley, running a 700,000 sq ft national manufacturing company, and gaining valuable insights through investment banking.

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we're here to Help

Please reach out with any questions you may have. Let's talk. I will respond within 24 hours.
If you'd prefer to call, please call
615-812-7651

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