Accounting, Taxation, & Consulting Services for Small Businesses

For Business Owners Who Play to Win
the Strategy behind the scoreboard

Are you playing to win — Or Just Scrimmaging?

  • Imagine watching a game with a scoreboard and no stats.
  • No idea who's ahead or who's behind.
  • That's not a game - it's just a scrimmage.
  • Unfortunately, that's how many businesses are being run.
A scoreboard with no score, which is an analogy of the way many business operate.  They don't keep track of statistics and in essence are just scrimmaging.

There’s no shortage of effort — but without the right metrics, benchmarks, and systems in place, it’s impossible to know what’s working and what’s not. Motion gets mistaken for progress. Gut feelings replace data-driven decisions. The result? Missed opportunities, wasted resources, inconsistent performance, limited growth, and less profit.

Ready to put a scoreboard on your business?

If you're ready to implement real-time visibility, metrics that matter, and financial clarity into your business, let's talk. Below are the three services to help you compete smarter, operate leaner, and win bigger.

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Services

From Scoreboard Numbers to Strategy: How We Help You Win

Accounting

We provide cloud-based accounting and tax reduction services powered by cutting-edge technology. With reliable bookkeeping services and metrics tracking integrated with your tax service, we'll provide you with the insights you need to make better decisions that drive growth while minimizing taxes.

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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 Financial Forecasting, KPI and OKR development, and Value Stream Mapping. We help you model different financial scenarios, define clear metrics, track progress, and ensure 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

Are you getting the most out of your employees? If they are still doing mundane, repetitive tasks, that's not an efficient use of their time. 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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Confidence through clarity

Winning Starts with Clarity

We do more than just traditional accounting—we provide clarity. From scenario planning and cash flow analysis to profitability improvements and industry benchmarking, we help you understand your numbers and use them to make better financial decisions.

Clarity drives profitability. We help you track what matters—so you can make confident, data-driven decisions that move your business forward and increase your bottom line.

Woman with a concerned look as she stares at her computer
Man with a concerned look as he stares out from his laptop
  • Visualize Financial Timelines: Create structured roadmaps that visualize key decisions on a timeline, allowing you to sequence investments and hiring based on cash flow projections.
  • Rolling Forecasts: Instead of static annual budgets, update forecasts monthly to reflect new information, allowing for real-time adjustments and more accurate financial planning.
  • Data-Driven Decision Making: We utilize forecasting tools that transform complex financial scenarios into clear, actionable insights, helping you make sound decisions about hiring, pricing, and expansion.
  • Scenario Planning: Simulate different financial outcomes, such as conservative, aggressive, and worst-case scenarios, to understand the impact of price changes, cost increases, and hiring decisions.
  • Key Performance Indicators (KPIs): Focus on tracking the most relevant KPIs to ensure financial sustainability and avoid data overload.
  • Real-time financial Reporting: Monitor profit and loss statements, balance sheets, and cash flow, ensuring you always have up-to-date financial information at your fingertips.
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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Reclaim Your Time
A family of four camping and having some lunch with their camper next to them.
Four individuals on a green enjoying a game of golf
Grandparents with their kid and grandkids on a beach looking at the ocean with their arms around each other.
A mom with her daughters and dog on a dock fishing

You can always make more money, but you can never make more time.

As a business owner, your time should only be spent in areas:

  • Where you excel
  • You enjoy
  • That brings the highest value to your business (ROI)
Leave the accounting to us!
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What to expect

Our 5 Step Process of Working Together

Illustration of a 5 step process to working with Altruistic Accounting for a prospective client, which includes Discovery, Fact Gathering, Assessment & Recommendations, Quickbooks Setup & Implementation, and Ongoing Monthly Reviews & Support.

Introductory Video On Working With A CPA
Getting Started

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 and actionable advice designed for your specific financial management needs.

Stage 1: Starting Out.
Building the Foundation

Description:
  • Your financial management systems might consist of spreadsheets, basic software, or even handwritten forms.
  • You know financial management is important, but you're unsure where to begin and what's involved.
  • 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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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 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 and business ownership.  
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.

I have been in your shoes and can relate to what your are going through as a business owner.

I welcome the opportunity to talk with you and discuss how I can be of service to you and your business.  

contact Us

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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