Tax preparation, bookkeeping, and CFO-level guidance for individuals, families, and businesses — from a responsive Certified Public Accountant.
Certified Public Accountant & former CFO, serving clients nationwide.
From individual tax returns to full CFO-level oversight, here's how we can help.
Accurate, timely tax filing for individuals and businesses, paired with year-round planning strategies designed to minimize liability and avoid surprises at filing time. We handle federal and all 50 state filings for sole proprietors, LLCs, partnerships, S-corps, and not-for-profits, plus tax resolution services including penalty abatement requests and strategies to minimize penalty and interest costs.
Reliable, up-to-date books that give you a clear picture of where your business stands — the most important factor is that you, the client, understand your books.
Practical guidance on entity structure, cash flow, growth planning, and operational efficiency — helping business owners make confident, informed financial decisions.
High-impact financial leadership without the full-time cost — working with organizational teams, developing KPI's and finance strategies, project/job-costing, and combining operational processes with accounting and finance strategies.
Ongoing access to a Certified Public Accountant for questions, decisions, and life changes that affect your finances — not just during tax season.
Proactive alerts on regulatory changes, filing deadlines, and compliance requirements — so nothing catches you off guard and every deadline is met.
We don't offer these services directly, but once we understand your needs, we'll refer you to highly respected firms we know and trust who align with your requirements.
Josh is a skilled certified public accountant and former chief financial officer with extensive experience in managing corporate and institutional budgets, accounting, and development of tax strategies. He holds dual Bachelors degrees in Business Administration and Accounting from Lee University. Before his CFO experience, he served as a Manager at a highly respected regional CPA firm in Chattanooga, TN, where he learned the art of providing value to clients beyond the numbers.
Josh has been a part of multiple leadership teams where he is known for providing timely, practical, and respected advice. He is respected by his clients for combining practical advice with understandable industry knowledge.
Fill out the form and Josh will follow up personally — no call centers, no runaround.
Please do not send any personal information by e-mail — once you contact us, we'll send you a secure method to transfer documents.
1865 Executive Park Place NW
Cleveland, TN
Monday – Friday, by appointment
