The Small Business Advisor

Categories

Bookkeeping Services/Taxes Business & Professional Services

About

Located in Metro Atlanta, The Small Business Advisor has been a cornerstone of the local business community for 30 years. Our longstanding presence in the region has allowed us to develop deep ties with a large network of other key professionals and an extensive understanding of Atlanta's unique business opportunities. Clients who work with us benefit from our commitment to empowering them and all small businesses through comprehensive and tailored financial guidance.


We specialize in a broad array of services designed to enhance the financial and operational health of our client's businesses, including:


Bookkeeping: Accurate and timely financial records management, ensuring our clients have the clarity to make informed decisions. As Certified Cash Flow Strategists, we provide a unique look at how the client manages their money and future planning.

Specialized Advisory Services: We provide strategic growth initiatives using specialized financial planning and analysis. Our expert advisors bring a wealth of knowledge and a proactive approach to help manage our client's business challenges.

Our client base is diverse, reflecting Atlanta's dynamic business environment. We have an exceptional track record of supporting professionals and businesses in various sectors. While we specialize in some types of businesses, our flexibility and broad expertise allow us to cater to the needs of established companies of two or more years across many sectors.

For example, with our expertise and knowledge . . .

Real Estate Investors better navigate the complexities of property investment, from cash flow analysis to tax strategies.

Mortgage Brokers streamline their operations to have precise financial tracking for better-informed decisions and industry compliance.

Attorneys receive financial advice to ensure the fiscal health of their legal practices based on their unique goals and services.

Handyman Services become a well-managed, service-oriented business supported by proven financial methods to achieve efficiency and profitability.


Our Commitment

At The Small Business Advisor, we are more than just consultants or bookkeepers. We are partners in our client’s business journey toward success. Our dedication to their growth is evident in every interaction, and we pride ourselves on adapting our services to each client's specific needs and goals.


For more information or to schedule a consultation, contact us at 770-356-1234 or book an appointment here: https://calendly.com/sba-karen.

Additional Info

Diversity Classification : Women-Owned Business Enterprise (WOSB)

Diversity Classification - Other : small business (SBE)

Contacts

Primary
Karen Bershad, Certified Profit First Professional
President

Bookkeeping Services/TaxesBusiness ServicesBusiness & Professional Services
Powered By GrowthZone