Small Business Accounting

Comprehensive Financial Planning

Atlanta-based small business accountant and financial planner serving clients across the US

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Atlanta-based Small Business Accountant and Financial Planner

Piece of Wealth Planning is a premier Atlanta-based CPA firm with a dedicated small business accountant and financial planner serving business owners, private practice owners, medical professionals, and independent contractors. We are an all-in-one solution for your individual and business financial needs. Our team of CPA and CFP® professionals will care for all your accounting, tax, and personal financial planning needs so you can focus on running your business.

Minimize Taxes

High-touch Services

Grow Your Business

Fee-only & Fiduciaries

Virtual Meetings

“Live Well. Give Generously. Serve Others. Leave a Legacy.”

Small Business Accounting and Financial Planning Services

All-in-one Small Business Accounting and Financial Planning Solution

Accounting Services for Small Business

This small business accounting service is designed for business owners who want the freedom to focus on operating their businesses. We will take care of all your small business financial planning and accounting needs from legal and compliance to tax services, bookkeeping, CPA services, and more.

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Comprehensive Financial Planning

You desire a long-term relationship with your financial planner. In the comprehensive financial planning service, you will receive ongoing guidance and unlimited access to a CFP® and CPA. We offer financial planning, investment management, tax preparation, and tax planning all included in one fee.

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Tax Preparation Services

Our Tax Preparation Services are designed for individuals, business owners, and families who want accurate, timely, and strategic tax filing. Whether your situation is simple or complex, we’re here to answer your questions and ensure you feel confident about your return.

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Small Business Consulting

Small business consulting is perfect for clients who have specific questions regarding starting a business or optimizing a current business. Whether you want an S Corp analysis or any other small business-related topics, we are here to answer your questions and guide you.

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