Expertise
Our experienced consultants bring deep industry knowledge and practical insights to every engagement, delivering exceptional results across sectors.
Atlanta CPA & Business Advisory Firm
Expert Business
Advisory Firm.
Leading the Atlanta CPA firm market for over 15 years. Relevance & Results. Business Consulting, Tax & Accounting Services — from a firm with the personality to know you and the capability to serve you at any scale.
Small Firm Personality, Big Firm Capability · Atlanta, GA
337 Google reviews from satisfied clients
15+ Years Leading the Atlanta CPA market
4 Offices Atlanta · New York · Dallas · Kansas City
AICPA Member — American Institute of CPAs
Recognized by:
Why choose us
Relevance & Results — why clients choose Carter & Company
Tailored Approach
We customize our services to address your specific needs and challenges, aligning with your strategic goals and driving tangible outcomes.
Collaborative Partnership
We foster strong partnerships, working closely with your team, collaborating, and transferring knowledge throughout the engagement.
Results Driven
We are committed to delivering measurable results and creating long-term value, providing practical solutions grounded in research and best practices.
Our services
A broad range of services from one trusted firm
From Fractional CFO advisory to tax preparation and non-profit accounting, Carter & Company provides the depth of a large firm with the personal attention of a boutique practice.
Fractional CFO Services & Business Advisory
Unlock your organization's full potential with Carter & Company's Executive Leadership C-Suite, Coaching and Consulting services. Drive your organization's success in today's dynamic business environment.
Fractional CFO Services
Need professional financial leadership without a full-time hire? Get an experienced financial executive to guide cash management, financial controls, budgeting, profitability analysis, and financing strategy — at a fraction of the cost.
Business Planning & Valuation
From strategic business planning and new business formation to succession planning and business valuation, we provide the advisory services that help you grow, transition, and maximize value.
Forensic & Internal Accounting
Forensic accounting, internal controls review, bank financing support, and audits, reviews, and compilations — the behind-the-scenes expertise that protects and strengthens your organization.
Also: Cash Flow Management Payroll Services New Business Formation Succession Planning Bank Financing Crypto Tax & Accounting Cannabis Consulting International / Transfer Pricing Production Accounting
Tax & Accounting Services
From individual tax preparation to complex business tax planning and IRS problem resolution, our tax professionals are with you every step of the way.
Tax Preparation & Planning
Your return is prepared by experienced CPAs who identify every deduction and credit you're entitled to. Proactive tax planning throughout the year minimizes your liability and keeps you ahead of changing tax laws.
IRS Representation & Problems
Audit representation, non-filed returns, back taxes owed, payroll tax problems, IRS liens and levies, wage garnishment, offer in compromise, payment plans — we resolve IRS problems efficiently and discreetly.
Small Business Accounting
Monthly or quarterly accounting, bank reconciliation, income statements, balance sheets, and general ledger maintenance — the financial foundation your business needs to grow and stay in compliance.
Also: IRS Audit Representation Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Wage Garnishment Offer in Compromise IRS Payment Plan Tax Credits Estate Planning Personal Financial Planning
Non-Profit Organizations
Non-profits face unique accounting, compliance, and governance challenges. Carter & Company provides specialized expertise to help non-profits fulfill their mission while maintaining financial integrity.
Non-Profit Accounting & Compliance
Fund accounting, board reporting, grant compliance, Form 990 preparation, and audit support — we understand the regulatory environment that non-profits navigate and keep you fully compliant.
Financial Strategy for Non-Profits
Budget development, cash flow analysis, internal controls, and financial oversight advisory tailored to the non-profit structure — so your leadership can focus on mission, not finance.
Formation & Governance Support
501(c)(3) formation, articles of incorporation, bylaws review, and ongoing governance consultation to ensure your non-profit is structured for long-term compliance and credibility.
Client reviews
337 Google reviews — here's what clients say
"The team at Carter & Company have always been outstanding."
"It has been exceptionally beneficial for me to receive counsel from Carter & Company."
"I truly recommend Carter & Company for all upcoming businesses and current businesses."
Get in touch
Small Firm Personality, Big Firm Capability.
The fastest way to get started is a quick call — our team will set up your free initial consultation. You can also reach us by email.
3017 Bolling Way NE, Ste 144, Atlanta, GA 30305
Also serving: New York, NY · Kansas City, MO · Dallas, TX