Services
Financial Reporting, Bookkeeping and Tax Support for Georgia Businesses
Running a company is hard when the numbers arrive late or make little sense. We keep your books current, build reports you can actually read, and help you look ahead with practical forecasts.
Financial Reporting & Analytics
Financial Reporting & Analytics services
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Bookkeeping
Income and expense tracking, reconciliations, payables, receivables and QuickBooks management, kept current every month.
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Financial Reporting
Statements, automated recurring reports and cash flow reporting, with a plain explanation of what the numbers mean.
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Financial Projections
13-week cash forecasts, 12-month rolling forecasts, budgets, pro formas and scenario models you can actually work from.
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Payroll Services
Payroll processing for small employers, including state and federal payroll tax payments and tidy records.
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Business Tax Preparation
Business returns including 1120s and related forms, 1099s and quarterly estimated payment calculations.
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Tax Concerns & IRS Notices
Reading and responding to notices, audit preparation, Form 433 financial statements and organized tax records.
This group of business services covers the financial work a growing company needs every month: bookkeeping, financial statements, cash flow forecasts, payroll and business tax preparation. You can use one service or several. Because the work connects, clean books feed better reports, better reports support better forecasts, and organized records make tax season far less disruptive.
Proactive Strategies, Inc. is an Atlanta financial and business consulting firm, not a CPA firm. We have experience with retail, healthcare, technology, manufacturing and small businesses, and we shape the work around how your company actually operates. A retail shop watching daily sales needs different reports than a manufacturer tracking materials and labor, so we begin by asking which decisions you are trying to make.
We aim to be personalized, accurate and practical. That means numbers tied to real records, explanations in plain language, and reports sized to your company rather than a thick packet nobody opens. We can work hourly, monthly or by project, depending on what fits. When a matter calls for an attorney or an authorized tax representative, we say so and keep your records ready for that person.
Who we work with
- Owners who want to know where the company stands each month
- Small businesses whose books have fallen behind
- Companies that keep running short of cash despite strong sales
- Growing teams adding their first or next employees
- Businesses that received a tax notice and need their records in order
Our approach
Learn how the money moves
We look at how you sell, bill, buy and pay people so the setup matches your real operation.
Get the records right
We catch up and reconcile your accounts first, because every later report depends on that foundation.
Set a steady monthly rhythm
Recurring close dates and reports replace last-minute scrambles and give you numbers while they still matter.
Explain what the numbers mean
We walk through results in plain language and point out what deserves your attention next.
Look forward, not only back
Forecasts and budgets turn past results into a working view of the months ahead.
In Georgia
Georgia companies often juggle several state obligations at once, including sales and use tax, payroll withholding with the Department of Revenue, unemployment contributions through the Department of Labor, and annual registration with the Secretary of State. We keep these dates and accounts visible in your records and reports, serving metro Atlanta and south metro communities by phone, online or by appointment.
How we work
The Proactive Strategies process
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Initial Consultation
A conversation about where you are, what is on your mind and what you would like to accomplish.
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Needs Assessment
We review the details, documents and priorities that matter to your situation.
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Strategic Recommendations
You receive clear, practical recommendations and a sensible order for acting on them.
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Implementation Support
We help put the plan in motion, organizing the work and coordinating with the people involved.
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Ongoing Guidance
As your business and life change, we stay available to revisit decisions and keep things on track.
Questions
Frequently asked questions
Have a question that is not answered here? Book a consultation and ask us directly.
Do I need every financial service on this page?
Probably not. Some owners only need clean monthly books, while others want books, payroll and a forecast together. During a free consultation we look at what is causing the most trouble today, suggest where to begin, and leave the rest for later if it can wait.
What kind of firm handles this financial work?
We handle bookkeeping, reporting, forecasting, payroll and tax preparation work as a financial and business consulting firm, not a CPA firm. If your situation calls for an outside accountant, an attorney or an authorized tax representative, we tell you plainly and can organize your records for them.
How does pricing work for ongoing financial services?
Pricing can be hourly, monthly or by project, depending on the work. Monthly tends to suit recurring bookkeeping and reports, while a cleanup or a forecast build may suit a project arrangement. We talk through scope in your consultation so you know what to expect before work begins.
What industries do you have experience with?
We have experience with retail, healthcare, technology, manufacturing and small businesses in general. Each one tracks money differently, from inventory and materials to billing cycles and subscriptions. If your company falls outside those groups, ask anyway, since the fundamentals of clean records and useful reports carry over well.
Can you work with us if we are not located in Atlanta?
Yes. We are based in Atlanta and serve metro Atlanta and south metro communities, and consultations can happen by phone, online or by appointment. Much of the monthly work can be handled remotely, so your location matters less than having a clear routine for sharing information.