Memphis, Tennessee

Numbers that hold up when the bank and the buyer look.

We keep books and build forecasts for family-owned and founder-led businesses across Memphis and the Mid-South, from Downtown and the Medical District out to Germantown, Collierville, and over the bridge into Mississippi and Arkansas.

Who we serve

Owner-led businesses, usually after the first bookkeeper left.

Most clients come to us in one of three moments: a bookkeeper left, a partner is tired of reconciling accounts on Sunday, or a lender asked for statements and nobody wants to send what exists. The businesses themselves are distributors, logistics brokers, medical and dental groups, food and beverage producers, contractors, staffing firms, dealerships, and professional practices.

Memphis moves freight and cares for people, so a great deal of our work sits close to that: inventory and freight cost, payroll for crews that cross a state line every morning, and the margin left on goods that arrive by truck. The rest is ordinary company finance handled with unusual care.

The metro we cover

  • Memphis
  • Germantown
  • Collierville
  • Bartlett
  • Cordova
  • Lakeland
  • Arlington
  • Millington
  • Olive Branch
  • Southaven
  • Horn Lake
  • Hernando
  • Marion
  • West Memphis

The practice, locally

What the three practices look like for a Memphis business.

Operations

A close that arrives the same day every month, with every bank and card account reconciled and every bill booked to the right job, location, or truck. For a distributor, that means knowing what sits in the warehouse, what has been invoiced, and what a customer still owes, without waiting for the quarter to end.

Bookkeeping

Financial Analysis

Forecasting for businesses whose costs move with freight, fuel, and a small number of large accounts. We build the cash flow forecast through the slow months, the budget your managers are measured against, and models that show what a new route, a second yard, or a big contract does to the balance sheet before you sign for it.

Financial analysis

AI Visibility

Buyers now ask an assistant instead of scrolling a search page. When someone in Memphis asks which distributors or which accounting firm serves their industry, the answer is built from what is published about you. We fix the profiles, the site structure, and the plain-language answers that decide whether you are named first.

AI visibility

Industries

Industries we know here.

Logistics, freight, and distribution

Cost per load, inventory turns, and receivables concentrated in a few customers.

Healthcare and medical practices

Overhead per provider, payer mix, and owner compensation set on purpose.

Food, beverage, and hospitality

Cost of goods watched weekly, labor against sales, and a season that peaks on its own schedule.

Construction and industrial contractors

Job costing, retainage, and certified payroll across three states.

Professional services and staffing

Billable utilization, payroll timing, and the gap between invoicing and collecting.

Agriculture and commodity businesses

Crop cycles, storage, and the financing that follows both.

Working remotely

Why a firm that works remotely still knows your market.

A remote firm is only a problem when it treats every client the same. We do not. Memphis has its own arithmetic: a river that puts three states within twenty minutes of each other, a payroll that has to respect every one of them, customers who pay on their own schedule, and a labor market where a good driver or a good technician is worth real money.

Our work is in the ledger, not the lobby. Statements close on the same dates each month, questions are answered within a business day, and the person answering already knows which of your customers pays late and which lender is watching. You will not explain your business twice.

We meet when a meeting earns its time: before a bank renewal, before a large hire, before the year closes. Everything else runs quietly in the background, which is what you hired us to do.

Questions

Working with us in Memphis.

Do you work with businesses in Mississippi and Arkansas as well as Tennessee?

Yes. Clients in Olive Branch, Southaven, Hernando, Marion, and West Memphis are routine for us. We keep payroll registrations, sales tax accounts, and entity filings straight in each state, and we flag when a new hire or a new customer location creates a filing obligation.

Can you handle a company with more than one location or entity?

Yes. Each entity is closed separately, intercompany activity stays clean, and the owner gets one consolidated view. For a business with a warehouse in Memphis and a sales office two states away, that means one set of numbers you can trust and a clean trail for your CPA.

How quickly can you take over from our current bookkeeper?

Usually within two to three weeks. We reconcile to a known date, document what we find, and run one month alongside your current process if the history is messy. Your team keeps working the way it does now. The outcome is what changes.

Tell us what the year is supposed to look like.

Send a short note about the business and what is not working with the numbers. Nicole answers every introduction personally, and the first conversation costs nothing.

Book an introduction