Educate · Strategize · Elevate
Tax & Financial Advisory · Atlanta, GA
More than a filed return. We are the tax and financial partner that explains every number, builds a strategy around it, and helps your business make its next bold move.
26%
of small business owners feel completely confident about their taxes.
What we do
Tax preparation, planning and financial consulting under one roof, so your strategy and your returns finally tell the same story.
CFO-level guidance without the full-time cost. Every month we review your financials, forecast cash flow, track the KPIs that matter and meet quarterly to set strategy.
Accurate, on-time federal and Georgia returns for S corporations, partnerships, C corporations and Schedule C filers.
Entity structure, reasonable compensation, QBI, depreciation timing and estimated payments, planned before the year ends, not after.
A deep review of your statements and operations: profitability by line, risk findings and a written action plan you can act on.
Personal returns for owners and their families, with K-1 income integrated cleanly from your business.
26%
of small business owners feel completely confident about their taxes
1.4M
small businesses call Georgia home
99.7%
of all Georgia businesses are small businesses
$250K–$10M
revenue range of the owners we serve
Sources: U.S. SBA Office of Advocacy and small business owner surveys.
Packages
Start with the essentials or bring us in as your fractional CFO. Every engagement is quoted to fit your business.
Get compliant. Get clear.
Plan ahead, not after.
Your fractional CFO.
How it works
Our education-first approach means you understand the why behind every number, not just the result.
We start with a conversation about your business, your goals and your numbers, and explain where you stand in plain language.
We review your returns, statements and operations to find what is working, what is costing you and what is at risk.
You get a clear plan covering structure, tax position, cash flow and the moves that will make the biggest difference.
We execute with you year-round, with regular reviews so every decision is made with confidence.
HEADQUARTERS
1445 Woodmont LN NW, Ste 470
Atlanta, GA 30318
About the firm
Bold Strategic Moves Solutions is an Atlanta-based tax and financial advisory firm for small and medium-sized businesses. Our mission is to give business owners the knowledge, strategy and financial clarity to make bold, well-informed moves.
We serve owner-operated S corporations, partnerships and LLCs, in person in Atlanta and virtually across the country.
"Educate. Strategize. Elevate."
Johnny L George, Jr, MBA
FOUNDER & PRINCIPAL
Industries we serve
Client voices
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[Placeholder] Client quote about monthly consulting and better cash-flow decisions.
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Request a quote
Tell us about your business and we'll prepare a quote tailored to what you actually need.
OFFICE
1445 Woodmont LN NW, Ste 470
Atlanta, GA 30318
PHONE
MEETINGS
In person in Atlanta or virtually, wherever you are.
