This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Memphis, TN. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
Atlas Bookkeeping Inc #
Website: https://www.imwithatlas.com
Phone: (901) 545-2460
Atlas Bookkeeping Inc is an accounting firm based in Memphis, Tennessee. The firm’s website describes it as an accounting practice and presents it under the heading of being proud to be the client’s accountant. The site uses the phrase “Small Firm Personality, Big Firm Capability” to characterize the practice, positioning it as a smaller firm that aims to offer the range of capability associated with larger firms.
According to the website, the firm organizes its work into tax services, services for individuals, business services, and QuickBooks services. Within these categories, the site lists tax preparation, tax planning, and a range of tax problem resolution services, including IRS audit representation, assistance with non-filed tax returns and back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, and seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief, and obtaining a client’s IRS file.
For individuals, the firm lists personal financial planning, retirement planning, estate planning, and elder care. Its business services include small business accounting, payroll, part-time CFO services, audits, reviews, and compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, support for non-profit organizations, internal controls, and litigation support.
The firm’s QuickBooks services are presented as a distinct area and include QuickBooks setup, QuickBooks training, and related support items such as QuickAnswers, a QuickTune-up, and QuickBooks tips, along with an option to purchase QuickBooks. The website describes a section explaining why QuickBooks is used, consistent with the firm’s emphasis on helping clients work with the software. The breadth of these listed offerings, spanning individual planning, business accounting, payroll, CFO-level support, valuation, and litigation support, reflects the firm’s stated positioning as a smaller practice that aims to provide the capability associated with a larger firm.
The website also offers resources for clients, including a newsletter, guides covering life events, business strategies, investment strategies, and tax strategies for both business owners and individuals, a set of frequently asked questions, financial calculators, a secure file sending tool, recommended books, and internet links. A tax center on the site provides tools for tracking refunds, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms. The site also features a news section and featured articles, indicating that the firm publishes ongoing updates for clients alongside its core service pages.
The website references a study released by the United States Government’s General Accounting Office, stating that most taxpayers, identified as 77 percent of 71 million taxpayers, believe they benefited from using a professional tax preparer. The firm presents this as part of its rationale for the value of professional tax and accounting assistance.
Atlas Bookkeeping Inc invites prospective clients to get in touch through a contact form on its website and provides a phone number and an email address. The firm’s published address is 8295 Tournament Drive #150, Memphis, TN 38125. As a Memphis-based firm, it presents its bookkeeping, accounting, tax, and QuickBooks services as available to individuals and businesses in the Memphis area. The firm’s website maintains sections for its values, employment opportunities, a blog, client reviews, news, and a client portal, reflecting the structure of a general accounting and bookkeeping practice serving local clients.
McCune & Bell CPA’s, PLLC #
Website: https://www.jmccunecpa.com
Phone: 901-755-1351
McCune & Bell CPA’s PLLC is a certified public accounting firm based in Memphis, Tennessee. According to its website, the firm provides accounting services and tax strategies for business owners, describing itself as a CPA firm for the modern business owner who is looking for accounting services and tax strategies that deliver measurable results. The firm states that it aims to provide accounting solutions based on current technologies that put clients in control of their finances.
The firm presents itself as fully qualified and highly experienced in accounting while small enough to offer agility and responsiveness. According to the website, it works to find better ways to manage cash flow, handle bookkeeping, and create a budget that keeps clients on track to meet their goals. The firm describes an aptitude for tax planning and states that it uses its skills to reduce a client’s tax burden. It uses the phrase combining big firm capability with small firm personality to characterize its approach, and it offers a free consultation.
The firm’s accounting services include auditing and assurance, consulting services, incorporation services, outsourced accounting, outsourced CFO services, QuickBooks accounting, and small business accounting. The website states that the firm works to meet the accounting and bookkeeping demands of Memphis-area small businesses so that owners can stay focused on running their business. Its tax services include IRS tax problems, state and local taxes, tax planning, and tax preparation, ranging from simple tax return preparation to more complex tax planning strategies.
McCune & Bell describes its outsourced accounting and bookkeeping in detail. The firm notes that hiring an in-house accountant or bookkeeper can be expensive and time-consuming, and it presents outsourcing as a way for small business owners to reduce daily back-office responsibilities. When clients outsource to the firm, it handles accounting and bookkeeping while keeping clients informed through regular reports that allow them to watch expenses and overhead costs. The listed services in this area include outsourced accounting from a local CPA firm, bookkeeping services, accounts payable and receivable, weekly and monthly reporting, financial statements, balance sheets, credit card reconciliations, cash balance tracking, general ledger maintenance, monthly closings, payroll processing services, and QuickBooks support and file clean-up. The firm states that it offers economical accounting solutions and describes a reputation for accuracy and dependability.
The firm indicates that it serves a variety of industries. According to the website, as an experienced Memphis CPA firm, it is able to offer industry-specific tax, accounting, and bookkeeping solutions to businesses in a range of niche industries, though the source page does not enumerate specific industries beyond this general statement.
The website describes the firm as a client-centered CPA firm in Memphis that takes pride in a tradition of providing accounting services, tax strategies, and financial management solutions. It invites prospective clients to request a consultation, send files securely, sign up for a newsletter, and contact the firm by phone. The firm offers both a local toll number and a toll-free number on its site.
According to the website, outsourced accounting offers benefits for small business owners who struggle to keep up with their finances, allowing them to save time and avoid the costs associated with hiring a new employee while remaining in control of their finances through regular reporting. The firm frames its outsourced bookkeeping as a way for owners who are pulled in different directions to maintain the accurate financials it describes as essential to the success of a business. It states that clients can find out how to save time and stop worrying about the numbers by leaving the accounting to the firm, and it repeats its invitation to call or request a free consultation to learn how it can serve a prospective client.
McCune & Bell CPA’s PLLC lists its office at 5050 Poplar Avenue, Suite 2030, Memphis, TN 38157. One of the firm’s service pages also references the Bartlett area in its page information, consistent with serving the greater Memphis region. As a Memphis-based CPA firm, it presents its accounting, bookkeeping, tax, and advisory services as serving small businesses and individuals in the Memphis area, with an emphasis on outsourced accounting, tax planning and preparation, and QuickBooks support.
Morton Bookkeeping #
Website: https://mortonbookkeeping.com
Morton Bookkeeping, presented on its website as Morton Bookkeeping Services, is a bookkeeping firm that serves small businesses in the Memphis, Tennessee area on a virtual basis. The firm’s website states plainly that it is located in Marietta, Georgia, and that it operates virtually to serve clients nationwide. Memphis is one of many locations the firm lists among its service areas, alongside cities such as Atlanta, Birmingham, Charleston, Charlotte, Chattanooga, Jacksonville, Knoxville, Miami, Nashville, Orlando, Raleigh, Tampa, and others across the Southeast. Rather than maintaining a local office in Memphis, the firm supports Memphis-area businesses remotely through its virtual systems.
According to its website, the firm specializes in bookkeeping and virtual admin support for service-based businesses. It states that its bookkeeping services are designed to save time, improve accuracy, and provide financial clarity. The firm references over ten years of experience serving small businesses across Tennessee and reports that affordable plans start at $399 per month for full-service monthly bookkeeping. It describes its support as accurate and dependable virtual bookkeeping.
The firm’s bookkeeping solutions include day-to-day QuickBooks Online support, monthly reconciliation, financial reporting, and affiliate payroll support. It also offers a Catch Up and Clean Up service for clients who have fallen behind on their books, including help cleaning up QuickBooks and catching up months or even years of unclassified transactions. The website describes monthly virtual bookkeeping as tracking and categorizing every payment, deposit, purchase, subscription, vendor, and customer to keep financial records accurate, organized, and up to date each month.
Beyond bookkeeping, the firm provides bookkeeping and financial reporting with detailed monthly reports, contractor and vendor payment management, and virtual admin support tailored to small business needs. The website states that the firm now offers tax preparation and electronic filing, completing returns based on the books it keeps for clients throughout the year. The firm also describes QuickBooks Online setup for new businesses, including building out a chart of accounts, and custom reporting and business insights that combine data from multiple sources to help owners understand metrics such as cost per client acquisition and the lifetime value of a client.
The firm indicates that it works with service-based businesses, including contractors, consultants, and local service providers. Its website states that it works with trades, home services, consultants, and professional firms, and that its virtual systems allow it to serve clients statewide and across the Southeast. The firm describes its work for home-service and trades clients as part of a broader focus on service-based small businesses.
The website outlines a straightforward onboarding process consisting of a discovery call, a needs assessment that reviews the client’s QuickBooks and workflow to match them with a plan, and onboarding. The firm emphasizes accuracy and responsiveness, stating that clients value that it gets the numbers right and responds quickly with meaningful answers. A testimonial published on the site, attributed to a client named Scott, references the firm’s owner, Kristi Morton, and describes reconciliations, month-end closes, and clear reports.
The firm provides general guidance on its site about the difference between a bookkeeper and an accountant, noting that bookkeepers focus on categorizing transactions in detail while accountants handle higher-level services such as tax preparation, financial analysis, and strategic planning. The website explains that a bookkeeper’s primary job is to evaluate every transaction and assign it to a specific account so that detailed reports can be generated for filing taxes and understanding the business. It also offers general cost comparisons, stating that a virtual bookkeeper could cost between $400 and $700 per month while an outside accounting firm might cost between $1,000 and $2,000 per month.
The firm states that one client reduced their bookkeeping workload by ten hours per week after partnering with the firm, with accurate books, timely reports, and a less stressful tax season. The website emphasizes a no-stress, no-hassle approach with no long-term contracts and no complicated billing, presenting its work as done-for-you bookkeeping combined with tax preparation. Contact information published on the site includes email addresses for inquiries. As a Marietta, Georgia firm operating virtually, Morton Bookkeeping presents its bookkeeping, tax preparation, and admin services as available to Memphis-area businesses remotely rather than through a physical Memphis location.
Rowland & Carter, CPAs, PLLC #
Website: https://www.rowlandandcarter.com
Phone: (901) 432-3000
Rowland & Carter, CPAs, PLLC is a certified public accounting firm based in Memphis, Tennessee. According to its website, the firm is licensed in Tennessee and specializes in accounting, offering a broad range of services for business owners, executives, and independent professionals. The firm describes itself as professional, experienced, and affordable, and it states that accounting is what it does best.
The firm’s services are organized into services for individuals, business services, and tax services. For individuals, the firm offers estate planning. Business services include small business accounting, bookkeeping services, payroll, audits, reviews, and compilations, business valuation, business advisory services, financial planning for businesses, new business formation, support for non-profit organizations, and internal controls.
On the tax side, Rowland & Carter provides individual tax preparation, tax preparation for businesses, tax planning, and estate and trust tax services. The firm also offers tax relief and resolution services, including IRS audit representation, assistance with non-filed tax returns and back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, and seizures, IRS payment plans, offers in compromise, bankruptcy, and innocent spouse relief. The website also references a service to obtain a client’s IRS file. The firm notes that today’s tax laws are complicated and that an experienced tax professional can help avoid overlooking deductions and credits.
The firm serves several industries, listing construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. Its construction practice is described in detail on a dedicated page. The firm states that the construction industry faces a unique set of challenges, including insurance and bonding requirements, labor issues, and a competitive bidding process that varies from contract to contract. It indicates that construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction-related trades need an accounting firm that understands their work.
According to the website, the firm stays current on tax law changes affecting the construction industry and maintains relationships with third-party professionals, including real estate professionals, attorneys, and bankers. It prepares financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. The firm’s listed construction accounting services include financial statement reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning.
The website provides resources for clients, including a newsletter, guides covering life events, business strategies, investment strategies, and tax strategies for both business owners and individuals, and a set of frequently asked questions. A tax center offers tools for tracking refunds, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms. Financial calculators, internet links, and a client portal are also available.
The website includes testimonials, attributed to the firm, that describe it as one of the leading firms in the area and state that each client receives close personal and professional attention and that the firm is professional, responsive, and known for quality service. The firm invites prospective clients to schedule a consultation, ask a question, or send a file securely. The site also presents the firm under the heading “Our Strength. Your Numbers.” and maintains sections describing the firm’s values and client reviews.
The firm presents itself as ready to help clients resolve tax problems and address difficulties that can arise with the IRS, and it states that it offers a free consultation to determine how it can best serve a prospective client. According to the website, the firm’s construction work is supported by a team of experienced tax and accounting professionals, and the firm encourages construction clients to use the contact form on its construction page for more information about those services.
Rowland & Carter, CPAs, PLLC maintains an office at 7953 Stage Hills Blvd, Suite 110, Memphis, TN 38133, along with a phone number, a fax number, and an email address published on its site. As a Memphis-based CPA firm, it presents its accounting, tax, and advisory services as serving business owners and individuals in the Memphis area and surrounding region, with particular attention to construction and the other industries it identifies on its website.