Business Details
50 Years
experience
Your Trusted Accounting Partner in Nashville
Edmondson, Betzler & Dame has been dedicated to helping clients achieve their financial goals since 1976. Our firm combines over 40 years of experience with deep industry-specific expertise to deliver tailored accounting, tax, and consulting solutions. We pride ourselves on forming lasting relationships with clients, ensuring personalized service through direct partner involvement in every engagement. Our team of certified professionals stays ahead of evolving tax laws and compliance standards to provide actionable insights for businesses across diverse sectors. From audits to strategic business consulting, we focus on simplifying complex financial challenges while prioritizing transparency and client growth.With roots tracing back to 1960, our legacy of excellence in Middle Tennessee reflects our commitment to quality and community-driven service. We specialize in industries ranging from healthcare and education to construction and financial institutions, offering scalable solutions that adapt to unique business needs. Our approach emphasizes not just meeting regulatory requirements but empowering clients with the knowledge to make informed financial decisions. By maintaining active involvement in professional organizations like the American Institute of CPAs, we uphold the highest standards of expertise and ethical practice. Let us help you navigate today's financial landscape with confidence and clarity.
Services
Assurance Services
Tax Preparation
Business Consulting
Audit Services
Compliance Audits
Financial Forecasting
Accounting Systems
Mergers & Acquisitions
Estate Planning
QuickBooks Support
Details
- Year established: 1976
Highlights and features
- We offer 40+ years of experience in accounting and financial consulting.
- Our team includes CPAs with industry-specific expertise across 10+ sectors.
- Partners are directly involved in every client engagement for quality assurance.
- We provide tailored solutions for businesses, not one-size-fits-all approaches.
- Active involvement in professional organizations ensures up-to-date compliance knowledge.
Services
Assurance Services
Our assurance services provide comprehensive evaluations of financial health through partner-led audits, reviews, and compilations. We deliver actionable insights while minimizing client disruption through efficient processes tailored to industry-specific compliance requirements. Direct partner involvement ensures quality and strategic value for businesses seeking regulatory compliance and operational improvements.
Tax Services
We offer specialized tax preparation and planning for businesses and individuals, including multi-state compliance and entity structuring. Our CPAs stay current with tax code changes to identify savings opportunities while ensuring adherence to evolving regulations. Services span corporate tax, estate planning, and transactional tax impact analysis for long-term financial optimization.
Business Consulting
Our consulting services focus on business valuation, succession planning, and operational efficiency improvements. We provide CFO-level advisory, internal control assessments, and QuickBooks support to enhance financial decision-making. Partner expertise across 10+ industries enables customized solutions for mergers, acquisitions, and growth strategy implementation.
Compliance Audits
We conduct thorough compliance audits with direct partner engagement, specializing in ALTA Best Practices Framework certification for title companies. Our process identifies risks while providing actionable recommendations for improving internal controls. This service ensures businesses meet industry-specific regulatory standards through detailed reporting and follow-up guidance.
Accounting Systems
Our team designs and implements customized accounting systems tailored to business size and industry needs. Services include software selection, process optimization, and staff training for solutions like Mas90 and UltraTax. We focus on creating efficient financial infrastructures that support accurate reporting and scalable growth for small to mid-sized enterprises.
People
L. Joe Edmondson
Founder/CPA
With 60+ years of experience, Joe Edmondson specializes in audit, tax, and organizational consulting. A University of Alabama graduate, he co-founded Marlin & Edmondson in 1976 and remains actively involved in client strategy and industry leadership through the American Institute of CPAs.
Jeff Betzler
CPA
Jeff Betzler provides audit and accounting expertise to banks and commercial entities. A Middle Tennessee State University graduate since 1986, he serves family businesses with financial legacy planning while maintaining active membership in both national and state CPA organizations.
Stephen Byrd
CPA
Stephen Byrd delivers assurance and consulting services to commercial and nonprofit clients. Since joining the firm in 1998, he has specialized in helping organizations navigate complex financial challenges while maintaining active involvement in professional accounting associations.
Tai Jones
CPA
Tai Jones offers audit, tax, and consulting solutions across diverse economic sectors. A 2002 Middle Tennessee State University graduate, she combines technical expertise with practical problem-solving skills to support business clients while serving in leadership roles for community organizations.
Carol Moore
Administrative Director
Carol Moore manages accounting processes for small business clients, leveraging 20+ years of experience with software systems like Peachtree and UltraTax. She joined the firm in 2000, specializing in basic accounting services and tax compliance for the Small Business Services Division.
Questions
What industries does Edmondson Betzler & Dame specialize in?
We serve clients in financial institutions, construction, education, healthcare, manufacturing, real estate, and nonprofit sectors with tailored accounting solutions.
How does partner involvement benefit clients?
Direct partner engagement ensures personalized service, industry expertise, and strategic decision-making for every audit, tax, or consulting engagement.
What sets your tax services apart?
Our CPAs combine 40+ years of experience with continuous tax code monitoring to provide compliance solutions and savings opportunities specific to your business needs.
Do you offer business consulting beyond accounting?
Yes, we provide CFO services, succession planning, internal control assessments, and operational consulting to support comprehensive business growth strategies.
How do you handle compliance audits?
We conduct thorough compliance audits with ALTA certification capabilities, focusing on risk identification and actionable recommendations for regulatory adherence.
What accounting software do you support?
Our team works with systems including Mas90, Peachtree, UltraTax, and Fixed Assets software to implement customized financial infrastructure solutions.
