Business Details
21 Years
experience
Trusted Nashville CPA Services for Small Businesses & Individuals
Millman CPA Strategic Solutions was established to provide comprehensive tax, accounting, and consulting services to individuals and small businesses in the Nashville area. Our firm combines local, attentive service with extensive professional expertise, prioritizing client relationships built on trust and active listening. We deliver financial leadership, strategic guidance, and actionable advice to help clients grow and achieve long-term success. Founded by Lisa Mays Millman, a CPA with over 30 years of experience, our team serves clients through personalized solutions tailored to their unique needs. We specialize in small business accounting, tax planning, QuickBooks support, non-profit accounting, and business advisory services.Our commitment to excellence is reflected in our focus on minimizing tax liabilities, ensuring compliance, and providing proactive financial strategies. We serve clients across Tennessee and beyond through technology-enabled remote services. Our team includes dedicated professionals like Clayton Stickel, who supports accounting and tax operations while pursuing CPA certification. We emphasize community involvement and professional development, with leadership roles in organizations like the Tennessee State Board of Accountancy and Thriveal. Our goal is to empower clients to focus on their core missions while we handle complex financial matters with accuracy and integrity.
Services
Small Business Accounting
Tax Planning
QuickBooks Services
Non-Profit Accounting
Business Formation
IRS Problem Resolution
Financial Statement Preparation
Payroll Services
Estate Tax Planning
Succession Planning
Details
- Year established: 2005
Highlights and features
- We offer 30+ years of CPA experience in tax and accounting services.
- Our team provides personalized solutions tailored to each client's unique needs.
- We specialize in small business accounting, tax planning, and QuickBooks optimization.
- Our services extend to non-profit organizations with specialized compliance expertise.
- We combine local market knowledge with technology-enabled nationwide service capabilities.
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management solutions tailored to growing companies. We handle bookkeeping, financial statement preparation, budgeting, and IRS audit support while ensuring accurate record-keeping. Our team helps businesses maintain organized financial systems, enabling owners to focus on strategic decision-making rather than back-office operations. With expertise in both local and remote service delivery, we support clients across Tennessee and beyond through technology-enabled accounting solutions.
Tax Planning
Our proactive tax planning services help individuals and businesses minimize liabilities through strategic financial decisions. We analyze current tax laws, business structures, and personal financial situations to implement effective savings strategies. This includes multi-state tax compliance, alternative minimum tax planning, and succession planning for business owners. Our approach ensures clients remain compliant while maximizing tax benefits throughout the year rather than just at filing time.
QuickBooks Services
We provide end-to-end QuickBooks support including software selection, setup, training, and ongoing maintenance. Our experts help businesses optimize their accounting systems for accurate financial tracking and reporting. We offer regular reviews of QuickBooks files to ensure data integrity and provide guidance on advanced features. This service enables clients to maintain reliable financial records while leveraging technology for better business decision-making and operational efficiency.
Non-Profit Accounting
Specialized accounting solutions for non-profit organizations include grant compliance, Form 990 preparation, and internal control assessments. We help non-profits maintain accurate records for donor transparency and regulatory compliance. Our services cover organizational structure optimization, fraud prevention strategies, and customized financial reporting. We understand the unique tax requirements of non-profits and provide tailored solutions to support their missions while ensuring adherence to complex regulatory standards.
Business Formation
Our business formation services guide new entrepreneurs through entity selection and incorporation processes. We analyze S-Corporation, C-Corporation, LLC, and partnership structures to determine optimal tax and liability protection. The service includes business plan development, registration assistance, and ongoing advisory support. We help clients establish proper financial foundations that align with their growth objectives while minimizing future tax burdens through strategic structural choices.
People
Lisa Mays Millman
President
Lisa founded Millman CPA Strategic Solutions in 2005 after 30+ years in accounting roles including Fortune 500 companies and regional firms. A former Tennessee State Board of Accountancy member, she specializes in small business advisory services and non-profit accounting. Recognized by Nashville Post and Business Journal, she also leads Active Abundance ministry while maintaining CPA certifications through AICPA and Tennessee Society of CPAs.
Clayton Stickel
Staff Accountant
Clayton supports client accounting and tax services while pursuing CPA certification. A Western Kentucky University graduate, he brings attention to detail in financial reporting and compliance. His work focuses on accurate record-keeping and tax preparation for small businesses. Outside accounting, he enjoys motorcycle riding and personal development activities.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial statements, budgeting, IRS audit support, and QuickBooks implementation tailored to small business needs.
Do you handle tax planning for new businesses?
Yes, we help new businesses choose optimal entity structures and implement tax-saving strategies from formation through growth stages.
Can you assist with QuickBooks setup and training?
We offer complete QuickBooks services including software selection, setup, customized training, and ongoing system maintenance for accurate financial tracking.
What non-profit accounting services do you specialize in?
We provide Form 990 preparation, grant compliance, internal control assessments, and specialized reporting for non-profit organizations with tax compliance expertise.
How do you handle multi-state tax requirements?
Our team ensures compliance with all state and federal tax regulations for businesses operating across multiple jurisdictions through strategic planning.
