Business Details
Trusted Accounting & Tax Services for Atlanta Businesses
Founded to address the complex accounting needs of growing businesses, Xtrategist combines decades of experience in public accounting and corporate finance to deliver tailored solutions. Our team of Certified Public Accountants specializes in serving construction, technology, and professional services firms, offering expertise in job costing, project management, and tax compliance. We prioritize proactive communication and on-site collaboration, integrating accounting insights with strategic decision-making to optimize financial performance.Our approach merges big-business methodologies with personalized service, focusing on cost reduction, process efficiency, and tax planning to maximize client profitability. With deep industry knowledge and a commitment to continuous education, we empower clients through transparent financial reporting, audit-ready practices, and technology-driven solutions like QuickBooks integration.
Services
Accounting
Business Consulting
Tax Planning
QuickBooks Services
Audit Ready Reviews
Highlights and features
- Our CPAs have decades of experience in construction, technology, and professional services accounting.
- We implement proactive tax planning strategies to reduce liabilities year-round.
- Tailored accounting solutions are customized to each client's industry-specific challenges.
- We specialize in cost reduction through process improvement and financial benchmarking.
- Our team integrates with client operations for hands-on QuickBooks implementation and optimization.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Cost reduction
Tax planning expertise
Process improvements
Industry knowledge
Responsive team
Services
Accounting Services
We provide comprehensive accounting solutions tailored to construction, technology, and professional services firms. Our services include GL maintenance, bank reconciliations, month-end closes, and audit-ready financial reporting. By analyzing business operations and financial data, we identify cost-saving opportunities and implement process improvements that enhance profitability while ensuring GAAP compliance.
Tax Planning
Our proactive tax planning integrates with daily operations to minimize liabilities throughout the year. We specialize in partnership/S-corporation tax filings, property tax submissions, and retirement plan compliance. Continuous monitoring of tax regulations ensures clients benefit from available deductions and credits while maintaining compliance with federal, state, and local requirements.
Business Consulting
We offer strategic consulting focused on cost analysis, pricing strategies, and internal controls optimization. Our team conducts benchmarking studies, evaluates software systems, and designs financial processes that align with business goals. This includes due diligence support for mergers and acquisitions and development of customized financial reporting frameworks.
QuickBooks Services
We implement and optimize QuickBooks solutions tailored to business operations. Our services include system selection, integration with existing software, process automation, and staff training. We help businesses transition between software versions and leverage advanced features to improve accounting efficiency and generate actionable financial insights.
Audit Ready Reviews
We prepare businesses for audits with quarterly and annual financial reviews. Our services ensure accurate record-keeping, proper documentation, and compliance with accounting standards. We conduct variance analysis, reconcile accounts, and provide recommendations to strengthen internal controls and maintain audit-ready financial statements year-round.
People
Bola Ogungbemi
CFO
With extensive experience in public accounting and corporate finance, Bola leads strategic initiatives that help businesses reduce costs and improve financial processes through data-driven decision-making.
Laura Nava
Recognized for exceptional client service, Laura specializes in tax matters and financial process optimization, helping clients achieve compliance while maintaining operational efficiency.
Al Rodriguez
CPA
As a licensed CPA, Al focuses on complex accounting transactions and financial reporting, implementing systems that reduce close times and improve accuracy for growing businesses.
Questions
What industries do you specialize in?
We specialize in serving construction companies, technology firms, and professional service providers with tailored accounting solutions.
Do you offer QuickBooks implementation services?
Yes, we help businesses select, implement, and optimize QuickBooks systems to improve accounting efficiency and reporting accuracy.
How do you handle tax planning?
We integrate tax planning year-round to identify deductions, credits, and strategies that reduce liabilities while maintaining compliance.
Can you assist with audit preparation?
We provide audit-ready financial reviews, including reconciliations, documentation organization, and internal control improvements throughout the year.
What cost-reduction strategies do you use?
We analyze operations to identify process inefficiencies, implement automation, and provide benchmarking data to reduce accounting and operational costs.
Do you work on-site with clients?
Yes, we integrate with client teams through on-site visits to better understand operations and implement effective financial solutions.
