About Us
Diverse Experiences
Our partners have experience across multiple settings ranging from sole proprietorship to “Big 4” firms, and each has focused on different industries and skills. Every team member brings a unique perspective and areas of specialty.
Converging Paths
We’ve merged our efforts, resulting in a firm with powerful capabilities. Each client is matched with a team of people with relevant experience.
Surge for Success
Success requires momentum, but momentum without direction rarely lasts. We move forward in focused, intentional Surges using disciplined processes, clear communication, and a commitment to understanding what matters most. Working collaboratively while maintaining independent judgment, we help our clients and our team navigate change with confidence and purpose.
Our Source
Our roots as financial reporting specialists go back through three decades of serving some of Georgia’s most well-respected organizations. Our story includes over 30 years of local community involvement, service and support of organizations with a global impact, a passion for excellence, and a service-oriented mindset.
Our Values
These 5 core characteristics merge our people from a collection of individuals into a cohesive unit
Sagacious*
Our mindset is lifelong learning, living what we learn, and providing dependable advice
Unified
Our culture is more than people that “get along.” We have each other’s back and intentionally grow together
Reliable
Our clients can count on us for routine needs as well as for significant challenges
God-Honoring
Our interactions, both personal and professional, are shaped by a desire to honor God
Ethical
Our standard is honesty - never taking advantage of clients or colleagues
*Of keen and farsighted penetration and judgment : discerning
“sagacious.” Merriam-Webster.com. Merriam-Webster, 2011.
Services are customized to client requirements and are defined in our engagement letters. All payment is in USD and accepted credit card information can be found in invoices sent to our contracted clients. For questions about your payment including refunds or cancellations, use the email address on the invoice. Payment instructions are in the invoice, and no payment is accepted through this website.