Accounts Payable Services & AP Automation Providers in Alpharetta, GA

Based in Alpharetta, Georgia, with a second location in Augusta, Cambrean CPAs is a licensed public accounting practice whose clientele spans the entire country, from individual taxpayers to organizations of every size. Its roster ranges from early-stage ventures to mature enterprises operating across a broad mix of sectors.

Organizations hoping to hand off their accounts payable function should know that Cambrean treats AP as one component of an ongoing bookkeeping and accounting engagement. The firm does not sell AP software as a separate product.

Accounts Payable and Bookkeeping

Within Cambrean, payables duties belong to the bookkeeping group. Staff log supplier invoices as they arrive and oversee each one through to settlement, making certain every vendor receives the right amount on schedule, a habit that supports healthy supplier partnerships.

The firm states that businesses processing a large number of invoices can adopt three-way matching on their payables as a safeguard against disbursement errors. Cambrean's bookkeepers operate in both the online and desktop editions of QuickBooks.

Their routine includes classifying each transaction, connecting bank accounts for automatic data feeds, and completing a reconciliation at the close of every month so that mismatches surface quickly. They can also design tailored processes for repeating items like subscription charges, retainer arrangements and revenue recognized over later periods. The AP function connects to a broader menu of bookkeeping offerings:

• Maintenance of the general ledger
• Monitoring of amounts owed to suppliers and processing of vendor remittances
• Oversight of customer balances and follow-up on outstanding receivables
• Reconciliation of bank accounts each month
• Preparation of core periodic financial statements
• Liquidity planning, budget development and financial projections

Related Financial Services

Outside of bookkeeping, Cambrean runs a complete payroll offering. That service handles computing employee pay, processing documentation for newly hired workers, withholding and remitting payroll taxes, managing employee benefits, staying compliant with employment regulations, generating payroll summaries and producing W-2 forms at the end of the year.

Companies that need high-level financial leadership but are not ready to bring on a permanent executive can engage the firm as a part-time, or fractional, CFO, with an emphasis on reporting and strategic direction.

On the tax and advisory side, the practice prepares returns for both businesses and individuals, plans ahead to manage tax exposure, assists owners in establishing a legal entity, and consults on operations to pinpoint opportunities for improvement.

Examples of prior engagements cited by the firm include consolidating the accounting records of a manufacturing company with multiple subsidiaries and assisting a fast-growing online retailer with its budgeting.

Team and Credentials

Heading the organization is Chief Executive Officer Ravi S. Patel, a CPA who graduated with honors in accounting from Fairleigh Dickinson University. Chief Operating Officer Prachi S. Patel oversees day-to-day operations. According to Cambrean, its workforce exceeds 40 people.

That group includes multiple CPAs, a chartered accountant, a payroll manager, senior managers, dedicated administrative staff, and an enrolled agent who holds the title of VP of Tax and Accounting. Cambrean describes itself as family-owned and was a sponsor of the 2025 BAPS Charities Walkathon.

Working Style

The firm emphasizes close, individualized service. Each engagement is built around the particular needs of the client, and team members try to communicate financial topics without jargon. Protecting client information ranks among its central principles.

On the payroll side, Cambrean reports safeguarding sensitive records through encryption, permission controls tied to job roles, ongoing system surveillance, employee security training and protected data backups. Clients can log in to a web-based portal for general account matters as well as a distinct portal dedicated to payroll.

Businesses in Roswell and the surrounding north Fulton region that prefer to keep payables alongside bookkeeping, payroll and tax work with a single accounting partner may find the firm a good match.

ClearLedgers LLC is a small bookkeeping and payroll firm in Alpharetta, Georgia, a short drive from Johns Creek. Most of its clients are small businesses in Georgia and South Carolina. Because the firm works on cloud platforms, it also takes clients in other parts of the country. It suits buyers who want people to handle their accounts payable rather than an enterprise AP software platform. At ClearLedgers, paying bills is one part of a wider back-office service.

Accounts payable and vendor payment services

The firm's Bill Payment service covers the whole vendor payment cycle. Staff log incoming bills, schedule each payment so it goes out on time, send the payment and then record it correctly in the client's ledger. A related service handles contractor payouts.

Each month the firm pays as many as 20 contractors, collects and updates W-9 forms and notes which payees will need a 1099. After year end it prepares those forms and files them electronically. Businesses that pay their own contractors during the year can buy 1099 preparation on its own for the January filing season.

AP rarely stands alone, so ClearLedgers offers several related services:

• Monthly bookkeeping with reconciliations and financial statements
• Quarterly bookkeeping for startups earning up to $78,000 a year
• Cleanup of records that have fallen behind
• Full-service payroll, payroll oversight and payroll system setup
• Accounts receivable oversight that matches deposits to invoices
• Sales tax management and inventory accounting
• Quarterly S-corp pass-through entity tax payments and personal estimated tax payments
• External controller work, budgeting, cash flow forecasting and financial strategy

How the firm works with clients

The firm keeps its client list small on purpose, so it can learn how each business runs. Every engagement includes unlimited support, so owners can ask about a report or a transaction without worrying about an extra fee. Clients deal directly with the founder instead of being passed between staff.

Monthly bookkeeping clients get a profit and loss statement and a balance sheet each month. Together these show unpaid bills and the real financial position, not just the bank balance. The firm also sets up QuickBooks Online and moves businesses onto it from other accounting systems.

For companies that have their own bookkeepers, an advisory service reviews staff entries, checks internal controls and helps with monthly and annual closing.

Background and credentials

Christy Krzyzaniak started ClearLedgers after working at three CPA firms. There she saw that service models built around client volume left many small business owners confused about their own finances. She has more than 25 years of experience in human resources, operations and accounting. She has worked in manufacturing, retail, healthcare, construction and e-commerce, as well as inside CPA firms.

She has an accounting degree, holds the Certified Bookkeeper designation from the AIPB and is a QuickBooks ProAdvisor. She is a member of both the AIPB and the American Payroll Association.

For AP buyers, the firm's main draw is a credentialed bookkeeper with long experience who also gives each client personal attention. It fits small businesses that want one bookkeeper to manage vendor bills, contractor payments and the related tax filings while also keeping the books. It is less suited to organizations looking for a self-service AP automation platform.

DaCosta's Accounting and Consulting, LLC is a small accounting and tax practice based in Alpharetta, Georgia, serving business owners across the North Atlanta area, including Roswell and Johns Creek. The firm works mainly with small companies that want to hand off routine finance work to an outside team so the owners can concentrate on operations and growth.

Buyers looking for accounts payable help will find it here as one part of a wider outsourced bookkeeping engagement, not as a standalone AP software platform.

Accounts Payable Within Outsourced Bookkeeping

The firm's outsourced accounting and bookkeeping offering covers handling of both payables and receivables, along with the supporting ledger work that keeps vendor balances accurate. For a company without in-house finance staff, this means bills, reconciliations and month-end tasks can be managed by one local provider. The related services listed by the firm include:

• Accounts payable and accounts receivable management
• General ledger maintenance and monthly closings
• Credit card reconciliations and tracking of cash balances
• Weekly and monthly reports, balance sheets and financial statements
• QuickBooks setup, ongoing support and file clean-up
• Payroll processing, direct deposit, payroll tax filings and W-2 and 1099 preparation

Because the firm also prepares 1099s, businesses that pay contractors can keep vendor payments and year-end information reporting with the same team. Its payroll service can run weekly, bi-weekly or monthly, and it also helps with workers' compensation audits and unemployment claims.

Advisory and Controller-Level Support

Beyond transaction processing, DaCosta's offers part-time and interim CFO and controller services for growing companies that are not yet ready to hire a full-time finance leader.

In that role the firm reviews a client's accounting process to find and correct weak spots, tightens internal controls and looks for ways to improve cash flow, all of which bear directly on how well payables are run.

Other advisory work includes budgeting and forecasting, financial analysis, operations reviews, strategic planning, risk management, due diligence, raising capital and support for mergers and acquisitions. It can also train in-house bookkeepers and accountants.

For new ventures, the firm advises on choosing an entity type, forms LLCs, S corporations and C corporations, helps draft business plans to secure financing and sets up QuickBooks, so a startup can have its bookkeeping and payables workflow in place from the beginning. Tax preparation, tax planning and resolution of IRS problems round out the practice.

How the Firm Works

DaCosta's presents itself as offering the skills of a larger firm while staying small enough to respond quickly and stay accessible when clients have questions. It stresses working with current technology, giving owners reliable figures for tracking expenses and managing cash, and fitting its services to each client as the business changes over time.

Prospective clients can start with a free consultation. The firm operates from its office in Alpharetta, a short drive from Roswell, which suits buyers who want a nearby bookkeeping partner to handle accounts payable as part of their overall accounting rather than a pure software tool.

Based in Alpharetta, Georgia, close to Johns Creek, Davis & Langford CPA is a compact firm whose clientele is made up largely of small business owners, entrepreneurs, consultants and other professionals. It has been a fixture in north Fulton County for several decades and presents itself as a practice built on long-term client relationships rather than volume or heavy automation. That philosophy shows in its client retention, with many clients staying for two decades or more.

Accounting, Bookkeeping and Payables-Related Support

Accounts payable is not offered as a separate service, and the firm does not sell software for automating AP. Its recurring accounting and bookkeeping engagements, however, handle much of the routine record-keeping that a sound payables process relies on. Staff assign each transaction to its proper category, produce dependable reports, and ensure the financial records reflect a company's true performance.

Payroll processing is also available. Organizations that want a professional to keep vendor payments and expense records in order, instead of adopting a specialized AP platform, may find the firm well suited to their needs. The practice offers:

• Recurring accounting and bookkeeping
• Categorizing transactions and preparing financial reports
• Payroll processing
• Tax return preparation along with tax planning throughout the year
• Advisory and consulting help for businesses
• Tax structuring for both companies and their owners, retirement plans included

Who They Serve

A large share of the firm's business clientele operates as S-corporations, and the staff know the filing calendars, reporting obligations and planning questions that come with that status. The practice also assists consultants whose earnings fluctuate or arrive from multiple sources, as well as people in the technology sector whose financial picture may include stock-based compensation or side ventures.

Prior positions held by the firm's leadership have given them exposure to a broad range of fields: professional services, construction, financial services, retail, restaurants, hospitality, software and manufacturing.

Team and Credentials

Chief executive Clifford Davis, CPA, MPA, brings roughly three decades of tax, accounting and consulting background. He spent twelve years with KPMG, where he advanced to senior manager within the consulting division, and afterward held chief financial officer and chief operating officer roles at companies in technology and financial services. He is licensed as a CPA in Georgia.

Fellow co-founder Marilyn Langford Davis, CPA, MBA, served as the firm's president until retiring in 2024. Her earlier career included positions at KPMG and Coca-Cola, followed by work supplying outsourced accounting and interim controller support to privately held businesses.

Today's staff includes Jennifer Braynard, CPA, who has supervised the firm's bookkeeping and accounting engagements since 2019; before that, she oversaw the accounting function for a restaurant group with 60 locations. Angela Rayner, who leads tax work, and Tricia Brown, who prepares returns, are likewise CPAs.

How They Work

Accessibility is the firm's main point of difference. Clients are free to phone in with questions at any point in the year, and they speak with people who already know their circumstances, so there is no need to start from scratch with an unfamiliar staff member.

The practice emphasizes consistent, well-organized service and intends to be a resource throughout the calendar, not only during tax season. Those seeking an involved, locally based CPA to manage bookkeeping and associated financial records can expect individual attention and continuity.

Anyone requiring large-scale invoice processing or dedicated AP automation should verify with the firm whether those needs fall within its services.

Marshall Jones is a certified public accounting firm headquartered in Alpharetta, Georgia, that has worked with businesses, nonprofits and individuals across metro Atlanta since 1984. For buyers evaluating accounts payable support, the firm is best understood as a full-service CPA practice whose Client Accounting Services group takes on day-to-day finance work, including vendor bill handling and payables management, as part of a broader outsourced accounting relationship rather than as a standalone AP software vendor.

Accounts payable within outsourced accounting

The firm's bookkeeping and outsourced accounting pages describe managing invoices, bank reconciliations and both payables and receivables for clients, with an emphasis on disciplined AP management as a lever for healthier cash flow. Staff profiles reinforce this: members of the accounting team support clients with payroll, monthly reconciliations, payables and receivables, and corporate compliance.

Work can be delivered at the client's location or remotely, and engagements can scale from occasional help to near full-time coverage as an organization grows. Clients keep ownership of their data and can view their books at any hour, while assigned advisors are reachable by phone, video or email.

• Outsourced accounting and bookkeeping, including payables and receivables
• Bank reconciliations and month-end close reporting
• Controllership and CFO-level advisory
• Accounting software consulting and workflow optimization
• Financial statement compilations, reviews and audits
• Business and individual tax planning, compliance and IRS notice resolution
• 401(k)/ERISA audits and agreed-upon procedures engagements

Industries and clients

Marshall Jones lists dedicated practice areas for nonprofits, professional service organizations, privately held companies, construction firms, real estate, entertainment, independent contractors, and estates and trusts. Its construction guidance pairs job cost tracking with careful payables oversight, reflecting how contractor cash flow depends on payment schedules and project milestones.

Published client stories include a fine arts nonprofit that moved its accounting outside the organization to gain stronger internal checks against fraud, and an Alpharetta contractor who handed off bookkeeping so he could return to job sites. A statewide housing nonprofit is also cited as a long-term audit client.

Team and credentials

The firm is led by Managing Partner Greg Logan, a CPA who also holds the CITP technology credential and has guided the practice's adoption of technology to improve capacity and efficiency. Other partners oversee tax, assurance and firm administration, and the audit partner belongs to the AICPA and the Georgia Society of CPAs.

Marshall Jones is a member of CPAmerica, a national association of independent accounting firms. Its accountants are trained across the major accounting platforms and monitor tax and regulatory changes on behalf of clients.

What distinguishes Marshall Jones for AP buyers is the combination of payables processing with CPA review, audit experience and tax expertise inside one firm, so that transaction-level work feeds directly into financial statements prepared for boards and lenders. The firm presents outsourcing as a lower-cost alternative to building an internal accounting department, avoiding recruiting, training and benefits expenses, and it frames its culture around values such as follow-through, ownership, honest communication and continuous improvement.

Priority Technology Holdings, which goes to market as Priority Commerce, is a publicly traded fintech headquartered in Alpharetta, Georgia.

The company combines payment processing, embedded banking and business payables on one connected platform, and its accounts payable offering is aimed at finance teams that want to move away from paper checks and manual vendor payments while turning supplier spend into a source of rebates.

Buyers evaluating AP automation providers will find it positioned less as a bookkeeping outsourcer and more as a technology and payments partner that runs the disbursement side of AP at scale.

Accounts payable automation

The core AP product is Priority Payables, a full-cycle platform for business-to-business disbursements. A client uploads a single file of approved payment instructions, and the system then pays each supplier by whichever method that vendor has agreed to accept, including virtual card, ACH, wire or printed check.

Because it sits on top of the buyer's existing ERP or AP software, the company describes the rollout as leaving current approval workflows intact. Payments are settled and reconciled automatically, whether they are one-off or recurring, and the firm also offers an option to embed the payments experience directly inside an ERP.

• Priority Payables for full AP payment automation
• Supplier activation and enablement handled by an in-house team
• Custom spend analysis to estimate potential rebate revenue
• ACH.COM, a company-owned ACH service for banks and businesses in the US and Canada
• Plastiq, which lets businesses pay vendors by credit card even where cards are not accepted
• B2B Acquiring for suppliers that want lower card interchange and faster funding

How the company works with clients

A distinguishing element is the supplier enablement service. Rather than leaving the AP department to chase vendors, a dedicated team contacts suppliers for the buyer, encourages them to switch to electronic and card payments, and negotiates terms intended to maximize cash back, with the company stating that buyers are not charged for this outreach.

Engagements typically start with a review of monthly spending, which shapes a plan for shifting payments to electronic methods. The wider payables suite reports more than 90,000 active buyers and over 85,000 enrolled suppliers.

Who it serves

Payables solutions are marketed to finance professionals, banks and financial institutions that want to offer AP tools to their own commercial customers, and merchants. Industry pages single out retail and manufacturing, and the broader platform also supports sports and entertainment venues, fintechs and debt resolution firms. Software partners shown on the payables pages include SYSPRO and IQ BackOffice, and the platform emphasizes fraud controls, regulatory compliance and high uptime.

Background

The business was started in Georgia in 2005 under the name Priority Payment Systems as a card processor and moved into commercial payments in 2008.

It listed on the NASDAQ in 2018 under the symbol PRTH, bought Finxera (now CFTPay) in 2021 to deepen its banking-as-a-service capabilities, and acquired Plastiq in 2023 to broaden its business payment and spend control tools.

Today it reports customer accounts numbering around 1.8 million and about $150 billion in yearly processed volume, and it has been named to lists from Forbes, CNBC and TIME. Alongside payables, the company sells merchant services, treasury and banking tools such as Passport, and payroll.

Wilson Lewis is a Georgia certified public accounting practice that combines tax, accounting, advisory, audit and retirement planning work under a single brand. For companies evaluating accounts payable support, the firm is relevant mainly through its outsourced accounting practice, where managing vendor payables sits alongside bookkeeping, reconciliations and reporting rather than being sold as a standalone software product.

Accounts payable and outsourced accounting

The firm positions outsourcing as an alternative to hiring an in-house accountant, which many smaller organizations find expensive and difficult to supervise. Its outsourced team can take over the handling of invoices and payables along with the wider bookkeeping cycle, so owners are not left chasing deadlines or learning accounting procedures themselves. Published accounting offerings include:

• Accounts payable management, plus receivables support
• Bookkeeping, write-up work and general ledger maintenance
• Month-end bank reconciliations and financial reporting
• Cash flow projections and management
• Payroll processing, payroll tax filings, W-2s and 1099s
• Sales, use and personal property tax compliance
• Support and training for in-house systems such as QuickBooks and Peachtree

Buyers should note that Wilson Lewis does not advertise its own AP automation platform. Its value lies in experienced accountants running or supporting the payables process inside the accounting software a client already uses, with packages described for both emerging and established companies.

Industries and specialties

The firm lists several sectors where it has concentrated experience, including sports and entertainment, construction, law firms, healthcare, nonprofit organizations, independent auto dealers, convention centers and technology companies. It also performs 401(k) plan audits.

Its published material discusses outsourced accounting for real estate developers, where an external team may keep separate books for numerous LLCs and projects and prepare reporting for lenders and investors, and it publishes guidance on month-end close and cash management for nonprofits. Technology clients can draw on outsourced CFO and bookkeeping help, valuations and merger assistance.

Working style and background

Wilson Lewis describes itself as team-based, with staff acting as a shared resource for each client instead of a single assigned CPA. It aims to offer the bench strength of a larger practice while keeping the attentive service of a smaller one, and it emphasizes long-term relationships, confidentiality and being available for questions throughout the year.

Client testimonials on its site point to knowledge of changing tax rules and to the convenience of having taxes, payroll and advisory work handled in one place.

Its site profiles a leadership team of fourteen professionals. The brand operates as an alternative practice structure: a licensed CPA entity performs attest engagements, while a separate advisory company that is not a CPA firm delivers tax, consulting and other non-attest services. Offices are located in Atlanta, Duluth, Alpharetta and Gainesville, giving north metro Atlanta businesses, including those around Dunwoody, several nearby points of contact.