Accounts Payable Services & AP Automation Providers in Buford, GA

J Milner, CPA, P.C. is a licensed accounting practice based in Johns Creek, Georgia. It works with private individuals as well as small and growing businesses in communities such as Lawrenceville, Alpharetta, Duluth, Suwanee, Sugar Hill and Buford, along with nearby towns.

Companies looking for assistance with paying suppliers should understand that the firm handles accounts payable as part of a wider outsourced bookkeeping and accounting service rather than as an isolated offering. The practice does not promote a separate AP automation software product.

Accounts Payable as Part of a Full Outsourced Function

Business owners who would rather not recruit and oversee their own internal finance employees can hand the entire accounting role to this practice. The firm describes its aims as lowering operating costs, making processes more efficient and preventing costly recordkeeping errors, with a licensed CPA firm overseeing the work. Supplier obligations and customer receivables are managed together with the recurring duties needed to keep a company's financial records current:

• Processing bills from suppliers and invoices sent to customers
• Classifying, entering and checking every transaction
• Reconciling bank and credit card accounts against the ledger
• Daily monitoring of available cash
• Maintaining up-to-date journal entries and the general ledger
• Completing the month-end close and producing profit and loss statements and balance sheets
• Processing payroll and submitting sales tax returns
• Tracking fixed assets and computing depreciation
• Reconciling point-of-sale records and commission data for sales staff

Owners comparing payables options who want one accounting group to oversee supplier bills, reconciliations and financial statements may see this arrangement as suitable. The other route is dividing that work across several different providers.

Consulting, Attest and Tax Work

Beyond day-to-day bookkeeping, the practice offers part-time controller and CFO services, QuickBooks support, budgeting and forecasting, cash flow planning, compilations, reviews and audits, and support in securing business loans. Founders starting a new company can get guidance on choosing an entity type, completing the formation process and drafting a business plan.

On the tax side, the firm prepares filings for companies, individuals, trusts, estates and gifts. It also handles Form 990 returns for nonprofit organizations, multistate returns, and returns for U.S. citizens residing overseas, and it represents taxpayers in IRS matters. Other consulting areas include restructuring debt with creditors and advising on mergers, acquisitions and business sales.

The practice further offers financial analysis as litigation support, succession planning for owners preparing to pass on control of their companies, and retirement planning.

Industries and Client Philosophy

The firm cites notable experience with restaurants, technology firms, retailers, law offices and medical practices. Its website includes dedicated pages for restaurant clients and IT companies. Central to its outlook is building personal working relationships that endure over the long term and learning the details of each client's operations before tailoring its services. Potential clients may book an initial consultation at no cost, and files can be shared through a secure, encrypted upload portal.

Principals and Background

Jack Milner, CPA, graduated from the University of Houston in 1979 with a degree in accounting. He started out as an auditor with one of the former "Big 8" accounting firms and later founded several accounting firms and other businesses. He is licensed as a CPA in Texas as well as Georgia.

He belongs to the AICPA and the Georgia Society of CPAs, where he previously served as president of the Gwinnett chapter. His background covers taxation, auditing, financial advisory work, and estate and trust issues in industries such as real estate, wholesale distribution, food service, and oil and gas.

Kathy L. Milner has more than 25 years of experience as a staff accountant, both at CPA firms and within medium-sized and large corporations. She focuses on creating accounting systems and processes that make bookkeeping easier for small business owners.