Accounts Payable Services & AP Automation Providers in Marietta, GA

Davis, Pechter and Associates, PC is a CPA practice in Marietta, Georgia. Its clients include company owners, senior managers, self-employed specialists and families. It is a hands-on local accounting office, not a technology vendor, so it suits organizations that want a nearby team to take over recurring financial recordkeeping, including the documentation tied to settling vendor invoices. Its commercial services center on maintaining ledgers, processing employee pay and producing reliable financial information that owners can use to make sound choices.

Day-to-day finance and administrative help

Organizations that want to outsource routine accounting chores can draw on several offerings connected to how money owed to suppliers is tracked and handled. The practice does not market a specialized software tool for automating payables. It delivers this help through direct, person-to-person ledger maintenance and consulting:

• Ledger upkeep and accounting for smaller companies, with staff keeping financial records current so that proprietors can concentrate on running the enterprise
• Liquidity planning, which begins with a forecast meant to keep a company from running short of funds
• Assessments of safeguards and procedures, which examine how effectively existing processes function and suggest ways to strengthen them
• Employee compensation processing scaled to each organization's requirements
• Fractional chief financial officer arrangements, giving modest-sized operations senior financial oversight without the cost of a permanent executive

Support for Intuit's accounting software

A large share of smaller and growing companies track supplier obligations and their main accounting records in QuickBooks, and the practice treats this program as its own service line. Staff help owners judge whether the product suits them, build new company files, teach employees to use it, respond to questions from users and optimize files that are already in use.

As a result, the practice is a sensible option for businesses that want vendor lists and invoice entries reorganized or set up correctly within a program they already rely on.

Wider assurance, advisory and tax services

In addition to everyday ledger work, the office prepares financial statements at three tiers of assurance, namely full audits, reviews and compilations, for shareholders, banks and outside backers.

Its advisory menu also covers fraud and investigative accounting, expert assistance in legal disputes, appraising the worth of a company, getting ready to apply for loans, long-range planning, ownership transition for family-run enterprises, setting up new ventures, and counsel to charitable organizations on preserving their exemption from tax.

For tax matters, the team completes filings for companies and individuals, addresses issues involving estates, trusts and digital currency, and speaks for clients in conflicts with the IRS, including examinations, tax liens, levies, employment tax difficulties, installment agreements and settlement offers.

Client sectors and working style

The practice reports a background serving organizations such as:

• Builders and contracting companies
• Practices providing dental care
• Medical providers
• Hotels, restaurants and other guest-service businesses
• Legal practices and attorneys
• Companies that produce physical goods
• Property owners, investors and developers

The firm states that three values guide its work: conducting itself in a businesslike manner, replying to clients promptly and delivering careful, high-standard results. It presents itself as pairing individual care with technical skill at fair prices.

Prospective clients may begin with a no-cost initial meeting to identify the services that match their circumstances, and current clients share files through a protected online portal.

For companies evaluating payables partners, the practice is a strong match for smaller and growing businesses seeking outsourced ledger work, supplier payments managed within QuickBooks and tax and consulting expertise from one hometown team.

Incline Financial Consulting is a Marietta, Georgia firm that runs the finance and accounting back office for startups and small companies that are growing fast across the Atlanta metro area. It is not a stand-alone payables processor.

Instead, it treats accounts payable as one part of a broader outsourced accounting relationship that also covers bookkeeping, controller-level reporting, CFO advisory work and tax. For buyers in and around Alpharetta, that means AP automation comes with the people who also close the books and read the numbers.

Accounts Payable and Automation

The firm sells AP and AR automation as a way to cut the hours that owners and staff spend on manual accounting work. It estimates that a typical business wastes 10 to 15 hours a month on these tasks. Incline sets up a technology platform that takes over much of the vendor-bill workload.

An intelligent virtual assistant reads incoming invoices and fills in the bill details, and the client reviews them before approving. Once bills are approved, the company can pay suppliers by ACH, credit card, paper check or international wire. Payment rights can be limited to named people, which helps with internal controls.

The platform syncs with popular accounting software, so payables data stays consistent with the general ledger and financial reports are not held up.

• Automated invoice capture and bill entry
• Multi-method vendor payments, including cross-border wires
• Role-based payment approval for internal control
• Two-way sync with the accounting system
• Receivables automation alongside payables

Related Accounting and CFO Services

Around the AP work, Incline provides full-cycle bookkeeping on either a cash or accrual basis and helps clients choose the method that fits their stage. Each month it reconciles every bank and credit card account and follows a structured close tailored to the client. Clients that want more strategic help can add outsourced CFO and controller support.

This includes monthly statement reviews led by an experienced CFO, a rolling 52-week cash forecast, annual budgets that are updated as the business changes, and a monthly dashboard of key metrics. Clients also get web-based tools for forecasting, budgeting and cash management.

The firm also offers payroll and HR administration, business income tax preparation and tax planning. Specialty services include research and development tax credit studies and cost segregation for commercial property owners who want faster depreciation. On its site, the firm says companies in technology, ecommerce, biotech and hardware may qualify for the R&D credit.

How They Work and What Distinguishes Them

Incline describes itself as a team of finance professionals and presents outsourced CFO support as a cheaper option than hiring an in-house finance leader. New clients start with a free consulting call. The firm puts weight on accurate, on-time monthly reporting and on giving owners a seasoned advisor to talk through results with.

Because its payables automation is linked to its close, forecasting and tax work, it may suit a growing company that wants one provider for vendor payments and wider financial management, rather than a high-volume AP outsourcing shop.

JoDee Bowen CPA is a small certified public accounting practice based in Marietta, Georgia, in West Cobb County. The firm works with owner-managed companies, self-employed professionals and individuals, and offers outsourced accounts payable support as one part of its wider bookkeeping and accounting work. It is a good fit for small businesses that want a CPA-led team to handle vendor bills along with the rest of their books, not a stand-alone AP software platform.

Accounts Payable and Bookkeeping Support

The firm's bookkeeping page lists accounts payable entry and bill payment among its small business services. Its part-time CFO offering also covers both payables and receivables. AP work sits alongside related tasks that keep a vendor ledger accurate and ready for year-end:

• Recording vendor bills and paying them on the client's behalf
• Receivables entry, invoicing, deposits and collections
• Bank reconciliations and general ledger upkeep
• Preparing 1099 and 1096 forms for contractors and vendors
• Payroll processing and inventory tracking
• Cleaning up books that have fallen behind

New companies can have the firm set up their recordkeeping and reporting systems. Established businesses with messy records can get help simplifying their processes and adding checks and balances. The practice also works with QuickBooks, offering setup, customization, training, troubleshooting and tune-ups, which is useful for clients who manage payables in that software.

Broader Financial and Advisory Services

Beyond day-to-day bookkeeping, the firm acts as an outsourced part-time CFO. In that role it prepares periodic financial statements, builds forecasts, gives guidance on cash flow and profitability, and handles sales, use and payroll tax compliance. Other business services include audits, reviews and compilations, internal controls, forensic accounting, business valuation, succession planning, bank financing support and help forming new businesses.

Its tax practice covers individual, business, estate and trust returns as well as IRS problem resolution. The site names construction, dentistry, healthcare, hospitality, law firms, manufacturing and real estate as industries it serves.

Background and Experience

Founder JoDee Bowen grew up in Chattanooga, Tennessee, and earned an accounting degree at what is now Southern Adventist University. She spent ten years at the Atlanta CPA firm Babush, Neiman, Kornman and Johnson, where she handled monthly and quarterly accounting, account reconciliations and payroll tax reporting for closely held companies.

From 1994 she spent about twelve years as a controller or senior finance lead in private industry, including at a dialysis provider, a large wholesale airline parts distributor and a family real estate group that ran a skilled nursing facility. She opened her own practice in 2007.

Richard Green, CPA, joined in 2010 and brought a tax niche serving clergy and Americans living overseas.

Local clients have included plumbing contractors, an auto body shop, chiropractors, therapists, a wholesale travel agency and real estate agents. Thanks to remote technology, the firm also serves clients in every U.S. state and in several countries. Clients can share documents through a secure portal and a file-transfer page, and the firm offers a free first consultation. For buyers, its main strengths are hands-on controller experience and a single CPA relationship covering payables, bookkeeping, payroll and tax.

Based in Marietta, Georgia, the CPA office of Leonard G. Nelms, P.C. has served local businesses for over twenty years. Its clients are mostly small and midsized companies in Cobb County and surrounding communities such as Roswell and Sandy Springs.

The practice positions itself as a single source for bookkeeping, accounting and tax needs, which lets owners delegate back-office finance chores and spend their energy running the company. Anyone shopping for accounts payable help should note that this capability sits within the firm's general outsourced accounting work. It is not offered as a separate AP automation tool.

Accounting and Bookkeeping Support

Continuous bookkeeping is the core of what the office delivers, aimed at organizations without enough personnel or hours to keep their ledgers up to date. The team handles routine accounting duties, monitors money entering and leaving the company, and supplies scheduled reports so leadership always has a clear picture of its financial position.

For an organization considering whether to outsource payables, this translates into a team supervised by a CPA that logs expenditures, maintains orderly records and helps plan when payments go out as part of broader cash management.

• Bookkeeping and accounting outsourced for small and midsized companies
• Budget preparation and oversight of cash flow
• Financial statements and recurring reports
• Payroll handling, covering payroll tax computations and returns
• Installation of QuickBooks plus instruction on expense reports
• Guidance on streamlining accounting processes and reinforcing internal controls

How the Firm Works With Clients

Rather than selling fixed service tiers, the office first studies how a given client runs its daily operations. It also looks at what reports the client requires, which financial matters concern it and where it hopes to be in the future. Using that information, the staff assembles a tailored mix of accounting and tax work.

Interested companies can book an initial meeting at no charge, and an encrypted document portal allows them to upload files to the firm digitally. In addition to recordkeeping, the practice advises on running accounting operations more smoothly and on reinforcing internal safeguards. Both are valuable for owners seeking closer control over supplier invoices and overall spending.

For payroll, clients can turn the entire process over to the office, which states that its fees undercut those charged by major nationwide payroll providers. When a company is just getting started, the firm configures QuickBooks and shows the owners how to generate expense-tracking reports. This gives new businesses a solid foundation for logging bills owed and keeping an eye on costs from day one.

Tax and Advisory Background

Much of the practice centers on taxation, a benefit for owners who prefer one team managing both their books and their tax approach. Services include preparing income tax returns, planning throughout the year to reduce what businesses and individuals owe, and helping settle disputes with the IRS. New ventures can also get counsel on selecting an entity type, drafting a business plan and applying for financing.

What Sets It Apart

The office emphasizes its modest size, saying it gives clients personal service and stands up for their interests. It aims for relationships that feel closer to friendship than to a business transaction. Companies seeking an automated payables software system will need a different vendor. However, small businesses around Marietta that want a nearby CPA to manage bookkeeping, expense monitoring, cash flow supervision and payroll, along with tax planning, could be well served here.

Management Accounting Services CPA, operating online as MAS CPA Firm, is a Georgia-licensed certified public accounting practice based in Marietta that combines tax, accounting and business advisory work under one roof. Its clients include business owners, company executives, self-employed professionals and nonprofit organizations, along with individuals and families.

For buyers evaluating accounts payable support, the firm fits best as a local CPA practice that handles payables inside a wider outsourced bookkeeping and accounting relationship, not as a standalone AP automation software vendor.

Accounts payable and bookkeeping support

The firm's bookkeeping offering lists accounts payable work specifically, covering both the entry of vendor bills and the bill-paying step itself. That payables function is packaged alongside related back-office tasks, so a business can hand off its full transaction cycle to the same team. Services relevant to AP buyers include:

• Accounts payable entry and bill payment
• Accounts receivable, including invoicing, deposits and collections
• Bank reconciliations and small business accounting
• Payroll processing and help with payroll tax problems
• Cash flow management and internal controls reviews
• Part-time CFO services for owners who need senior financial oversight

Because the firm also reviews internal controls and offers forensic accounting, companies concerned about duplicate payments, weak approval processes or vendor fraud can draw on that expertise along with routine payables processing.

QuickBooks-centered approach

Much of the firm's technology work revolves around QuickBooks. It provides software setup, user training, quick question support and periodic file tune-ups, and it also resells QuickBooks to clients at a discount. Its client newsletter has covered modernizing payables with the bill pay features built into QuickBooks Online, which allow vendor payments by ACH or check.

Businesses wanting to move from paper checks toward electronic bill payment within QuickBooks can therefore get both configuration and ongoing guidance from the same advisors who keep their books. Clients exchange documents through a secure online client portal and a file-sending tool.

Broader advisory and tax capabilities

Beyond bookkeeping, the practice provides audits, reviews and compilations, business valuation, bank financing assistance, strategic and succession planning, new business formation and litigation support. On the tax side it prepares and plans returns for businesses and individuals and represents taxpayers facing IRS audits, liens, levies, unfiled returns, back taxes and payment plan or offer in compromise negotiations. Individual clients can also get financial, retirement and estate planning, as well as elder care services.

Locations and how they work

The firm has an office in Marietta and a second office in Powder Springs. It describes itself as a full-service practice that aims to be approachable, experienced and reasonably priced, and it offers prospective clients a free first consultation to talk through their needs.

For a Marietta-area company that wants its accounts payable handled by a CPA firm that can also manage payroll, reconciliations, QuickBooks administration and tax filings, MAS CPA Firm offers a single local point of contact for those tasks, not a dedicated AP automation platform.

Manay CPA is a full-service certified public accounting firm based in Georgia. It works with entrepreneurs, small businesses, growing companies and international businesses entering the U.S. market. It serves clients in all 50 states and reports more than 7,000 clients across three continents. The firm also supports clients in Turkish, which is useful for owners who would rather handle financial matters in that language.

Accounts payable within managed accounting

Manay CPA does not sell a standalone AP automation platform. Instead, accounts payable is handled as part of its outsourced bookkeeping and monthly accounting packages. These packages combine payables and receivables management with transaction recording and categorization, reconciliation of bank and credit card accounts, monthly financial statements and payroll. For buyers, this means vendor bills and outgoing payments are managed inside a broader recurring accounting service rather than as a separate tool.

The firm works in whatever cloud accounting system a client already uses, such as QuickBooks, Xero or NetSuite. If a business has no system yet, the firm can choose and set one up, and it offers accounting software implementation as its own service. It also offers GAAP compliance work and controller-level reporting, which helps companies that need payables records ready for lenders, investors or auditors.

Broader service range

Apart from bookkeeping, Manay CPA covers a wide range of tax, compliance and advisory work. Clients can keep payables, tax filings and related compliance with one provider:

• Business and individual tax preparation, including multistate nexus and sales and use tax filing
• International tax matters such as transfer pricing, FBAR and FATCA compliance
• Payroll and payroll tax filing
• HR setup, monthly HR support and HRIS selection
• New business formation, EIN and state registrations
• Advisory work, including financial health checks, due diligence and forensic accounting
• Audit and assurance, reviews and compilations

Industries served

The firm tailors its accounting to specific sectors. These include construction, e-commerce, healthcare, nonprofits, startups, retail, technology and SaaS companies, and real estate. It also serves tourism and hospitality, transportation and logistics, law firms and dental practices. Each sector has its own payables issues, such as job costing in construction, payments across several sales channels in e-commerce, and trust accounting for law firms.

Team and approach

Manay CPA describes itself as an award-winning firm with a team of more than 90 professionals in several countries. It publishes its CPA license, memberships and awards on its website. New clients usually start with a free consultation, and existing clients share documents through a secure online client portal.

The firm also publishes a blog, tax and compliance calculators, guides and webinars. Its strong focus on international clients and companies new to the U.S. sets it apart from many local bookkeeping firms. That makes it a good fit for foreign-owned businesses that need U.S. payables, tax and compliance handled together.

Overview

Based in the East Cobb section of Marietta, Georgia, Moore CPA Firm is a licensed CPA practice founded in 2004 by Sara Moore, CPA. In the years since, it has grown into a single source for tax preparation, accounting, payroll and business advisory services.

Its client base spans individuals, sole proprietors and other self-employed workers, small and mid-sized companies, and businesses in a growth phase. Many clients are local, coming from surrounding cities like Alpharetta, Woodstock, Smyrna, Kennesaw and Roswell. Others live or operate in different states and are served entirely from a distance.

Accounts payable and bookkeeping support

Companies hoping to hand off their payables will see that bill tracking and vendor obligations are built into the firm's digital, cloud-based bookkeeping offering, which also covers the receivables side.

Team members hold the Certified QuickBooks ProAdvisor credential and can configure QuickBooks to automate the entry of bills, the monitoring of invoices and the payment of suppliers, cutting out manual keying. At year end, the practice also prepares vendor 1099s and submits them electronically, an essential step for any business that relies on independent contractors. Other connected services include:

• Handling of payables and receivables using either accrual or cash accounting
• Complete general ledger maintenance, data entry and cleanup of inaccurate records
• Reconciliation of bank and credit card accounts
• Month-end, quarter-end or year-end closing
• Recurring financial reporting and compiled financial statements
• Budget preparation and cash flow review
• Sales and use tax return preparation with electronic filing

Platforms and technology

Rather than marketing proprietary software, the practice operates inside whatever system a client already has, or guides the client toward a suitable one. Its team works with QuickBooks in both Desktop and Online versions, as well as Sage, Thomson Reuters Creative Solutions, Oracle NetSuite, ADP, Gusto and Rippling.

Assistance is available for choosing software, rolling it out, importing and converting data, and training employees. This can be useful for a business trying to retire spreadsheet-based payables tracking or migrate to a different accounting package. Document exchange happens through secure, paperless, cloud-hosted tools.

According to the firm, its data travels over encrypted connections, and the companies behind its infrastructure include Microsoft, Amazon Web Services, Intuit, Oracle and ShareFile.

Payroll, tax and advisory work

Beyond payables, the firm runs complete payroll for employers located in any U.S. state. That service takes in pay delivery by direct deposit or printed check, withholding computations, deductions for health coverage and retirement plans, deposits of federal and state payroll taxes, and filing of W-2 and W-3 forms.

For tax work, it prepares returns for individuals, corporations, partnerships, trusts, estates and nonprofit organizations. It also takes on multi-state and international issues, pursues R&D and other tax credits, and stands in for clients with the IRS on notices, audits, levies and liens.

New ventures can get start-up guidance, help deciding on a business structure and assistance obtaining a tax identification number.

How the firm works

Staff include a CPA, an Enrolled Agent and seasoned accounting professionals. Clients may schedule in-person meetings at the East Cobb location on weekdays or Saturday mornings, or choose a fully remote relationship. The practice describes its approach as customized to each client's circumstances. It is a good match for small and mid-sized organizations that prefer a single firm to manage payables together with bookkeeping, payroll and tax compliance. It should not be mistaken for a dedicated AP automation software company.

SBS Accounting & Advisors is a finance and bookkeeping practice serving smaller companies from two Georgia offices, one in Marietta and another in Blue Ridge. Most of its clients are businesses run directly by their owners who prefer to delegate behind-the-scenes financial tasks to an outside team.

Past clients include a home remodeling contractor, a legal practice, a consulting company and a church congregation. For organizations evaluating vendors for payables support, SBS does not market a standalone software tool. It folds bill payment into a broader outsourced bookkeeping engagement.

Vendor Payments and Everyday Bookkeeping

At SBS, handling supplier bills is one piece of a larger set of recordkeeping and accounting offerings. According to the firm, every engagement can be tailored to a client's sector and particular requirements. A business that outsources its incoming invoices can delegate connected financial chores under the same agreement, such as:

• Managing money owed to suppliers and money due from customers
• Processing staff pay and administering employee benefits
• Repaying workers for out-of-pocket business costs
• Matching bank and company charge-card statements against the books
• Wrapping up the accounting records at the end of each period
• Preparing filings for taxes collected from customers, along with 1099 forms

Because supplier payments sit alongside 1099 work, statement matching and period-end bookkeeping, a single group follows each vendor transaction from the moment it is recorded through the annual reporting cycle. A legal-practice client mentioned that SBS balances its accounts on a weekly basis. The church client credited the firm with shifting its financial records to an online, cloud-based system, which lowered expenses and reduced reliance on paper documents.

Liquidity Planning, Projections and Executive-Level Guidance

In addition to day-to-day processing, SBS provides consulting that connects what a company owes to its overall money management. This work involves monitoring the sources and uses of funds, maintaining a cash projection that rolls forward six months at a time, reporting on liquidity indicators and helping clients collect customer payments faster.

SBS also builds annual spending plans and produces monthly comparisons of planned versus actual results, making overspending easier to spot. Every month, clients get a performance dashboard summarizing profitability, margin of safety and growth.

These consulting engagements run through a repeating three-step process: strategize, analyze and revise. The first step examines how the business has operated historically, how it operates today and what the owner hopes to achieve. From there, advisors hold monthly sessions with each client to review revenue, gross profit, expenses, net income and cash position, then establish goals for the following month.

QuickBooks Know-How and Firm Background

The firm has supported both the Desktop and Online editions of QuickBooks since 2006, helping clients with installation, correcting messy files, user instruction and hosting for either version. Its staff is made up of bookkeepers, certified QuickBooks ProAdvisors and business coaches. SBS also handles tax planning and return preparation for companies and individuals, and the educational materials it offers clients address tax questions in both Georgia and North Carolina.

When taking on a new client, SBS first works to understand the specific challenges that business faces and then drafts a proposal built around those needs. That approach suits companies looking for an outsourced team to manage their payables while also providing strategic advice, as opposed to those seeking an automated do-it-yourself platform.