Accounts Payable Services & AP Automation Providers in Smyrna, GA

Overview

SageStone CFO is an accounting firm run by a CPA. It is based in Smyrna, Georgia, and works with small and growing companies across the Atlanta metro region. It handles both routine bookkeeping and senior finance roles, such as serving as an outsourced controller or fractional chief financial officer. It also prepares taxes for businesses and individuals.

Buyers comparing AP support should know that SageStone is a full-service small-business accounting firm, not an AP software vendor. It handles payables as part of a wider bookkeeping and advisory engagement.

Accounts Payable and Automation

The firm's bookkeeping service includes automating payables and receivables in QuickBooks. SageStone uses the software to make recording and paying bills simpler. Its staff also explain how AP and AR work to owners who are unsure about them. Its QuickBooks work starts with setup and customization, which can include linking outside billing and bill-payment apps.

Regular reviews follow, in which staff sort and process transactions, reconcile ledger accounts and prepare the reports a business needs. Clients on QuickBooks Online can have their bank and credit card feeds connected. The firm also offers software training, tune-ups and help with QuickBooks questions.

Broader Services

Beyond payables, the firm offers many other business services, including:

• Monthly and quarterly bookkeeping, including cleanup of disorganized records
• Payroll processing
• Part-time or fractional CFO support
• Cash flow management and bank financing assistance
• Audits, reviews and compilations
• Internal controls and forensic accounting
• Business valuation, succession planning and new business formation
• Business and individual tax preparation, tax planning and IRS problem resolution

Individual clients can get personal financial planning, retirement and estate planning, elder care and wealth management services.

Industries and Approach

SageStone lists experience with construction companies, dental practices, healthcare providers, hospitality businesses, law firms, manufacturers, real estate firms and family offices. It also works with non-profit organizations. Each engagement starts with a free consultation, held in person or remotely, where the team reviews the client's finances and flags likely problems.

The firm says it tailors its advice to each business and sets up processes that keep records ready for tax time and in line with IRS rules. Client testimonials on its site mention month-end financial reports and web-based forecasting tools. Clients can exchange documents through a secure client portal and a file-sending feature.

Team and Credentials

The firm is led by Lezlie Spencer, CPA. She holds an MBA from Saint Leo University and an undergraduate degree in business administration and accounting from the University of Alabama, and she is licensed as a CPA in North Carolina. She previously led finance support for senior executives at SunTrust Investment Services.

There she worked on automating reports and on a large reorganization across two business units. Her listed skills include financial modeling, budgeting and forecasting, process improvement, QuickBooks and NetSuite. The firm names quality, responsiveness and professionalism as its core principles. Its team describe themselves as business owners like their clients.