Accounts Payable Services & AP Automation Providers in Stone Mountain, GA

Operating under two names, NTRC Income Tax and Accounting and J. Chavis & Associates, this modest tax and bookkeeping office sits in a Stone Mountain, Georgia retail center whose anchor tenant is an Ingles supermarket. Since its founding in 2001, the practice has served both households and business owners throughout DeKalb County.

Anyone shopping for payables assistance should understand that this is a generalist bookkeeping and tax shop rather than a company specializing in automated AP technology. Vendor bill handling is simply one component of a broader outsourced bookkeeping offering.

Accounts payable and bookkeeping support

The outsourced bookkeeping arrangement targets smaller organizations for which hiring a staff bookkeeper or building an in-house finance team would not make economic sense. Under this arrangement, the office manages money owed to suppliers as well as money owed by customers, alongside a number of connected duties that help keep supplier commitments and available funds in order:

• Processing of both payables and receivables
• Matching bank and credit card statements against the books
• Maintaining the general ledger and monitoring cash on hand
• Preparing balance sheets, financial statements and reports for management
• Budgeting, forecasting and oversight of incoming and outgoing funds
• Installing QuickBooks and teaching staff how to report expenses in it

Outside of day-to-day recordkeeping, the office runs payroll for clients in certain industries, conducts performance audits, assists with obtaining business financing, guides owners through forming a company and choosing an entity type, drafts business plans, and plans and prepares taxes, state and local filings included.

For individuals, it prepares personal returns and helps with estate and trust planning, saving for college and household budgeting. Additional services cover resolving amounts owed to the IRS, catching up on unfiled prior-year returns, questions about property tax valuations and notarization.

Industries served

Four categories of clients receive particular emphasis. Franchisees can get help keeping track of stock on hand, dividing gratuities among employees, checking the royalty payments sent to franchisors and studying how money moves through the business.

Charitable organizations, churches, schools and other non-profits are offered reports that follow spending, assessments of internal safeguards meant to deter fraud, preparation of Form 990, and support in securing tax-exempt recognition and applying for grants. Trucking firms and owner-operators have access to bookkeeping, payroll and tax planning that spans multiple states.

Real estate rounds out the list of sectors the firm names.

Background and approach

The practice is headed by principal Jerome Chavis. His undergraduate degree, with a finance major, was earned at Eastern Michigan University, and he went on to complete a master of business administration concentrating in finance at Amberton University, located in Dallas. He concentrates on taxes for small businesses, filings for truck drivers and complex tax situations.

Describing itself as a family-oriented office, the firm says its first priority is hearing clients out, then walking them through tax and money matters in everyday language so they feel at ease. Every new relationship begins with an initial consultation at no charge.

From there, the office assembles a tailored mix of services suited to how the client operates and what it hopes to achieve, providing ongoing reports and guidance rather than limiting itself to entering numbers. Files can be submitted through a protected online sharing portal, and invoices can be settled electronically.

Reviewers online point to client relationships lasting many years and appreciate being able to leave their paperwork and return at a later time to go over the results.

A small company near Stonecrest that prefers to have its vendor payments managed as part of a wider bookkeeping and tax partnership with a local office may find NTRC a convenient choice. Businesses processing large invoice volumes or seeking purpose-built payables software, however, should note that the firm promotes no proprietary automation system.

Professional Tax and Accounting, Inc. is a Georgia-licensed accounting practice based in Stone Mountain, a short drive from Stonecrest. The firm works with business owners, company executives, self-employed professionals and private individuals, combining routine bookkeeping with tax, advisory and IRS representation work.

For companies weighing outside help with their payables, it is a general accounting firm rather than a dedicated AP automation vendor. Vendor bills and disbursements would be handled within its broader bookkeeping and small business accounting engagements, not through a standalone software platform.

Bookkeeping and back-office support

The core of the firm's business offering is outsourced record keeping. Owners who would rather not maintain their own ledgers can hand them over to the team and spend more time on operations. Alongside general bookkeeping, the practice processes payroll and builds cash flow projections meant to head off cash shortages.

It also offers a part-time CFO arrangement that gives smaller companies access to a financial manager without a full-time hire. Its internal controls review looks at how a company's operating procedures work in practice and recommends improvements. That can help businesses that want tighter approval and disbursement steps around their payables.

The site does not describe a specific accounts payable product, invoice capture tool or payment automation system.

QuickBooks expertise

Many small and mid-sized companies run their payables inside QuickBooks, so the firm's QuickBooks practice is worth noting. It covers initial setup, staff training, help with user questions and tune-ups of existing company files that have become disorganized. Buyers who already pay vendors through QuickBooks may find this useful for cleaning up their workflow or getting a new file configured correctly.

Wider services

• Small business accounting and bookkeeping
• Payroll processing and payroll tax problem resolution
• Part-time CFO support and cash flow management
• Audits, reviews and compilations
• Internal controls assessment and forensic accounting
• Business valuation, loan preparation and succession planning
• Business and individual tax preparation and planning
• IRS audit representation, payment plans and offers in compromise

The firm also helps with new business formation, non-profit organizations seeking to keep their tax-exempt status, and litigation support. On the personal side it covers retirement, estate, elder care and wealth management. It lists cryptocurrency accounting and tax work for estates and trusts as well.

Industries and approach

The practice highlights experience with construction companies, dental offices, healthcare providers, hospitality businesses, law firms, manufacturers and real estate firms. It describes its work as guided by responsiveness, quality and professionalism, and stresses individual attention for every client. Prospective clients can request a free initial consultation. Existing clients exchange documents through a secure online portal and a file-sending tool.

The firm also publishes a monthly newsletter, tax deadline calendars, a record retention guide and financial calculators. Stonecrest-area businesses that want one local accountant for bookkeeping, payroll and tax filings may find it a good fit. Companies looking for a purpose-built AP automation platform would need to look elsewhere or use the firm alongside separate software.

Stone Mountain Tax and Accounting is a small, independent accounting practice in Stone Mountain, Georgia, just north of Stonecrest in the eastern Atlanta metro area. The firm opened its doors in 1993. Its main focus is bookkeeping and general accounting for business owners.

Buyers looking for help with the payables side of their books will find a hands-on local bookkeeping practice here, not a software vendor. The firm keeps a company's records accurate and up to date, and that includes the vendor bills and outgoing payments that make up accounts payable.

Services and Approach

The firm's main stated goal is to give each client a clear picture of their financial position. In its view, knowing exactly where a business stands is how owners protect their interests and make sound decisions. For accounts payable, this means keeping track of what the business owes, recording payments correctly and keeping the general ledger in order.

Clear payables records help owners plan cash flow and stay current with suppliers. The firm presents its offering as a small group of core services:

• Bookkeeping for businesses, including upkeep of accounts and ledgers
• Business accounting to keep financial records reliable
• Tax preparation
• Personal, one-on-one attention to each client
• Guidance aimed at helping clients save money

The website does not name a specific accounts payable workflow, AP automation platform or payment software. Companies that need automated invoice capture, approval routing or electronic vendor payments should ask about this directly during a first conversation. The firm is a better fit for businesses that want a dependable person handling their books than for those looking to install an automated payables system.

How the Firm Works With Clients

New and prospective clients can start with a free consultation. During this conversation, the firm talks through the business and its bookkeeping needs before any engagement begins. This low-commitment first step suits small companies that are deciding whether to outsource their recordkeeping.

The firm puts trust and integrity at the center of how it works and says it treats each client's needs as the top priority. It also offers tax preparation alongside bookkeeping. Clients who want the same office handling their day-to-day books and their annual filings can find this convenient.

Background and What Sets It Apart

The practice has been in business for more than three decades and has been based on Lilburn Stone Mountain Road for that time. It describes its staff as having over two decades of experience in business recordkeeping. The website does not list individual staff members, professional credentials such as CPA licensure, or particular industries it focuses on.

Buyers who need a specialist in a certain sector should confirm that the firm has relevant experience. Its main strengths for an accounts payable shortlist are its long local track record, its focus on keeping business books in order, the free first consultation, and a personal style of service that suits small and midsize businesses in DeKalb and Gwinnett counties.

These businesses can benefit from outsourced bookkeeping that covers their payables.