Professional Resources Group
Alex Dancy
Saxony Securities, Inc. | Accredited Investment Fiduciary Analyst®

(706) 669-3333 | SaxonySecurities.com

I am an Accredited Investment Fiduciary Analyst®, (AIFA). Using a fiduciary process, I protect trustees and partner with executives to improve their retirement plan and employee retirement outcomes. Each client has different goals, needs, wants and desires. My job is to help my clients determine how their group retirement plan can be improved to meet more of their plan’s potential. I am an independent advisor and receive level compensation, which allows me to have no conflict of interest to recommend any service provider or investment.

Investment Advisory services offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

Art Bottoms
Partner | B2B CFO

(770) 876-3029 | ArtBottomsCFO.com

My passion is serving owners of privately held businesses by understanding their goals and removing financial barriers that get in their way.

As a partner in the nation’s largest CFO firm that has pioneered the industry since 1987,  I am able to create long term professional relationships and provide strategic CFO services on an affordable, as needed basis, using established processes that are proven every day in thousands of companies.

Ella Carter
Proactive Payroll | Payroll

(404) 410-0031 | ProactivePayroll.com

Proactive Payroll will consistently deliver outstanding, on-time service and availability of a motivated, well-trained and knowledgeable team to personally assist you and your other trusted advisors. Our goal is to provide payroll services with experienced business associates and leading technologies so every employer can use their time on profit generating activities.

James Marosek
WBO CPA Group | Accounting

(678) 260-2607 | WBOCPAgroup.com

We are a full service CPA firm located in Duluth, Georgia providing tax and tax planning services to business owners and high net worth clients. We provide corporate tax, consulting, and financial services.

Lee Doernberg
Liquid Capital | Working Capital

(678) 393-8702 | LiquidCapitalCorp.com

At Liquid Capital, we understand what it takes for small and medium-sized businesses to succeed – because we’re small business people ourselves. Our company is built on a network of locally owned and operated Principal Offices, so whenever you’re talking to Liquid Capital you’re talking directly to your funding source, and a fellow small business person.

Matt Kunz
Signal Securities | Financial Advisor

(404) 386-0354 | SignalSecurities.com

I specialize in professional financial services that help you determine your retirement goals, develop a plan of action to reach those goals, implement your plan of action, monitor your progress, and make any adjustments necessary due to either life changes or economic conditions.

Randy Berger
Managing Your Numbers | Owner

(678) 207-7710 | ManagingYourNumbers.com

Managing Your Numbers provides bookkeeping, accounting solutions and data analysis for small to medium size businesses. Utilizing QuickBooks software, we can help business owners improve their financial performance and optimize their office efficiencies. As Certified QuickBooks ProAdvisors we can help you navigate through the accounting process more accurately and efficiently throughout the year. While we don’t provide tax filing services, we can prepare your company for the process. Keeping your books accurate and ready for tax filing saves money when it’s time to meet with your CPA.