Financial Services

Art Bottoms

Partner | B2B CFO

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.

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.

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.