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Bookkeeping, Cash Flow & Growth Marketing in Knoxville, TN

For owner-led businesses across East Tennessee, from Knoxville to the Smokies. We keep the books, plan the cash and run the marketing, so you can see what’s working.

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The Sunsphere and downtown Knoxville skyline
Works with the tools you already use

Services

Start with one service and add others as you grow.

Every engagement starts with a free consultation and a fixed fee agreed in writing.

Add when you need them.

Tax Support →Books ready for filing season, and we work alongside your CPA or introduce you to one we trust. Reporting & Dashboards →Your sales and your financials in one view, with live dashboards between monthly reports.New Loan Readiness →Lender-ready statements, projections and a debt schedule, prepared before you apply. Exit Readiness →Clean, documented books and customer records for due diligence, alongside the broker or advisor you choose.

Doing business in East Tennessee.

Knoxville is the seat of Knox County and home to the University of Tennessee and the Tennessee Valley Authority, with Oak Ridge’s research community nearby. Next door, the Smoky Mountains draw millions of visitors through Sevier County every year, and steady growth keeps contractors and home service companies busy across the region.

What we often help with here.

  • Tourism and hospitality near the SmokiesA cash plan for peak and off-season months.
  • Contractors and home servicesJob costing, crew payroll and local search.
  • Professional and technical firmsProfit by client and a pipeline that’s easy to read.
  • Every Tennessee LLC and corporationBooks set up for the state’s franchise and excise taxes from the start.
  • Local service and retail businessesClean books, a cash plan you can count on and marketing that brings customers back.

Tennessee tax and compliance notes.

Tennessee doesn’t tax wages, but most LLCs and corporations owe the state’s franchise and excise taxes, and many businesses also owe state and city business tax on their sales. Sales tax combines a state rate with local rates. LLCs and corporations file an annual report with the Secretary of State. General information only, not tax advice. Your CPA handles the filings, and we keep the books ready for them.

Questions from East Tennessee owners.

Do you work with businesses outside Knoxville?

Yes. We work with owners across East Tennessee.

Tennessee has no income tax. Does my business still owe state tax?

Usually, yes. Most LLCs and corporations owe franchise and excise taxes, and many owe business tax on sales. We keep the books ready, and your CPA handles the returns.

Our sales swing with tourist season. Can you help us plan?

Yes. The 13-week forecast shows the slow months coming while there’s still time to prepare.

Nearby areas we serve: Maryville, Oak Ridge, Farragut, Lenoir City, Sevierville and Pigeon Forge.

Industries we serve.

We work with owner-led businesses of all kinds. These are the four we know best.

Plumber repairing the pipes under a kitchen sink

Home Services & Trades

Job costing, crew payroll and cash planning for seasonal swings.

  • Profit tracked job by job, with materials and labor coded as they happen
  • Crew payroll and subcontractor 1099s on schedule
  • A cash plan that carries you through slow months
See how we help →
Professional services leaders reviewing printed financial charts at a conference table

Professional Services

Client profitability, utilization and pricing for firms that sell their time.

  • Profit by client and by service line, every month
  • Retainers and deposits recorded when they’re earned
  • A pricing review whenever your costs move
See how we help →
Online retailer processing orders at her computer in a stockroom

E-commerce

Payout reconciliation, inventory, cost of goods and multi-state sales tax for online sellers.

  • Shopify, Amazon and TikTok Shop payouts matched to the bank
  • Margin by product, with shipping and landed cost included
  • Sales tax obligations tracked state by state
See how we help →
Two software developers working at a desk with code on screen

SaaS

Deferred revenue, MRR and churn for subscription businesses.

  • Subscription revenue recognized over the term it covers
  • MRR, churn and customer acquisition cost reported monthly
  • Board and investor reports in the format they expect
See how we help →
Senior advisor meeting with a business owner across the desk
Monthly reportExample
Revenue
$84,200▲ 6%
Gross margin
41%▲ 3 pts
Cash on hand
$62,400covers 9 weeks

Margin rose after last month’s price change. Two invoices past 60 days are holding $11,300, so they’re worth a call this week.

What working with us looks like.

One team for your books and your growthA senior lead for your books and a senior lead for your growth. They stay with you and compare notes every month.
Numbers explained in plain EnglishEach month you get your financials with a short note on what changed and what to do about it.
A fixed monthly feeAgreed in writing before work begins, with month-to-month terms and no hourly billing.
Your software stays the sameWe work in your QuickBooks or Xero, HubSpot and Shopify, so nothing changes about how you run the business.

How it works

How we get started.

From the first call to your first monthly report, in about a month.

Schedule a consultation
1Week 1

Free consultation

A 30-minute conversation about your business, your books and what you need.

2Weeks 1 to 2

Onboarding

We connect your accounts and bring any past months up to date.

3Weeks 3 to 4

First month-end close

Your first set of financial statements, with a walkthrough.

4Every month

Monthly reporting

Financial statements, a cash outlook and our recommendations.

Start with one conversation.

A free 30-minute consultation with a senior advisor. No obligation.

Schedule a consultation