Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Atlanta is the logistics capital of the Southeast, a fintech corridor rivaling San Francisco, and home to more Fortune 500 headquarters than most states. But Georgia's graduated income tax, multi-state nexus complexity, and the speed of growth here demand CFO-level financial oversight — not just a bookkeeper catching up on month-end. Management accounts by the 5th, KPI dashboards updated live — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Atlanta is the distribution hub of the Southeast. Companies managing warehousing, 3PL, and last-mile delivery face complex cost-allocation challenges — fuel surcharges, accessorial billing, and multi-warehouse P&L. A fractional CFO builds the unit-economics visibility that lets logistics operators scale profitably, not just scale.
Atlanta's fintech scene — Kabbage, GreenSky, Calendly's fintech arm — demands more than a trial balance. VCs and PE firms want cohort analysis, net dollar retention, and regulatory-ready financial reporting. A fractional CFO builds this infrastructure at a fraction of a full-time hire.
Atlanta's commercial and mixed-use development boom means developers juggling multiple LLCs, construction loans, JV structures, and lender reporting requirements. Multi-entity consolidation, draw-schedule tracking, and investor-waterfall calculations are our bread and butter.
Georgia's transition to a 5.49% flat income tax, combined with sales-tax obligations (4% state rate plus local add-ons up to 8%+) and multi-state nexus from e-commerce, creates a compliance workload that compounds as you grow. We track nexus thresholds quarterly and prepare working papers for your CPA.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
Revenue, gross margin, AR days, AP days, cash runway — plus industry-specific metrics updated live.
Rolling weekly cash forecast with scenario modelling. Essential for managing construction draws and seasonal logistics volume.
Intercompany eliminations, entity-level P&L, and consolidated reporting for real estate holding companies and multi-brand operators.
45-minute call to review the numbers, flag risks, and discuss growth opportunities.
Georgia income tax, sales-tax nexus monitoring, and multi-state compliance. Working papers prepared for your CPA.
Cost allocation, unit economics, multi-warehouse P&L, and carrier-payment reconciliation for Atlanta's distribution operators.
Cohort analysis, regulatory reporting, investor packs, and ASC 606 revenue recognition for Atlanta's booming fintech ecosystem.
Multi-entity consolidation, JV waterfall calculations, draw-schedule tracking, and lender-ready financial packages.
Utilization tracking, project profitability, partner compensation modelling, and client-level P&L for consulting and law firms.
Georgia transitioned to a 5.49% flat income tax rate in 2024, down from the prior graduated structure. For pass-through entities, this simplifies state tax planning but doesn't eliminate it — especially if you're selling into multiple states and facing economic nexus obligations. We model your total state tax exposure quarterly and coordinate with your CPA on elections and filings.
Yes. We build cost-per-shipment, cost-per-mile, and margin-per-route reporting so you can see exactly which lanes and customers are profitable. We also handle fuel-surcharge reconciliation, accessorial billing tracking, and multi-warehouse allocation models.
Absolutely. We consolidate across multiple LLCs, eliminate intercompany transactions, track JV waterfalls, and produce lender-ready financial packages. Most Atlanta real estate operators we work with have 5–25 entities, and we deliver a single consolidated view by the 5th of each month.
Most Atlanta engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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