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Financial Planning in Atlanta
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Helping You Navigate Your Financial Journey, Today and Beyond.

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Accounting
Financial

Comprehensive Accounting Services

At Cashintel, we provide a wide range of accounting solutions for both business and personal finances. Here's what we offer:
  • Comprehensive Accounting Services: At Cashintel, we provide a wide range of accounting solutions for both business and personal finances. Here's what we offer:
  • Monthly Accounting Packages: Tailored for business and personal needs.
  • Payroll Management: Efficient payroll services for businesses.
  • Budgeting and Cash Flow Management: Utilizing the Smart Cash Sheet for effective financial planning.
  • Payables Management: Streamlined services for timely payments.
  • Financial Accountability, Coaching, and Analysis: Expert guidance and analysis.
  • Financial Statement Preparation: Regular meetings for review and discussion.
  • Automatic Transactions Download: QuickBooks Online integration for seamless bookkeeping.
  • Separation of Transactions: Clear distinction between business and personal finances.
  • Fractional CFO Services: Access high-level financial expertise.
  • 1099 Preparation and Submission: Ensuring tax compliance for businesses.

 

Monthly accounting packages* - business and personal
Payroll management - business only
Budgeting and cash flow management using the Smart Cash Sheet - business and personal
Payables management - business and personal
Financial accountability, coaching, and analysis - business and personal
Financial Statement preparation and discussion via regular meetings
Automatic transactions download to Quickbooks Online from the banks (includes regular bank accounts and credit cards)
Separation of business and personal transactions
Fractional CFO services
1099 preparation and submission - business only
Accounting Services in Atlanta
Our services include the preparation, review, and submission of your financials to your CPA. Contact us today to learn more about how Cashintel can support your financial success!

Financial

Long term Financial Needs Analysis
Build a proper financial house
Roth, IRA, 401 (k) rollover
Tax saving strategies
Tax free retirement
Will and trust essentials
Fixed annuities
Life insurance, final expenses and key employee
Business opportunity in finance
Bookkeeping Services in Atlanta
Accounting Services in Atlanta
Bookkeeping Services in Atlanta

About Cashintel

Building Financial Confidence: Tailored Services for Families and Small Businesses

At Cashintel, we specialize in providing comprehensive financial planning and accounting services tailored to the unique needs of families and small businesses. Our dedicated team is committed to helping you navigate the complexities of financial management with clarity and confidence.
Whether you're seeking to secure your family's financial future or optimize the financial health of your small business, we offer personalized solutions designed to meet your specific goals. From budgeting and investment strategies to tax planning and bookkeeping, we're here to support you every step of the way. Trust Cashintel to be your trusted partner in achieving financial success.
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Our Company in Number

15

Client Helped

15

Client Helped

15

Client Helped

Our Services

Comprehensive Financial Expertise Tailored to Your Needs.

Specialized services designed to streamline your financial journey, including expert financial planning, meticulous accounting, and precise bookkeeping solutions.
contact me to see if you qualify for 10% savings from your current bookkeeping services.
Financial Advisor in Atlanta

Financial Planning

We work closely with clients to create personalized strategies to optimize their financial health and achieve long-term financial security.
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Tax Planning in Atlanta

Bookkeeping

We provide businesses with vital insights into their financial health, facilitates compliance with regulatory requirements, and aids in making informed decisions for future growth and stability
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Family Financial Planning in Atlanta

Accounting

At CashIntel, we offer comprehensive accounting services designed to provide clarity, accuracy, and efficiency to individuals, families, and small businesses in Atlanta and surrounding areas.
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FAQ

Flexible Financial Management Options

Whether you prefer a hands-off approach, allowing us to pay bills seamlessly on your behalf, or wish to be actively engaged in the approval process, we tailor our services to meet your preferences.
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Cashintel allows you to choose how involved you want to be in your daily financial management. Our bill payment service promotes healthy cash flow practices by grouping your payables into bi-monthly or weekly batches. You can choose to have us pay without prompting or to include you in the final approval process.
To send information to Cashintel, you can email [email protected] or call us directly at 404-242-3111.
Although we will always strive to meet your accounting needs, you may decide to cancel service at some point. Cancellation is easy, simply send us a request and we will wrap up your service within the term that is dictated on your Service Agreement. We are a host and service provider but your bookkeeping data and paperless records belong to you. Upon cancellation, we return all of those items to you via FTP so you can restore or store them for safekeeping on your end.

Why Choose us

Why Trust in Cashintel for Your Financial Needs?

We are happy to offer comprehensive financial services tailored to meet the diverse needs of our clients. With expertise in financial planning, accounting, and bookkeeping, we provide holistic solutions to help you achieve your financial goals with confidence.

Expertise Across Multiple Areas

Offering clients a one-stop solution for all their financial needs.

Personalized Approach

Tailoring our services to your individual financial goals and circumstances.

Commitment to Client Success

Helping our clients achieve financial success by providing them with the guidance, support, and expertise they need to make informed decisions about their finances.

Precise Attention to Detail

With a focus on accuracy and precision, we ensure that every financial transaction is recorded, analyzed, and reported with meticulous attention to detail.
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Accounting Services in Atlanta
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