Small Business Accounting & Advisory in Middle TN
Clean books, on-time taxes, and CFO-level guidance, without hiring a full finance team
You started your business to do what you’re good at, not to chase receipts or wonder whether you can afford your next hire. Stonegate Fiduciary & Accounting gives small and mid-sized businesses accurate numbers, dependable tax support, and a CPA who helps you use those numbers to make better decisions.Our Services
Bookkeeping
Monthly bookkeeping that keeps your books accurate and up to date. We categorize transactions and reconcile your bank and credit card accounts each month. You get clear monthly financial statements, so you always know where your business stands.Business Tax Preparation & Planning
We prepare business tax returns and plan ahead throughout the year, not just in April. We look for legitimate ways to reduce your tax bill, help you plan estimated payments, and make sure filings are accurate and on time.Fractional CFO Services
Get the strategic financial leadership of a CFO for a fraction of the cost of a full-time hire. That includes cash flow forecasting, budgeting, financial reporting, KPI dashboards, and help preparing for loans, investors, or major decisions.Asset & Inventory Management
We help you track equipment, fixed assets, and inventory accurately. That means proper depreciation, better inventory counts, fewer write-offs, and a clear picture of what your business actually owns.Accounts Receivable Tracking
Unpaid invoices are cash your business has earned but can’t use. We set up invoicing and aging reports, monitor outstanding balances, and help you build follow-up processes, so you get paid faster.Business Strategy & Advisory
Should you raise prices, add a location, hire, or cut costs? We help you look at the numbers behind major decisions. We also help you streamline your processes and build systems that scale as you grow.Why Businesses Choose Stonegate Fiduciary & Accounting PLLC
Big-company experience, small business focus
Our founder, Grant Crosthwaite, CPA, MBA, spent 20 years helping Fortune 500 companies and state government accounting teams build processes, launch new lines of business, and reorganize for efficiency. Stonegate brings that same experience to local businesses.More than bookkeeping
With certifications in data analytics, project management, and Lean Six Sigma, Grant helps you understand why the numbers look the way they do and what to do about it. Recording what happened is only the start.Reports you can actually use
You’ll get financial reports and dashboards built around the decisions you need to make, explained in plain English.Frequently Asked Questions
My books are behind. Can you still help?
Yes. Catch-up and cleanup work is common. We’ll get your records current and accurate, then keep them that way.
Do I need all of these services?
No. Many clients start with bookkeeping and tax preparation, then add CFO or advisory support as they grow. We’ll recommend only what makes sense for your business.
What accounting software do you work with?
We use a proprietary ERP system that integrates services within a single application. Our system has the ability to export standard financial statements as well as raw data at any time.
What is a fractional CFO?
A fractional CFO is an experienced financial leader who works with your business part-time or on a set schedule. You get strategic guidance on cash flow, budgeting, and growth without the cost of a full-time executive.
How are fees structured?
Most services are offered at a flat monthly rate based on your business’s size and needs, so you always know what to expect. If specific cleanup services are required we can always discuss rates to help get your records in order and often work with businesses to roll that cost into a monthly fee over a specified time period.
Do you also prepare individual tax returns?
Yes. Many business owners have us prepare both their business and personal returns.
Let’s Get Your Numbers Working for You
Schedule a free, no-pressure consultation to talk about your business and where you want to take it.