About Us
Hamilton Advisory is a Tennessee CPA firm with offices in Eagleville and Franklin, serving business owners and individuals across the state. Meet with us in person at either office, or work with us virtually from anywhere in Tennessee by video, phone and our secure client portal. We provide year-round tax planning, business and individual tax return preparation, bookkeeping and QuickBooks Online support, and financial statement services.
Tax & Advisory Bundle
Starting at
$399/month
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- Maximize your business tax savings with proactive planning and analysis.
- Align your business and personal finances so all your decisions are moving you in the right direction.
- Improve your cash flow and know exactly how much you can spend, invest in the business, or pay yourself.
- Pain-free preparation and filing of your state, federal and business tax returns by experienced professionals.
- Tax audit defense and ID theft restoration. Never fear correspondence from any tax agency.
- Year-round access to your team at Hamilton Advisory.
Business Bundle
Starting at
$699/month
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- Includes everything in the Tax & Advisory Bundle, plus:
- Full-charge accounting services for your business ranging from bookkeeping to tax planning.
- Rely on accounting professionals to add transactions, track assets, and reconcile your books.
- Have access to monthly financial statements to better understand your financial health indicators and neutralize threats.
QBO Clean Up
Starting at
$750+
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- Align your QBO subscription level with your business needs.
- QBO setup review to make sure everything is set up properly for your business.
- Reconciliation of your bank, credit card, fixed asset and loan accounts.
- Simplify your chart of accounts to make it easier to run reports.
- Train you and your staff to use QBO efficiently and effectively.
- You'll always know you're on the right track.
Financial Statements
Businesses often need financial statements that go beyond internal bookkeeping—whether for lenders, investors, bonding requirements, or strategic planning.
Hamilton Advisory, PLLC provides financial statement services tailored to closely held businesses, offering the right level of CPA involvement based on your specific needs and third‑party requirements.
Financial Statement Preparation
We prepare professionally formatted financial statements based on your accounting records for internal use, tax planning, and business decision‑making.
This service does not include a CPA report or provide assurance, making it an efficient and cost‑effective option for business owners who do not require third‑party assurance.
Compilation Services
A compilation presents financial statements in standard financial reporting format based on information provided by management. A CPA’s compilation report is issued, but no assurance is provided on the accuracy or completeness of the financial statements.
Compilation services are commonly used when financial statements are requested by lenders, investors, or other third parties, but an audit or review is not required.
Review Services
A review provides limited assurance on financial statements through inquiry and analytical procedures performed by a CPA. A review report states that no material modifications are necessary for the statements to conform with the applicable financial reporting framework.
Review engagements are typically required for certain loan agreements, bonding arrangements, or minority investors when full audit assurance is not necessary.
