Business Details
Trusted Accounting & Tax Services in Augusta, GA
At Cleveland Group, our purpose is service. For over 40 years, we have dedicated ourselves to serving small and middle-market businesses in Augusta and surrounding areas with expert accounting and advisory solutions. Our team of CPAs and accountants prioritizes integrity, ethical responsibility, and meticulous attention to detail, building trust through transparent, client-focused practices. We combine industry-leading expertise with a deep understanding of evolving tax laws and business challenges to deliver tailored financial strategies. Beyond accounting, we actively support our community through volunteer work and financial contributions to causes like education, eldercare, and animal welfare.Our commitment extends beyond numberswe aim to be strategic partners in our clients' growth, offering services from bookkeeping to CFO consulting. With a focus on practical solutions and measurable results, we help businesses navigate financial complexities while saving time and reducing stress. Our long-standing client relationships, some spanning decades, reflect our dedication to fostering success through personalized guidance and unwavering professionalism.
Services
Accounting & Bookkeeping
Tax Planning & Preparation
Business Consulting
Audit & Assurance
QuickBooks Support
Highlights and features
- We offer over 40 years of experience serving Augusta's small and mid-sized businesses.
- Our team includes multiple CPAs providing comprehensive, collaborative accounting solutions.
- We prioritize personalized service with a focus on long-term client relationships.
- Our community involvement reflects our commitment to local economic growth.
- We provide tailored financial strategies from bookkeeping to CFO-level consulting.
What people say
Exceptional service
Expertise and knowledge
Confidence and support
Direction and guidance
Family-like relationship
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services tailored to businesses at every growth stage. Our team handles payroll reporting, sales tax compliance, bank reconciliations, and financial statement preparation, ensuring accurate, timely financial data. By outsourcing these tasks to our experts, business owners save time and reduce stress while gaining actionable insights to drive growth. Our services adapt to your company's lifecycle, from startup support to advanced financial strategy.
Tax Planning & Preparation
Our tax specialists deliver strategic planning and preparation for businesses and individuals. We stay current with evolving tax laws to identify savings opportunities while ensuring compliance. Services include business entity consulting, estate planning, IRS dispute resolution, and state/local tax management. By analyzing your unique financial situation, we develop customized strategies to minimize liabilities and maximize returns, providing year-round tax guidance to support long-term financial health.
Business Consulting
We offer expert business consulting to help companies navigate growth challenges and operational inefficiencies. Our consultants provide CFO-level support, succession planning, merger strategies, and technology implementation at a fraction of in-house costs. From startup business plans to scaling strategies, we align financial, operational, and human resources to optimize performance. Our tailored guidance helps businesses overcome obstacles and achieve sustainable growth through data-driven decision-making.
Audit & Assurance
Our audit and assurance services ensure financial transparency and regulatory compliance for businesses and nonprofits. We conduct thorough audits, internal control assessments, and agreed-upon procedures to validate financial statements. Specialized expertise includes construction industry audits and not-for-profit compliance. By identifying risks and recommending control improvements, we enhance financial credibility and support informed decision-making, helping organizations maintain stakeholder trust and meet industry-specific reporting requirements.
QuickBooks Support
We provide comprehensive QuickBooks training, setup, and troubleshooting for Mac, PC, and online platforms. Our experts help businesses implement customized accounting systems, streamline workflows, and ensure data accuracy. Services include software installation, monthly evaluations, and bookkeeping integration to maximize efficiency. Whether you need hands-on training or ongoing technical support, we empower clients to leverage QuickBooks' full capabilities while maintaining precise financial records for better business insights.
People
Malinda Johnston
Partner
Malinda Johnston, a certified public accountant, brings decades of experience in financial consulting and tax strategy to Cleveland Group. Her expertise in small business accounting and community-focused approach ensure clients receive practical, growth-oriented solutions tailored to their unique needs.
Adam Williams
Partner
Adam Williams combines strategic business insight with technical accounting proficiency. As a partner, he specializes in guiding mid-sized companies through financial challenges, leveraging his deep understanding of industry-specific regulations and operational efficiency to drive client success.
Angela Brock
Partner
Angela Brock, a Chartered Member of the Expert Institute and Professional Accounting Fellow, focuses on delivering comprehensive financial solutions. Her background in forensic accounting and business valuation helps clients make informed decisions while maintaining regulatory compliance.
Jo-anne S. Frey
Partner
Jo-anne S. Frey provides expert tax planning and compliance services with over 20 years of experience. Her client-centered approach emphasizes proactive tax strategies and personalized guidance to minimize liabilities while supporting long-term business growth.
David Shaver
Partner
David Shaver specializes in audit and assurance services, bringing extensive experience in financial statement analysis and internal controls. His commitment to accuracy and regulatory compliance helps businesses maintain transparency and build stakeholder confidence.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, payroll, tax planning, financial reporting, and QuickBooks support tailored to small businesses' needs.
How can your firm help reduce my business tax liability?
Our tax experts identify industry-specific deductions, optimize entity structures, and implement year-round strategies to legally minimize tax burdens while ensuring compliance.
Do you offer QuickBooks training and technical support?
Yes, we provide customized QuickBooks training, software setup, troubleshooting, and monthly data evaluations for Mac, PC, and online users.
What sets your business consulting services apart?
We combine CFO-level expertise with affordable pricing, offering strategic planning, succession guidance, and operational improvements tailored to your growth stage.
Are your audit services suitable for nonprofit organizations?
Yes, we specialize in nonprofit audits, ensuring compliance with grant requirements and providing financial transparency to support mission-driven organizations.
How long have you served businesses in Augusta?
We've provided accounting and consulting services to Augusta-area businesses for over 40 years, building trusted, long-term client relationships.
