Firm Background

Associated Accountants & Advisors, founded January, 1979 and based in Montgomery, Alabama, virtually provides a full range of accounting, bookkeeping, business advisory, outsourcing, payroll and business services. Our qualified accounting professionals can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as Xero or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.

Nan Lloyd & Gene Shell

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. Our services include, but are not limited to:

  • Tax Reduction Planning and Preparation
  • Online Bookkeeping
  • Remote Accounting
  • Review of Financial Statement Chart of Accounts
  • Business Transaction Process Flow
  • Review of Management Prepared Financial Statements
  • Management Analysis of Financial Statements Compilations
  • Financial Planning
  • Audit Assistance
  • Budget Preparation
  • Job Costing

We understand that each business has unique needs. We can create a custom accounting, document management and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Contact us today for a free consultation.