Preserve and grow your wealth

Coker James helps you improve business performance and secure your financial future.

You deserve the freedom to achieve business and personal goals.

Minimize taxes

Know that you’re never paying more than you owe.

Reduce overhead

Keep expenses low without compromising quality.

Focus on your business

Not on accounting. We take that off your plate.

Grow smarter

Our expert attention helps you capitalize on opportunities.

Transition smoothly

Plan for succession and secure your future.

Be free

Feel confident you’re on firm financial footing.

These business owners are glad they partnered with Coker James.

Services designed for your long-term financial security

Tax Planning and Compliance

Minimize tax liability and ensure compliance with government regulations.

Financial Reporting and Management

Satisfy reporting requirements for lenders and partners

Outsourced Financial Services

Get a fractional CFO without the expense or risk of hiring in-house.

M&A Due Diligence

Know whether you’re making a good decision – or not.

Financial Planning and Wealth Preservation

Achieve today’s financial goals while planning for the future.

Business Succession Planning

Create a solid plan that puts your business in good hands.

Say goodbye to frustration and insecurity.

If you’ve outgrown your current firm, we’re here to grow with you. At this point, your accounting and financial situation should be a sure thing – not a source of confusion and frustration.

Financial clarity helps you achieve your goals.

It also gives you the ability to live life the way you want. Through intelligent planning for business and personal finances, you can build the life you envision.

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We know what it’s like to run a business.

After all, we’re a classic CPA firm operated by business owners just like you. That’s why we’ve developed a suite of services and a reliable process for helping you achieve financial freedom. It’s exactly how we’ve grown our own firm, not to mention hundreds of others.

We’re confident we can help grow your business, too.

Tell us more about your business and your goals for financial security.