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Berry Beard Beard

schedule a free consultation

Hi, we would to become your “unlimited partner” and trusted business advisor.

credentials

contact

+1(678) 362-7323
berry@thebeardgroupllc.com

1620 Spring Arbor Ct SW

Lilburn GA 30047

bio

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I am a seasoned finance professional with over thirty years of experience in all phases of accounting, tax business and an array of other financial services. Wee are here to serve!

q & a

What characteristics do your favorite clients share?

People hire me that are seeking a trusted advisor/business partner. Often they have tried other professionals who couldn't solve their problem.

Why should a client hire you?

I handle my clients business affairs/money as though it was mine; I am available to my clients when they need me, where they need me

Describe a time where you went beyond expectations when working with a client.

Even though we have posted hours, I am available to my clients 8:00am to Midnight 7 days a week. Once I am engaged on a project I see it through to completion 100% of the time

What single project or task would you consider your most significant accomplishment in your career to date?

I am often hired by individual or business who have major tax problems. I specialize in lowering a tax bills. We have cut tax bills in excess of a million dollars by more than half.

education

Georgia State University

Certificate of Accounting

1981

Morehouse College

Other/none of Accounting

experience

MDI

Project Consultant
Atlanta, GA

06/2004 - 05/2008

exams

CPA

1991

business info

Thumb tbg logo 01.01.2015

The Beard Group LLC

The Key to You Financial Success

www.thebeardgroupllc.com

Established 2004

Our practice is capable of a broad range of analytic and strategic consultations and solutions that build on our tradition of technical excellence in accounting, auditing tax and insurance, providing comprehensive, customized expertise from a team that knows our clients and their industries

hours of operation

Sunday closed
Monday 09:00 MM - 08:00 _M
Tuesday 09:00 MM - 08:00 _M
Wednesday 09:00 MM - 08:00 _M
Thursday 09:00 MM - 08:00 _M
Friday 09:00 MM - 08:00 _M
Saturday 10:00 MM - 02:00 _M

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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