Flick Financial, LLC

At Flick Financial, we provide enterprise-level CFO and Income Tax and Accounting Services to SMBs, helping them achieve financial clarity, improve cash flow, and reduce tax burdens. We understand that accounting shouldn’t be a source of stress—it should be a tool for growth. With 30+ years of experience in CFO and accounting/finance leadership roles in Fortune 500 and publicly traded companies, we bring advanced accounting and financial strategies to SMBs that they might not otherwise have access to. OUR CORE SERVICES: ▪️Fractional CFO Services: Advanced financial oversight from strategy to forecasting to drive data-informed decisions. ▪️IncomeTax Services: Comprehensive tax planning, reporting, and advisory for businesses and individuals, ensuring alignment of your business and personal financial goals We don’t just prepare financial statements or file tax returns. We act as a strategic partner, delivering clarity, responsiveness, and results. And we provide these services at a fraction of the cost of larger firms -where you’re often just another account number. WHO WE WORK WITH: Headquartered in Atlanta, we serve GA, New York City, and other states around the country. INDUSTRIES: Real Estate, Financial Services, Healthcare, Professional Services, Technology, and more. COMMON CHALLENGES WE SOLVE: ▪️Poor financial reporting that limits decision-making capabilities. ▪️Lack of cash flow visibility, leading to unexpected shortages. ▪️Paying more in taxes due to improper planning. ▪️Frustration with unresponsive accountants or lack of year-round advisory. ▪️Inefficiencies in budgeting and forecasting, leaving growth opportunities untapped. If you’d like to achieve a higher level of financial clarity, improve cash flow, and reduce your company tax burden, contact us. We’d be happy to share our unique strategies and help you attain your business and personal financial goals!