Bookkeeping, Tax & CFO Services for
Nashville's Businesses
Complete financial support for growing businesses. Monthly bookkeeping, tax planning and preparation, payroll, and fractional CFO advisory. Based in Franklin. Serving Williamson County and all of Greater Nashville.
Fortune 500 Finance Experience • Built for Local Businesses
What Brought You Here?
Most business owners won't look for a new accountant when everything is running smoothly.
Months Behind on the Books
It started as one busy month and turned into six. Now the thought of catching up feels overwhelming. We dig into the backlog, reconcile everything, and bring your books current. It usually goes faster than you expect.
Tax Season Is a Scramble
Every spring you hand off a mess to your CPA and hope for the best. We keep your books tax-ready year-round and work with you on proactive tax planning so April stops being a crisis.
Cash Feels Tight
The business is making money on paper, but you are never quite sure where it goes. We deliver clean monthly financials and cash flow reporting so you can see exactly what is happening and why.
Big Decisions Without Data
Should you hire? Can you take on that lease? Is it time to raise prices? Without solid numbers, every move is a guess. Our CFO services for small businesses give you the financial clarity to decide with confidence.
Your QuickBooks Is a Mess
You set it up yourself when you started, and now it is full of miscategorized transactions and accounts that don't make sense. We restructure it properly and take over the bookkeeping so it stays clean going forward.
Payroll Keeps You Up at Night
Tax withholdings, quarterly filings, deposits, W-2s. One mistake and you are dealing with the IRS or an unhappy employee. We run payroll correctly every pay period so you never have to worry about it.
Why Work With Revallo
James Manring started Revallo because small businesses deserve access to the same caliber of financial expertise that larger companies rely on.
Big 4 & Tech Background
James cut his teeth auditing financial statements for private equity firms and hedge funds at Ernst & Young. From there he built revenue operations and financial systems at fast-scaling tech companies.
Based in Franklin
We work from downtown Franklin and serve business owners across Williamson County and Greater Nashville. Our reputation is local, and that is a form of accountability we take seriously.
Direct Access to James
You won't be passed between account managers or stuck in a support queue. You work directly with the person doing the work. Questions get answered the same day by call, text, or email.
QuickBooks ProAdvisor
As a certified QuickBooks Online ProAdvisor, we configure your books correctly from the start and use the platform to its full potential. No workarounds and no guesswork.
Our Services
From day-to-day small business bookkeeping and payroll to tax returns and fractional CFO advisory.
Full-Service Bookkeeping
Transaction categorization, bank/credit card reconciliation, and reporting. We manage the books every month so your financials are accurate, current, and ready when you need them.
Catch-Up Bookkeeping
Your books are behind. Maybe a few months, maybe a few years. We go through the backlog, reconcile every account, categorize every transaction, and get you current so you actually know where your business stands.
Bill Payment
Managing accounts payable so bills get paid on time with tracking, scheduling, and recording. Every vendor payment is documented and your cash flow stays predictable.
Invoicing
We handle your accounts receivable so invoices go out on time, payments get tracked, and nothing slips through the cracks.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training to run it independently. We build the system correctly and teach you how to use it so you can process payroll on your own with confidence.
Full-Service Payroll
We run payroll every pay period, handle tax deposits, file quarterly returns, and prepare year-end W-2s so you never have to think about it.
1099 Preparation
Preparing and filing 1099 forms for your contractors and vendors so you meet IRS deadlines and avoid penalties.
QuickBooks Online Setup & Training
Get QuickBooks Online configured correctly from the start and learn how to use it properly so your books stay organized as your business grows.
Sales Tax Management
Sales tax involves changing rates, multiple jurisdictions, and strict filing deadlines. We handle the calculations, filings, and payments so nothing slips through.
External Controller
Oversight and reporting as a second set of eyes working alongside your in-house accounting team to ensure accuracy and accountability.
Budgeting & Cash Flow Forecasting
We build budgets and cash flow projections so you can plan for expenses, spot shortfalls early, and make business decisions with real numbers behind them.
Financial Strategy
We analyze your financial data to help you make informed decisions about growth, profitability, pricing, and where to allocate resources. Strategy grounded in real numbers, not gut feelings.
Fractional CFO
Part-time CFO-level financial leadership for your business. We handle cash flow forecasting, financial analysis, and strategic planning so you can make decisions with confidence instead of gut instinct.
Inventory Accounting
Tracking materials, supplies, and inventory items with proper counts and valuations. We maintain accurate records so your cost of goods sold and balance sheet reflect what is actually on hand.
Tax Advisory
Proactive tax planning to minimize liability through entity structure, timing, deductions, and retirement strategies.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules. We handle the filing so it's accurate, complete, and submitted on time.
Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits.
Industries We Serve
Every industry comes with its own financial patterns and challenges.
Nonprofits
Nonprofits
Fund accounting, Form 990 filing, and grant tracking for organizations that answer to donors, boards, and the public.
Skilled Trades
Trades & Field Services
You bid jobs on feel and figure out the money later. We track costs per job so your pricing reflects reality and your taxes stay clean.
Home & Property Services
Trades & Field Services
Your crews stay busy but the margins are tight. We track job costs and seasonal cash flow so you know which work is actually worth taking.
Cleaning Services
Trades & Field Services
Labor is your largest expense and your biggest question mark. We track what each job actually costs so you can price with confidence and grow without guessing.
Facility Services
Trades & Field Services
Contract-level profitability, trust accounting, and multi-site payroll for property managers, building maintenance, and security companies.
Medical & Dental Practices
Healthcare
Bookkeeping and accounting for practices where insurance reimbursements, equipment depreciation, and provider compensation add real financial complexity.
Professional Services
Professional & Creative
Professional services firms live and die by utilization and collection rates. We track profitability by client and project so you know which work actually makes money.
Creative Services
Professional & Creative
Revenue comes in waves but overhead doesn't pause. We track profitability by project and client so you know which work actually pays.
Consultants
Professional & Creative
Your time is the product. We track profitability by client and engagement so you know which work is worth taking and which relationships are costing you money.
B2B Services
Professional & Creative
You deliver first and collect later. We track client-level profitability and cash flow so you know which relationships actually make money.
Tech Startups
Technology
We've built financial systems at high-growth SaaS companies like Datadog and Miro. Your startup gets the same rigor applied to bookkeeping, tax strategy, and investor-ready reporting.
Freight & Logistics
Transportation & Logistics
Trucking moves a lot of money. The question is whether you actually know where it all goes and what you keep.
Real Estate Investors
Real Estate
Each property is its own set of books. We track income, expenses, and depreciation at the property level so you know what is actually performing.
Real Estate Agents
Real Estate
Big commission checks hide a lot of costs. We track your net after splits and fees, manage quarterly estimates, and make sure you're not overpaying in taxes.
Franchise Owners
Retail & Hospitality
Franchise profitability hides behind royalties, ad fund fees, and franchisor mandates. We track what you actually keep after the brand takes its cut.
Restaurants & Bars
Retail & Hospitality
Food cost tracking, tipped employee payroll, and books that actually reflect how your restaurant is performing.
Retail Shops
Retail & Hospitality
Your inventory is your biggest asset. We track cost of goods, margins by category, and sales tax so you know which products actually make money.
E-commerce
Retail & Hospitality
Your Amazon deposit is not your revenue. We break down marketplace fees, track inventory properly, and show you which products actually make money.
Salons & Spas
Retail & Hospitality
Tips, booth rent, product inventory, and a pile of receipts that keeps growing. We take the books off your plate so you can focus on clients.
Big 4
Ernst & Young Trained
5+
Years of Accounting Experience
100%
QuickBooks Certified
Client Reviews
Here is what business owners have to say about working with us.
"The systems James Implemented for us have completely transformed our finance function. Years long objectives were solved within a few months of working with us."
Elysia DelVecchi
CPA and COO of City Relief
Greater Nashville's Trusted Financial Partner
The Next Step:
A Quick Conversation
Tell us about your business and where you need support. We'll listen, figure out what makes sense for your situation, and give you a straightforward quote.
