Proactive Stewards. Engaged Participants. Magnolia Associates. Magnolia Associates provides tax, bookkeeping, accounting, and CFO services to any business, anywhere, of any size.
Magnolia
What We're
About
At Magnolia Associates, we started as two friends with a laptop, driven by a passion for helping businesses thrive. We know the struggles you face as a business owner and are here to provide personalized, empathetic support. Our nimble, flexible approach ensures we adapt to your changing needs, while our varied experience and efficient processes deliver expert financial guidance.
Proactive and Engaged Being proactive means staying ahead of issues before they turn into surprises. Being engaged means understanding your business well enough to participate in decisions, not just record outcomes. We don’t wait until tax season to connect the dots. As your business changes, we stay involved and help you understand what the numbers mean in real time. Our role isn’t to replace your judgment as an owner. It’s to give you clear, reliable information so decisions can be made with confidence and intention.
Who We
Work With
We specialize in serving a diverse array of clients, from small to medium-sized businesses to rapidly growing enterprises. Our passion lies in supporting excited and ambitious business owners who are eager to achieve their goals.
Technology Startups New ventures need strong financial foundations, from bookkeeping to financial projections, and Magnolia can guide them through early growth.
Real Estate Professionals and Investors Whether you're managing properties or growing your investment portfolio, Magnolia provides expert financial support—from property accounting and tax strategies to cash flow analysis—empowering you to make informed decisions and maximize your returns.
Hospitality Organizations Hospitality organizations require detailed financial oversight to meet guest expectations. Magnolia provides tailored support for budgeting, payroll, and expense tracking, ensuring your focus remains on creating exceptional experiences.
Retail Sales Retail businesses thrive on precise financial management. From inventory tracking to cash flow analysis, Magnolia ensures your financial operations stay streamlined and ready for growth.
Mental Health Practitioners Mental health professionals deserve financial peace of mind. Magnolia handles bookkeeping, tax planning, and practice management finances, so you can concentrate on providing care to your clients.
Industrial and General Contractors Contracting businesses demand robust financial strategies. Magnolia supports job costing, payroll, and project budgeting to help contractors maintain efficiency and profitability on every project.
E-commerce Businesses Rapidly growing online retailers require sophisticated accounting, inventory management, and tax expertise, which Magnolia can offer.
Healthcare Providers From physician practices to clinics, healthcare businesses need reliable bookkeeping, revenue cycle management, and compliance with complex regulations, all services Magnolia can provide.
Accounting Meets
Technology
Strong financial work starts with relationships. Understanding your business, your goals, and how you make decisions is what allows the work to be thoughtful and relevant. Technology comes in to reinforce that relationship, helping us stay organized, communicate clearly, and remain engaged as your business evolves. Used well, it supports continuity and responsiveness without getting in the way. The result is an approach that feels personal and dependable, while still benefiting from modern systems that keep the work moving smoothly.
About Us
Tailored support for YOUR BUSINESS What We Offer
Books in Balance Stay on top of your business with accurate and organized financial records. Let us handle your bookkeeping so you can focus on growing your company with confidence, knowing your finances are in expert hands.
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Success Stories
“ "Magnolia Associates has been an incredible partner in my business journey. They took the stress out of managing my finances and gave me clear, actionable advice. Their team is approachable, knowledgeable, and always one step ahead. I couldn’t recommend them more!"
-- Sarah T.
“ "Magnolia Associates made managing my practice’s finances simple and stress-free. They truly care about their clients and take the time to understand your goals. I can focus on my clients knowing Magnolia has my back with reliable financial guidance."
-- Alexandra L.
“ "Magnolia Associates has made financial reporting simple and stress-free for our team. They’re always available when we need them, and their attention to detail is second to none."
-- Robert M.
“ "The Magnolia Associates team is incredible! They helped me get my financials in order and guided me through tax season without a hitch. I feel confident knowing they’re always on top of things, which gives me more time to focus on growing my business."
-- Jennifer W.
“ "I couldn’t have asked for a better team to manage our company’s financials. Magnolia Associates provides a level of detail and support that’s hard to come by. Their ability to break down complex financial matters into understandable advice has been essential to our success."
-- Daniel B.
“ "Magnolia Associates has been instrumental in managing our real estate portfolio. Their attention to detail and understanding of the industry set them apart. They’ve helped us keep our financials in perfect order."
-- Keith J.
Elevate Your Business
to New Heights
Ready to streamline your finances and focus on growth? Contact Magnolia Associates today.
Learn More About Us
Magnolia
Tax, Bookkeeping,
Accounting,
and CFO Services
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