CERTIFIED PUBLIC ACCOUNTANTS
What We Do
A complete suite of accounting services delivered with the care of a boutique firm and the rigor of an institution.
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Objective financial assurance services that meet regulatory requirements and give stakeholders confidence in your numbers.
Full-service tax preparation and planning for individuals and entities — minimizing liability while ensuring compliance.
Forward-thinking tax planning that aligns with your long-term goals and adapts to changing tax law.
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Accurate, consistent recordkeeping that keeps your business organized and prepared for tax season and growth decisions.
SPECIALIZED EXPERTISE
INDUSTRIES WE SERVE
Deep, sector-specific experience that means we already understand the rules — and the realities — of your business.
CONSTRUCTION
Audit, tax & compliance for contractors, specialty sub-contractors and developers.
NON-PROFIT
Form 990 expertise, fund accounting expertise, and grant compliance.
HEALTHCARE
Practice accounting and tax planning for medical groups
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BENEFIT PLANS
ERISA-compliant audits for 401(k) and benefit plan sponsors.
OUR PEOPLE
MEET THE TEAM
The senior advisors who personally lead every engagement.
MANAGING PARTNER
Managing Partner Lance Shelby, brings 22+ years of experience delivering personalized accounting, tax, and advisory solutions.
SENIOR ASSOCIATE
Jordan brings sharp analytical skills and a client-first mindset to every engagement, supporting audit and tax workflows across all practice areas.
SENIOR ADVISOR
Robert specializes in tax strategy and compliance, guiding businesses and individuals through complex federal and state tax matters.
OUR APPROACH
MORE THAN NUMBERS
"We bring the expertise of a national firm with the attention of a local partner."
— Lance Shelby, Managing Partner
✔ Personalized service from a senior CPA on every engagement
✔ Personalized accounting and advisory solutions.
✔ Proactive tax strategy — not just annual filings
✔ Full-service from bookkeeping to complex audit
What Our Clients Say
We're proud to earn the trust of our clients through responsive service, expert guidance, and lasting relationships.
Mr Shelby and his staff have been a pleasure to work with since Day 1.
My company had used two CPA’s prior to finding Lance, and I can confidently say he is who we will be staying with for the long haul.
Communication is huge for us, and Mr Shelby shines here. Projects always meet the deadline, work is done perfectly, and it’s also very convenient having our taxes, payroll & bookkeeping all in a “one-stop shop.”
- Clay Mayfield
A friend recommended Lance to us since he had done their taxes for years, and he did not disappoint! He was kind, knowledgeable, patient and efficient. Grateful to have finally found someone we can trust!
- Chantal Ortega
I’ve known Lance for over 10 years, and he has been handling my taxes for the past eight. His professionalism, attention to detail, and deep knowledge of tax law have made the process seamless and stress-free every year. Lance takes the time to answer questions thoroughly and ensures everything is done correctly and efficiently. His expertise extends beyond just filing returns—he offers sound advice that has helped me make informed financial decisions. If you’re looking for a reliable, trustworthy CPA who genuinely cares about his clients, I highly recommend Lance.
- Andrew McElhenny
CONTACT
GET IN TOUCH
Tell us a little about your situation and we'll be in touch within one business day.
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ADDRESS
249 4th Avenue North
Suite 100
Franklin, TN 37064
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PHONE
(615) 473-0013
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HOURS
Monday–Friday
9:00 AM – 5:00 PM CT