What is Chatman Tax and Accounting?

Chatman Tax and Accounting serves small businesses and individuals in the Atlanta metropolitan area, particularly Snellville, Lawrenceville, and surrounding Gwinnett County communities. Their typical customer is a local business owner who needs reliable tax preparation and ongoing bookkeeping support without the complexity of a larger firm.

The firm appeals to operators who value a personal, accessible CPA relationship over a large-firm structure. Online appointment booking and payment options suggest a modernized client experience, while the QuickBooks Online focus indicates they serve clients who want structured accounting software rather than legacy systems.

Companies at the growth stage ($5M+ revenue, multiple employees, complex financial needs) will likely find the service scope insufficient. Chatman Tax is optimized for tax compliance and bookkeeping—not for CFO-level strategic finance, complex forecasting, or capital markets advisory.

Chatman Tax and Accounting organizes its services around two primary pillars: tax preparation/planning and bookkeeping/accounting. Tax services cover business and personal tax return preparation and filing, with tax planning services available as an add-on.

Bookkeeping is structured around QuickBooks Online packages with setup fees and recurring reconciliation options (bi-weekly or monthly). They offer full-cycle accounting, which includes transaction recording, reconciliation, and financial statement preparation. SmartVault document management gives clients a secure portal for storing financial documents and tax records.

Additional services include industry-specific accounting, payroll integration, and tax tools for client self-service. The service palette is appropriate for straightforward small business accounting needs but lacks CFO-level strategic services like financial forecasting, capital raises, or M&A advisory.

Chatman Tax and Accounting publicly discloses some pricing: QuickBooks Online bookkeeping setup fee is $925, with recurring packages that include bi-weekly or monthly reconciliation. Tax preparation and tax planning pricing is not publicly disclosed and likely varies by return complexity.

The bookkeeping pricing structure is transparent relative to many competitors, giving prospective clients a clear starting point for budgeting. Tax service pricing requires a conversation but is typical for a local CPA practice.

The combination of a known setup fee and recurring monthly packages makes Chatman Tax and Accounting's pricing more accessible for small businesses that need to plan their accounting budget.

The local Atlanta metro presence is a genuine asset for businesses that prefer face-to-face relationship with their CPA. Being based in Snellville with Lawrenceville offices gives them deep community ties in Gwinnett County.

QuickBooks Online specialization means clients get a modern, cloud-based accounting platform with established best practices. This is more efficient than legacy desktop accounting software and allows for real-time collaboration between client and CPA.

Tax planning services available alongside compliance work is a step above pure compliance-only firms. Businesses that want proactive tax strategy—not just annual filing—can access that capability.

The SmartVault document management system provides a structured way to store and share financial records, which reduces friction during tax season and year-round financial conversations.

Chatman Tax and Accounting is a tax and bookkeeping firm, not a CFO practice. Businesses needing CFO-level strategic finance—forecasting, capital raise advisory, M&A support—will find the service scope limited.

The Atlanta metro focus is an advantage for local businesses but a disadvantage for companies with national operations or multi-state tax complexity. Their tax expertise is likely optimized for Georgia and federal returns.

As a local CPA practice, they lack the team depth of larger accounting or CFO firms. If the primary CPA is unavailable during critical periods (tax season), client service may be impacted.

Industry-specific accounting services are mentioned but not detailed. Companies in specialized industries should confirm relevant expertise before engaging.

Chatman Tax and Accounting and Eagle Rock CFO serve different needs. Chatman Tax is optimized for tax compliance and ongoing bookkeeping—a valuable service for small businesses that need reliable tax filing and QuickBooks management. Eagle Rock CFO provides a complete outsourced finance office for growing businesses: outsourced accounting services, controller services, treasury management, and CFO/FP&A.

If your primary need is tax preparation and bookkeeping support, Chatman Tax and Accounting is a credible local option. If your business has reached $5M+ in revenue and needs strategic finance leadership alongside accounting and controller work, Eagle Rock CFO provides a fundamentally different level of service.

The key distinction is between compliance/operational finance (what Chatman Tax provides) and strategic CFO-level finance (what Eagle Rock CFO provides). These are complementary needs, not competing alternatives—a business may use both. But when evaluating CFO-level needs specifically, Eagle Rock CFO is the more complete solution.

See our outsourced controller services and accounting services for what that includes.