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The result of adding ABA to your professional team is less stress for you, happier clients, better staff morale, and more take-home pay.

WHO WE ARE

Accountants and Business Advisors, LLC (ABA) stands alone in our experience, industry-specific expertise, and unwavering commitment to maximizing the profit and minimizing the tax burden of our clients–physicians, dentists, veterinarians, and small business owners. Our advisors utilize a national perspective combined with a localized knowledge to craft innovative and comprehensive financial plans that provide our clients with a clear path to reach their short and long-term financial goals.

DEEP ROOTS

The ABA team draws on experience dating back to the 1980s. Over these nearly 40 years, our professionals have provided financial advice, business planning, and tax return preparation services to thousands of clients in all 50 states. While we are proud of our quality service, the relationships we have built with our clients, and the extraordinary results for which we are known, we have no plans to slow down. Our focus remains firmly on our next 40 years.

CLIENT-FOCUSED

ABA is a national firm that provides a local-like service. Our team of advisors and tax accountants is dedicated to understanding the individual needs, markets, and circumstances of every client we serve. Through regular meetings at our clients’ places of business and constant communication via phone and email, our team is available at all times to help our clients analyze, plan, implement, and evaluate every financial decision.

INDUSTRY-SPECIFIC EXPERTISE

At ABA, we pride ourselves on the industry-specific and specialized knowledge our advisors provide. No matter the industry, our clients can be confident that they are supported by a team that understands their needs and recognizes the trends, challenges, and opportunities that shape their industries.

SUCCESSFUL STRATEGIES

The strategies we design and implement are unique to every client, based on their specific circumstances, industry, market, and goals. Through the implementation of these strategies, our clients, on average, realize an increase in take-home profit of over 14% (after ABA fees) within the first year with ABA—a ROI that sets ABA apart from all other firms.

OUR PROCESS, YOUR SUCCESS

The ABA Way is the process we undertake with each client, a process that has been refined over nearly 40 years of business advising and tax return preparation. It is a process that, when combined with the industry-specific expertise of our advisors and tax accountants, creates the extraordinary results for which we are known.

In-Depth Research

Our team reviews all available financial documents, records, and reports to understand the financial history and current financial position of every client.

Constant Communication

Communicating with our clients is the cornerstone of what we do, and the priority of our advisors and accountants. There will never be a situation in which we are unavailable to answer a question or provide a recommendation.

On-Going Industry Analysis

The business environment within which our clients operate is constantly changing. Our advisors are constantly analyzing these changes to ensure our clients are always in the best possible position to reach their goals.

Multi-Layered Review

All of our strategies, recommendations, and tax returns are reviewed by multiple advisors and accountants, maximizing accuracy and impact.

Proactive Advice

We do not simply answer client questions, we provide our clients with actionable strategies and recommendations, alerting them when the time is right to capitalize on a trend or to mitigate a threat.

ABA TEAM

William D. “Bill” King, CPA, CFP, CHBC

Chief Executive Officer

Education:

  • University of Florida, Bachelor of Science in Accounting
  • Certified Public Accountant
  • Certified Financial Planner
  • Certified Healthcare Business Consultant

Currently lives part-time in Knoxville, TN and part-time in Gainesville, FL.

Daniel T. Sullivan, Esq., MBA

Daniel T. Sullivan, Esq., MBA

Vice President and Business Advisor

Education:

  • University of Tennessee, B.S. Sports Management
  • University of Tennessee, M.B.A
  • University of Tennessee, J.D.

Currently lives in Nashville, TN.

Preston Rouse, MSM

Preston Rouse, MSM

Business Advisor, Small Business Division

Education:

  • Austin Peay State University, Bachelor of Business Administration
    Concentrations: Finance and Real Estate
  • Austin Peay State University, M.S. of Management

Currently lives in Knoxville, TN.

Christopher Kelly, JD

Christopher Kelly, JD

Business Advisor, Physician Division

Education:

  • University of Florida, B.S.
  • University of Florida, J.D.

Currently lives in Orlando, FL.

Jason Fuller, EA

Business Advisor, Small Business Division

Education:

  • South College, B.A. Accounting

Currently lives in Maynardville, TN.

Mike Cullum

Business Advisor, Dental Division

Currently lives in Knoxville, TN.

Mark Skaggs

Business Advisor, Physician Division

Education:

  • Tennessee Technological University, B.S. Business Administration

Currently lives in Knoxville, TN.

Mel Stripling

Business Advisor, Veterinarian Division

Education:

  • Regents College, University of New York, B.S.

Currently lives in Nashville, TN.

Brian Patrick

Business Advisor, Physician Division

Education:

  • University of Tennessee, Masters in Accounting
    Concentration: Tax

Currently lives in Ocala, FL.

Robert Craig

Chief Operating Officer

Education:

  • California State University Fullerton, B.A. International Business
    Concentrations: Accounting and French Language

Currently lives in Knoxville, TN.

Claudia Albright

Controller

Education:

  • California State University Long Beach, B.A. Accounting

Currently lives in Kingston, TN.

Sarah Addis, CPA

Director of Tax Services

Education:

  • Queens University of Charlotte, B.A. Accounting
  • Certified Public Accountant

Currently lives in Knoxville, TN.

Ashley Coppock

Director of Accounting Services

Education:

  • East Tennessee State University, B.A. Accounting and Public Health Administration

Currently lives in Knoxville, TN.

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