Our Story
Passion. Experience. Accuracy.
TrueView Accounting began helping clients with their accounting needs in 2016. At a young age, we developed the passion for solving problems and number crunching. Our firm provides excellent service with three core principles: passion, experience, and accuracy.
Our team specializes in many industries and ensure all clients are served with the utmost personal and professional experience. We are responsive and will provide quality services to meet your accounting needs. Let us manage the financial and accounting side of your business so you can focus on growing other aspects of your business.
Partners
MANAGING PARTNER
Jennifer Lai, MAcc
Jennifer is the the co-founder and managing partner of TrueView Accounting, a firm focused on providing quality accounting services to clients. Before devoting her services full-time to TrueView Accounting, she served as the Controller at BIP Capital for 5 years (a private equity firm based in Atlanta, GA). She has worked in the accounting industry for 10+ years. She has vast experience in banking, financial, wealth management, real estate, private equity, legal, restaurant, franchising, IT consulting, and many other industries.
Education
Kennesaw State University - Michael J. Coles College of BusinessMaster of Accountancy (MAcc)
Georgia State University - J. Mack Robinson College of BusinessBachelor of Business Administration (BBA), Accounting
MANAGING PARTNER
Jane Lai, EA, MAcc
Jane is the co-founder and managing partner of TrueView Accounting. She has worked with Jennifer for many years. Accounting has always been her passion and you can see this through the meticulous work style she employs. Any of her clients would tell you that she is a great person to work with, who listens to your concerns, and tries to find ways to help you. She has worked in the accounting industry for 15+ years. She has significant knowledge in the following fields: automotive, printing, banking, financial, wealth management, real estate, cosmetology and countless other industries. She is also a loving wife and a mother of four children.
Education
Kennesaw State University - Michael J. Coles College of BusinessMaster of Accountancy (MAcc)
Georgia State University - J. Mack Robinson College of BusinessBachelor of Business Administration (BBA), Accounting
Services Provided
BANK RECONCILIATION
GENERAL LEDGER
BUDGETING
QUICKBOOKS SETUP
SALES TAX FILINGS
ACCOUNTS PAYABLE
INCOME STATEMENT
CASHFLOW FORECAST
FRACTIONAL CONTROLLER
ENTITY ESTABLISHMENT
ACCOUNTS RECEIVABLE
BALANCE SHEET
FINANCIAL ANALYSIS
AND MORE!
Let's Chat
Use the form below to schedule a meeting with us. Please be as detailed as possible. Include your industry along with any specific details. To help us best service your needs, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
➤ ADDRESS
4757 Buford Hwy
Peachtree Corners, GA 30071
☎ EMAIL/PHONE
info@trueviewaccounting.com
678.235.4985