Accounting Software Consulting

Accounting software drives your business’s financial operations, so choosing the right one is essential. Marshall Jones’ team of certified public accountants (CPAs) and advisors has specialized expertise, enabling us to help you find the right solution or adapt your existing system to better suit your needs.

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Our Software Consultant Expert

Greg Logan in a suit and tie smiles for the camera

J. GREG LOGAN, CPA, CITP

Managing Partner

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Identify the Ideal Software Solutions

Partnering with an accounting professional enables you to make more informed decisions about the platform you operate for your business. You will get expert guidance from professionals who know and use the most common programs in the industry. These advisors also work with you to customize your solutions. Depending on your needs, they can guide implementation through training and ongoing support. With the right fit solution, you will complete financial tasks more efficiently and save money. You will gain more effective financial data organization, allowing you to enhance reporting capabilities.

How Marshall Jones Helps

We provide nonprofit and small business accounting software consulting. Our CPAs and advisors work with construction, professional service and real estate organizations.

We find the ideal platform by considering the latest technology and ensuring you’re using all the relevant features in your existing system. Our team focuses on what helps you today and serves you as you grow and change. Rather than selling programs, we evaluate and demonstrate available options to determine what will work best for you. We can also train your staff to use programs effectively.

The Benefits We Offer

We have served Atlanta's accounting needs since 1984. Our extensive industry expertise makes us a reliable source of knowledge. We also provide benefits like:

Customization: One platform may not work for all businesses. We adjust our approach based on each client’s needs.

Certification: Our accountants carry a QuickBooks certification, demonstrating their knowledge and skills in this platform.

Availability: Call, email, text or video call with our team. We offer flexible options, so we’re always around when you need support.

Growth: In recent years, we have been among Atlanta’s fastest-growing accounting firms in terms of revenue and number of professionals.

What Our Clients Say

Those who have worked with us in the past appreciated our relationship-focused approach and the
exceptional results we achieved on their behalf.



  • Marshall Jones is everything you would hope for in a CPA firm! The team takes professionalism to the next level and doesn’t lack in customer service! From talking to them on the phone to meeting the team in person, they are positive, vibrant, and give me the feeling that they actually care with every interaction. I’ve been with them for years and can’t see going anywhere else! Thank you for the years of service and wonderful customer care!

    -P.H.

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  • I have done business with the Marshall Jones team for a few years now. This team is professional, caring, detail oriented and on top of their business at all times. I have always had any and all questions answered in a timely manner. They are very dedicated to the client. If I had any concerns, was confused about something and needed some clarification they are a phone call or email away. Customer service is above an beyond. There should be more than 5 stars here to show how much I appreciate what they do for me because quite honestly they deserve way more stars. I refer my friends and business associates to this firm when and if they ask me who prepares my taxes. Marshall Jones will always be my referral to them and anybody who asks. Any other company just does not match up in any way.

    -N.R

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  • Marshall Jones is a wonderful company. Julie Chen and staff are efficient and knowledgeable. They work very hard to work with you to make sure your tax experience is bearable. Highly recommend

    -F.R

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Let’s Find the Right Solution for You

We understand that choosing and optimizing financial programs involves big decisions, and we’re committed to helping you make the right ones. Contact our team online to discuss our accounting software services or set up a consultation.

Your Top Accounting Software Consultation Questions

Choosing financial programs comes with many questions. Here are a few common ones.

Successful businesses use various types of enterprise resource planning, billing and invoicing, and payroll management programs, such as QuickBooks, among other solutions. While it’s useful to know what other businesses use, we focus more on what works best for you than other clients.

A few details that might influence your decision include:

  • Ease of use
  • Available features
  • Scalability
  • Security
  • Cost
  • Customer support

Our accounting software consultants help you work through these and other considerations to find a solution that aligns with your business size and financial operations.

We’re always available to enhance your processes. Our accounting professionals care about your success, so we’ll be with you from your initial explorations to ongoing operations.