An Accountant You Can Rely On
For established business owners who have too much at stake to guess. We help you reduce what you owe, see your numbers clearly, and make confident decisions — with proactive tax planning, accurate books and CFO-level guidance behind every one of them.
Trusted by business owners throughout the country.
Different businesses, the same underlying problem: financial complexity that has outgrown the person handling it.
The problem: Revenue is up and so is the complexity. Estimated payments are guesswork and nobody is looking at the year ahead.
What changes: A tax strategy set before the year closes, books you can actually make decisions from, and someone to call before you commit.
The problem: Partner distributions, uneven revenue, and profit that never quite matches what the bank balance suggests.
What changes: Clear profitability by service line, distribution planning that avoids surprises, and cash flow you can forecast.
The problem: Job costing that lives in someone’s head, equipment purchases timed by instinct, and 1099-versus-W-2 exposure nobody has checked.
What changes: Real job-level costing, Section 179 and depreciation planned deliberately, and worker classification reviewed before an auditor does it.
The problem: Wealth built over decades with no plan for moving it to the next generation efficiently.
What changes: Coordinated retirement withdrawal sequencing, charitable strategy, and estate planning that works alongside your attorney.
Running a successful business shouldn’t mean carrying every financial decision alone. Most owners reach a point where bookkeeping and a once-a-year tax return stop being enough.
Let Oldest City Financial Consulting, LLC be your Chief Financial Officer while you concentrate on building your company.
Most accountants report on the past. We help you plan for what comes next. A full-time CFO costs six figures before benefits; most growing companies need the thinking, not the salary. The same person prepares your books, files your return, plans your year and represents you before the IRS — so nothing falls between one professional and the next.
Every engagement starts from the same question: what changes for you afterwards?
ProblemYou are making six-figure decisions on instinct because nobody is producing the numbers you need in time.
SolutionOldest City Financial Consulting, LLC services are designed to provide your company with the expert guidance you need to succeed.
OutcomeCash flow you can forecast, budgets that hold, and a financial partner in the room when the decision gets made.
Learn MoreProblemThe books are months behind, so every question about the business starts with a guess.
SolutionClean, reconciled records maintained monthly by a Certified QuickBooks ProAdvisor who also prepares your return.
OutcomeYou always know where you stand — and filing season stops being an archaeology project.
Learn MoreProblemYour return is filed by someone who has never seen your business outside of April.
SolutionFrom personal income tax returns to business tax preparation services, we work hard to minimize tax liabilities for all of our clients.
OutcomeA return that is right, defensible, and prepared by someone with unlimited rights to represent you before the IRS.
Learn MoreProblemYou find out what you owe when it is already too late to change it.
SolutionYear-round strategy that structures income, timing, entity and contributions while the year is still open.
OutcomeYou legally keep more of what you earn, and reinvest the difference in the business.
Learn MoreProblemYou have built something valuable and no clear answer to whether it is enough to stop.
SolutionReadiness analysis against your real net worth and cash flow, with contribution and withdrawal strategy.
OutcomeA dated, numbers-backed answer to when you can retire — and what to change if the answer is ‘not yet’.
Learn MoreProblemEverything you have built passes to the people you love with no plan attached to it.
SolutionOffering recommendations & discussion to make your planning simple & worry-free.
OutcomeYour wishes documented, probate friction reduced, and taxes at death lessened.
Learn MoreWe provide superior personalized tax, accounting and consulting services by providing service above and beyond our clients’ expectations.
Our years of experience help you to build your business and wealth. We take the time to know and learn more about you and your business.
Oldest City Financial Consulting, LLC is licensed at the federal level by the Internal Revenue Service as an Enrolled Agent.
A few of the businesses we work with every day. Every logo links to their own site — go see their work.
Real clients, named, with their businesses linked. Ask them yourself.
I’ve worked with Ashley for several years now, and she handles everything, including our personal taxes plus multiple business entities. What sets her apart is that she’s not a once-a-year filer. She’s responsive year-round, genuinely knowledgeable, and proactive about planning ahead. She takes the time to walk through options, explain the reasoning, and make sure we’re set up right heading into the next year. As our situation has gotten more complex, she’s been an invaluable partner. I recommend her to anyone who wants a tax professional who thinks ahead, not just at filing time.
Working with Ashley at Oldest City Financial Consulting has been an exceptional experience. She is direct, no nonsense, incredibly knowledgeable, and always willing to go the extra mile to ensure every detail is handled correctly. I truly appreciate her thoroughness, responsiveness, and commitment to finding the best solutions.
Most importantly, I trust Ashley completely with confidential financial matters. Her professionalism, integrity, and expertise give me complete confidence that my interests are always in good hands. I highly recommend Ashley and Oldest City Financial Consulting to anyone looking for an accounting professional they can genuinely trust.
Straight answers, including where the answer is “probably not us”.
An accountant records and reports what already happened — the books, the return, the compliance. CFO services use that information to decide what happens next: cash flow forecasting, budgeting, pricing, profitability by line, and the timing of major decisions.
Most firms stop at the first. Our CFO services cover both, which matters because the person planning your year is the same person who knows what is actually in your books.
Because almost every lever that lowers a tax bill has to be pulled before the year closes. Entity structure, owner compensation, the timing of income and deductions, retirement plan contributions, equipment purchases, and the sequencing of asset sales all change what you owe — and all of them are fixed by 31 December.
A return prepared in March can only report those decisions. Tax planning makes them deliberately. Our clients pay the lowest amount of tax allowable by law because we look for ways to minimize it throughout the year, not just at the end of it.
No. Ashley is an IRS Enrolled Agent, not a financial advisor or investment adviser. We do not sell, recommend or manage investments, and we do not sell insurance or financial products.
What we do is the tax, accounting and planning side — and where you already have a financial advisor, we work alongside them. That is usually the arrangement clients get the most from: your advisor manages the portfolio, we make sure the tax consequences are handled deliberately rather than discovered in April. If you do not have an advisor and need one, we will tell you what to look for.
An Enrolled Agent is licensed at the federal level by the Internal Revenue Service, not by a state board. It is the highest credential the IRS awards, earned by passing a three-part examination covering individual and business returns and maintained with 72 hours of continuing education every three years.
Enrolled agents, like attorneys and CPAs, have unlimited practice rights — unrestricted as to which taxpayers they can represent, what tax matters they can handle, and which IRS offices they can appear before. Practically: the same person can plan your year, file your return and represent you if the IRS asks questions.
Yes. We work throughout Northeast Florida — Jacksonville, Ponte Vedra Beach, Palm Coast, Daytona Beach, Orange Park and beyond — and remotely in all 50 states. The Enrolled Agent credential is federal, so it does not stop at the state line.
Serving St. Augustine, Jacksonville, Ponte Vedra, Palm Coast and Daytona Beach — and remotely in all 50 states. View all service areas →
Contact UsOne conversation is usually enough to see whether we can help — and we will tell you honestly if we cannot.
