Southern Heritage Financial Group
Southern Heritage Financial Group, based in Atlanta, GA, is a premier CPA firm dedicated to spreading financial literacy globally through strategic planning and a commitment to service, empowerment, integrity, and hospitality. Founded in 2014 and rebranded in 2022, the firm specializes in a wide range of services, including tax preparation, planning, resolution, bookkeeping, payroll, and financial coaching, tailored to empower clients and small businesses alike.
With a diverse clientele that includes small businesses, nonprofit organizations, and entrepreneurs across various industries, Southern Heritage prides itself on its ability to meet clients where they are, thanks to its innovative SmartVault database. The firm emphasizes hard work, education, and accountability, ensuring clients have the tools and knowledge necessary to achieve and maintain financial health.
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