Millennium Financial LLC
About Us
Millennium Financial LLC: Experienced Nashville accountants focused on practical, tax-smart financial services. Founded in 2016, Millennium Financial was created to serve local small businesses and individuals who need clear, reliable accounting, bookkeeping, payroll, and tax services. Our mission is to deliver accurate, timely financial management and actionable tax strategy that empowers clients to run their businesses with confidence.
Our History and Founding Principles
Millennium Financial began in 2016 out of recognition that many small business owners and professionals lacked access to affordable, expert accounting services tailored to their growth stage. Too often, businesses either overpaid for complicated services or relied on DIY bookkeeping that created tax and decision-making risk.
We set out to bridge that gap — providing experienced accountants in Nashville who focus on small-business realities: cash flow challenges, payroll complexity, and the need for straightforward financial reporting.
Our Mission and Values
Integrity
Accurate, honest financial reporting and tax compliance.
Accessibility
Clear communication, practical advice, and local service.
Stewardship
Helping clients keep more of their income through smart tax planning and efficient accounting.
Growth Orientation
Supporting businesses with scalable bookkeeping and advisory services that evolve with client needs.
Our Team and Expertise
Our team is a mix of certified accountants, seasoned bookkeepers, and payroll specialists with experience across industries: retail, hospitality, professional services, real estate, and nonprofits. We emphasize continuous education and adherence to the latest tax codes, accounting best practices, and cloud-based tools.
Because we partner closely with clients, our team serves as an extended finance department for many businesses. We prioritize consistent, reliable deliverables and long-term relationships over one-off transactions.
Representative Role
Senior Accountant & Tax Manager
Leads tax planning, complex tax returns, and client strategy sessions.
Representative Role
Bookkeeping Lead
Manages monthly bookkeeping workflows, reconciliations, and financial reporting.
Representative Role
Payroll Specialist
Oversees payroll processing, payroll tax remittances, and employee reporting.
Representative Role
Client Services Coordinator
Streamlines onboarding, document management, and ongoing client communication.
Our Service Philosophy
At Millennium Financial, service is more than delivering returns and reconciled accounts. It’s about translating numbers into actionable next steps. We build systems that reduce errors, automate recurring tasks, and produce timely reports that let business owners see cash flow, profitability, and trends at a glance.
Call for immediate help
We start each relationship with a comprehensive financial review:
Tax history and filing assessment
Current bookkeeping structure and software
Financial reports and KPI needs
Payroll setup and compliance status
From there, we propose an action plan that may include bookkeeping clean-up, migration to cloud accounting, payroll implementation, and a tax planning calendar. Our goal is clarity in the short term and sustainable accuracy long term.
Industries We Serve
Small Businesses and Startups
Retail shops, restaurants, services, and franchises.
Professionals
Consultants, real estate agents, independent contractors.
Nonprofits & tax-exempt
Startups and established organizations needing 501(c) support.
Real estate investors
Rental property accounting, depreciation, and multi-state filings.
Technology & Online
SaaS and digital sellers requiring multi-state tax awareness.
Community and Local Engagement
Millennium Financial is invested in Nashville’s economic vibrancy. We participate in local business groups, provide workshops on bookkeeping for startups, and offer resources to nonprofit leaders navigating compliance.
Our team understands local regulations and business ecosystems — an advantage when helping clients manage sales tax, payroll, and licensing matters unique to Tennessee.
Professional Credentials and Compliance
Our staff maintains up-to-date professional standards. While Millennium Financial LLC itself may not hold a CPA firm designation, our accountants and tax preparers are highly trained in federal and Tennessee tax law, bookkeeping best practices, and the cloud accounting technologies we implement for clients.
We follow strict data security protocols, ensuring client privacy and secure transmission of financial documents.
Client Experience: What working with us looks like
Onboarding
Quick and thorough, with a documented plan and timeline.
Regular reporting
Monthly financial statements, reconciliations, and a summary of actionable items.
Proactive tax planning
Quarterly look-aheads to adjust estimated tax payments and plan for upcoming liabilities.
Responsive support
Phone and email access for questions and advice — call (504) 351-6873 for immediate help.
We offer tiered bookkeeping packages based on monthly transaction volume and payroll headcount, plus tax preparation packages for individuals and businesses. Pricing is transparent and explained during our initial consultation so clients understand the value and expected outcomes before work begins.
Transparent Pricing and Packages
Frequently Asked Questions
Are you a CPA firm?
Millennium Financial LLC is an accounting firm providing tax and bookkeeping services. We work with credentialed CPAs for specialized engagements as needed and ensure compliance with professional standards.
How do you charge for monthly bookkeeping?
We base monthly bookkeeping fees on transaction volume, complexity, number of bank accounts, and payroll needs. Each package includes a clear scope of deliverables.
Can you work with my current bookkeeper or software?
Yes. We can integrate with many existing setups, migrate data when needed, or collaborate with your in-house staff to provide oversight and tax-ready reporting.
Do you prepare tax returns for multiple states?
Yes. We handle multi-state filings when clients have cross-border income or operations, coordinating state-specific rules and nexus requirements.
Contact
Call (504) 351-6873 to arrange a consultation. We will schedule an onboarding assessment, deliver a written scope of work, and begin clean-up or monthly services as agreed.