specialized real estate managers
Fueling Local Business Leaders Through Real Estate Optization
Our passion is to work alongside business owners throughout the Upstate to help them reach the
70+
Businesses Serviced
$101M+
in Transactions
30+
Teammembers
6
Years in Business
Focus on your career targets while we fuel them.
Discover tailored solutions for your financial plans. Whether you are expanding your business, managing a stabilized company or portfolio of assets or preparing for winding down, our team is built to work for you and keep you on track.
Real Estate Advisory
Our Commercial Advisors are specialized in identifying value and optimizing your equity to align with your business goals.
Property Management
Maintain accurate and efficient financial records with our comprehensive bookkeeping and accounting solutions.
How It Works
Our process is designed to provide you with personalized solutions and expert guidance every step of the way. Here’s how we work together to achieve your financial goals.
Initial Consultation
Start with a complimentary consultation where we discuss your financial goals, challenges, and needs. This allows us to understand your unique situation and determine how Pinnacle CPA Group can best serve you.
1
Customized Plan
Based on our consultation, we develop a tailored plan that aligns with your objectives. Whether it’s tax planning, bookkeeping, or financial advisory services, we create a strategy designed specifically for you.
2
Implementation & Support
Our team of experts will implement the agreed-upon strategies, ensuring everything is executed efficiently and accurately. We provide ongoing support and adjustments as needed, keeping your financial goals on track.
3
Review & Optimize
We continuously monitor your financial progress and conduct regular reviews to ensure your strategy remains effective. We’ll suggest optimizations and new strategies to adapt to changes in your financial landscape, helping you stay ahead.
4
Achieve Your Goals
With our expert guidance and proactive support, you’ll be well on your way to achieving your financial goals, whether it’s growing your business, optimizing tax returns, or securing your financial future.
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Athena Leadership
Christiana Pott
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Colton Miller
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Christopher Langley
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Austin Cain
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Christian Balsiger
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