Flick Financial, LLC

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Flick Financial, LLC Our team guarantees personalized attention and unwavering support as we work to optimize your financial journey. Mr. In 2002, Mr.

At Flick Financial, we specialize in delivering enterprise-level CFO, CPA, as well as Income Tax and Accounting Services to small and medium-sized businesses, helping them achieve financial clarity, improve cash flow, and reduce tax burdens. Flick Financial is an Atlanta-based innovative firm that provides CPA, CFO, financial advisory and income tax services for small to medium-sized businesses as well as a full suite of financial, tax, and planning services for individuals. Our specialized CFO on Call program is individually geared toward a business's short and long-term needs. At Flick Financial, our strategy is geared towards maximizing business profits and minimizing taxes to the fullest extent allowed. We are committed to providing expert and analytical financial advice, meticulous accounting, budgeting services, and strategic tax guidance. Flick Financial’s founder, Gary Flicker, has over 30 years of accounting, financial reporting, management, tax, budgeting, forecasting, due diligence, and operations experience. Gary is a Certified Public Accountant with active licenses in both Georgia and New York and is a member of the American Institute of Certified Public Accountants. Flicker’s professional experiences include working for two national CPA firms. He was also the VP/ Financial Director of a multibillion-dollar publicly traded company and the financial director for an investment banking firm. Gary has also been the CFO for two publicly traded companies. Flicker formed his own firm, Flick Financial, to assist businesses and individuals with professional accounting, tax, and financial services. He often works with business owners as their outsourced CFO. Flicker serves on the Board of Directors of a publicly traded company based in New York and is Chairman of the Audit Committee.

If you want to sell your business, receiving the purchase price over time in an installment sale may allow you to spread...
10/22/2026

If you want to sell your business, receiving the purchase price over time in an installment sale may allow you to spread your gain — and the related tax — over several years. The buyer typically makes a down payment and issues a note for the balance. Each principal payment generally includes a tax-free return of basis and taxable gain; interest on the note is taxed separately as ordinary income. This arrangement may also expand the pool of buyers or help you obtain a higher price. But depreciation recapture may be taxable upfront, and you assume the risk that the buyer won’t pay. Contact us at (404) 459-4064 to discuss the pros and cons and determine the optimal deal structure for your situation.

Do you donate thousands of dollars to charity each year? Do you miss out on the itemized charitable deduction because yo...
10/21/2026

Do you donate thousands of dollars to charity each year? Do you miss out on the itemized charitable deduction because you don’t have enough total itemized deductions to exceed your standard deduction? Consider “bunching” most of your donations into alternating years. By combining two years of gifts into one year, you may push your itemized deductions above your standard deduction and get a greater tax benefit from your charitable giving — even with the new deduction for nonitemizers starting in 2026. Contact us at (404) 459-4064 for help determining if you can benefit from this strategy.

AI can help your business meet high customer service expectations without overburdening employees. It’s particularly eff...
10/20/2026

AI can help your business meet high customer service expectations without overburdening employees. It’s particularly effective for routine tasks. These include answering customers’ basic questions anytime on your website or social media accounts. AI can also help analyze and route customer requests to the right employees, and work behind the scenes to give staffers context and suggest next steps. Of course, AI is only as effective as how it’s trained and used. Your business should regularly test its systems, restrict access to confidential data and establish escalation rules. Call us at (404) 459-4064 for help calculating possible savings and finding affordable solutions.

Did you celebrate your 73rd birthday in 2026? If you have money in an IRA, 401(k), SEP or SIMPLE plan, you generally mus...
10/19/2026

Did you celebrate your 73rd birthday in 2026? If you have money in an IRA, 401(k), SEP or SIMPLE plan, you generally must take your first required minimum distribution (RMD) by this Dec. 31 (or, potentially, by April 1 of next year). RMDs are annual withdrawals of specified amounts based on your age and the account’s value at the end of the last tax year. For more information about managing retirement income, contact us at (404) 459-4064.

Limited partner status in a business generally offers valuable benefits, including liability protection and self-employm...
10/15/2026

Limited partner status in a business generally offers valuable benefits, including liability protection and self-employment tax advantages. But it may also limit your ability to deduct partnership losses under the passive activity loss rules. Passive losses are usually deductible only against passive income unless you materially participate in the business. Limited partners face a tougher standard than general partners. Certain work, such as investor activities or tasks not customarily performed by owners, may not count toward material participation. Other limitations may also apply. Before investing in a limited partnership or claiming losses, contact us at (404) 459-4064 to discuss the tax implications.

When employees change jobs, they often leave behind balances in a previous employer’s 401(k) plan. If your plan accepts ...
10/14/2026

When employees change jobs, they often leave behind balances in a previous employer’s 401(k) plan. If your plan accepts rollovers, making it easier for eligible employees to move those balances into your plan can boost participation and engagement. Rollovers may also increase plan assets, which could help you negotiate lower plan services and fees. Meanwhile, providing departing and former employees with rollover instructions may reduce abandoned accounts and plan administration costs. Call us at (404) 459-4064 for guidance on managing your employer-sponsored retirement plan effectively.

In many businesses, the sales department tends to have a markedly higher turnover rate than other departments. If this h...
10/13/2026

In many businesses, the sales department tends to have a markedly higher turnover rate than other departments. If this has been the case at yours, don’t give up hope. There are ways to address the challenge. Begin with improvements to your hiring and onboarding processes. Welcome new salespeople warmly, provide ample training and consider appointing mentors to help them get comfortable. Of course, compensation matters as well. Carefully investigate the feasibility of retention bonuses and financial rewards for maintaining or increasing sales. Also, consider forming a sales leadership team that can contribute to strategic planning. Contact us at (404) 459-4064 for assistance.

Many 401(k) plans have “vesting schedules,” or timelines for when certain employer matching contributions become yours. ...
10/12/2026

Many 401(k) plans have “vesting schedules,” or timelines for when certain employer matching contributions become yours. So before you switch jobs, make sure you know what percentage of your retirement savings is vested. Some plans vest immediately, but others take several years to fully vest. If you leave before matching funds have vested, you may forfeit some or all of your current employer’s matches. Contact us at (404) 459-4064 for help with retirement planning as your career progresses.

Are you thinking of launching a new business as a C corporation? Beware of double taxation. First, the company will pay ...
10/08/2026

Are you thinking of launching a new business as a C corporation? Beware of double taxation. First, the company will pay tax at the entity level. Then the individual shareholders may owe additional tax when they receive dividends and other taxable distributions or sell their shares. Reducing corporate taxable income can lessen the impact. For example, the company can generally deduct reasonable salaries, bonuses and eligible fringe benefits provided to shareholder-employees. This strategy also has potential downsides. Choosing your business entity requires careful consideration. Contact us at (404) 459-4064 to compare your options and determine whether a C corporation is the right structure for your start-up.

Small business owners: As the year wraps up, review your receivables for credit sales that have become wholly or partial...
10/07/2026

Small business owners: As the year wraps up, review your receivables for credit sales that have become wholly or partially worthless. If you use the accrual method of accounting, you may be eligible to deduct amounts that were included in income but later became uncollectible. You may also claim deductions for uncollectible business loans and certain guarantees, as well as for debts attributable to an insolvent partner. To qualify, you must take reasonable steps to collect the debt and show it’s unlikely to be paid. Contact us at (404) 459-4064 to review your potential bad debts for 2026.

Address

5555 Glenridge Connector Ste 200
Atlanta, GA
30342

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 6pm
Sunday 8am - 6pm

Telephone

+14044594064

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