Virtue Advisors
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: real estate, construction, healthcare, hospitality, restaurants (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Virtue Advisors | home page Nov 12, 2026 | |
| Website | https://virtuecpas.com/ | home page | |
| Office locality | Alpharetta, GA | home page | |
| Service area | United States (stated by the firm) | /business-valuation-services | |
| Phone | +16789529001 | home page | |
| Offers bookkeeping | Documented: ...preserve wealth and ensure smooth asset transfers. Monthly Accounting Services Accurate bookkeeping and financial reporting to keep your business records organized and up to date.... | home page | |
| Monthly bookkeeping | Documented: ...and tax return preparation to preserve wealth and ensure smooth asset transfers. Monthly Accounting Services Accurate bookkeeping and financial reporting to keep your business... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...Reporting & Records Management Cash Flow Forecasting Sales and Use Tax Returns Accounts Receivable & Accounts Payable Expenses, Billing, Invoicing, Payments, and Revenues Tax... | /monthly-accounting-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...and financial reporting to keep your business records organized and up to date. Payroll Services Full-service processing ensuring timely payments and total federal and state... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Clients - Supported Across Diverse Industries and Projects ✕ Get Instant Access to Our Month End Close Checklist Now. ✕ Need help? Talk to us | home page | 6 pts (max 6) |
| Industries served (documented) | real estate, construction, healthcare, hospitality, restaurants, technology, e-commerce, retail, professional services, startups | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /business-valuation-services | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "Flat-Fee Pricing" | /business-valuation-services | 6 pts (max 6) |
| What is included / excluded | Documented: ...for investor due diligence, IRS inquiries, audit review, and related proceedings is included in every engagement at no additional charge. Related Valuation and Advisory Services... | /business-valuation-services | 5 pts (max 5) |
| Onboarding described | Documented: ...to unlock new revenue streams, strengthen client trust, and grow faster together. See How It Works Industries We Specialize In Hospitality Construction Healthcare Not-For-Profit... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: Monthly Accounting Services Accurate bookkeeping and financial reporting to keep your business records organized and up to date. | home page Oct 29, 2026 | 4 pts (max 4) |
| Named contact / team | Michael Anderson, Founder | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...respond to all inquiries within one business day. During your engagement, you'll have a dedicated point of contact - not a call center. Proven Results That Protect Your Bottom... | /contact-us Oct 1, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 1, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Virtue Advisors' in Alpharetta, GA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Georgia State Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Virtue Advisors's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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