Your Trusted Partner for Financial Clarity
Helping small businesses and individuals achieve financial peace of mind through expert bookkeeping, payroll, and notary services
At Pinnacle Legacy Financial & Advisory, we take the complexity out of managing your business finances. From accurate bookkeeping and seamless payroll to reliable tax preparation and certified notary services —we pride the structure and clarity you need to focus on what matters the most— growth and success. Our mission simple:
To help you stay organized, compliant, and confident in every financial decision.
✓ Fixed, transparent monthly plans
✓ Professional bookkeeping & Payroll services
✓ Tax preparation for individuals & small businesses
✓ Certified mobile notary & signing services
✓ Serving Metro Atlanta and surrounding areas
Financial & Notary Services
At Pinnacle Legacy Financial & Advisory, we provide reliable and efficient services designed to support individuals and small businesses. From expert bookkeeping and payroll management to professional tax preparation and certified notary solutions, solutions, we take pride in delivering accuracy, integrity, and exceptional customer care in every service we offer.
Bookkeeping
Our bookkeeping services provide accurate, organized financial records to help you manage your business with confidence. From expense tracking to reconciliations, we ensure your books stay clean and compliant year-round.
Payroll
Our payroll solutions ensure your team is paid accurately and on time, every time. We handle processing, tax withholdings, and reporting with precision, helping you stay compliant and focused on growing your business.
Notary Services
Offering trusted mobile notary and loan signing services throughout Georgia. We ensure every document is properly verified and executed with professionalism, confidentiality, and convince brought right to you.
Tax Returns
We provide accurate and reliable tax preparation for individuals and small businesses. From filings to year-end reporting, we help you stay compliant while maximizing deductions and ensuring peace of mind.
Trusted by Local Business Owners
About the Founder
Hi, Im Briana Polen, founder of Pinnacle Legacy Financial & Advisor. With over a decade of experience in accounting and financial operations — and a bachelors degree in Accounting, I established Pinnacle Legacy to help individuals and small business achieve financial clarity and confidence.
From Bookkeeping and Payroll to Notary and Tax services, my focus is on delivering accurate, reliable, and personalized support that empowers clients to make informed financial decisions.
My mission is simple — To empower business owners and everyday individuals to build a stronger financial futures, one organized step at a time..
Ready to take the next steps? Book a free consultation today and let’s simplify your finances together.