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Professional bookkeeping & managed accounting services
We provide services for North Carolina & U.S. businesses
Accurate bookkeeping and reliable accounting are essential for understanding your business, staying compliant, and making informed decisions. Our Bookkeeping & Managed Accounting Services are designed to help business owners maintain clean financial records, gain clear financial visibility, and reduce administrative stress.
We work with LLCs, corporations, S corporations, partnerships, and sole proprietors, supporting businesses in North Carolina and throughout the United States.
Whether you’re a new business setting up bookkeeping for the first time or a growing company that needs consistent, professional accounting support, we help keep your financials organized and under control.
Who this service is for
Bookkeeping & managed accounting services we offer
Monthly bookkeeping services
We manage your bookkeeping on a monthly basis to keep your financial records accurate, organized, and up to date. This service provides a reliable foundation for tax filing, reporting, and business planning.
Monthly bookkeeping includes:
- Transaction categorization
- Bank and credit card reconciliations
- Ongoing review for accuracy and consistency
Common examples:
- A small business that wants monthly reconciliations and organized records
- A business owner who doesn’t have time to manage bookkeeping regularly
- A company looking to avoid year-end cleanup before tax filing
Transaction recording & categorization
We record your business transactions in a structured and organized manner so your books accurately reflect daily operations.
Proper transaction recording helps prevent errors, supports tax reporting, and creates a dependable financial foundation.
Common examples:
- A service-based business with frequent client payments
- A business using multiple bank accounts or credit cards
- A company that needs consistent transaction tracking for reporting and compliance
Financial reporting & business insights
Understanding your numbers is critical to running a successful business. We prepare clear, easy-to-understand financial reports that show exactly where your business stands.
Financial reports include:
- Profit and loss (P&L) statements
- Balance sheets
- Cash flow summaries
Common examples:
- A business owner reviewing monthly profit and loss reports
- A company monitoring cash flow to plan future expenses
- A business preparing financials for a lender, investor, or internal review
Payroll services & payroll support
We provide payroll support to help ensure employees are paid accurately and on time while maintaining proper records. Our payroll services align with federal and state requirements and integrate smoothly with your bookkeeping.
We ensure your business is registered correctly based on what you sell and where you operate.
Ideal for:
- New employers hiring their first employee
- Businesses with employees in more than one state
- Companies that want payroll aligned with bookkeeping records
Why work with us for bookkeeping & accounting
We provide more than data entry — we offer clarity, accuracy, and dependable support. Our goal is to help you stay organized, understand your financial position, and feel confident knowing your books are handled professionally.
We work with businesses at every stage and tailor our services to match your structure, size, and operating locations.
Call us if you are:
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Ready to simplify your bookkeeping?
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Charlotte, North Carolina 28226
McMullen Creek Office Building