Finra BrokerCheck

Charlotte, NC CPA firm

Accounting Services

Our Charlotte CPA firm offers a complete range of accounting, tax and consulting services to meet the needs of your business. Our primary services include accounting and bookkeeping, tax planning and preparation, QuickBooks support, entity selection, incorporation support and business consulting. In addition, we offer specialty services to meet the unique needs of each individual client. Contact us today for a free initial no obligation consultation.

Accounting and Bookkeeping

For our tax planning clients we have a full range of accounting and bookkeeping services available. QuickBooks set up and support, business loan assistance, help with IRS audits, budgeting and more.

QuickBooks Consulting Services

We are have extensive experience getting maximum performance out of QuickBooks for our clients. We can help with setup, training and ongoing maintenance.

New Business Advisor

Business formation doesn't have to be complicated. We take the time to get to know your business so we can make a recommendation that fits your needs and minimizes your tax burden.

Outsourced Accounting and Bookkeeping

We will work with a Quick Books Pro Advisor to be sure your bookkeeping is properly maintained with an eye toward reducing your tax liability with our Tax Planning service.