Business Accounting
Services
By providing innovative outsourced accounting services and cutting-edge technology solutions, we help our business clients prosper and secure their success.

Monthly Accounting Services
We offer three levels of monthly accounting services to cater to the needs of a small business startup to the needs of an established middle market company. These services are customized to meet the needs of the business by industry, ownership and financial plans.
Outsourced Accounting Solutions Customized to your needs. |
Accounting Services |
Outsourced Controller Services |
Outsourced CFO Services |
Accounting Services | |||
Accounting Transaction Entry |
✓ |
✓ |
✓ |
Chart of Accounts Set Up and Organized |
✓ |
✓ |
✓ |
Monthly Reconciliations |
✓ |
✓ |
✓ |
Month-End Close Entries |
✓ |
✓ |
✓ |
Financial Statements |
✓ |
✓ |
✓ |
Unlimited Email and Phone Support |
✓ |
✓ |
✓ |
Scheduled Quarterly Meetings |
✓ |
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Scheduled Monthly Meetings |
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✓ |
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Scheduled Meetings Monthly or By Request |
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✓ |
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Available Reports | |||
12-Month Forecasting |
✓ |
✓ |
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Customized Management Reports |
|
✓ |
✓ |
Annual Planning Session with Action Plan |
|
✓ |
✓ |
Key Performance Indicator Tracking |
|
✓ |
✓ |
Cash Flow Reporting |
|
✓ |
✓ |
Project Performance by Department |
|
✓ |
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Resource Planning |
|
✓ |
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Session, Merger and Acquisition Planning |
|
✓ |
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Strategic Planning |
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✓ |
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Accounting Applications | |||
Secure Client Portal |
✓ |
✓ |
✓ |
Cloud-Based Accounting Software |
✓ |
✓ |
✓ |
Tax Planning | |||
Tax Planning and Projections |
✓ |
✓ |
✓ |
Sales and Use Tax Reporting (Optional Add-on) |
✓ |
✓ |
✓ |
Pricing |
Prices range based on revenue. Starting at $495/mo <$500k, up to starting at $2,500/mo $10.1M+ |
Prices range based on revenue. Starting at $985/mo <$500k, up to starting at $4,500/mo $10.1M+ |
Prices range based on revenue. Starting at $1,750/mo <$500k, up to starting at $5,500/mo $10.1M+ |
Partner with an experienced business accounting firm in
Charlotte, North Carolina.
Business Accounting Services We Offer
Outsourced Accounting Services
What if I don’t have the time or expertise to operate my small business’ accounting services? How can I balance my accounting tasks while also making sure my small business runs smoothly?
Outsourced Controller Services
How do I know my small business is operating efficiently? How can I find opportunities to guarantee we’re growing at a healthy rate while staying on top of my daily business operations?
Outsourced CFO
Services
How can I develop monthly cash flow forecasting? How can I find the tools to identify my business goals and implement a strategy to meet those goals while still focusing on my daily small business operations?
Common Small Businesses Accounting Services
We offer Business Advisory Services on a project basis so that our clients also have access to higher level reports or one-time analysis of areas they would like to improve.
We offer the solutions and can customize a plan to accomplish all your business management needs.
To provide a streamlined process to our clients, we also assist in the setup process and monitoring of these business services.
- Payroll Services
- Accounts Payable Services
- Merchant Services
- Retirement Plans
- Business Insurance
- Sales Tax Accounts & Filings
- Invoicing Applications
- Customer Relationship Management Applications
There are no longer barriers to information and document sharing. Our team can work remotely and automate your unbillable, daily, time-consuming tasks, thus alleviating the unnecessary financial burden of huge overhead costs. This is how we make your business, our focus and secure your success.
Why Companies Trust Our Experienced Business Accountants
Our CPAs are leaders in business accounting services for Fortune 500 companies as well as business organizational tax structuring, managerial accounting and tax compliance on both federal and state levels. We provide our clients the guidance executive teams offer at a fraction of the cost. By having tax and accounting oversight, we alleviate the lost tax savings opportunities that often arise when these two most important functions of your business are not in sync.
The Benefits of Outsourcing Your Business Accounting Services
Saves Time & Money
By not hiring additional employees in house you save on payroll taxes, benefits, training, turnover, insurance, software, computers and office space. These costs can be decreased significantly or eliminated.
Greater Control Over Operations
You can rely on our team to thoroughly review your transactions and prepare professional financial statements, allowing you to make better and timely business decisions. You can maintain a payables and/or receivables clerk and know that our oversight provides internal controls to reduce errors and deter fraud.
Improves Transparency
Outsourcing accounting services provides transparency between shareholders, partners and investors. We can track capital contributions and distributions between owners and organize the financial statements, so they properly reflect the arrangements set forth in your operating or shareholder agreements.
Oversight of a Tax Expert
We prepare financials not only for management use, but for a constant analysis of the tax implications of business decisions. We have the expertise to alert you to tax planning opportunities as we see them and while there is still time to make a change.
Priority Tax Compliance Services
We prepare all year with your tax compliance requirements in mind. We understand the pressure late K-1s for partners and shareholders can create. Business tax preparation for your company is on auto pilot when you are our client.
Year-Round Access to CPAs
With outsourced accounting services, you get year-round access to CPAs who are making sure your operating agreements are aligned with your tax compliance plan and the operations of your business. As our partner, you have an advocate for your business who can relay business strategies to your financial advisors and attorneys.
Helps Identify Struggling Areas of Your Business
Outsourcing accounting services can help you identify when additional resources or special projects may be helpful to fine tune areas of your business that are struggling.
Provides Guidance Preserving Data
Outsourcing accounting services provides you with guidance and methods of preserving the data you may need for an audit, for a sale of your business, business valuation, succession plans or family estate planning.