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

Scheduled Monthly Meetings

Scheduled Meetings Monthly or By Request

Available Reports
12-Month Forecasting

Customized Management Reports

Annual Planning Session with Action Plan

Key Performance Indicator Tracking

Cash Flow Reporting

Project Performance by Department

Resource Planning

Session, Merger and Acquisition Planning

Strategic Planning

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.

Testimonial
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