Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Every time we meet with a new business, we rediscover (together) the power of having the right information at our fingertips.

Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe.

Or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way. Business owners are evaluating their success by “what’s in the bank” instead of having the kind of data and KPI’s that are possible when you have a true expert in your corner.

We can spotlight problems and whip your business finances into shape. We’ll reconcile discrepancies, produce and pay invoices for bills and orders, complete payroll, track transactions, and generate regular reports to help you make GROWTH decisions and get your business’s financial well-being in shape.

Furthermore, we’ll help you see the possibilities on your business’s horizon by building budgets and identifying trends within your business so that you’re not caught in the humdrum of the status quo.

People know our various accounting and bookkeeping services by these kinds of names:

Accounts Receivable
Accounts Payable
Payroll & Benefits
Expense Reimbursement
Bank & Credit Card Reconciliation
Month-End Close
Sales Tax
1099 Preparation
Financial Reporting
Accounting Software Management
Inventory Control
Financial Account Reconciliation
Business & Financial Strategy

… but what we really do is give you the peace of mind to make your business as profitable as it can possibly be.

Let Us Help:

Top 10 Myths About Strategic Business Coaching

In the competitive landscape of today's business world, staying ahead often requires more than just conventional strategies. Strategic business coaching and consulting have emerged as powerful tools for businesses aiming to achieve sustainable growth and success....

What to Expect for Independent Contractor Taxes

As an independent contractor, you have the flexibility and freedom that traditional employees might not enjoy. However, with this independence comes the responsibility of managing your own taxes. Understanding your tax obligations is crucial to avoid penalties and...

Small Business Legal Advice in Charlotte, NC: Steps & Checklist

Starting and running a small business in Charlotte, NC, can be an exciting venture, but it's crucial to navigate the legal landscape carefully. Proper legal compliance not only helps avoid fines and penalties but also sets a strong foundation for your business's...

7 Common Tax Planning Myths Debunked for Business Owners

Tax planning is an essential aspect of financial management for both business owners and independent contractors. However, navigating the complex world of taxes often comes with its fair share of myths and misconceptions. In this article, we'll debunk seven common...

How to Find the Best CPA Near You

When it comes to managing your finances, you may feel overwhelmed with the amount of CPAs you are finding in your area. With so many options to choose from, finding the best CPA (Certified Public Accountant) near you can make a world of difference when it comes to...

7 Tax Deductions for 1099 Workers in Lake Norman, NC

Are you a 1099 worker based in the Charlotte Metro area looking for ways to maximize your tax savings? As a self-employed individual, you have the opportunity to deduct various business expenses to reduce your taxable income. In addition to reducing taxable income,...

Strategic Business Coaching – Your Business’s Secret Weapon

Hey there, savvy entrepreneurs of Lake Norman, NC! Are you at a crossroads in your business journey? Have a business idea but not sure how to get started? You’ve got big dreams, massive goals, and a whole lot of hustle, but sometimes, even the most driven of us need a...

Simplifying CPAs: What is a CPA and Why Your Lake Norman Small Business Needs One

Hey Lake Norman entrepreneurs & business owners! Ever wondered what a CPA is and why they're essential for the success of your small business? Don't worry; we've got you covered. In this article, we'll break down the mystery behind CPAs, why you might need one,...

Are Lake Norman Consumers Exhausted by Tip Screens?

You might remember this little story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals. It brought the IRS’s ability to secure taxpayer data into question along...

Accommodating State Sales Tax Changes in Your Lake Norman Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours.  While doing the dishes...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a CPA as painful as it’s been in the past!