(704) 544-3266

Think of Us as Your Internal Accounting Department with Individual and Business Tax Support

We offer an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2’s, prepare tax returns and supply valuable financial and tax advice throughout the year. 

Set-up and training couldn’t be simpler. You define your immediate needs and we assess how our system can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the system and how to access the system from our website. 

Our services are typically delivered as follows:

Annual - We will provide you with the financial information needed to prepare your business tax returns.

Monthly - We will design and implement a system that best fits your needs and will provide the information necessary for monthly financial reporting. This would include payroll, bank reconciliation, compilation of financial data, and financial statement preparation.

Daily - By choosing us to be your “CFO”, we act as your accounting department. This usually involves; paying bills, recording income, bank and credit card reconciliation, financial statement preparation, and payroll.