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Accounting & Bookkeeping

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Accounting & Bookkeeping Services

In Charlotte, NC

Accounting

We provide accurate and timely financial information allowing you to make informed decisions for managing and growing your business.

  • Financial statement preparation
  • Compilation preparation
  • Financial analysis
  • Owner basis calculations
  • Depreciation method analysis

Bookkeeping

We help plan and organize your financial information on a monthly, quarterly or semi-annual basis to help you understand the financial position of your business.

  • QuickBooks set-up
  • QuickBooks training
  • Bank reconciliations
  • Credit card reconciliations
  • Loan and asset recording

WE HELP YOU KEEP MORE OF YOUR MONEY

We apply our deep knowledge of accounting requirements and the tax code to create customized tax strategies, potentially saving our clients thousands of dollars annually.

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