top of page

Our Servcies

Certified Advanced QuickBooks Online ProAdvisor
 

We partner and help small business owners around the Lake Norman and North Carolina area's save time and increase profits by streamlining and optimizing best practices in bookkeeping.​

See why we are different from all the rest as we do the work accurately - on time - every time so you can focus on your business!!  The way it's supposed to be!! 

 

Understand your project profitability from a margin perspective complete with analysis and recommendations.  It starts with accurate books and first- hand analytical experience with the know how to find options that can move margin in the right direction! We solve problems!

​​

Bookkeeping & Accounting
  • QuickBooks Set up

  • QuickBooks Cleanup

  • Monthly Bookkeeping Categorization and Tracking

  • Set up optimization settings such as bank rules and classifications.

  • Reconciliations

  • Inventory Tracking

  • Fixed Assets

  • Sales & Use Tax Filing

  • Year-End

  • Cost Accounting

  • Financial Reporting (& Custom Reporting)

​

CFO Advisory & Consulting Services
  • Pricing, Labor and/or Product line reviews with analysis & recommendations (based on market data, predictive and descriptive statistical analysis)

  • Special Projects

  • Budgeting

  • Forecasting

  • Analytical Projects

  • Strategic Planning & overseeing Accounting Operations

​

bottom of page