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Bookkeeping, Cash Flow & Growth Marketing in Charlotte, NC

For owner-led businesses across Charlotte, from Uptown to Rock Hill. We keep the books, plan the cash and run the marketing, so you can see what’s working.

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Works with the tools you already use

Services

Start with one service and add others as you grow.

Every engagement starts with a free consultation and a fixed fee agreed in writing.

Add when you need them.

Tax Support →Books ready for filing season, and we work alongside your CPA or introduce you to one we trust. Reporting & Dashboards →Your sales and your financials in one view, with live dashboards between monthly reports.New Loan Readiness →Lender-ready statements, projections and a debt schedule, prepared before you apply. Exit Readiness →Clean, documented books and customer records for due diligence, alongside the broker or advisor you choose.

Doing business in Charlotte.

Charlotte is the seat of Mecklenburg County and one of the country’s largest banking centers. That brings a deep bench of professional services firms, and steady population growth keeps contractors and home service companies busy. The metro area also crosses into South Carolina, so plenty of businesses have customers or employees in both states.

What we often help with here.

  • Professional firmsProfit by client and service line, and a pipeline that isn’t stuck in someone’s inbox.
  • Contractors and home servicesJob costing, crew payroll and a cash plan that keeps pace with growth.
  • Growing companies borrowing to expandLender-ready statements, in a city where lenders expect organized books.
  • Businesses selling on both sides of the state lineSales and payroll tracked by state.
  • Local service and retail businessesClean books, a cash plan you can count on and marketing that brings customers back.

North Carolina tax and compliance notes.

North Carolina has a flat personal income tax and a corporate income tax, and corporations pay an annual franchise tax. LLCs file an annual report with the Secretary of State each spring. Sales tax combines a state rate with county rates that differ across the region, and employers register for state withholding. Businesses with South Carolina employees or customers may have filings there too. General information only, not tax advice. Your CPA handles the filings, and we keep the books ready for them.

Questions from Charlotte owners.

Do you work with businesses in Charlotte?

Yes. We work with owner-led businesses across Charlotte and the surrounding region.

We have employees in both North and South Carolina. Can you handle that?

Yes. We set up payroll and bookkeeping for both states, and your CPA handles the state filings.

Can you help us get ready for a bank loan?

Yes. Loan Readiness prepares the statements, projections and debt schedule lenders ask for.

Nearby areas we serve: Concord, Huntersville, Gastonia, Matthews, Mooresville and Rock Hill.

Industries we serve.

We work with owner-led businesses of all kinds. These are the four we know best.

Plumber repairing the pipes under a kitchen sink

Home Services & Trades

Job costing, crew payroll and cash planning for seasonal swings.

  • Profit tracked job by job, with materials and labor coded as they happen
  • Crew payroll and subcontractor 1099s on schedule
  • A cash plan that carries you through slow months
See how we help →
Professional services leaders reviewing printed financial charts at a conference table

Professional Services

Client profitability, utilization and pricing for firms that sell their time.

  • Profit by client and by service line, every month
  • Retainers and deposits recorded when they’re earned
  • A pricing review whenever your costs move
See how we help →
Online retailer processing orders at her computer in a stockroom

E-commerce

Payout reconciliation, inventory, cost of goods and multi-state sales tax for online sellers.

  • Shopify, Amazon and TikTok Shop payouts matched to the bank
  • Margin by product, with shipping and landed cost included
  • Sales tax obligations tracked state by state
See how we help →
Two software developers working at a desk with code on screen

SaaS

Deferred revenue, MRR and churn for subscription businesses.

  • Subscription revenue recognized over the term it covers
  • MRR, churn and customer acquisition cost reported monthly
  • Board and investor reports in the format they expect
See how we help →
Senior advisor meeting with a business owner across the desk
Monthly reportExample
Revenue
$84,200▲ 6%
Gross margin
41%▲ 3 pts
Cash on hand
$62,400covers 9 weeks

Margin rose after last month’s price change. Two invoices past 60 days are holding $11,300, so they’re worth a call this week.

What working with us looks like.

One team for your books and your growthA senior lead for your books and a senior lead for your growth. They stay with you and compare notes every month.
Numbers explained in plain EnglishEach month you get your financials with a short note on what changed and what to do about it.
A fixed monthly feeAgreed in writing before work begins, with month-to-month terms and no hourly billing.
Your software stays the sameWe work in your QuickBooks or Xero, HubSpot and Shopify, so nothing changes about how you run the business.

How it works

How we get started.

From the first call to your first monthly report, in about a month.

Schedule a consultation
1Week 1

Free consultation

A 30-minute conversation about your business, your books and what you need.

2Weeks 1 to 2

Onboarding

We connect your accounts and bring any past months up to date.

3Weeks 3 to 4

First month-end close

Your first set of financial statements, with a walkthrough.

4Every month

Monthly reporting

Financial statements, a cash outlook and our recommendations.

Start with one conversation.

A free 30-minute consultation with a senior advisor. No obligation.

Schedule a consultation