Accounting and Bookkeeping

 SERVICES WE PROVIDE

Business owners focus their skill and time in growing their organizations and managing their income producing activities. We provide the key accounting support to maintain accurate, reliable, and informative accounting records using your platform of choice including Quickbooks and Xero.

We customize our service depending on your business volume and needs. The following is a list of monthly and /or quarterly services provided:

• Reconcile all bank accounts
• Reconcile credit card statements
• Reconcile loans
• Allocate and classify expenses based on client provided information
• General Ledger maintenance
• Prepare a comparative Profit and Loss Statement
• Prepare a Balance Sheet
• Provide consultation regarding monthly/quarterly performance

WHY CHOOSE ON-GOING ACCOUNTING SUPPORT

Accurate and timely financial information provides management support in decision making, feedback on revenue growth, and identifies cost saving opportunities. Furthermore, it provides the financial information necessary  to acquire and maintain credit lines and business loans.  

Maintained accounting records allow for faster Tax Preparation at reduced cost.

Visit our office in Downtown Matthews, near Charlotte, Monroe, and Waxhaw!