Accurate Financial Records, Optimized Performance

Professional bookkeeping for small businesses in Charlotte. Clean monthly reconciliations, QuickBooks management, and clear financial reporting — so you can focus on running your business.

Comprehensive Bookkeeping Services

Essential — Starting at $300/mo

For solo operators and small businesses with straightforward books

  • Monthly reconciliation of up to 2 bank or credit card accounts

  • Transactions categorized and kept current in QuickBooks Online

  • Light AR & AP tracking — balances kept accurate and reported (no invoicing or bill pay)

  • Email support

Standard — Starting at $500/mo

For growing businesses with more activity and accounts to manage.

  • Everything in Essentials Plus:

  • Reconciliation of up to 4 accounts and higher transaction volume

  • Monthly statements with a short, plain-English summary of your numbers

  • Priority email support

Behind on your books?

New to QuickBooks or behind on your books? One-time setup and cleanup, quoted after a quick look — then we roll you into a monthly plan.

All plans are billed monthly via ACH. Final pricing depends on your transaction volume and number of accounts — we'll confirm it on a quick call

Premium — Starting at $800/mo

For established businesses that want a higher level of insight and attention.

  • Everything in Standard, plus:

  • Higher-volume and more complex reconciliations (5+ accounts, multiple loans)

  • Detailed monthly reporting with period-over-period trends

  • A short monthly video recap summarizing what changed in your numbers

  • Higher volume or unique needs? We'll build a custom plan — just reach out

Reliable Bookkeeping Expertise

Every transaction recorded, reconciled, and reported accurately, month after month.

You get clean books and clear numbers you can actually use — no jargon, no guesswork, just a reliable picture of where your business stands.

QuickBooks Online ProAdvisor Certified

What that looks like:

  • QuickBooks Online setup, cleanup, and ongoing management

  • Monthly reconciliations and financial statements — on time, every month

  • Corporate-grade accounting rigor, scaled for a small business

  • Support in both English and Spanish

Get in Touch

Ready to Get Started?

Tell us a bit about your business and what you're looking for, and we'll be in touch about next steps. Whether your books are a mess or you just want them off your plate, we're glad to help.