Accounting & Financial Services.

We provide comprehensive accounting and financial services tailored to meet the unique needs of individuals, small businesses, and corporations. Our goal is to help you gain clarity, stay compliant, and make informed financial decisions with confidence.

Financial Services

  • Maintain accurate and up-to-date financial records with our reliable bookkeeping services, including monthly reconciliations, journal entries, and financial reporting.

  • Maximize deductions and minimize liabilities with proactive tax strategies and meticulous preparation for individuals and businesses.

  • Streamline payroll processing, tax filings, and employee compensation management while ensuring compliance with ever-changing regulations.

  • Receive clear and insightful financial reports that support budgeting, forecasting, and strategic planning.

Pricing Options

The Basics

$1,000/mo

Bookkeeping & General Accounting includes:

  • Maintain accurate and up-to-date financial records

  • Monthly reconciliations & month-end close

  • Journal entries

  • Financial reporting

  • Chart of Account review and modification

  • Monthly Q&A

Middle Level

$2,500/mo

All of “The Basics”, and:

  • Payroll Processing

  • Accounts Payable & Accounts Receivable

  • Annual Budget review & creation

  • Quarterly meetings with team to share operating and financial results

Full Service

$4,000/mo

All of “The Basics”, “Middle Ground”, and:

  • Quarterly Cash Flow Projections

  • Quarterly forecast updates with difference scenarios

  • Monthly management reports

  • Monthly meetings with team to share operating and financial results

  • Actionable management advice

Tax Return Only

$2,000

Need a little more? A little less?

Consider this an á la carte menu! Our team can build the best support structure and fee based on your needs, now and in the future. We currently have a range of clients, falling within each of these buckets, who have plans tailored to their business needs.

All fees subject for modification based on client type, needs, and onboarding requirements.

Just need a tax return for North Carolina? We’re more than happy to file for you at a one-time annual fee.