15720 Brixham Hill Lane
Suite #300 - 3rd Floor
Charlotte NC 28277
Phone: 704-535-0250
About Us

Bookkeeping/Write-up
Processing of businesses data & keeping a record of their monthly transactions and providing financial reports needed for business loans, expansions, and tax preparation, etc.

Tax Preparation
Processing of income tax returns for individuals, partnerships, corporations, LLC’s, LLP’s,
non-profits, etc. Preparation of Annual Reports, Property tax, Payroll tax, and Sales Tax reports for businesses.

Forensic Analysis
Provides internal investigation and analysis of businesses and nonprofits for suspected fraud or inappropriate accounting procedures on behalf of boards of directors, corporate officers, and business owners or management, and provide expert witness or affidavits in court cases to client companies.

Strategic Financial Planning
Consulting engagement for businesses to determine a plan for its company’s goals for financial resources, human resources, money, assets, and investments. Often a change or addition to financial policies and procedures may be needed to implement specific financial goals of the company.

Other Agreed Upon Services
Billing, Accounts Receivable, and Accounts Payable services provide the back-office support to small businesses to help them save time and money while concentrating on their business.