Charlotte Bookkeeping, Bookkeeping Charlotte, NC Bookkeeping

The good news is that there’s a wide variety of communication tools available, such as email, phone, Skype, and Zoom. Be sure to determine exactly which communication methods work best for you and your bookkeeper, and always have a backup plan ready. If you’re hiring a remote worker, make sure they can be available during your work hours despite any time zone differences.

Our fees are agreed upon before work begins so that you know up front what your costs will be. Most of our clients are on either a monthly or quarterly retainer basis, which meets their budget. No matter how new or small you may be, we have a plan that fits your budget and your needs.


We combine our years of industry experience with an in-depth review of your business to find the services that fit your needs—no matter how big or how small. As the owner of a new or growing business, it’s easy to get behind and overwhelmed by trying to keep your finances and books in order. Your access to this site was blocked by Wordfence, a security provider, who protects sites from malicious activity.

charlotte bookkeeping services

Many small business owners, ranging from restaurateurs in Uptown to boutique owners in the South End, are realizing the true value of handing off many of these financial tasks to trained professionals. While many people use the terms bookkeeping and accounting interchangeably, there’s a distinct difference between the two types of services. It’s important to understand these differences before you start searching for a professional to handle the financial tasks for your business. Discover the essential steps to accurately record fraud charges in QuickBooks Online with this in-depth tutorial. Learn how to safeguard your financial records and maintain precise bookkeeping in the face of fraudulent activities.

Tailored services to fit your business needs.

Always ask about experience and only hire a bookkeeper who has previous experience handling not just some, but all of the services your business requires. Secondly, bookkeeping services for small businesses can improve the company’s cash-flow process by better management of A/R and A/P. Finally, bookkeepers can assist with tax planning to ensure you minimize your tax burden by taking all available deductions and credits. QuickBooks bookkeeping services use one of the most popular accounting software platforms on the market. It’s specifically geared towards small business owners and tracks everything from revenue and expenses to payroll.

Should I get a bookkeeper or an accountant?

Analysis: An accountant can give you a comprehensive view of your business's financial state, along with strategies and recommendations for making financial decisions. Bookkeepers, on the other hand, are only responsible for recording financial transactions.

We can help you pick the right level of software that fits your needs, get it set up, train you to manage it yourself or provide the bookkeeping services for you on regular basis. If you’re like most small business owners, you operate your company on a tight budget. This makes it crucial that you calculate how much you can afford to spend on professional bookkeeping services right from the start. Keep in mind that these services can offer a great ROI by helping your business save money over time.

Nearby cities with Bookkeepers

We have a very personal and professional approach designed to provide the best service. Without KAC keeping up with our invoicing, accounts, contracts, etc., we would be unable to reach our goals. We are a true alternative to the costly expense of hiring a full-charge bookkeeper or controller. Our clients realize substantial savings while having access to the latest technology and professionalism coupled with a thorough understanding of General Accepted Accounting Practices (GAAP).

charlotte bookkeeping services

Late payments, accounts in collections, liens, and financial judgements can all make a damaging mark on your company’s credit rating. If your business is affected by any of these issues, a professional bookkeeper can help by ensuring future payments are made on time and by working with creditors. It can be nearly impossible to make the best decisions for your business if you don’t have a clear picture of its current financial status. This not only empowers you to better manage your business, but it also enables you to make more informed decisions about how to grow your company. TurboTax is specifically used for tax preparation and filing and is one of the most popular options available.

Bookkeeping services for your software type

Bookkeepers typically handle the day-to-day management of a company’s financial records. They do everything from recording general ledger entries and reconciling bank statements to managing accounts payable and accounts receivable, such as submitting invoices and paying bills. Bookkeepers also deliver monthly financial statements, such as income statements, cash flow statements, and balance sheets. Some bookkeepers may also handle IRS filings, and many professional bookkeepers assist clients with tax preparation. Don’t assume that all bookkeepers have experience providing all types of financial services, because this isn’t the case. For example, a bookkeeper may only offer payroll and tax filing support, but not general bookkeeping, such as A/R and A/P management.

  • Management of accounts payable and accounts receivable involves various duties, such as paying bills in a timely manner, creating and submitting invoices to clients, posting payments, and managing past-due accounts.
  • It’s specifically geared towards small business owners and tracks everything from revenue and expenses to payroll.
  • Don’t assume that all bookkeepers have experience providing all types of financial services, because this isn’t the case.
  • Due to the nature of financial services and the access a bookkeeper has to your financial records, it’s wise to perform a comprehensive background check prior to hiring any bookkeeper.