Services

Bookkeeping services for owner-operated companies in the NC Triad.

Every engagement starts with a conversation so we can point you at the right service — no cookie-cutter packages.

Monthly Bookkeeping

Starting at $350/mo

Ongoing monthly service that keeps your books current, accurate, and audit-ready. Ideal for growing businesses that want to stop worrying about QuickBooks.

✓Transaction categorization
✓Bank & credit card reconciliation
✓Monthly close & journal entries
✓P&L, balance sheet, and cash-flow reports
✓Unlimited email support

Ask about Monthly Bookkeeping →

QuickBooks Online Setup

One-time · from $500

New to QuickBooks Online or migrating from Desktop or spreadsheets? We'll set up your chart of accounts, connect your banks, and configure QBO the right way from day one.

✓Chart of accounts tailored to your business
✓Bank & payment feed connections
✓Product/service and customer setup
✓Opening balances & historical import
✓Training walkthrough

Ask about QuickBooks Online Setup →

Cleanup & Catch-Up

Custom quote

Months (or years) behind? We diagnose what's wrong, fix miscategorized transactions, reconcile every account, and hand back books you can hand to your CPA.

✓Full diagnostic review
✓Historical reconciliations
✓Duplicate & error cleanup
✓Corrected financial reports
✓Tax-ready handoff to your CPA

Ask about Cleanup & Catch-Up →

Financial Reporting

Included with monthly plans

Numbers should tell a story. Get plain-English reports that show what's actually happening in your business each month.

✓Profit & Loss (with prior-period comparison)
✓Balance sheet
✓Cash-flow summary
✓Custom KPI dashboards on request

Ask about Financial Reporting →

Not sure what you need?

Grab a 30-minute intro call. We'll look at your current setup and point you at the right starting place.

Book Free Consultation