For Small Businesses


Your business’s profitability and operational efficiency are at the center of your business’s success!
Our experience, resources, and attention to detail make our accounting services second to none. As an experienced accounting team, we look forward to the opportunity to help transform your business’s financials as we work with you to establish short- and long-term strategies for growth and profitability.


Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or crave some much-needed business coaching or other strategic consulting, we have been doing this for years and stay on top of all of the new regulations to help you take the most advantage possible. Legally and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.


Accounting Done For You

Don’t waste your valuable time on bookkeeping and finances… Give yourself time to do what you do best.

Outsourced CFO Services

Get all the benefits of a full-time CFO… at a part-time price.

Important Tasks For Your Business’s Year-End Payroll

The end of the year, that is. That means that for your business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our calendar to set up...

How Businesses Can Navigate Mistaken ERC Claims

Did anyone else jump on any online Black Friday deals this year? There were a bunch. But, if you chose an online purchase because of the ease of returning said item, you might want to check the return policy. Looks like quite a few retailers are charging for...

Practicing Thankfulness in Your Business

Does your family sit around the table at Thanksgiving dinner and share something they’re thankful for?Our family attempts a version of this when we do spend Thanksgiving together. Does it change our fallen human instincts after a few drinks & copious amounts of...

Year-End Business Reporting for Growth

End-of-year can be a bit of a scramble as a business owner. So, before we get into the craziness, a friendly reminder: year-end is also your prime opportunity to make the calendar work in your favor as a business.From year-end profitability analysis to staff...

Partnership Income Tax Returns & More IRS Targets

Though the days are getting shorter and the weather is transitioning colder, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s a good time...

Are Consumers Exhausted by Tip Screens?

Remember this story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals? It brought the IRS’s ability to secure taxpayer data into question along with a demand...

Harnessing Your CRM for Sales in Your Business

Before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them and...

83(b) election – bite sized blurb to add to your existing knowlege

I'm going to tell this story as if it happened to you. You're hired as an employee at Start-up X, VC backed, whippersnapper CEO, SAAS industry, Uber for X business model, etc.  Along with a salary are 1,000 incentive stock options (ISOs). Woo hoo, you're on the road...

Business Meals Deductibility – As told by Christopher Walken  (ok, not really told by Christopher Walken but assisted by AI as if told by Christopher Walken)

  Hey, you know what's important when it comes to taxes? Deductions. And when it comes to deductions, one of the more common ones is meals. You know, food, sustenance, social libation, the good stuff. But there's a lot of confusion out there about how you can...

Using KPIs For Your Charlotte, NC Business

Being able to reasonably forecast upcoming problems has become an essential skill for Charlotte, NC business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Charlotte, NC Business "It is common...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: