Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
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Accounts receivable and invoicing
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Accounts payable and vendor management
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Sales tax tracking and remittance
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Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in Concord?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout Concord and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with North Carolina tax requirements and local business filings?
A:
Absolutely. We help Concord business owners stay compliant with North Carolina tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
Where Concord Businesses are Focused
The industry focus can affect deposits, payroll timing, supplies, equipment, and vendor payments.
One company may rely on recurring customer payments, while another may manage projects, supplies, or seasonal demand.
Correctly forming an industry-specific plan can make monthly reporting easier to trust. This reduces guesswork when bank activity, receipts and bills need to tie together.
Keeping Expense Categories Clear in Concord
1. Staffing and contractor payments
2. Inventory and supply purchases
That makes it easier to review margins and spot changes early. That helps when monthly reporting needs to support real decisions.
What Business Owners May Notice in Concord
Owners do not need to chase every trend, but they do need records that show whether one is affecting the business.
A trend can look positive on the surface and still create pressure in the books.
The records should show both the opportunity and the cost of responding to it. This matters when staffing, supplies or software costs change.
Types of Companies Serving Concord Customers
Customer payments, payroll, supplies, and vendor bills can look very different across business types. The setup may need to account for healthcare and wellness practices, construction contractors, specialty trade businesses, and restaurants. The setup should be simple to maintain and detailed enough to guide decisions. It becomes useful when deposits, payments and expenses are moving at different times.
Where Growth Can Add Complexity in Concord
Growth can add complexity even when sales are improving.
The right process helps prevent routine items from becoming urgent cleanup work. That gives owners more context when payroll changes during the year.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant