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Best Bookkeeping Services in Charlotte

2024

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Website
Charlotte, NC
  • Business Taxes
  • Audits
  • Individual Tax
  • Accounting
  • Consulting

Why choose this provider?

Dimov Tax Specialists has been providing bookkeeping solutions in and around Charlotte for more than 10 years. Its certified public accountants use various online accounting platforms, such as QuickBooks, FreshBooks, Wave, and Xero, to help clients prepare financial statements and quarterly income or sales taxes. They also deal with matters involving multi-state tax returns, IRS international reporting penalties, and forensic and non-profit accounting. George Dimov, the firm's managing owner and president, speaks in Bulgarian fluently.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (507)
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Charlotte, NC

Why choose this provider?

Need help contacting a Bookkeeping Service in Charlotte? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3472 North Davidson St., Charlotte, NC 28205
  • bookkeeper
  • Tax Preparation
  • Small Business bookkeeping
  • Bookkeeping
  • Small Business

Why choose this provider?

M.N.D. Accounting caters to small business owners in Charlotte who need assistance keeping their books. Its specialists reconcile bank accounts, prepare income statements, perform balance sheet generation, clean up general ledgers, and provide consultations to clients every month or quarter. In addition, the firm customizes the package of services for clients by adding payroll management and tax planning and preparation assistance depending on their needs. Owner Mary Nicole Douglas is a member of the National Association of Black Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (72)
Google
4.7 / 5 (49)
Yelp
4.5 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
222 S Church St, Charlotte, NC 28202

Why choose this provider?

Reconciled is a full-service bookkeeping and accounting firm serving clients in Charlotte. It provides cloud-based bookkeeping services, which range from invoice management and bills payment to monthly balance sheet reconciliations. The firm employs U.S.-based e-commerce professionals, accountants, and entrepreneurship advisors who hold bookkeeping experiences or accounting certificates from accredited institutions. Reconciled also serves as an extension of clients' in-house accounting teams and handles custom processes, such as analysis, forecasting, and commission calculations. Founders Bonnie Reese and Michael Ly are business consultants and entrepreneurs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Website
Charlotte, NC 02822

Why choose this provider?

Accounting by the Books LLC is a bookkeeping firm that is located in Charlotte, North Carolina. This firm specializes in bookkeeping, QuickBooks training, and small business accounting. Services include accounts receivable, accounts payable, bank reconciliation, profit/loss statements, general ledger, journal entry, accounting cleanups, and QuickBooks training services. Accounting by the Books LLC is a QuickBooks Certified ProAdvisor. This is a Better Business Bureau accredited business.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC

Why choose this provider?

Charlotte Bookkeeping Service caters to clients in the metro. Its primary agent, Hugh Alexander, holds over 14 years of financial management experience. He offers customized bookkeeping and accounting solutions, strategic tax planning, QuickBooks, and payroll services. Alexander utilizes industry-standard methods to streamline or revamp clients' bookkeeping and maintain various aspects of their accounts. He provides them with the tools to better understand their financial data and make informed monetary decisions. Alexander volunteers at local organizations, such as The American Red Cross.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28226

Why choose this provider?

AAIM Solutions, Inc. is a bookkeeping and budgeting firm that is located in Charlotte, North Carolina. The firm's consultants have over 25 years of experience in small business financial operations, including 15+ years working with businesses in the startup phase. Services include bookkeeping, budgeting, forecasting, QuickBooks setup, QuickBooks training, and QuickBooks cleanup. AAIM Solutions, Inc. provides free reports and newsletters.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
927 East Boulevard, Charlotte, NC 28203

Why choose this provider?

Parsons CPA is a full-service accounting firm that has been operating in Charlotte since 1990. It helps business owners in making well-informed decisions for the future by offering a wide range of accounting and consulting services. These include bookkeeping, financial audits, investment review, business entity selection, and cash flow and budgeting analysis. IRS representation, tax planning, and tax preparation services are also available. The firm's president, Clayton S. Parsons, is also a real estate broker who provides litigation support.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Mooresville, NC 28117

Why choose this provider?

K.A.C. Bookkeeping Services, Inc. is an accounting firm that is located in Mooresville, North Carolina and serves the greater Charlotte metro area. This firm has over 25 years of experience. Services include bookkeeping services, business consulting, financial analysis/budgeting, audit/general ledger reconciliation, payroll, and QuickBooks Pro – Advisor. The bookkeeper, Kim Contino, is a certified member of the American Institute of Professional Bookkeepers.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Concord, NC 28025

Why choose this provider?

Leonard & Associates, CPA, PLLC is a certified public accounting firm that is located in Concord, North Carolina. The CPA firm was just formed in 2013, but the professionals bring over 35 combined years of accounting experience. Leonard & Associates, CPA, PLLC specializes in payroll, taxes, and bookkeeping. Services include individual tax services, file their client’s personal taxes online, fast and simple business tax services, payroll processing services, and bookkeeping services. This firm values trustworthiness and dependability.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Indian Trail, NC 28079

Why choose this provider?

Caja Holdings LLC is an accounting and bookkeeping firm that is located in Indian Trail, North Carolina. The firm offers a broad range of services for business owners, executives, and independent professionals. Caja Holdings LLC provides services for individuals, business services, tax services, and QuickBooks services. The firm is affordable, experienced, and friendly.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Charlotte, NC

Why choose this provider?

Noda Small Business Solutions has been meeting the accounting and bookkeeping demands of small businesses in Charlotte and the neighboring communities for over a decade. It delivers a monthly summary that includes balance sheets, reconciliation of accounts, and profit and loss statements. Its team members deal with accounts receivable by preparing invoices for customers and reporting delinquency. Handling accounts payable, they record vendor invoices and schedule payments. The team also provides QuickBooks training, bookkeeping setup, and W2 or 1099 preparation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Matthews, NC 28104

Why choose this provider?

Matthews-based CHW Bookkeeping, LLC is a bookkeeping firm with 20 years of combined bookkeeping experience and 6 years of combined CPA firm experience. The firm helps small business owners streamline their accounting systems by utilizing cloud accounting software such as Quickbooks Online, Xero, Hubdoc, and Bill.com. They help set up, train, and manage the accounting for small businesses and become a resource to ask questions. CHW Bookkeeping provides top quality accounting at an affordable price.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (42)

Website
1616 Camden Road, Suite 510, Charlotte, NC 28203

Why choose this provider?

For over 35 years, BGW CPA has been helping small and medium-sized businesses throughout Charlotte with their accounting and advisory needs. Using QuickBooks Online, the firm provides customizable bookkeeping solutions that include internal accounting, transaction-level data entry, and monthly executive reporting. Its team of accountants also delivers services in the areas of tax, auditing and assurance, business strategy, personal wealth planning, and management team coaching. They work with clients in a variety of industries, including healthcare, construction, manufacturing, and technology.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Waxhaw, NC 28173

Why choose this provider?

Mindy A Distante, CPA is a certified public accounting firm that is located in Waxhaw, North Carolina and serves Charlotte, NC and Union County. Services include tax services, business services, services for individuals, and QuickBooks services. Mindy A Distante, CPA is the security everyone can trust. This firm is affordable, experienced, friendly, and happily offers a free initial consultation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
415 S. Sharon Amity Rd. Suite C, Charlotte, NC 28211

Why choose this provider?

SLC Services, Inc., serves individuals and businesses throughout Charlotte and the neighboring communities that are in need of bookkeeping services. Its bookkeepers offer month-to-month bookkeeping services, giving clients quarterly updates on how their businesses are performing. The firm also offers comprehensive payroll services that include direct deposits, preparation of W-2s and W-3s, payroll reports, and workers' compensation audits. In addition, SLC Services offers individual and business tax preparation, new business startup and advisory, and notary services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
435 Bradford Drive, Charlotte, NC 28206

Why choose this provider?

McGrant Tax & Bookkeeping serves clients in Charlotte and the nearby communities. It offers solutions for bookkeeping to help owners keep track of their business growth. It also performs accounting services, such as compiling liability, equity, income, and asset statements. The company's other solutions include personal and business tax preparation. Tax planning and new business assistance are also available. Its founder, Evelyn McGrant, started the company 25 years ago. It has opened a second branch.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (49)
Facebook
5.0 / 5 (34)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
933 Louise Ave # 426, Charlotte, NC 28204

Why choose this provider?

Basta Croop is a professional service firm that provides bookkeeping, accounting, tax, and payroll solutions to clients in Charlotte and the surrounding areas. Its bookkeeping services include collecting, cleaning up, and organizing transactions into classifications. Its team of bookkeepers and accountants uses modern accounting software, inventory management, and accounts payable and receivable policy. It partners with companies like Xero, Gusto, Float, and Syft for its services. Neil Basta, the founder, has been in the accounting and bookkeeping industry since 2013.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (60)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28262

Why choose this provider?

Dahlberg Bookkeeping & Consulting, LLC is a bookkeeping firm located in Charlotte, North Carolina that specializes in bookkeeping, money management, and training. Bookkeeping services include input all transactions for bank accounts, credit cards and loans, reconcile all accounts, make adjusting entries as needed, and provide balance sheet, profit and loss and custom reporting as desired. Dahlberg Bookkeeping & Consulting, LLC is always striving to provide top-quality service to its clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28277

Why choose this provider?

QB Pro LLC is an accounting firm located in Charlotte, North Carolina that specializes in QuickBooks training and support, bookkeeping, and payroll. With QB PRo LLC as the outsourced bookkeeper, all the clients have to do is send the firm their documents and the firm will keep its customers’ books for them on QuickBooks. The firm's services allow business owners and executives to concentrate on core business activities.

Website
5501 Executive Center Drive, Suite 234, Charlotte, NC 28212

Why choose this provider?

Precise Accounting & Bookkeeping is a full-service firm located in Charlotte. Its team of accountants offers bookkeeping services to individuals and businesses in the metro to keep track of their financial status. Tax preparation, credit repair, business funding, and tax consulting are included in its other services. The company has been in the industry for over 28 years and is a member of the NC Banking Commission. Its co-owner, Michael Edwards, oversees the preparation of financial reports and advises the clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (15)
Google
5.0 / 5 (3)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Charlotte, NC 28277

Why choose this provider?

BlueFire Accounting, LLC is an accounting and bookkeeping firm that is located in Charlotte, North Carolina. Neha Patel, the founder of BlueFire Accounting, has over nine years of experience. She also holds an MBA and is a Certified Information Systems Auditor. The firm offers business formation, bookkeeping, payroll services, and specializes in Xero bookkeeping. BlueFire Accounting, LLC aims to simplify the bookkeeping process, delivering customized solutions that go beyond conventional options.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.