Expertise.com

Best Bookkeeping Services in Raleigh

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Bookkeeping Services FAQs 〉

Last updated:

Website
8305 Six Forks Road Suite 101, Raleigh, NC 27615
  • Personal Coaching
  • Strategy & Coaching
  • Individual Tax
  • Business Taxes

Why choose this provider?

Holden Moss serves the locals of Raleigh and provides a broad range of bookkeeping and accounting solutions. It helps its clients maintain payroll processing through collaborative online platforms, such as Xero, Quickbooks, and Cash Flow Story. In addition to preparing tax returns and performing general accounting work, the company offers strategy and coaching services, designs custom business plans, and provides business owner workshops to help get clients where they want to be. Holden Moss has been in the industry since its founding in 1966.

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.
4.6
Facebook
5.0 / 5 (7)
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

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

Why choose this provider?

Dimov Tax Specialists carries out bookkeeping services for Raleigh businesses helping them to properly track their financial performance and growth. The team handles the organization, audit, and management of the client's financial records, including income, expense, payroll, and invoice statements. It also helps them with preparing and resolving their tax obligations. Dimov Tax Specialists has been providing accounting and tax services to organizations ranging from sole proprietorships to large corporations for more than a decade.

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 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

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

Website
Clayton, NC 27520

Why choose this provider?

AMJ Bookkeeping LLC provides tax services for individuals, families, and small businesses in the Raleigh area. Services include tax preparation, bookkeeping, grant compliance, financial statements, budgets, QuickBooks, and document scanning. AMJ Bookkeeping received an Angie's List Super Service List Award in 2015. Clients praise this business's professionalism, care, and accuracy.

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 (34)
Facebook
5.0 / 5 (6)

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
Raleigh, NC

Why choose this provider?

KHL Bookkeeping is a firm that has been serving professionals, small businesses, and nonprofit organizations in Raleigh and the surrounding areas since 2018. Its project services, available in weekly, monthly, and quarterly intervals, are tailored to clients' financial growth goals. The company performs several bookkeeping tasks, such as QuickBooks setup, bank reconciliation, and 1099 filing. Its staff also creates development plans by reviewing various financial data, including cash flow, monthly income, and employee expenses.

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 (10)

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
Raleigh, NC

Why choose this provider?

Rukosky & Wapner Inc. offers a variety of financial services to businesses in the Raleigh metro with bookkeeping needs. It works on completing accurate records for tax purposes and company growth strategizing. The company also helps clients in preparing their annual tax returns, along with getting deductions under federal, state, and local tax laws. Founder John Rukosky is an IRS Enrolled Agent with more than 30 years of experience in tax preparation and financial planning.

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 (143)

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
8218 Creedmoor Rd, Raleigh, NC 27613

Why choose this provider?

Taxcom LLC has been providing services to individuals, independent contractors, and small businesses in Raleigh and nearby cities since 2011. It assists clients with managing companies' books, including payroll, taxes, and accounts receivables and payables. It offers advice on optimizing earnings, cutting expenditures, filing their tax returns, remitting withholdings and deductions, and formulating strategies for forming small businesses. Founder Zeb Baiye is a federally-authorized tax practitioner and a certified acceptance agent. 

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
Google
4.9 / 5 (60)
Facebook
4.6 / 5 (22)

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
3101 Poplarwood Court Suite 230, Raleigh, NC 27604

Why choose this provider?

JIL Enterprise, PA, provides bookkeeping services to individuals and businesses in Raleigh and the surrounding areas. It helps clients manage their financial statements using QuickBooks and Peachtree software. It also handles tax planning, preparation, and notice response solutions. In addition to bookkeeping and tax services, the company offers financial counseling, retirement and estate planning, and entity selection guidance services. One of its team members, S. Paul LoRusso, Sr, is a registered investment agent who has been in the accounting industry since 1988.

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
4.9 / 5 (33)
Facebook
5.0 / 5 (31)

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
Raleigh, NC 27613

Why choose this provider?

Located in Raleigh, Netaganza Inc. provides full-service accounting, financial analysis, bookkeeping, and payroll services throughout the metropolitan area. This firm has more than 20 years of experience and is certified as a QuickBooks Pro Advisor. In addition to financial services, this firm also offers business efficiency consultation, industry data and analysis, forecasting, and modeling.

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
Fuquay Varina, NC 27526

Why choose this provider?

Serving the Raleigh "Research Triangle" area, Akilah Waldron, CPA provides a comprehensive range of services to small businesses, from basic accounting, bookkeeping, payroll, and tax services to sophisticated insights, analysis, management, and consultation. New potential clients receive a free 30-minute consultation. Waldron is a member of the Fuquay-Varina Chamber of Commerce and has both a bachelor's and master's degree in accounting from Colorado Technical University.

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 (18)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8601 Six Forks Road, Suite 400, Raleigh, NC 27615

Why choose this provider?

John D. Jordan, CPA PA, meets the legal needs of individuals and small businesses in Raleigh. Jordan provides accounting and bookkeeping services. He gives clients pivotal business data, enabling them to determine informed decisions. He also gains insights into clients' financial status by conducing detailed analyses throughout the year. His other services are tax preparation, tax planning, temporary accounting, and management consulting. Jordan has over 14 years of experience as a certified public accountant.

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 (9)
Facebook
5.0 / 5 (6)

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
Raleigh, NC 27609

Why choose this provider?

Raleigh Bookkeeping offers accounting and small business management services throughout the metro area. Founded in 1999, this firm offers expert QuickBooks administration, tax preparation for individuals, and small business services such as tax preparation, payroll, benefits, receivables, reconciliation, and office management. Clients say this family business provides consistent, honest, high-quality service at an affordable price, with kindness, friendliness, and patience.

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
Google
4.8 / 5 (43)

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
Raleigh, NC 27607

Why choose this provider?

Williams, Overman, Pierce LLC is a certified public accounting and consulting firm in Raleigh. With more than 40 years in business, this firm offers dedication, integrity, and professionalism in areas that include accounting, auditing, strategic planning, forensics, valuation, litigation, business consulting, employee benefits, tax services, and related specialties. Williams, Overman, Pierce serves a range of industries, including non-profit organizations, commercial construction, automotive, manufacturing, and health care.

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 (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.
2.8
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
4030 Wake Forest Road, Ste 300, Raleigh, NC 27609

Why choose this provider?

Cox Accounting & Financial Services is located in Raleigh. It offers a wide range of services, from bookkeeping, accounting, and cash flow risk management to tax preparation and planning. Its bookkeeping services include data entry, accounts receivables and payables, balance sheets, bank and credit card reconciliation, and profit and loss sheets. The office serves various industries, having worked with food service, retail, manufacturing, real estate, health care, and insurance companies. Company president James A. Cox III founded the office in 2004.

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
4.8 / 5 (27)
Facebook
5.0 / 5 (23)
Yelp
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
3901 Capital Blvd, Suite 139, Raleigh, NC 27604

Why choose this provider?

ATAX offers a selection of tax and accounting services to clients located in the Raleigh area. Its team of bookkeepers compiles records of financial transactions and handles Xero accounts to help companies manage their finances. In addition, individuals and businesses can hire the firm to help prepare their tax returns and represent them before the IRS. Founder Marcus Best is a Certified Estate Planner and a Retirement Income Certified Professional with extensive financial experience.

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 (104)

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
Raleigh, NC 27615

Why choose this provider?

Moreno Bookkeeping and Payroll in Raleigh is a full-service firm run by staff with an average of 20 years of industry experience. Specializing in tailored solutions for medical, dental, and legal practices and other small business owners, Moreno's services include monthly, weekly, and quarterly reporting and consulting, payroll, tax preparation, banking, and accounts payable and receivable.

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
Google
4.6 / 5 (11)
Facebook
5.0 / 5 (10)

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
3700 Western Blvd, Raleigh, NC 27606

Why choose this provider?

Eagles Tax & Accounting Services caters to individuals and business owners in Raleigh and nearby locations. It helps clients organize their accounting records through its bookkeeping solutions. The company compiles customers' business assets, financial statements, tax return reports, and business transaction data. Its specialists assist clients in monitoring their organization's growth and in identifying deductible expenses and tracking receipts. They also handle bookkeeping, IRS, audit, and payroll processing tasks. The company is an authorized IRS e-file service provider.

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.
4.2
Google
4.4 / 5 (25)
Facebook
4.2 / 5 (7)
Yelp
3.5 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Raleigh, NC 27615

Why choose this provider?

Based in Raleigh, Jenkins Management Consulting, PC provides a range of corporate accounting services, including tax preparation, tax planning, bookkeeping, and other innovative business solutions. This CPA-firm specializes in serving small to medium-sized business within the industries of construction, retail, health care, finance, churches, non-profits, car dealerships, and mental health and home healthcare agencies. Founder Christopher E. Jenkins, CPA has more than 20 years of CPA experience and was previously a finance manager for a Fortune 500 company.

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
Cary, NC 27512

Why choose this provider?

Flaherty Solutions caters to businesses and industries in Raleigh and the neighboring communities. The firm categorizes transactions for the client's business bank accounts and credit cards; helps with tax preparation; and generates quarterly and year-end financial reports, which include balance sheets and profit and loss statements. Its team is also trained in checking QuickBooks Online to secure accurate reflection of expenses, income, assets, and liabilities. CEO Erin Flaherty has been running the accounting and bookkeeping firm for over 12 years.

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 (23)
Google
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
4229 Louisburg Rd, Raleigh, NC 27604

Why choose this provider?

La Oficina is a family-owned firm that caters to individuals and business owners in Raleigh and its surrounding areas. It offers bookkeeping solutions, which include organizing financial documents such as payment, purchase, and sales receipts, receivables, and credit card statements. It also tracks invoices and bank reconciliation records. Additionally, the firm provides payroll management, tax preparation, notary public, and translation services. La Oficina has been in the accounting industry for more than 22 years.

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.
4.5

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.
5.0
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.