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Services > Accounting Services

The firm provides accounting services to its clients primarily in support of its tax preparation and consulting services. The firm provides monthly bookkeeping services to its business customers for a two-fold purpose. The first purpose is to accumulate all the data necessary to allow the firm to prepare an efficient and accurate business tax return. A more important purpose of the firm’s accounting services is to support proactive tax planning services to the client prior to year end. Accurate and timely information throughout the tax year is essential to developing a plan that is effective in minimizing tax burdens on the business, as well as, on the business owner. For this reason, most of our accounting services are computed using the tax basis of accounting. Our business owners find that our financial statements provide useful information that assist them in making business decisions concerning the operations and profit goals of their businesses. Nearly all of our financial statement services are performed as compilations using the income tax basis of accounting. Occasionally, the firm uses Generally Accepted Accounting Principles (GAAP) where this method is necessary for income tax returns, or for reporting to lenders.


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2400 Crownpoint Executive Drive, Suite 500 | Charlotte, NC 28227
Phone: 704/847-0101 | Fax: 704/849-0535