Our firm specializes in serving the accounting, tax and financial management needs of professional services businesses in Charlotte, North Carolina and throughout the United States. Our timely monthly reporting and our Business Advisory Services provide you up to date feedback in a meaningful and easy to understand format.

We help professional services businesses streamline their tax and accounting operations to save time and money, while also providing insightful advice to maximize their profitability. Our experienced team has a deep understanding of how professional service businesses operate, allowing us to offer invaluable advice customized to each businesses finances, in addition to tax planning strategies that can reduce tax obligations.

Our experience includes working with these industries:

  • Advertising and Marketing
  • Architects
  • Financial and Investment
  • Franchisors (including audits) and Franchisees
  • Graphic Design
  • Real Estate Developers
  • Service Businesses

As your businesses trusted advisors, we will work with you throughout the year to evaluate your practice, ensuring that your financial needs are met. With our expert knowledge of the specific requirements of the your industry, we can develop a customized plan that will soon have your practice measuring up to—or even exceeding—industry benchmarks.

Our critical analysis and practical solutions will identify business trends and opportunities for growth, and help you improve the operations, efficiency, and profitability of your practice. We work closely with you to evaluate your practice in numerous key areas, including:

  • Bookkeeping and General Accounting
  • Proactive Tax Planning
  • Tax Projections and Tax Preparation
  • Business Advisory Services Tailored for your Business and Industry
  • Payroll and Employee Issues
  • Tax Credits – Federal and State