CPA’s providing Proactive Tax Reduction, CFO & Value Building Solutions for Entrepreneurs in the Service Based Industries

Strategies Customized for Entrepreneurs in Service Based Industries

How Can We Help You?

Tax Certainty!

Combine Tax Reduction & Implementation Strategies with Tax Reviews to identify and maintain the tax reduction you are entitled to.


  • BluePrint Business Strategy
  • Implement Tax Reduction Strategies
  • Maintain Tax Savings Review
  • Year-End Tax Projection
  • Tax Accounting Review
  • Income Tax Praeparation
  • Tax email and phone support

Peace of Mind

Real-Time Accounting services – Know your business results in real-time with our collaborative accounting solutions and know your numbers with our reporting designed for business owners.


  • Initial Accounting Clean and Support
  • Daily Updates
  • Cash Flow Results
  • Break Even Analysis
  • EBITA Review
  • Financial Performance Reporting
  • Accounting email and phone support

Grow Your Business

Understand the metrics that make your business grow and collaborate with our business growth process for enhanced results.


  • Business Success Blueprint
  • Financial Performance Reporting
  • Zoom Performance Review
  • Collaborative Business Coaching
  • Cash Flow, Profitability and Trend Review
  • Implement Business Success Blueprint
  • CFO email and phone support

Tax-Free Retirement

Improve your lifestyle and financial retirement with our Financial Freedom Blueprint and strategies to increase your peace of mind and increase your cash flow at retirement.


  • Financial Freedom Blueprint
  • Tax-Free Retirement 
  • Real-Time Net Worth Reporting
  • Financial Success & Lessons Meetings
  • Tax Free Planning & Implementation
  • Implement Financial Freedom Blueprint
  • Financial Freedom Reporting
  • Net Worth Review
  • Financial email and phone support

Our Simple 3-Step Process


Schedule a call so we can learn about your business and determine what is and isn’t working.


Let’s see what your future can look like.

We analyze your current business situation and discover any missed opportunities, then develop a 3-step action plan.


We start cutting your taxes right away with your proactive tax plan.

We start your Real Time Accounting Solution for accurate reporting.

We begin your Business Growth system for exponential growth.

Design the business you dream of with…


Know that your business has a solid financial foundation


Have a clear plan of action for business


Be prepared for every phase of your growing

We Help You:


Help You Scale Your Business with Proven Implementation Strategies


Cut Your Income Taxes This Year and Every Year


Get a Real Time Accounting Solution so You Can Understand and Measure Your Business Results

Failing to implement a plan is costing you time and money every day

You have a simple choice to make for the success of your business.
You can continue risking missed opportunities and feeling vulnerable to changes that you don’t foresee in your business. Or, you can gain confidence and clarity, with a specific plan of action for your business growth.

You became a business owner for more time and greater rewards

But, there’s a problem if…

You’re wasting time and effort.  We have the solutions to scale your business, cut your taxes and turn your CPA expense into an investment.

Discover how the CPA’s and Business Coaches at Ed Lloyd & Associates help Entrepreneurs in the Business Services Industries!

What makes Ed Lloyd & Associates so different?

Ed Lloyd & Associates is a Charlotte, NC CPA firm providing business growth coaching, tax minimization and tax preparation services delivering millions of dollars in benefits to their clients every year.

Our CPA’s and business coaches provide accounting, tax preparation and business coaching services to clients from Charlotte, NC to Hawaii.

Business success is fueled by the right, proactive choices. Without good planning, your business can’t grow.

The problem is, you’re paying too much in taxes, you don’t have a plan for growth and your business is too reliant on you. Money lost or left on the table can leave you feeling frustrated. What’s worse, you don’t know where your business may be vulnerable or if you will ever be able to reach your company’s potential.

We believe you deserve a proactive approach to accounting and a dedicated plan for business growth. 

Our CPA’s and business coaches focus on the professional service and service businesses. 

This focus gives us the experience to handle the specific needs of professional and service business owners including tax minimization, business growth coaching and integrated accounting solutions to run a better business. 

  • Super fast turn around and tax savings is worth every penny that they charge.

  • Looking for a Accounting Firm that actually cares about you and wants you to succeed? Look no further! Trust Accounting, year end reports, full accounting and business analysis - Ed Lloyd and his team do it all!


  • We started using Ed Lloyd & Associates as our accounting and bookkeeping service several years ago as we bought out a retiring owner of our firm. In that transition Ed and his team helped us with the transfer of the business and their input saved us several hundred thousand dollars in taxes. Ed Lloyd & Associates is more than an accounting service. They  really work to understand your company so they can find ways to strengthen your business from a tax standpoint. We appreciate the whole team there and their professionalism and personal attention. They are an invaluable part of our business.


  • We have been with Ed Lloyd & Associates for over 20 years. The reason we picked Ed Lloyd was because of his extensive knowledge and professionalism. The number one benefit we receive is the fact that our taxes are always done accurately, they maximize all the tax deductions and our stress level is reduced dramatically. An unexpected outcome is the fact that for many years we have received substantial tax refunds. Ed Lloyd and his entire staff are wonderful and we would highly recommend their services.


  • Our tax projections were showing that the business would owe a significant amount to the IRS after filing. With some advice and help from Ed Lloyd & Associates we were able to actually reduce that amount significantly and ending up getting a return instead of owing the IRS. Their have a professional staff with a personal touch.


Call (704) 544-7600
Ed Lloyd & Associates, PLLC