Do you have a CPA to review your books of account once your bookkeeper has completed the routine tasks of entering data, invoicing customers, recording and paying vendor’s invoices etc.? A second set of eyes on your accounting and bookkeeping can save time and effort when it comes to taxes and financial reporting.

The value we add is to ensure that transactions are recorded correctly and according to GAAP ( Generally Accepted Accounting Principles ) and that the Financial Statements prepared from the accounting software are in the right format and represent fairly the results of operations by the business.

Other questions a CPA can help your answer include:

  • Are your Financial Statements in a format and in sufficient detail to assist you in the management of your business from both an efficiency and profitability standpoint?
  • Do you know the true margins on the products and services that you sell?
  • Are you recording and depreciating your Fixed Assets according to GAAP and the Internal Revenue Code?
  • Do you need a Compilation or Review done for your bankers or equity holders?


We are Quickbooks Pro Advisors and can help you with processing transactions and navigating efficiently through the software. Let us help you streamline your accounting and bookkeeping operations. Whether you use Quickbooks Desktop or Quickbooks Online.

We can help make sense of your accounting!

If you’d like to learn more about our accounting and bookkeeping services and how we can tailor them to meet your needs, please contact us today for a free consultation. Call 704 491 5201 or email

Managerial Accounting

Accounting is more than just keeping the books for financial reporting.  It helps uncover the information that allows you to make the best decisions about your business. 

This may uncover information like:

  • What is your true “Cost of Goods Sold” and how is that performing against your plan?
  • At what point in time will a new salesperson start to increase profits for your business?
  • What is the break even point in sales dollars for your business?

To learn about how we can help you define and uncover the Key Performance Indicators (KPIs)  that are specific to your business goals, to help you better manage your business – call 704-491-5201 or email

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