Business Details
Trusted Bookkeeping & Accounting Services in Charlotte, NC
At Accounting by the Books, we bring over two decades of expertise in bookkeeping and accounting to businesses across North and South Carolina. Our team of certified professionals specializes in delivering tailored financial solutions, from day-to-day bookkeeping to strategic CFO services, ensuring your business remains organized and poised for growth. We pride ourselves on our deep understanding of QuickBooks software, offering both training and implementation to empower business owners. As a family-owned firm, we combine personalized service with industry-leading certifications, including QuickBooks ProAdvisor status and BBB accreditation. Our commitment to local businesses is matched by our ability to work remotely, providing flexibility without compromising quality.By focusing on cash flow management, budgeting, and financial analysis, we help clients transform complex financial data into actionable insights. Our proven track record in accounting cleanups and new business consultations underscores our dedication to simplifying financial operations. Whether you're a startup or an established enterprise, our goal is to alleviate the burden of financial management, allowing you to concentrate on core business activities. Through transparent communication and a client-first approach, we build lasting partnerships grounded in trust and measurable results.
Services
Bookkeeping Services
Accounting Services
QuickBooks Training
Tax Preparation
Financial Analysis
Budgeting
Payroll Processing
New Business Consulting
Accounting Software Setup
Financial Statement Review
Highlights and features
- We offer over 20 years of bookkeeping experience tailored to local businesses
- Our team includes certified QuickBooks ProAdvisors and BBB-accredited professionals
- We provide remote bookkeeping services with personalized client support
- We specialize in accounting cleanups and new business financial foundations
- We guarantee cost savings through outsourced financial management
Associations and certifications
- American Institute of Professional Bookkeepers
- QuickBooks ProAdvisors
- BBB accredited
Services
Bookkeeping Services
Our Charlotte-based bookkeeping services ensure accurate tracking of accounts receivable/payable, bank reconciliations, and financial reporting. We maintain organized records for small businesses, corporations, and nonprofits through weekly, monthly, or quarterly engagements. Our remote capabilities eliminate office visits while maintaining data security and compliance with tax regulations.
QuickBooks Training
As certified QuickBooks ProAdvisors, we provide customized training for business owners and employees. Our programs cover software setup, financial reporting, and day-to-day transaction management. We adapt training to your experience level, from basic setup to advanced features in QuickBooks Online and desktop versions.
Accounting Clean-Ups
We specialize in transforming disorganized financial records into actionable systems. Our clean-up services include data entry correction, receipt organization, and preparation of profit/loss statements. This process streamlines tax preparation and reduces CPA workload through accurate, reconciled accounting records.
New Business Consulting
We help entrepreneurs establish financial foundations through business plan development, EIN acquisition, and accounting system implementation. Our consulting covers legal structure selection, budget creation, and bank account setup to ensure proper financial management from day one.
Financial Analysis
Our analysis services evaluate business profitability, liquidity, and solvency through comprehensive financial statement reviews. We provide actionable insights on cash flow management and budget optimization while maintaining communication with your CPA for tax compliance.
People
Maureen Riley
Accounting Associate
With prior administrative experience, Maureen supports accounting operations while learning QuickBooks through hands-on client work. Her organizational skills contribute to daily operations and team efficiency since joining in 2020.
Deserey Rivera
Onboarding Coordinator
Bringing 15+ years of bookkeeping experience across multiple industries, Deserey specializes in payroll, sales tax, and QuickBooks solutions. Fluent in Spanish, she joined ABTB with expertise from CPA firms and enterprise software platforms.
Kari Anderson
Lead Accounting Associate
With 7+ years in bookkeeping and accounting, Kari leads the accounting team after demonstrating expertise in QuickBooks, Intacct, and tax processes. She was promoted to team lead within two years of joining ABTB in 2019.
Sue Markowski
Lead Accounting Associate
Sue combines 15 years as an accounting manager with small business ownership experience. After relocating to Charlotte in 2019, she became a team lead through her organizational skills and expertise in restaurant and real estate bookkeeping.
Angela Bellocchio-Myers
Accounting Associate
With 12 years of payroll and tax experience, Angela brings QuickBooks expertise from her previous award-winning firm. She joined ABTB in 2020 after relocating from South Carolina, contributing adaptability and energetic leadership to the team.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-service bookkeeping including accounts receivable/payable, bank reconciliations, financial reporting, and payroll processing tailored to small business needs.
Do you offer QuickBooks training for beginners?
Yes, our certified QuickBooks ProAdvisors provide customized training for all skill levels, covering software setup through advanced financial reporting features.
Can you help organize disorganized financial records?
Our accounting clean-up services transform chaotic records into organized systems through data correction, receipt organization, and accurate financial statement preparation.
Do you work with businesses outside Charlotte?
While based in Charlotte, we serve clients throughout North and South Carolina through secure remote bookkeeping solutions without requiring office visits.
How do you help new businesses establish financial systems?
We assist with business structure selection, EIN acquisition, accounting software implementation, and budget creation to establish proper financial foundations from day one.
What accounting certifications do your team members hold?
Our team includes American Institute of Professional Bookkeepers certifications, QuickBooks ProAdvisor credentials, and BBB accreditation for industry-standard expertise.
