Bookkeeping Services in Charlotte and the Southeast

You see, while accounting and taxes go hand in hand with bookkeeping, most CPA firms still rely on outside bookkeepers to compile and keep accurate financial records. Too often, this results in the CPA firm and the bookkeeping firm being out of sync–not a great combination for businesses.

Simple, easy financial resources & tools

Our team of experts will hold you accountable to achieving your goals with financial resources and analysis tools like:

• Cloud-based accounting and bookkeeping software
  BGW partners with QuickBooks Online to make sure that your experience moving to the cloud is a smooth one. 

• Secure online portal
  Submit your financial information to us quickly and easily with the convenience of a secure online portal. Plus, this gives us real-time access to your business accounts (bank, credit card, payroll POS), so we can access everything we need without having to remind you each month, saving you time and money (win-win!).

• Fair fees
  We cater solutions unique to each client, making our fees fair and suitable for every budget. You’ll never pay for more than you need!

If you’re a small- or medium-sized business who seeks accurate, up-to-date record-keeping and a seamless, online experience–we’re the  CPA firm in Charlotte  for you.

Why Choose Our Bookkeeping Services in Charlotte?

Better Cash Management

With our bookkeeping services, you’ll be able to:

• Track deposits and payments
• Create a business budget
• Manage supplier and customer accounts
• Get detailed records of your finances
• Access a financial paper trail (it’s always good to be ready for IRS audits, although we hope they don’t happen!)

Improve Relations with Banks and Investors

Our Charlotte-based bookkeepers will identify business opportunities, figure out how to decrease spending, avoid cash-flow problems, and inform your decision making. Banks and investors are interested in your company’s financial health and are more willing to invest when your business is thriving.

Ensure Legal Compliance

We’ll make sure all your accounts are up to date and compliant with business tax laws, allowing you to properly calculate and pay your workers’ compensation, income taxes, payroll taxes, and sales taxes.

Reduce Risk

By accounting for every transaction, our bookkeepers will detect and track any instances of fraud and embezzlement, saving you from incidents that could potentially cripple your finances–just one of the many important reasons to have a bookkeeper!

Hire one of our bookkeepers today and take control of your finances. Email us at gary.frey@trustbgw.com or fill out our contact form.