Expert bookkeeping at a fraction of the cost. Bank reconciliations, transaction categorization, and monthly close. Serving businesses in Charlotte.
• Close your books within 15-20 days each month
• Eliminate data entry errors with systematic processes
• Get real visibility into your cash position
• Free up your time to focus on growing your business
A restaurant generates more transactions before lunch than most businesses do in a week, across a POS, two or three delivery platforms, and a payment processor that all settle differently. Bookkeeping here is mostly about getting those channels to reconcile cleanly and on time.
Bookkeeping records what happened, accurately and on a schedule: every transaction coded to the right account, every bank and card reconciled, AP and AR kept current, and a monthly close that ties. Done properly it is the foundation everything else stands on — a controller cannot design controls over data that is wrong, and a CFO forecasting off unreliable books produces confident projections from bad inputs.
Flat monthly fee by transaction volume and account count. Flat rather than hourly, so asking a question never costs you money.
Under roughly 100 transactions a month with a single account, the market rate is $300–$600 and we are usually not the right fit. We are worth it once volume, channels or inventory make the close genuinely hard.
See full pricing →Transactions pile up, reconciliations fall behind, and your books become unreliable.
✓ Weekly categorization and monthly close within 20 days
Manual bookkeeping leads to mistakes that cost time and money to fix.
✓ Systematic processes with controller oversight
You can't make decisions without knowing where your money is going.
✓ Real-time dashboards and monthly financial reviews
We audit your current books and identify gaps in your processes.
Implement best-practice workflows and integrate your tools.
Weekly transaction coding and monthly close with detailed reporting.
We tailor our approach to the unique needs of your business.
MRR/ARR
Gross Margin
Utilization Rate
Days in AR
Burn Rate
Job Margin
Food Cost %
NOI
Gross Margin
Program Expense Ratio
Food cost, labor percentage, multi-location. We understand the unique financial challenges of restaurants & hospitality businesses in Charlotte.
Based in Boston, we work with companies across the country.
Looking for Bookkeeping services in Charlotte, NC? We serve businesses throughout the Charlotte metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →Yes — Toast, Square, Clover, DoorDash, Uber Eats and Grubhub are routine. Each settles net of its own fee structure, so each needs its own clearing account. Booking the net deposit as revenue is the single most common error we correct on takeover.
Weekly. Prime cost reporting lands within a few days of week end, and the monthly close follows the standard 10-day calendar.
The honest bands, full-service including a monthly close: under 100 transactions a month, $300–$600; 100–300 transactions across two or three accounts, $600–$1,200; 300–800 transactions plus payroll, $1,200–$2,500; 800–2,000 transactions with inventory or multiple entities, $2,500–$5,000. Above that it is really a controller engagement.
Scope that has not been disclosed yet. Ask who reconciles the balance sheet and how often, whether the monthly close is included or billed separately at year-end, whether 1099s and sales tax filings are in scope, and whether the fee changes if your volume grows 40%.
Yes — QuickBooks Online, Xero and NetSuite are the common ones, and we integrate the payment channels that actually cause the trouble: Stripe, Shopify, Amazon and PayPal each settle net of fees and each needs its own clearing logic before the numbers mean anything.
Yes. We work with clients across the Southeast and nationwide. Our team operates in Eastern time and can accommodate your schedule.
