Charlotte Bookkeeper
Charlotte, North Carolina

Your Books, In Good Hands.

Outsourced bookkeeping, QuickBooks training, accounting services, and HR solutions — custom-tailored for Charlotte's small businesses. Over 20 years of trusted expertise.

✓ AIPB Certified ✓ QuickBooks ProAdvisor ✓ BBB Accredited
20+
Years Experience
100%
Custom-Tailored
4
Core Service Areas
Local
Charlotte, NC Firm
Why Choose Us

The Charlotte Bookkeeping
Firm That Cares

There are plenty of bookkeeping firms in Charlotte. Here's what sets Accounting by the Books apart — and why our clients stay with us for years.

Trusted & Experienced

With over 20 years of bookkeeping experience, we've built a reputation as a leader in our industry — a name Charlotte businesses rely on.

Trusted Charlotte Bookkeeper 20+ Year Track Record

Save Valuable Time

Let us handle your bookkeeping so you can focus on running and growing your business. We work remotely — no need to leave your office.

Save Time With A Bookkeeper Fully Remote-Capable

Local Charlotte Firm

We're a Charlotte bookkeeping firm that knows the local business landscape. We serve businesses throughout Charlotte and the surrounding areas.

Local Charlotte Bookkeeping Serving Greater Charlotte

Family Owned & Operated

We're a family-owned small business that treats every client like family. Personal attention and genuine care — not just another account number.

Family Owned Personal Attention Always

Certified & Accredited

AIPB members, QuickBooks Certified ProAdvisors, and BBB accredited. Our credentials are your assurance of professional, reliable service.

Certified Bookkeepers Certified ProAdvisors

Save Money Too

Outsourcing your bookkeeping is more cost-effective than hiring in-house staff. Save on salaries, benefits, and overhead — while getting expert-level service.

Save Money Cost-Effective Solution
Our Services

Everything Your Business
Needs to Thrive

No two businesses are alike. Every service we provide is custom-tailored to your specific needs — weekly, monthly, or quarterly.

Bookkeeping Services

Comprehensive bookkeeping services customized for your business — from day-to-day transactions to full financial management.

Accounts Receivable Accounts Payable Bank Reconciliation General Ledger Journal Entry Accounting Cleanups

Accounting Services

From controller-level oversight to full CFO services, budgeting, and financial statements — we keep your business finances crystal clear.

Financial Statements Budgeting Controller Services CFO Services Document Reviews Balance Sheets

Training & Consulting

QuickBooks training for individuals and groups, new business consulting, and help understanding your financials — empowering you to succeed.

QuickBooks Classes (1-on-1 & Group) New Business Consulting Financial Understanding & Education Business Growth Strategy

Human Resources Services

Beyond the books, we offer HR solutions to help you manage your team effectively — so you can build and grow your business with confidence.

HR Consulting & Support Payroll Guidance Employee Record Management New Business HR Setup
QuickBooks Experts in Charlotte North Carolina
QuickBooks Expertise

QuickBooks Experts
In North Carolina

We've been using Intuit QuickBooks since its inception. As QuickBooks Certified ProAdvisors, we know it inside and out — using it to maintain your books and offering comprehensive training.

QuickBooks Training Classes
One-on-one and group training sessions available
Custom Bookkeeping Reports
Balance sheets, financial document reviews, and more
Online Invoicing & Expense Tracking
Manage invoices and accurately track business expenses
Learn More About QuickBooks
How It Works

Getting Started Is
Easier Than You Think

Free Consultation Call

We start with a no-obligation call to understand your business, your current financial situation, and what you need. No pressure, no jargon.

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Custom Service Plan

We build a tailored bookkeeping plan that fits your business — choosing the right services, frequency (weekly, monthly, quarterly), and tools for you.

Seamless Onboarding

We handle the transition smoothly — via a secure virtual connection. No need to travel or open up your office. We come to you, digitally.

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Focus on Your Business

With your books in our hands, you get clear financial insights, more time for growth, and total peace of mind. We maintain your records so you can do what you do best.

FAQ

Common Questions

Absolutely. We can complete your bookkeeping remotely via a secure virtual connection — completely eliminating the need to travel to our office or have us come to yours. We serve businesses throughout Charlotte and surrounding areas, both in-person and remotely.
We offer flexible scheduling — weekly, monthly, or quarterly services, whatever your business needs. We tailor the frequency to match your transaction volume and reporting requirements.
We specialize in Small Business, Corporate, and Personal Bookkeeping and Accounting. Whether you're a solo entrepreneur, a growing startup, or an established company, our services are custom-tailored to meet your unique needs.
Yes! As QuickBooks Certified ProAdvisors, we offer both one-on-one and group QuickBooks training classes. We've been using QuickBooks since its inception and know it inside and out. We also help with custom reports, online invoicing, and expense tracking.
We hold memberships and certifications from the American Institute of Professional Bookkeepers (AIPB), are QuickBooks Certified ProAdvisors, and are accredited by the Better Business Bureau (BBB). These credentials reflect our commitment to professional standards and continuing education.
Background
Get In Touch

Ready to Get Your
Books in Order?

Contact us today for a free consultation. We'll show you exactly how our bookkeeping and accounting services can save your business time, money, and stress.

Hours
Mon–Fri: 8:30am–5pm
Sat–Sun: Closed
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