Numbers you finally understand.
A Charlotte accounting and tax firm for small businesses that would rather grow than wrestle with bookkeeping. Clean books, plain-English reports, and a person who answers.
Why businesses switch to us.
Plain-English numbers
Every report comes with a short explanation. If it is not clear, we have failed, not you.
Deadlines we own
Your filings and payroll run on our calendar, not yours. You will never remind us to do our job.
A person, not a portal
You get a dedicated accountant who answers within one business day, every time.
Services
What we do.
Five services that cover the whole financial life of a small business.
Monthly accounting
Clean books, reconciled monthly, with a one-page summary that tells you what changed and why - not a 40-page report nobody reads.
Tax planning & filing
Quarterly estimates, year-round planning, and your return filed on time. We look forward, so April is a formality, not a crisis.
Payroll & HR support
Payroll processed accurately, filings handled, and new-hire onboarding managed - so you can hire without dreading the paperwork.
CFO advisory
Cash-flow planning, pricing reviews, and the financial model behind a big hire or an acquisition. Quarterly, not optional.
Startup & founder support
Entity setup, investor-ready books, and burn-rate reporting so you can focus on building instead of bookkeeping.
The CPAs.
Elena Farrow, CPA
Partner & tax lead
Leads tax planning across the firm. Spent a decade at a big firm before deciding small businesses deserved big-firm quality without the attitude.
James Ledger, CPA
Partner & advisory lead
Built the monthly accounting and advisory practice. Specializes in cash-flow and helping owners actually understand their numbers.
How it starts.
Free consultation
A 30-minute call about your business, your current setup, and whether we are a fit.
A written proposal
Scope, monthly fee, and a timeline - in writing, with no surprise add-ons.
Onboarding
We take over your books in about two weeks, with you doing less, not more.
Ongoing clarity
Monthly financials, quarterly check-ins, and an accountant who answers your calls.
A business owner should be able to look at their numbers and know exactly what is happening. That is the whole job.
From clients.
I finally understand my own business. The monthly summary is the first financial report I have actually read in full.
They found $18,000 in tax savings my old accountant missed. And they explained exactly how.
Payroll just works now. I have not thought about it once since we switched. That is the whole point.
The office.
In Uptown Charlotte, above the transit station.
Charlotte, NC 28202
Start with a free consultation.
Thirty minutes about your business and your books. You will leave knowing what is possible.