At Accounting by the Books, LLC, we understand the importance of bookkeeping and accounting services for small to medium-sized businesses in Charlotte, North Carolina. With over 20 years of experience, our team has built a reputation as a trusted and reputable bookkeeping firm in the region.
Why Choose Us?
As a local, family-owned and operated business, we pride ourselves on providing personalized service to each and every client. Our team of expert bookkeepers and accountants will work closely with you to understand your unique needs and tailor our services to meet those needs. Whether you're just starting out or looking to streamline your accounting process, we're here to help.
Accounting and Bookkeeping Services
Our comprehensive bookkeeping services include:
- Accounts Receivable and Accounts Payable management
- Bank Reconciliation and Financial Document Reviews
- General Ledger and Journal Entry Services
- Financial Statement Preparation and Budgeting
- QuickBooks Training and Consulting Services
QuickBooks Training and Consulting Services
As QuickBooks ProAdvisors, we have extensive experience in setting up and maintaining QuickBooks for small businesses. Our services include:
- Custom Bookkeeping Reports and Financial Document Reviews
- 24/7 Access through QuickBooks Online
- Manage Online Invoicing and Accurately Track Business Expenses
New Business Start-Up Services
Are you considering starting a new business? Our team can help you with every step of the process, from planning and organizing your financials to setting up your accounting systems. We'll work closely with you to identify your business goals and develop a customized plan to achieve them.
Consulting and Training Services
Our team of experienced bookkeepers and accountants offer a range of consulting and training services, including:
- QuickBooks Training Classes (one-on-one and group sessions)
- Customized Bookkeeping Reports and Financial Document Reviews
- Budgeting and Financial Statement Preparation
Why Choose Our Charlotte Bookkeeping Firm?
As a local bookkeeping firm, we're dedicated to providing personalized service to each and every client. With over 20 years of experience, we've built a reputation as a trusted and reputable bookkeeping firm in North Carolina. Our team of expert bookkeepers and accountants are certified in QuickBooks and have a deep understanding of the business needs of small to medium-sized businesses.
Learn More About Our Services
If you're considering upgrading your bookkeeping and accounting services, we'd be happy to schedule a free consultation to discuss your needs. Contact us today at (704) 595-3101 or visit our website for more information.
Company Performance
The company's performance has been a mixed bag, with some customers experiencing excellent service while others had a disappointing experience. Excellent Service includes reviews from Carolina Pool Services & Supplies, Donald Jordan, and Kelly Jordan. Their clients praise the company's exceptional communication and diligent work.
Disappointing Experiences
On the other hand, two customers have reported subpar experiences. Tori Reynolds provides a scathing review, stating that the company failed to deliver on their promises. They were transferred to multiple people, and the accountants lacked knowledge about tax-related matters. Additionally, the company charged $250 for a QuickBooks transfer that did not work properly.
Accountant Reviews
Donald Jordan has been a loyal customer for over 8 years and highly recommends the company for their excellent customer service and diligent work. Kelly Jordan shares a negative review, warning others to avoid the accountant.
