Charlotte Bookkeeping Services



Start with a Free Consultation

Recommendations that will improve your company’s reporting, classifications, and tax season preparedness.

No Long-term Contracts

Cost-effective, quality bookkeeping services on a month-to-month basis with absolutely no long-term contracts to sign.

Professional To Do Your Books

Real advice, analysis, double-checks for accuracy, the latest technologies, timeliness. All at a price that might surprise you.

“I just wanted to say thanks for all of your hard work over the years in taking care of both my business and personal tax related issues. You have always made yourself available virtually 24/7 to answer questions, send a document, or to just see how things are going. Your knowledge, effort, and work ethic is greatly appreciated. You have made running my business a lot easier.”

Dan Petrick
DLP Commercial Maintenance Systems
DLP Property Group


Thank you for always being available to answer my questions and guide me in the right direction. My business would be a disaster without you and your experience. Your loyalty and commitment means everything to me. Thanks again for everything!!!”

Thomas Scott

Race City Firewood









All-in-One Service

We reconcile all your accounts, principally bank and credit card statements, and you will receive a complete set of reports; available 24/7/365.

Tax Time Support

The tax-time crunch is now a thing of the past. We will ensure that your statements are ready to file by the tax deadline.


Whether it’s staying compliant with state and federal regulations, managing payroll taxes, or updating payroll info in the general ledger, we have you covered.

Lori Scott

Managing Bookkeeper

Charlotte Office


Get a Free Quote and Analysis from Lori Right Now

Small Business & Non-Profit Bookkeeping, Taxes, Payroll, and Advanced Support.

Get A Free Analysis

Free Financial Analysis

Get a complementary initial financial analysis of your business .  We'll also give you a free quote in a matter of minutes.

100% Privacy Guaranteed

Lori Scott, a 20-year accounting industry veteran, manages the Charlotte office.  She has worked with scores of small businesses over the course of her carerr by not only optimizing their bookkeeping, payroll & taxes, but also by providing the sort of in-depth analysis, business support, and professional advice that has helped her clients' businesses excel.

What Customers Are Saying About Lori Scott

Best-In-Class Systems

We employ best-in-class accounting systems, specializing in QuickBooks, but we don't stop there. We also use integrated document management and optical character recognition (OCR) to save you time and money! We have our own financial intelligence dashboard for key performance indicators (KPI's). We work with a variety of internal systems to track every piece of operational-flow.

A dedicated senior bookkeeper with the backing of a team of professionals with decades of collective experience.
Technical systems to save time and money and increase accuracy
Bonded, Insured, Award-Winning company
Member in good standing with a number of professional organizations
Our own financial intelligence dashboard to make sense of your numbers
Flat-fee billing, no long-term contracts
All-In-One Service
Montly consultations with seasoned professionals
Many extras including access to business consulting, tax planning, and an included local review of your competition upon request
The Team Approach
Make the change from a lone bookkeeper who just "punches in the numbers" to a Team of Top Notch Professionals and Methodology. 
You Deserve So Much More!

Want a Complimentary Initial Analysis? Just Ask! 

Call Now for your Free Quote.

"Team accuracy, timeliness, the latest technological tools, industry experts, and analysis with the power to transform small businesses - all at a price that might surprise you."
Aaron Eisendrath, President, Human Companies, Inc 
(Parent Company of

1000 North Carolina Music Factory Blvd, Suite C6

Charlotte, NC 28206

Tel: 704-978-8051
Fax: 800-734-9171
Take you business to the next level with a team that can make it happen!

Our Senior Bookkeepers

10-25 Years Experience
Extensive screening and background checking
Rigorous Additional Training
Team Supported and Reviewed
Peer Reviews of Work
Friendly, Caring and Organized Client Attention
If you use Quickbooks, we will input your entire file into the system and run an in-depth financial analysis of your books. This technology is similar to that used by banks in doing loan analysis.  It also provides industry benchmarks and, in some cases, hidden cash in your business.  For example, you may have too much inventory on hand or are not taking full advantage of trade discounts.  This sort of analysis is powerful.  The charts, graphs and flagging can give you an instant visual view of where to focus your attention.  It's the sort of consultation that we do standardly with our monthly bookkeeping clients.  This initial analysis and consultation with a quote is yours at no charge. 

Free Financial Analysis Using Our Financial Dashboard System

One Call, Problem Solved

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