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Bookkeeping Services in Charlotte, NC

As a small business owner you have more important things to do than to keep your own books. As one of the top tax preparation firms in Charlotte you can trust us to expertly manage your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you...


These tasks form the solid foundation of your small business AccountingBookkeeping system. You can customize the package of Charlotte tax services you receive by adding payroll, tax planning, tax preparation, or any of our other services including Quickbooks support .

Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, AccountingBookkeeping, and taxes up-to-date.

Having us reconcile your account each month allows you to...

  • Identify lost checks, lost deposits and unauthorized wire transactions.
  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
  • Detect and prevent embezzlement of funds from within your company.
  • Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
  • Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
  • Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.
  • Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.

Income Statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

An income statement allows you to...

  • Track revenues and expenses so that you can determine the operating performance of your business.
  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

Balance Sheet

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.

A balance sheet helps you...

  • Quickly get a handle on the financial strength and capabilities of your business.
  • Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
  • Determine if your business is in a position to expand.
  • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
  • Determine if you need to take immediate steps to bolster cash reserves?
  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage?

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.

Maintaining a Clean General Ledger

The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.

Contact Paramount Tax & Accounting Charlotte if you'd like to receive a Free Consultation on our Small Business AccountingBookkeeping Service.

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Bookkeeping cpa Charlotte

Juan has been amazing and went through with me and my husband about the whole process in details. Also he was on holidays but still manage to answer our queries. My husband rate Juan very high. He is always committed to solve our problem. I would recommend Juan to everyone out there with tax, amendments and other acc...
— Brittany Cooper, Posted June 11th 2025 on google
I just completed my first year of both business and personal taxes with Juan, and I couldn’t be more satisfied. He is extremely professional, knowledgeable, and patient. I tend to have a lot of questions, and Juan always provides clear, thorough, and competent answers. He’s straightforward and to the point, yet per...
— Roman Townsend, Posted May 21st 2025 on google
Juan is an expert in Tax planning. We have a more complicated situation with filing as a California W2 income and also LLC in the Charlotte area. However, Juan does an amazing job deep into the strategy and provides insightful ideas to plan for future returns that will greatly benefit our tax finances. Hope this is the...
— Katrina, Posted May 19th 2025 on google
Informative and helpful
— Marlon Waters, Posted May 13th 2025 on google
Excellent and efficient.
— Hampton Padgett, Posted April 30th 2025 on google
Paramount Tax and Accounting did an amazing job providing tax services. I was out of the country during the entirety of tax season and the process at Paramount was smooth, quick, and organized. Highly recommend for anyone looking for help with their taxes!
— Freeda, Posted April 10th 2025 on google
Great first experience with Juan today! Very professional and friendly.
— Colm Ryan, Posted April 1st 2025 on google
I had a complex situation involving foreign income, and Juan was professional and knowledgeable. I would not have been able to manage without him.
— Jeffrey Heinze Fry (plentyofpaper654), Posted March 31st 2025 on google
Juan was amazing! He is passionate about his customers and it shows. You will have a welcoming experience with laughs as well as transparency. He is about his business for sure! Please be sure to get at him for all your tax needs! Thank you so much Juan!
— Erin Pennington, Posted March 27th 2025 on google
It was amazing, he was a extremely friendly guy and got straight to the point Would highly recommend 👍
— Jeshua Scheuermann, Posted March 18th 2025 on google
Juan was such a huge help this year with filing my taxes. I had a complicated situation and he made everything so simple. I highly recommend him and will be back for next years taxes.
— Alexandra Zeller, Posted March 14th 2025 on google
Juan was so pleasant to work with! As someone who needs to understand everything, he allowed me the time to ask all questions I could think of which made me feel comfortable that I was in good hands. His turnaround was also extremely quick, he made sure we were going to get everything completed on time.
— Ariel Kunde, Posted March 12th 2025 on google
A big thank you to Juan at Paramount Tax & Accounting for his help with my business taxes! He’s very knowledgeable and personable and I immediately felt that he had my best interests at heart.
— Cindy Peoples, Posted March 11th 2025 on google
Amazing experience working with Juan.
— Nemanja Mirkovic, Posted March 11th 2025 on google
Juan did a fantastic job on my corporate taxes when I needed someone in a pinch. He helped with my C-corp annual filing and a corporate dissolution. He is extremely diligent and communicates very well - highly recommend.
— Mike Yon, Posted March 10th 2025 on google
Juan is the best of the best!!! We are so grateful we found him because of the plethora of wonderful reviews he has! After working with him to file our personal and business taxes, it is clear why he garners such phenomenal reviews. Juan is extremely thorough, intelligent, and kind. We cannot wait to return for years t...
— Morgan Williams, Posted March 7th 2025 on google
Juan was very responsive and easy to work with. Will use his services again!
— Jacob.Megann Crawford, Posted March 5th 2025 on google
Juan is absolutely awesome! Highly recommend using him for all your tax needs. He goes above and beyond and actually gives advice and insight rather than simply putting all your numbers in a program.
— Alex Phillips, Posted March 5th 2025 on google
Juan did a fantastic job doing my taxes. He was very professional and made the process so simply and easy.
— Aubree Stewart, Posted February 27th 2025 on google
Juan was very knowledgeable ​professional and helped me with all the tax services. Very friendly and respectful and I will continue to work with him. Thank you.
— Julian Montoro-Rodriguez, Posted February 25th 2025 on google
Charlotte, NC Tax Review

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Paramount Experience


Many people do not know how a professional tax firm differs from a tax preparer. The main difference when working with a professional tax and accountingbookkeeping firm, such as Paramount Tax & Accounting Charlotte, is that our firm utilizes the services of licensed professionals.

Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 firm in Charlotte. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Charlotte!

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Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accountingbookkeeping firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accountingbookkeeping firm utilizes licensed professionals, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax & Accounting Charlotte a call or visit our tax and accountingbookkeeping firm in Charlotte for a free consultation.

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Charlotte, NC Tax Services

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