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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.

Easy Online Booking

Get started with Paramount for your tax services in Charlotte, NC, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Charlotte

Easy Online Booking

Get started with Paramount for your tax services in Charlotte, NC, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Charlotte
Request Appointment

Bookkeeping cpa Charlotte

(Translated by Google) Excellent treatment and very professional, we found this office thanks to the reviews and it was undoubtedly a good choice, if you need help with your taxes this is the right place. (Original) Excelente trato y muy profesionales, encontramos está oficina gracias a las reseñas y sin duda fue un...
— zaria martinez, Posted April 19th 2024 on google
Great service, Juan also gave us follow up suggestions for the years to come we're sticking with paramount.
— Robert Rivers, Posted April 19th 2024 on google
Juan was absolutely wonderful to work with! I am a small business owner, who isn’t well versed when it comes to taxes, he sat down and went through everything throughly so I would understand. I feel so much more educated and confident about my taxes now. He connected me with a bookkeeper as well to help further my un...
— Sofia Patrao, Posted March 18th 2024 on google
My husband and I are extremely impressed with Juan and the service he provided us. We are new to the country and this is our first time filing taxes in the States. He made our experience a very straightforward one but still he is very knowledgeable and careful. He was very polite and well experienced. We will use his s...
— Belina Dawit, Posted March 8th 2024 on google
I had an exceptional experience at Paramount Tax & Accounting while filing my personal tax return, especially as a newbie in the realm of home ownership. The team that helped me, Juan and Sthefany, showcased unparalleled professionalism, expertise, and warmth. They efficiently processed my tax submission within a mere ...
— Tyler Crowe, Posted February 29th 2024 on google
Juan did an outstanding job helping us with our taxes. Paramount Tax has outstanding customer service and was very attentive to our needs.
— Matthew Walker, Posted February 20th 2024 on google
Juan is great, He is very dedicated, diligent. Excellent person. I Totally recommend .
— Ana Celia Adler, Posted February 3rd 2024 on google
Juan does an amazing job! I highly recommend working with Juan. He is very knowledgeable, understanding, and communicative. Book an appointment with him, you'll be grateful that you did!
— Max Warford, Posted September 14th 2023 on google
Juan, thank you very much for your time and knowledge on my taxes. you were very helpful, and you answered my questions excellent service.
— Carlos Andrés Bobadilla pinzon, Posted June 1st 2023 on google
Juan takes the time to hear you and guide you on what is the best direction to take for your stage in life. He is kind, knowledgeable and patient. Gad we found him!
— Cindy Stewart, Posted May 10th 2023 on google
I could not agree more with the other reviews. Juan is indeed the best in this business! His knowledge is way above and beyond. He literally saved us thousands by simply asking us all the right questions. Wish we had used him last year but we are truly thankful that we found him in 2023 :)
— Jennifer Cooper, Posted April 18th 2023 on google
Juan is the best! The priority is the client. I had several questions throughout the tax filing process. He answered every question thoroughly, he investigated, he gave me suggestions for not only this tax filing period but for the future. Juan makes sure you understand what’s happening and why. I am beyond pleased. ...
— Z Jones, Posted April 17th 2023 on google
I had a great experience and I love the way my documents were handled. Great customer services 🥰
— Dave Hernadez, Posted April 14th 2023 on google
Juan is the best in the business! Life long customer here after my experience
— Brett Barnhouse, Posted April 14th 2023 on google
(Translated by Google) Excellent service and communication, I had the pleasure of being served by a super professional Latino whom I recommend, his name Juan José Rincón (Original) Excelente servicio y comunicación, tuve el placer que me atendiera un latino súper profesional a quien recomiendo, su nombre Juan Jos�...
— Maria Gabriella Sortino Savio, Posted April 4th 2023 on google
Thanks Juan for your excellent service !! I absolutely recommend
— Jhoan Avendano, Posted March 15th 2023 on google
(Translated by Google) A multidisciplinary team willing to support you in the preparation of your taxes. SPANISH SPOKEN. (Original) Un equipo multidisciplinario dispuesto a apoyarte en la preparación de tus impuestos. SE HABLA ESPAÑOL.
— Juan Rincon, Posted February 21st 2023 on google
(Translated by Google) Thank you for the work done. They will always be well recommended. (Original) Gracias por el trabajo realizado. Siempre serán bien recomendados.
— Business Tech, Posted February 17th 2023 on google
(Translated by Google) Thank you Juan José for your advice. (Original) Gracias Juan José por tu asesoría.
— Rafael Enrique Rodríguez Álvarez, Posted February 17th 2023 on google
Excellent and reliable service. Their priority is the client, for sure. Very attentive team. Thumbs up to Paramount Tax-Charlotte!
— Ricardo Rojas-Gaona, Posted February 17th 2023 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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