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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
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Bookkeeping cpa Charlotte

Juan was very professional and accurate with my taxes.
— Michael lewis, Posted October 16th 2024 on google
I want to thank Juan for his time and help. I felt like he really cared about us and tried to really help us with our business and personal taxes. We had a lot of questions and doubts with our business taxes. I would recommended Juan to anyone with a small business or who has questions regarding taxes.
— Robin Osorio, Posted October 2nd 2024 on google
Your one stop shop for all your accounting needs, the team and staff are GREAT and they're extremely helpful with making sure you're fully caught up on EVERY step of the process. Great people, great work, and I'd recommend them to anybody!
— Isaac Lee, Posted September 5th 2024 on google
Juan Rincon is absolutely amazing! He went above, beyond and even beyond the beyond for me and my situation. Professional, yet personal. He met all of my business needs, and yet I feel like a met a new friend. Search no further. Juan is legit! Highly recommended!
— Patrick Carroll, Posted August 30th 2024 on google
We are fortunate to have found Juan while looking for someone to help navigate us through our company’s accounting and taxes. Juan was concise and efficient with answering all of our questions and concerns. We left our appointment feeling well informed and confident about our next course of action thanks to his knowl...
— Dhilan Milla, Posted August 27th 2024 on google
I can’t say enough good things about Juan from Paramount tax. His professionalism and deep knowledge of the tax process will make you feel confident that you are in good hands. He is incredibly thorough and takes the time to ensure everything is done accurately. His commitment to excellent customer service is impres...
— Miguel Sanda, Posted August 15th 2024 on google
Juan’s expertise and professionalism are truly impressive. He provides clear and thorough explanations. Juan consistently goes above and beyond, responding promptly and offering top-notch customer service. I highly recommend his services to anyone in need of a knowledgeable and dedicated tax professional
— Dayana Creciendo Esencial, Posted August 14th 2024 on google
Very professional prompt service!
— Michael Rivera, Posted August 13th 2024 on google
(Translated by Google) Excellent advice. Juan was super professional and managed to resolve all my doubts. Super recommended. (Original) Excelente asesoramiento. Juan fue súper profesional y logró resolver todas mis dudas. Súper recomendado.
— Gabriel Rosas, Posted August 6th 2024 on google
I had an awesome consultation with Juan. He broke down the basics of my company's accounting in a way that was super easy to understand. What really stood out to me was his patience and dedication. He took the time to make sure I got everything and walked me through all the important stuff I need to know for the future...
— Daniela Riviere, Posted August 1st 2024 on google
Outstanding service! The team was professional, knowledgeable, and incredibly helpful in addressing all my accounting and tax-related queries. Highly recommend their expertise!
— Omar Olarte, Posted August 1st 2024 on google
(Translated by Google) A personalized and very good service. They answered all my questions on time and always accompanied me through the process. Juan is an excellent professional (Original) Un servicio personalizado y muy bueno. Respondieron todos mis preguntas a tiempo y siempre me acompañaron en el proceso. Juan ...
— Carlos Ochoa, Posted August 1st 2024 on google
(Translated by Google) Excellent service!!! Super recommended! Don't hesitate to go to them. (Original) Excelente servicio!!! Super recomendados! No dude en acudir a ellos.
— multifood colombia, Posted August 1st 2024 on google
I had an hour of consultation with Mr. Juan. I want to highlight his excellent way of explaining, his kindness, and his professionalism. The meeting started at the agreed time, and I was able to clarify all my doubts regarding my company's tax payments. Highly recommended!!!
— Carlos Andres Riviere, Posted August 1st 2024 on google
Juan is very knowledgeable, kind and responsive. He is an excellent accountant!
— Corey Miskevics, Posted June 28th 2024 on google
I found Juan through a simple google search and I just had to reach out based on his amazing reviews. It's not easy finding a tax service that you can rely on and trust, especially with multiple listings that pop up when you're searching. He was proactive and diligent with my tax needs. He helped make an amend on a pri...
— Madison Coriale, Posted June 25th 2024 on google
I have had the distinct pleasure of working with Juan and Paramount Taxes for a couple of years now. Nothing but great energy, plus a wealth of knowledge and resources. I highly recommend them. And I am probably the 50th 5 start review for this organization and Juan in particular.
— Jamey Deering, Posted June 20th 2024 on google
Juan, was very knowledgeable. Great customer service and great prices.
— Greg Bogan, Posted June 18th 2024 on google
Juan was fantastic to work with and fast to respond. We very much appreciated his thoroughness and due diligence our amended return, so we’ll definitely be working with Juan again next year.
— Tyler Thayer, Posted June 16th 2024 on google
Juan goes above and beyond for his clients. His dedication, patience, and attention to detail is unmatched. It is such a pleasure working with Paramount Tax and Accounting!
— Kate Gorman, Posted June 4th 2024 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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Upgrade to Tax & AccountingBookkeeping Firm


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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