Do you support Apple Mac based accounting software?
Yes! We are your Charlotte, NC MacOS based accounting practice! Tired of dealing with a Quickbooks based accountant who doesn’t know how to deal with your Mac? No problem. We support Xero for Macs and iOS and Quickbooks Online for Macs. We also can work with clients who use Quickbooks desktop software on PCs. Xero is also supported on Android. We’re platform agnostic.
What’s your bookkeeping rate?
We charge $185 per hour. Clients are billed hourly rates during the new client onboarding process or if clients are not on a fixed maintenance plan.
What experience do you have working with small businesses?
The Principal Accountant (Joyce Saint Cyr) has over 35 years in the accounting industry. 13 of those years are in public accounting, which consists of financial audits, income tax reporting and compliance testing. Joyce worked with regional firms such as Bank of America and Ernst & Young. In 2007, Ms. Saint-Cyr left corporate America to pursue her passion to support the small business community.
Are financial records necessary?
The Internal Revenue Service states it is a negligence not to have financial records. Besides that, financial records allows you to develop an overall business strategy.
How much do you charge to set up a new entity?
The rate is $850. If you want a business seal its an additional fee in the amount of $100.
I am a new business – Can you help me get started?
Yes, we can help you establish your formal entity with the state and obtain all the regulatory identification numbers required.
How do I send you sensitive information?
Visit the website; at the upper right side of the website you will see “Client’s Portal”. Click it and upload the document as a guest. The portal is a secured encrypted method to send documents. Also, you can fax us at 336.450.4373. We use the software Karbon, which encrypts all data in the body of work.
How many locations do you have?
We have two locations
- Charlotte, North Carolina – 980.202.7283
- Atlanta, Georgia – 404.381.1253
What’s the best way to contact you?
You can visit our North Carolina office by schedule a meeting OR Call
Charlotte, North Carolina – 980.202.7283
Atlanta, Georgia – 404.381.1253
What if I need help developing my overall business plan/strategy?
Our team of experienced professionals can assist with your business planning and strategy to help you achieve your business and financial goals.
How can you help me grow my business?
We can provide coaching towards best practices. We also have partnered with reliable vendors who can help with Branding, Website Development, SEO, Marketing Strategies and much more!
How do you onboard new bookkeeping clients?
Based on your current record-keeping methods, we can update the information into the accounting software. We’re able to work with your existing format, whether it’s receipts, spreadsheets, or bank statements
What is the average rate a customer pays for bookkeeping maintenance?
We customize each client’s monthly rate based on their business needs and transaction volume
What is Xero? How much is it?
Xero is the cloud-based accounting software, which is approved by the Xero integrates with over 600+ applications. Xero has a few different subscription packages. Reach out to us and let us help you find the right package for your business.
I am not located in Charlotte NC. Do I have to be physically located in Charlotte for you to be my accountant?
No, we have clients throughout the United States. We offer our out of state and busy clients the option to have virtual meetings.
How can you help with me with my income tax reporting?
We can review your overall business practice. We can assist with identifying valid expense deductions while providing you guidance on how to retain the data.
What type of income tax returns can you prepare?
We prepare individual, business, trust, and nonprofit returns. The business returns consist of Schedule C for sole proprietorships and Limited Liability Companies, S Corporations (Form 1120S), C Corporations (Form 1120) and Partnerships (Form 1065).
Do you provide payroll services?
Yes, we offer quality, highly reliable payroll service. The rate is a Fixed Rate in the amount of $185 plus $7 per additional person, per month! You can process as many payrolls runs per month as needed.
