Trust us to keep your books in good hands!

At Accounting by the Books, our mission is to provide top-notch bookkeeping, accounting, and consulting services to small and medium-sized businesses in Charlotte, North Carolina, and surrounding areas. Our team of experts is committed to helping entrepreneurs and business owners like you manage their finances, maintain accurate records, and make informed decisions to drive growth and prosperity.

Our Story

With over 20 years of experience in the industry, our founder recognized the need for reliable, personalized, and comprehensive bookkeeping and accounting services that cater to the unique needs of local businesses. We understand that no two businesses are alike, which is why we offer customized solutions tailored to each client's specific requirements. Our services range from basic bookkeeping and accounting clean-ups to controller and CFO services, training, and consulting.

Our Services

Our comprehensive suite of services is designed to help businesses thrive in today's competitive market. We offer:

Bookkeeping Services: From accounts receivable and payable to bank reconciliation, financial document reviews, and journal entries, our team of experts will maintain your financial records with utmost accuracy and precision.
Accounting Services: Our certified professionals provide accounting clean-ups, budgeting, financial statements, and controller/CFO services to help you make informed decisions and achieve your business goals.
Training and Consulting: Whether you need QuickBooks training, new business start-up assistance, or human resources guidance, our experts are here to support you every step of the way.

Why Choose Us?

There are many reasons why Accounting by the Books stands out from the competition. Here are just a few:

Trusted Experience: With over 20 years of experience, we have built a reputation as a leader in our industry.
Local Connection: As a family-owned and operated business, we understand the unique needs of local businesses and are committed to serving our community.
Certified Professionals: Our team members are certified by the American Institute of Professional Bookkeepers and QuickBooks ProAdvisors, ensuring that you receive expert advice and guidance.
Customized Solutions: We take the time to understand your business needs and provide tailored solutions that meet your specific requirements.

Get in Touch

If you're looking for a trusted partner to help you manage your finances, navigate the complexities of accounting, or simply need guidance on how to grow your business, we're here to help. Contact us today to learn more about our services and schedule a free consultation.

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Reviews (6)

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Positive: The company receives high praise for its excellent communication, diligence, and high customer service.

Negative: Some reviewers report feeling ripped off, having poor experiences with tax services, and being charged extra fees.

Mixed Reviews for Accounting by the Books

Disappointing Experience

Some reviewers had a disappointing experience with Accounting by the Books. Tori Reynolds, who rated the company 2 stars, reported feeling ripped off after being passed around to multiple people and not receiving the tax services they expected. They were also charged $250 to transfer their QuickBooks account, which they felt was unfair.

Positive Experiences

On the other hand, some reviewers had excellent experiences with the company. Carolina Pool Services & Supplies, who rated the company 5 stars, praised the excellent communication and diligence of the team. Donald Jordan, also a 5-star reviewer, lauded the company's high customer service and thorough bookkeeping over the 8 years he's been a client.