Bookkeeping / Accounting

Simplify Your Business Operations with Carolina Tax Advisor

As a small business owner, your time is best spent focusing on what matters most—keeping your business running smoothly and generating revenue. Let us handle your bookkeeping and back-office needs so you can stay focused on growth.

Our Services Include:

• Bank Account Reconciliation
  Keeping accurate and up-to-date financial information reduces risks and ensures smooth financial operations.

  What We Do:

  • Reconcile your business checking account monthly.
  • Recognize and clear all deposits, and identify lost deposits.
  • Account for written checks, identifying lost or stolen checks.
  • Detect and report unauthorized transactions.
  • Advise on banking products to prevent excess or unjust fees.
  • Ensure all transactions are accurately posted to your bank.
  • Identify fraudulent activity and improve internal cash management controls.

• Financial Statements
  Accurate financial statements provide the foundation for sound business decisions.

  • Balance Sheet:
    A snapshot of your business's financial health at a specific moment in time.
    Why It’s Important:

    • Shows your business’s financial strength.
    • Identifies trends in payables and receivables.
    • Helps forecast cash crunches and improves decision-making.
    • Provides insights into handling financial ebbs and flows.

  • Income Statement (Profit & Loss Statement):
    An itemized breakdown of revenues and expenses over a given period.
    Why It’s Important:
    

    • Tracks your business’s performance and income tax liability.
    • Identifies areas over/under budget and unexpected expenditures.
    • Helps assess operational efficiency.

  • Statement of Cash Flows:
    Summarizes the movement of cash and cash equivalents in and out of your business.
    Why It’s Important:

    • Measures cash management efficiency.
    • Reflects liquidity and the ability to pay down debt.
    • Provides clarity on whether your business is financially stable.

• General Ledger Maintenance
  The general ledger is the backbone of your accounting records. We review your general ledger monthly to identify discrepancies and correct them, ensuring your books are always accurate and clean.

• Unlimited Consultations
  We understand that small business owners make countless decisions every day. Having expert financial advice can mean the difference between a gain and a loss.

  What You Get:

  • Sound financial advice tailored to your needs.
  • Clarity on your financial standing and opportunities for improvement.
  • Included consultations—call or schedule an appointment anytime without additional fees.

Partner with Carolina Tax Advisor
Not a client yet? Contact us now to schedule your FREE consultation!