Bookkeeping Services in Charlotte, NC

The right accounting firm depends on the support your business needs. Porter Accounting LLC is positioned as a practical virtual accounting and financial advisory partner for growing businesses that need more than basic bookkeeping. Services include recurring bookkeeping, financial cleanup, payroll support, GAAP reporting, controller services, cash-flow guidance, and fractional CFO support, with solutions tailored to business complexity and goals.

Monthly bookkeeping includes recording and categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial statements. Depending on the selected plan and business needs, support may also include vendor communication, financial analysis, budget tracking, cash-flow monitoring, and management reporting. Final scope is shaped by transaction volume, number of accounts, payroll complexity, and cleanup needs.

Yes. Catch-up and clean-up bookkeeping is a one-time project designed to address overdue records, correct errors, and organize the books. It can help prepare financial information for lending decisions, investor review, or a return to recurring bookkeeping. Pricing is customized based on transaction volume, number of accounts, payroll complexity, and the scope of the cleanup.

Payroll support can be included with Porter Accounting LLC’s monthly accounting plans. The service focuses on properly recording payroll, aligning payroll activity with accounting records, tracking payroll taxes, and maintaining accurate reporting. The appropriate level of support depends on the business’s payroll complexity and overall accounting requirements.

Yes. Porter Accounting LLC provides virtual services across the United States. Virtual delivery allows businesses to receive recurring bookkeeping, reporting, cleanup, controller, and advisory support without requiring a local office visit. In-person services are available by appointment in the specific areas identified by the firm.

Controller services may be appropriate when a business needs more oversight than basic bookkeeping provides. Support can include month-end and year-end close oversight, financial data review, accrual adjustments, reporting accuracy, budget tracking, cash-flow monitoring, and detailed management reports. This can help established businesses improve internal financial management and decision-making.

Yes. Porter Accounting LLC provides ERP implementation and accounting system setup for QuickBooks, Xero, NetSuite, and Acumatica. The service includes designing a chart of accounts and creating workflows tailored to business operations. A custom quote is provided because the scope depends on the existing system, operational requirements, and desired improvements.

Pricing depends on the selected service and the complexity of the business. Monthly bookkeeping plans begin at the listed plan rates, while controller and fractional CFO services have separate starting rates. Final pricing can vary based on transaction volume, number of accounts, payroll complexity, cleanup needs, and project scope. Custom quotes are available for specialized work.

Yes. Bookkeeping is the foundation, and Charlotte businesses can build on it with controller services, GAAP financial statements, ASC 606 revenue recognition, audit preparation, and fractional CFO planning. Controller services start at $100 per hour and fractional CFO services at $150 per hour.

Yes. Porter Accounting LLC supports audit readiness; it is not an independent audit firm and does not issue audit opinions. Preparation can include reconciling accounts, preparing PBC schedules, documenting internal controls, closing out open items, and responding to auditor requests while working alongside your external CPA.

Yes. Businesses with subscription, construction, or multi-element contracts can get help applying ASC 606, including identifying performance obligations, allocating the transaction price, and maintaining deferred revenue schedules that reconcile to the general ledger each close.