Advice
Plain answers.
Entity setup questions, whether the books match the story you think they’re telling, and the tax questions that show up mid-year.
Advisory
Advice built on books you can trust.
Practical advice from a CPA and small business accountant you can actually reach. Entity questions. Whether the books are telling you what you think they are. Tax questions that should not wait until April. Concord, Huntersville, Charlotte, and Davidson, or by video.
Who it’s for
Service businesses and real estate.
Plain answers from a CPA you can reach. For monthly books see small business bookkeeping; for returns see tax; for cash and KPI decision support see Fractional CFO.
The same desk
Advice, books, and tax on the same desk.
Advisory here is practical CPA advice — not a full-time CFO seat. It works because the numbers are current: I keep the books monthly (see small business bookkeeping), and we check in regularly on cash, profit, and planning.
Tax stays on the same desk — individual and business returns, see tax. For cash, KPIs, and owner decisions beyond a straight answer, see Fractional CFO.
A reachable CPA when the question should not wait for April.
Concord, Huntersville, Charlotte, and Davidson. Video, your place, or the home office in Concord.
If you have a question that should not wait for April, say so.
A short note about the business and the question you actually have is enough to start.