Monthly bookkeeping

Flat-Rate Bookkeeping in Charlotte, NC

Monthly bookkeeping for Charlotte businesses — every transaction categorized, every account reconciled, books closed and reported by the 10th.

  • Month to month, with no long-term contract
  • A flat rate agreed before any work starts
  • Usually under 30 minutes of your time a month

A lot of the businesses we take on locally were formed recently and set their bookkeeping up quickly, because there was more urgent work to do. Nothing about that is unreasonable. It becomes a problem at the point the business is large enough that the early shortcuts start producing reports nobody trusts.

What's included

What our service covers in Charlotte

Everything below is part of the engagement — no surprise add-ons.

Cash flow snapshot

A short view of what came in, what went out and what is committed, so a tight month is visible before it becomes a problem.

Account reconciliation

Bank accounts, credit cards, PayPal, Stripe and Square matched line by line to the statement every month.

Quarterly review call

A longer conversation each quarter about what the trend shows, rather than only the month just closed.

Budget vs actual

If you work to a budget we report against it, so the variance conversation happens monthly rather than once a year.

Onboarding handover

Roughly a week to connect feeds, build or clean the chart of accounts and agree what belongs in your monthly pack.

How it runs

What happens after you get in touch

Only the first step needs anything from you.

1

Tell us where things stand

A 20-minute call covering your transaction volume, how many accounts are in play and how far behind (if at all) things are. You get a flat monthly rate on that call.

2

We take over the file

Read-only feeds get connected, the chart of accounts is built or cleaned up, and we agree what belongs in your monthly pack. Roughly a week end to end.

3

It just runs

Transactions are categorized as they arrive, accounts reconcile monthly, and your reports land by the 10th. When something needs a decision, your bookkeeper calls you.

Why us

Why Charlotte businesses choose Feather Accounting

Month-to-month — no long-term contract
Duplicate charges and forgotten subscriptions surfaced
A second reviewer before anything is sent to you
Usually under 30 minutes of your time each month
A flat rate instead of an hourly meter
Good fit

This is a good fit if…

  • You want your CPA to stop billing for cleanup first
  • You want the same person every month rather than a rotating team
  • Personal and business spending have started to blur together
  • You would rather forward a receipt than learn the software

The setup nobody revisited

The usual pattern is a chart of accounts accepted straight out of the box, personal and business spending that overlapped in the first year, and one or two categories doing far too much work.

We rebuild the structure before worrying about the transaction history, because coding entries carefully into the wrong accounts still produces an unusable report.

Banking, construction and logistics businesses make up much of the local work. Different sectors, but the same growth story — set up fast, grown faster, and now needing books that match the current size rather than the starting one.

FAQ

Questions about this service

Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.

We track receivables and payables and flag what is drifting, but we do not send invoices or move money on your behalf. Our access is read-only by design.

Free consultation

Get your free consultation

Tell us about your business and we'll show you how we can simplify your QuickBooks bookkeeping.

What you get

  • Free 15-minute consultation
  • No long-term contracts
  • Dedicated QuickBooks expert
  • Books delivered monthly, on time
  • Flat-rate, transparent pricing

Prefer to talk? Call us directly at (803) 757-4800

No spam, no commitment. We'll reach out to schedule your free consultation.

Free consultation

Let's get your books current

Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.

New business owner? Ask about our first-year startup rate.