Business Details
Your Trusted Partner for Bookkeeping & Accounting Solutions in Charlotte
Founded with a commitment to excellence, we are a Charlotte-based bookkeeping and accounting firm with over two decades of experience serving local businesses. Our certified team specializes in tailored financial solutions, including bookkeeping, accounting clean-ups, QuickBooks training, and new business start-up consulting. As a family-owned and BBB-accredited business, we prioritize personalized service and remote accessibility, allowing clients to focus on growth while we manage their financial records.Our expertise spans small businesses, corporations, and nonprofits, with a focus on accuracy, transparency, and client education. We are proud to be QuickBooks ProAdvisors and members of the American Institute of Professional Bookkeepers, ensuring our clients receive industry-leading support. By combining technical proficiency with a client-first approach, we help businesses streamline operations, reduce costs, and achieve long-term financial clarity.
Services
Bookkeeping Services
Accounting Services
QuickBooks Training
New Business Start-Up
Human Resources Services
Highlights and features
- We have over 20 years of bookkeeping experience tailored to Charlotte businesses.
- Our remote services eliminate the need for in-person visits.
- Certified QuickBooks ProAdvisors and AIPB members ensure industry expertise.
- Family-owned firm offering personalized, client-focused solutions.
- Outsourcing saves clients time and reduces operational costs.
Associations and certifications
- American Institute of Professional Bookkeepers
- QuickBooks ProAdvisors
- BBB accredited
Services
Bookkeeping Services
We provide comprehensive bookkeeping services for small businesses, corporations, and nonprofits. Our team manages accounts receivable/payable, bank reconciliations, financial reporting, and payroll processing. Using QuickBooks and other platforms, we ensure accurate, up-to-date records that help clients monitor cash flow and make informed decisions. Our remote capabilities allow seamless integration with client operations.
Accounting Services
Our accounting services include budgeting, financial statement preparation, tax planning, and month-end closings. We assist with cash flow analysis, financial forecasting, and controller services for businesses needing temporary CFO support. By maintaining organized records, we help clients reduce tax preparation time and improve financial transparency for stakeholders.
QuickBooks Training
Certified ProAdvisors offer customized QuickBooks training for beginners and experienced users. Courses cover software setup, chart of accounts creation, invoicing, payroll, and financial reporting. We provide hands-on instruction to help businesses maximize QuickBooks' features for efficient financial management and accurate record-keeping.
New Business Start-Up
We guide entrepreneurs through business setup, including entity selection, EIN registration, bank account establishment, and accounting system implementation. Our seminars cover budgeting, tax requirements, and software training to ensure new businesses launch with strong financial foundations and compliance strategies.
Accounting Clean-Ups
We restore order to disorganized financial records by reconciling accounts, entering missing transactions, and preparing accurate financial statements. This service streamlines tax preparation, reduces CPA workload, and provides clear insights into business performance through organized, audit-ready documentation.
People
Maureen Riley
Accounting Associate
Supports accounting operations and client files while learning bookkeeping. Brings 13 years of administrative experience and a proactive attitude to ABTB's team.
Deserey Rivera
Onboarding Coordinator
QuickBooks ProAdvisor with 15+ years in accounting across real estate, construction, and healthcare. Fluent in Spanish and experienced in payroll, sales tax, and enterprise solutions.
Kari Anderson
Lead Accounting Associate
7+ years of bookkeeping experience with expertise in QuickBooks and nonprofit accounting. Promoted to team lead for organizational skills and technical proficiency.
Sue Markowski
Lead Accounting Associate
15-year accounting manager with commercial plumbing and steel fabrication experience. Promoted to lead role after two years for exceptional leadership and industry knowledge.
Angela Bellocchio-Myers
Accounting Associate
12 years of payroll and tax experience. Quick learner with a positive attitude, bringing expertise from a family accounting firm to ABTB's team.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, tax planning, and controller services tailored to small business needs.
Do you serve businesses outside Charlotte?
Yes, we serve Charlotte and surrounding areas in North Carolina with both on-site and remote services.
Are your team members certified professionals?
Yes, we are certified QuickBooks ProAdvisors and members of the American Institute of Professional Bookkeepers.
Can you help with QuickBooks software setup?
Yes, we offer QuickBooks installation, company file setup, and customized training for effective software implementation.
What new business services do you provide?
We assist with business entity selection, EIN registration, bank account setup, and accounting system implementation for startups.
