4.8
What we do
18 years. 214 monthly closes. Day 10 is the target, every month.
“They closed March on April 8. The pack had a one-page variance list. That is all I needed.”
Services
Six lines of work. One partner on the file.
Monthly close
Books closed by business day 10. Variance notes in writing. 214 entities on this cadence.
Schedule a closeBusiness tax
C-corp, S-corp, partnership. The calendar is set in January. Estimated payments dated.
Schedule a closeAudit support
Workpapers that match the trial balance. Helen Pell stays on the file through fieldwork.
Schedule a closeEntity planning
Formation, S elections, and owner draws priced before you file. David Ward owns tax.
Schedule a closePayroll and sales tax
Filings on the due date. Penalties we cause, we pay. NC and SC currently.
Schedule a closeOwner reporting
A one-page pack: cash, AR over 60, and tax estimated. Same format every month.
Schedule a close
The close
Cut-off day 0. Questions by day 4. Pack by day 10. If we miss day 10, the invoice for that month is waived. That is the firm's rule.
The people
Helen Pell, CPA, managing partner. David Ward, CPA, tax. Both in Charlotte. Month-end Saturdays by appointment.
Schedule a close
Name, email, and when the books last closed. We answer on a weekday within one business day.
201 S Tryon St, Suite 1420
Charlotte, NC 28202
Mon–Fri 8:00–17:30
Month-end Saturdays by appointment
Clients
What they said after a close
Closed on day 8.
“They closed March on April 8. The pack had a one-page variance list. That is all I needed.”
Owen T.
Return matched the close.
“We changed entities in 2023. The return matched the close. No surprise bill in October.”
