Comprehensive Accounting & Advisory Services in Winston-Salem

Business Advisory Services

Empower your business with proactive financial strategy. Our Business Advisory Services help you make informed decisions, strengthen operations, and prepare for growth or transition. From strategic planning and cash flow management to succession planning and new business formation, our CPAs serve as trusted advisors who understand your business inside and out.

Accounting & Bookkeeping

Accurate financial records are the foundation of every strong business. Our Accounting & Bookkeeping Services provide reliable monthly reporting, general ledger setup, payroll coordination, and financial statement compilations and reviews. We focus on helping you understand your numbers so you can make smarter business decisions.

Tax Planning & Preparation

Our Tax Planning & Preparation Services help individuals and businesses minimize liability and maintain full compliance. We take a proactive approach by monitoring regulatory changes and identifying strategic tax-saving opportunities year-round. Clients across Winston-Salem and the Piedmont Triad trust our firm for responsive support and disciplined planning that extends far beyond filing season.

QuickBooks Consulting & Support

As certified QuickBooks ProAdvisors, we help businesses implement, customize, and maintain their accounting systems with confidence. Whether you’re setting up QuickBooks for the first time, cleaning up your chart of accounts, or training your team, we make the process seamless and stress-free.

Payroll Guidance & Process Coordination for Small Businesses

Managing payroll doesn’t have to be stressful. Our CPAs provide payroll guidance and process coordination that ensures your team gets paid accurately and on time while staying compliant with federal and North Carolina regulations. Whether you handle payroll in-house or through a third-party platform. Our goal is to simplify payroll management so you can focus on running your business.

Financial Statement Preparation

Reliable financial statements are essential for making sound business decisions and maintaining lender confidence. We provide financial statement preparation services. Our CPAs prepare statements that meet professional standards and support your credibility. Each engagement is handled with precision, transparency, and a deep understanding of your reporting obligations.

New Business Formation Consulting

Our team offers new business formation consulting to help you select the entity type (LLC, S Corporation, Partnership, or C Corporation) that best fits your goals, liability concerns, and tax strategy. We guide you through registration, EIN setup, accounting system design, and early-stage planning to ensure your business launches with a strong financial foundation. With local insight and CPA-level expertise, we help entrepreneurs across Winston-Salem and the Piedmont Triad start smart and plan ahead.

Exit Planning for Business Owners

A well-structured succession plan protects both your business and your legacy. Our succession and exit planning services help business owners prepare for smooth transitions — whether passing ownership to family, selling to a partner, or exiting the business entirely. We evaluate your company’s value, coordinate with attorneys and financial advisors, and design tax-efficient strategies that preserve wealth and continuity. With decades of advisory experience, we help you define a plan that supports your goals today and safeguards your future.

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