We are a family owned and operated bookkeeping and client accounting advisory services firm in Charlotte, NC. Our staff has more than 20 years experience helping small and medium business entrepreneurs with their bookkeeping and financial statements for annual tax preparation and filing, insights for strategic business decisions, and obtaining business financing. In addition our staff has experience working at a CPA firm, and with Fortune 150 companies in accounting and strategic financial planning and analysis. We’re well equipped to help you develop financial modeling, budgets and forecasts, defining KPIs to evaluate business performance, ongoing review and analysis of financial performance, and cash Flow analysis & advising.

At Balanced Ledger Consulting, we’re taking everything we’ve learned – all of the best practices for high caliber accounting and finance functions – and we’re infusing it into our outsourced financial services.

We’re here to provide you with that same level of talent – in the form of highly experienced bookkeepers, and accounting (CFO) advisors – all at a fraction of the cost.