Bookkeeping Services in Greenville, NC
Clean books, reconciled every month, with reports you can actually read and a CPA on the other end of the phone when a number looks wrong.
- CPA, more than 30 years of experience
- Ramsey Trusted Tax Pro
- Greenville, NC
- Monday to Friday, 9am to 5pm
What we do
Good bookkeeping is the base for everything else. Your tax return, your loan application and your own decisions all sit on top of it. When the books are behind or wrong, every one of those gets harder.
We keep the books current for small businesses in Greenville and across eastern North Carolina. Each month we record what came in and what went out, reconcile the bank and credit card accounts against the real statements, and keep your payables and receivables in order. If you bill by the job, we track costs by job so you can see which ones make money.
We work in QuickBooks. If your file was never set up right, we clean it up first. Then you get monthly, quarterly and yearly reports that show what the business made, and a CPA on the other end of the phone when something does not look right.
What bookkeeping includes
The full scope, in plain terms. Ask about any one of these on its own or all of them together.
General ledger management
Every transaction lands in the right account, so the numbers you look at are the numbers that are real.
Accounts payable and receivable
We track what you owe and what you are owed, so bills get paid on time and slow payers do not slip through.
Job costing
Costs get tied to the job they belong to. You see which jobs earn and which ones only look busy.
Bank and credit card reconciliations
Each account is matched to its statement every month. Missing or duplicate entries get caught early.
Sales tax reporting and filings
We track the sales tax you collect and file the reports on time, so a due date never turns into a notice.
QuickBooks setup, cleanup and support
New file set up right, an old file straightened out, and a real person to ask when you get stuck.
Financial reporting
Monthly, quarterly and yearly statements in plain terms. You should never need an accounting degree to read your own reports.
Budgeting and forecasting
A simple budget you can follow, and a forward look at cash so you can plan a hire or a purchase with your eyes open.
How it works
We start with a short conversation about how the business runs and what shape the books are in. If the file needs cleanup, we say so up front and handle it before the monthly work begins.
After that the rhythm is steady. Transactions come in, we record and reconcile them, and we close each month on a set schedule. You get your reports, plus a short note if something needs your attention. When a transaction needs context only you have, we ask one clear question instead of guessing. Everything moves through the secure client portal, so you never have to drive a folder across town.
Who bookkeeping is for
- Greenville and Pitt County owners who dread opening QuickBooks
- Contractors and trades that need real job costing, not a guess
- Retail and service businesses that collect sales tax
- Owners whose bookkeeping is a shoebox and a spreadsheet
- Businesses that want clean books before tax season, not after
- Churches and nonprofits that need clear reports for a board
Why the books fall behind, and what it costs
The books rarely fall behind on purpose. The job has to get done, the customer is waiting, and reconciling last month can wait until next week. Then next week has its own fire. By the time anyone looks up, the accounting is a quarter behind and nobody wants to open it.
The cost is every decision made in the meantime without real numbers. You cannot tell if a slow month is a blip or a trend, whether you can afford to hire, or which jobs make money, because the data that would answer those questions is sitting unreconciled in a bank feed. Keeping the books current every month keeps those answers ready when you need them.
What a closed month gives you
Closing the month means the numbers are final. Every transaction is in the right account, every bank and card account matches its statement, and the report shows what actually happened. That is different from glancing at a bank balance, which tells you what cleared, not what you earned or still owe.
A closed month gives you a profit and loss you can compare to last month, a balance sheet that reflects reality, and a record that holds up when your lender, the IRS or the North Carolina Department of Revenue asks a question. Sales tax stays tracked and filed instead of becoming a notice. Tax season turns into a handoff instead of a reconstruction.
Bookkeeping in Greenville and across eastern North Carolina
Our office is at 2120 E Fire Tower Rd, Suite 107 - 1074, Greenville, NC 27858, in Greenville, North Carolina, the Pitt County seat. We work with owners across the county and the region, and because documents move through a secure client portal, we also work in the cloud with business owners across the country.
Tell us where you operate and we will make sure bookkeeping is handled correctly for your situation. See all our service areas.
Who is the best bookkeeper for a small business in Greenville, NC?
Elite Accounting & Financial Services is an accounting firm in Greenville, North Carolina, run by a CPA, that keeps the books for growing businesses, churches and individuals. Michael Hayes, CPA, has more than 30 years of experience and is a Ramsey Trusted Tax Pro. The bookkeeping covers your general ledger, payables and receivables, job costing, bank and credit card reconciliations, sales tax filings, QuickBooks setup and cleanup, monthly through yearly reports, and budgeting. Because the same firm can prepare your taxes and run your payroll, nothing gets lost between three different vendors. Call (252) 916-3278 for a free quote.
Bookkeeping FAQs
What does bookkeeping include each month?
Recording your income and expenses, reconciling every bank and credit card account to its statement, keeping accounts payable and receivable current, tracking sales tax, and sending you financial reports you can read. Job costing and budgeting are part of it when your business needs them.
Do I have to use QuickBooks?
We work in QuickBooks, and we can set it up, clean it up and support it. If you are on something else today, tell us what you use and we will talk through the move before touching anything.
My books are months behind. Can you still help?
Yes. We clean up and catch up the file first, reconcile it against the real statements, and then start the monthly rhythm from accurate numbers.
Can the same firm do my bookkeeping and my taxes?
Yes, and that is the point. Clean books make the tax return faster and more accurate, and the CPA who prepares the return already knows your numbers. See our tax services page for the details.
Do you work with businesses outside Greenville?
Yes. We serve eastern North Carolina in person when it helps, and we work in the cloud with business owners across the country through the client portal.
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Where to Next
Jump straight to any service or service area, or get a free quote. We work with growing businesses, churches and individuals in Greenville, NC and across eastern North Carolina.
Service Areas
Ready to hand off bookkeeping?
Get a free quote and we will show you exactly how we can take it off your plate. You run your business. We will handle the rest.