We're Bookkeepi
Bookkeeping and tax services for businesses in Charlotte and the surrounding communities.
Problems We Solve
That stack of receipts from two years ago. he mess your last bookkeeper left behind. The IRS notice you're ignoring. The loan that needs financial statements tomorrow. We fix these situations.
Our Services
Bookkeeping, tax filing, payroll, and everything in between. Plus someone to call when you have questions. We handle it all under one roof with affordable pricing, up to 50% off on cleanups, and no contracts.
Who We Are
No call centers, no offshore accountants. We're a local firm run by Parth Patel, located in Charlotte. We have over 10 years of experience serving local clients.
Book Your Call Today. Get Started Fast.
Why Businesses Choose Us
Here's why Charlotte business owners prefer to work with us instead of doing it themselves.
One Firm Handles Everything
Books, payroll, advisory. It all works together. When one firm does it all, nothing falls through the cracks. Need something adjusted or have a unique situation? Just tell us and we'll make it happen.
We've Seen Your Situation Before
We have over 10 years of experience. That mess from your last bookkeeper? We've fixed it. Books that haven't been touched in two years? Seen it many times. We've handled every problem there is.
Local Service With No Contracts
You'll have access to local expertise, starting at $200/mo. No surprises. Pay more only if your business genuinely needs more work. Catching up on old books? We discount bulk work because we know you're already behind.
Behind On Your Books? We'll Catch You Up.
Haven't touched QuickBooks since 2022? Still using a spreadsheet? We don't judge, we just fix it. Most businesses come to us behind. We'll get you caught up and keep you current from that point on.
Know Where You Actually Stand
Right now you're probably guessing if you're profitable. We'll show you real numbers, what you're making, where money's going, which services make money and which don't. Make important decisions based on facts.
Your Time Is Worth More Than This
You could spend your weekends digging into QuickBooks. Or you could let us handle it while you do what actually makes you money. DIY bookkeeping usually means mistakes and hours of frustration.
Our Services
Bookkeeping
We do the data entry you hate, organize everything for taxes, and catch you up no matter how far behind you are. You'll know exactly what you spent, what you made, and what you owe.
Tax Planning & Filing
We prepare and file your business taxes, track quarterly payments, and find deductions you didn't know existed. No surprises, no penalties, no more deadline stress.
Payroll Management
We keep the IRS happy. Paychecks go out on time, taxes get deposited, paperwork gets filed. You focus on running your business instead of calculating withholdings.
Sales Tax Filing
Stop stressing about sales tax deadlines. We track taxable versus non-taxable, calculate what you owe, and file everything with the state.
Bill Pay & Invoicing
Invoice customers promptly, pay vendors on schedule. We make sure money comes in faster and bills don't pile up.
Business Advisory
Should you hire? Take that loan? Open a second location? We run the numbers, explain what they mean, and help you make smarter moves.
Industries We Serve
Here are some of the industries we know best. Not on the list? No problem. We work with all types of businesses.
Solo Entrepreneurs
You've got enough hats to wear without adding bookkeeper to the list. We manage the books, taxes, and finances like the expert you need.
Small Businesses
Too big to DIY your books, too small for a finance department. We're the professional financial team you need at this stage.
Growing Businesses
Stop spending nights on QuickBooks when you should be planning your next move. We handle the financial complexity that comes with growth.
E-commerce & Retail
Selling online, in-store, at markets? We record your numbers across all channels, handle sales tax, and track which products drive actual profit.
Real Estate Investors
From your 1st property to your 10th, know which ones make money. We track income, expenses, depreciation, and help with 1031 exchanges.
Property Managers
Trust accounting, owner distributions, monthly statements. We keep each property's books compliant while you deal with tenants.
Professional Services
Your time is worth hundreds per hour. Don't waste it on bookkeeping. We handle trust accounts, expenses, and project costs.
Contractors & Trades
Get paid in chunks but bills come monthly. We help manage cash flow, track expenses by job, and handle all those 1099s at year-end.
Logistics & Trucking
Freight bills take forever to pay but fuel and drivers can't wait. We balance cash flow, track costs, and handle all that IFTA paperwork.
Still Doing Your Own Books at Midnight?
There's a better way. It takes a quick call to find out how we can help. Call us or book a time that works for you.
About Us
Bookkeepi is led by Parth Patel, who's spent over 10 years running businesses in life sciences, retail, and engineering. He knows firsthand that messy books don't just cause tax problems, they stop you from making smart business decisions.
We're based in Charlotte and serve businesses throughout the metro area. If you work with us, you're working with people who understand what North Carolina businesses actually need. We've helped Charlotte businesses get their books audit-ready and, more importantly, actually useful. From biotech startups needing investor-ready financials to retail shops tracking inventory across locations, we've seen how clean books change the way businesses operate.
When you understand your real numbers, you make better decisions. Most business owners we meet are flying blind. They don't know their true costs, can't predict cash flow, and dread any mention of an audit. We fix that. Clean books, accurate reporting, and explanations that actually make sense.
Books behind? We'll catch them up. Audit coming? We'll get you ready. Need to understand why you're not profitable? We'll show you exactly where the money's going. We handle the bookkeeping, taxes, and financial organization so you can focus on growing your business.
Have a Question?
Frequently asked questions to help you decide if we're the right fit for you.
Our core bookkeeping service starts at $200/month on a flat-rate basis. The final price depends on your business's size and complexity, which we determine during our free discovery call.
Absolutely. Our Bookkeeping Cleanup service is designed specifically for this situation. We'll get your past records fully organized and reconciled to give you a solid financial baseline.
No. Our monthly bookkeeping services are month-to-month. We believe in earning your business every month.
We use a secure app for all document sharing. It’s a simple process, and we guide you through the setup during onboarding.
No. We operate as a virtual firm, which allows us to serve Charlotte businesses efficiently and keep our services more affordable. Everything is handled remotely.
Yes, we work in QuickBooks Online (QBO). It's about $30/month and gives you easy access to your financials. We'll help you get set up and teach you what you need to know.
You upload bank statements and receipts through our secure app (we'll show you how). We handle everything else.
Yes, we prepare and file your business taxes. We handle quarterly estimates, and make sure you capture every deduction.
Yes. We process payroll, handle tax deposits, file quarterly 941s, and manage year-end W-2s.
After initial setup, maybe 15 minutes a month uploading documents. That's it. We handle the rest.
We can typically start within a day of our first call. If your books need cleanup work, we begin there. If they're current, we jump right into monthly bookkeeping.
Yes. We answer the phone and return calls the same business day.
We're CPA-led, actually answer the phone, and have worked with hundreds of local businesses. No offshore teams, no junior staff learning on your dime.
The Worst Part Is Putting It Off Another Month
Your records aren't getting better on their own. Let's fix this. Join the many Charlotte businesses who stopped stressing about their books. Pick a time that works for you and get started today.