Huntersville Accounting & Advisory keeps your bookkeeping accurate, your reports on time, and your questions answered — so you can run the business instead of chasing the spreadsheet.
Based in Huntersville, NC — and fully virtual, so I work with business owners across the country, not just here at home.
However involved you want us to be — from monthly bookkeeping to full financial leadership — there's a fit here.
The month-over-month rhythm that keeps your numbers current and ready the moment you need them.
Fallen behind? We work backward through the gap until everything ties out.
Want to run it yourself? We'll set up the system and teach you how.
Institutional-grade budgeting and forecasting, sized for a business like yours.
Start with clean, reliable books, then add AR/AP or strategic advisory as you grow. No long-term contract required.
Best for businesses that just need clean, reliable books
Best for businesses managing invoices and vendor bills
Best for businesses ready for a deeper financial partner
We focus exclusively on bookkeeping and advisory — no payroll, no sales tax filing, no tax prep. See what's included in each tier on our Services page, or book a free consultation for a quote tailored to your business.
Our founder spent over a decade managing finance for institutional real estate — including treasury and cash flow forecasting across a portfolio of roughly 40 hotel investments — before opening this practice to bring that same discipline to small businesses in the Lake Norman and Charlotte area.
Read Our StoryBook a free consultation and find out what clean, current books actually feel like.