LB&A, Certified Public Accountants, PLLC, Charlotte, NC, Matthews, NC CPA, Firm, LBA, TB&A, Matthews, Monroe, Mint Hill and Union, tax planning, tax, 401k audit, business consulting, business valuation, audit, accounting, accountant, review, const

Full Service Accounting

Timely and accurate full range accounting services are tailored to each company's needs. We offer three levels of QuickBooks accounting services.

1. For clients with no accounting personnel, we provide full accounting services by entering checks, deposits, and bank statements into QuickBooks and producing monthly financial statements.

2. Other clients need initial QuickBooks training to enable their staff to enter their own transactions. We follow up with periodic reconciliation, suggest changes and help interpret results.

3. For Clients with staff who have a high level of QuickBooks expertise, we provide staff support and answer questions or make suggestions on an as needed basis.

As a small business owner you need up to date financial information to make important management decisions. Each month or quarter we can do the following things for you...

Reconcile your bank account
Compile an income statement
Compile a balance sheet

These tasks form the foundation of your small business accounting system. You can customize the package of services you receive by adding tax planning, tax preparation, or any of our other services.

Bank Reconciliation

Reconciling your business checking account each month allows you to keep your bank account, accounting, and taxes up-to-date.

Having us reconcile your account each month allows you to...

Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.

Income Statement

An income statement, otherwise known as a profit and loss statement, provides an itemized list of all your revenues and expenses.

An income statement allows you to...

Track revenues and expenses so that you can determine the operating performance of your business.
Determine what areas of your business are over-budget or under-budget.
Identify specific items that are causing unexpected expenditures.

Balance Sheet

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.

A balance sheet helps you...

Quickly get a handle on the financial strength and capabilities of your business.
Identify and analyze trends, particularly in the area of receivables and payables.
Determine if your business is in a position to expand.
Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses.
Determine if you need to take immediate steps to bolster cash reserves.

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.

Phone: 704.841.1120

Fax: 704.841.4901

LB&A,Certified Public Accountants, PLLC is a full service accounting practice for income tax, accounting, audit and review, business valuation, and business consulting. In addition to tax preparation and planning for individuals and corporations, we focus on construction and construction sub-contractors for tax, audit, and bonding requirements, Homeowner Associations (HOA) for audits and reviews, Franchisor tax and audit services, non-profit (nonprofit) associations needing audits, reviews and 990 preparation, independent physicians and independent medical practices and doctors, and manufacturing companies. Our CPA firm provides tax preparation, audits, accounting services and consultation to a wide variety of businesses in Monroe, NC and all of Union County, Matthews, NC, Mint Hill, NC and the greater Charlotte, NC area from our downtown Matthews, NC location.

Accounting Service