Bookkeeping & Tax Services in Charlotte, NC

CPA Led Bookkeeping, Quickbooks Support & Tax Preparation for Small Businesses

Keep your books accurate, organized, and ready for tax season. LH Bookkeeping Services provides personalized bookkeeping, QuickBooks cleanup and tax preparation for small businesses in Charlotte and throughout North Carolina. LH Bookkeeping Services provides ongoing bookkeeping support to help keep your financial information organized throughout the year.

Bookkeeping Services & Pricing

Lisa Holmes, CPA- QuickBooks Online Specialist - 15+ Years Accounting Experience Charlotte, NC

A clear overview of our pricing and service packages. All services are based on a standard hourly rate of $55 per hour, with monthly packages available for predictable pricing. Rate for Cleanup/Quarterly/Annual bookkeeping is $65 per hour.

Monthly Bookkeeping Packages

Basic Bookkeeping

$275 / month

Includes up to 5 hours of monthly bookkeeping

Up to 250 transactions per month

Up to 2 bank, credit card, loan, or asset accounts

Monthly account reconciliations

Transaction categorization

Monthly financial reports (Profit & Loss, Balance Sheet)

Small businesses with low transaction volume.

Core Bookkeeping

$440/ month

Includes up to 8 hours of monthly bookkeeping

251–375 transactions per month

Up to 3 bank, credit card, loan, or asset accounts

Monthly reconciliations

Transaction categorization

Monthly financial reports

Light account maintenance as needed

Businesses growing out of the Basic tier.

Standard Bookkeeping

$550 / month

Includes up to 10 hours of monthly bookkeeping

376–500 transactions per month

4–5 bank, credit card, loan, or asset accounts

Monthly reconciliations

Transaction categorization

Monthly financial reports

Light account clean-up as needed

Growing businesses with moderate activity.

Advanced Bookkeeping

$935 / month

Includes up to 17 hours of monthly bookkeeping

500+ transactions per month

6+ bank, credit card, loan, or asset accounts

Monthly reconciliations

Transaction categorization

Monthly financial reports

Accounts Receivable: invoice creation and payment tracking

Accounts Payable: bill entry and payment tracking

Ongoing account maintenance and support

High-volume businesses needing full-service bookkeeping.

Additional Services

Any services outside of your selected package are billed at $55 per hour for monthly client packages
Quarterly bookkeeping and Annual/year-end bookkeeping/ Clean up Work are billed at $65 per hour.
This includes, but is not limited to:

Loan setup and reconciliation

Fixed asset accounting

Depreciation schedules

Balance Sheet Cleanup

Sales Tax Support

Historical reconciliations

Sales tax support

Payroll reconciliation

Custom Financial reporting

Important Notes

Packages are based on average monthly activity.
Bank, credit card, loan, and asset accounts count toward total account limits.
Ongoing maintenance of existing loan and asset accounts is included within package limits.
Setup, restructuring, or depreciation-related work is billed at $55/hour.
Consistently exceeding package limits may require upgrading to the next tier.

A consultation and review of your bookkeeping needs may be required before an engagement is accepted.

A Personal Approach to bookkeeping and Tax Preparation

At LH Bookkeeping & Tax, you're not just another business

I take the time to understand your financial situation and answer your questions along the way. My goal is to provide professional and persoal approch to get to know you and your business making tax preparation with personal service and clear communication.

Whether you're preparing for tax season, starting a business, becoming self-employed, or simply want more confidence in your financial records, I'm here to help.

What bookkeeping services do you provide?

LH Bookkeeping & Tax provides professional bookkeeping services for small businesses, including bank and credit card reconciliations, transaction categorization, financial statement preparation, balance sheet review, QuickBooks Online support, and ongoing monthly bookkeeping. Services are customized based on the size, complexity, and accounting needs of your business.

Do you provide bookkeeping services nationwide?

Yes. LH Bookkeeping & Tax is based in Charlotte, North Carolina and provides virtual bookkeeping services to small businesses nationwide. Most bookkeeping services can be handled securely and remotely through QuickBooks Online and electronic document sharing.

Is my bookkeeping handled by a CPA?

LH Bookkeeping & Tax is owned and operated by a Certified Public Accountant. Clients receive personalized accounting support and direct communication, with services tailored to the needs of their business.

What types of businesses do you provide bookkeeping for?

LH Bookkeeping & Tax works with small businesses across a variety of industries, including contractors and construction companies, home care and healthcare businesses, professional service firms, real estate businesses, and other owner-operated companies.

Do you work with QuickBooks Online?

Yes. QuickBooks Online is the primary accounting platform used by LH Bookkeeping & Tax. Services include monthly bookkeeping, account reconciliations, financial reporting, QuickBooks cleanup, chart of accounts organization, and assistance correcting bookkeeping issues.

Can you clean up bookkeeping that is behind or inaccurate?

Yes. QuickBooks cleanup and catch-up bookkeeping services are available for businesses with unreconciled accounts, incorrectly categorized transactions, duplicate transactions, inaccurate balances, or bookkeeping that has fallen behind.
Books can be reviewed and corrected before transitioning to ongoing monthly bookkeeping or preparing financial records for tax filing.

What's included in monthly bookkeeping?

Monthly bookkeeping may include bank and credit card reconciliations, transaction review and categorization, balance sheet account review, and preparation of financial statements such as a Profit & Loss Statement and Balance Sheet.
The exact scope depends on your business, number of accounts, transaction volume, payroll, loans, fixed assets, and other accounting needs.

How much do bookkeeping services cost?

Bookkeeping fees depend on the complexity of your business, transaction volume, number of accounts, frequency of service, and condition of your existing accounting records.
After reviewing your bookkeeping needs, LH Bookkeeping & Tax will provide an estimate based on the scope of work required.

What's the difference between bookkeeping and tax preparation?

Bookkeeping is the ongoing process of recording, categorizing, reconciling, and reviewing your business's financial activity throughout the year. Tax preparation uses those financial records, along with other tax information, to prepare and file required federal and state tax returns.
Accurate bookkeeping throughout the year helps make tax preparation more efficient and gives business owners reliable financial information for making better business decisions.

Ready to Get Started?

Let's make tax season a little easier.

Schedule a Consultation 704-269-8845

Contact

We're committed to providing the highest level of accuracy, transparency, and efficiency, so you can focus on what you do best — growing your business.

If you'd like to see feedback from other clients, you can find reviews by searching for "LH Bookkeeping in Charlotte, NC" on Google.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.