Meet the controller behind your clean books
Modern Fiscal brings 30 years of controller-level experience to Charlotte small businesses. Let's get your records accurate and current.
Ever wonder if your books are actually right?
Our mission at Modern Fiscal is clear: give Charlotte small businesses accurate records without the cost of a full-time controller.
A controller's eye on your books
Modern Fiscal is led by one managing member with 30 years of controller-level experience, giving you senior financial oversight without the full-time cost.
Managing Member
Daniel Hart
Daniel brings 30 years as a financial accountant and controller across service-based industries, certified in major cloud platforms, to every engagement.
Senior Bookkeeper
Lauren Mitchell
Lauren ensures clean monthly closes and accurate reconciliations, so your financial statements are always ready when you need them.
The Modern Fiscal standard for Charlotte small businesses
We bring controller-level judgment to every client engagement, without the cost of a full-time hire. Here is how we work.
Controller-level expertise
Thirty years of financial leadership applied to your books, so you get answers, not just entries.
Plain-language reporting
We translate your numbers into clear, actionable insight. No jargon, no mysteries, just clarity.
Realistic timeframes
We scope the work honestly and deliver on schedule, so your financial close never drags.
Your books, your way
We work within your processes, not ours. We adapt to your tools and your team's workflow.
Three decades of clean books
Small business owners across Charlotte rely on Modern Fiscal for accurate records and a monthly close that actually makes sense.
Our books were a mess before Modern Fiscal stepped in. They cleaned up two years of catch-up accounting in weeks, not months. Now our monthly statements are ready by the fifth.
Client name
Owner, Service-based business
As a contractor, I never had time for bookkeeping. Modern Fiscal handles everything from reconciliations to payroll coordination. I finally know exactly where my money is.
Client name
Contractor, Charlotte area
The transition from spreadsheets to cloud accounting was painless. Modern Fiscal trained us on the software and set up clean processes we actually understand. It's been a game changer.
Client name
Operations Manager, Small firm
What I appreciate most is the direct communication. When I have a question about a reconciliation or an account balance, I get a straight answer, not a runaround.
Client name
Principal, Professional services
Bring us your books. We’ll bring the clean monthly close.
Tell us where your records stand. You’ll get a clear picture and a straightforward next step.