Get your books set up right in Charlotte
Bookkeeping setup, cleanup, and monthly close from a controller with 30 years of experience. No tax prep, no audits, just clean books.
Most accounting firms won't tell you this
We work best with owners who want clean monthly books without tax prep or audits in the mix. Straightforward bookkeeping is the whole job.
Cleanup
Behind on entries or cash tracking? We untangle past records and bring your accounts current, no judgment attached.
Monthly close
A consistent month-end routine so you get clear financials on schedule, every single month.
Reconciliations
We match bank and credit card activity against your books, catching errors before they become real problems.
Payroll coordination
We work alongside your payroll platform so wages, taxes, and filings land correctly in your accounts.
Software training
Confused by your accounting tool? Get practical, hands-on training from a certified controller who uses it daily.
Setup and migration
New to cloud accounting or switching platforms? We set up your chart of accounts and move data over properly.
Clear bookkeeping plans for Charlotte owners
Pick the level of support your books need. No hidden fees, no vague promises, just clean monthly close services.
Setup
For businesses starting fresh or switching platforms. We build your chart of accounts, connect your bank feeds, and set up your cloud software so it fits the way you run your shop.
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Chart of accounts setup
Bank feed connections
Opening balances entry
Software platform review
Monthly Care
For Charlotte small businesses ready to hand over the month end. We handle your monthly close, reconciliations, and financial statements so you can trust your numbers.
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Monthly close
Bank reconciliations
Financial statements
Expense categorization
Payroll coordination
Catch-Up
Got a mess of past transactions or missing records? We dig in, sort it out, and get your books current, then hand you a clear picture for tax time.
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Book cleanup
Transaction categorization
Prior period adjustments
Clear financial baseline
Your books, un-messed in days
We start with a quick call, set up your books or clean up the backlog, and hand you a monthly close routine that sticks.
Clean books, close after close
Charlotte owners lean on Modern Fiscal when their books need to be right, not just close. Their numbers now stand up to any review.
Our monthly close went from a week-long scramble to two days. The reconciliations are exact, and I finally trust the balances for my board meetings.
Sarah Mitchell
Owner, Mitchell Home Services
After years of inconsistent bookkeeping, this was a complete cleanup. Every transaction was accounted for, and the catch-up was handled without a single discrepancy.
Marcus Chen
Principal, Chen Consulting Group
The first month we handed over our books, cash flow made sense for the first time in two years. The financial reports are clear, accurate, and actually useful.
Priya Patel
Founder, Queen City Retail
What services are out of scope?
30 years of controller experience, put to work on your books.
Tell us where your books stand, and we'll map a clear path to accurate records. No tax prep, no audits, just a straight answer on your next step.