Top 18 Bookkeepers in the Charlotte-Concord Area, NC (2026)
Key Takeaways
- First on the list: Allied Tax & Accounting Consultants, LLC, scoring 60 with 79% of the evidence checked.
- We reviewed 142 firms here; 23 of the 36 that met the listing bar reached 70% evidence coverage, and the 18 with at least 6 documented items are numbered.
- Only 2 of 36 publish a monthly price or a starting price, while 30 say nothing about fees.
- Software named most: QuickBooks, by 39% of firms.
Sources cited in this article: DNS check, Firm's own website, Google profile link, IRS preparer records, Software advisor directory, State accountancy board, and our published methodology.
142 profiles reviewed, 36 met the listing bar, 23 scored (evidence coverage of 70% or more). 18 document at least 6 of the items we score and are ranked by Evidence Score; the other 5 are under the list as Also scored.
Firms on this page have offices in Charlotte (6), Concord (5), Matthews (4), Salisbury (4), Statesville (4), Huntersville (3) and 7 other places. The page covers 75 towns and cities in the metro area, and a firm elsewhere in North Carolina appears on the state page.
How this list is built: Methodology · Disclosures · About · Report a correction
This list numbers the 18 Charlotte-Concord bookkeeping firms with enough documented evidence to rank, out of 36 that met our listing bar, and scores 5 more below it without a number. Narrow it by need first. The filters above the list cover catch-up work (5 firms), a published price (2) and remote service (10).
What firms here charge
We verified a monthly bookkeeping price for 2 of the 36 firms on this list, each from the firm's own site and captured on September 26, 2026. The lowest listed is Nathan A Caldwell CPA, P.C.: from $400 a month. The highest listed is MirchCPA: from $500 a month (quarterly close). For the other firms we have no verified monthly bookkeeping price; some may publish other pricing, so ask them for a quote.
| Firm | Price type | Monthly price ($) | Conditions | Captured |
|---|---|---|---|---|
| Nathan A Caldwell CPA, P.C. | Starting price | 400 | None stated | |
| MirchCPA | Starting price | 500 | Listed below |
Conditions each firm states with its price:
- MirchCPA ($500): quarterly close.
Top 18 Bookkeepers in the Charlotte-Concord Area, NC, Ranked by Evidence Score
- Allied Tax & Accounting Consultants, LLC (Charlotte, NC). Evidence Score 60/100 at 79% coverage. Read the full profileDocuments 5 of 5 core services; IRS preparer record found for a named person. Documented fit: nonprofits; catch-up and cleanup work.Who they say they serve (self-reported): nonprofits.
- Practical Bookkeeping (Kannapolis, NC). Evidence Score 59/100 at 80% coverage. Read the full profileDocuments 4 of 5 core services; CPA license verified with the state board; states it prices by quote. Documented fit: catch-up and cleanup work; Xero users.
- David N. Wurst, CPA, PA (Matthews, NC). Evidence Score 52/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board. Documented fit: catch-up and cleanup work.
- Calculate Business Services (Statesville, NC). Evidence Score 50/100 at 76% coverage. Read the full profileDocuments 4 of 5 core services; states it prices by quote.
- Nathan A Caldwell CPA, P.C. (Matthews, NC). Evidence Score 47/100 at 72% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person; publishes prices. Documented fit: real estate, retail.Who they say they serve (self-reported): real estate, retail, manufacturing.
- JG Financial Services (Monroe, NC). Evidence Score 44/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: Xero users.
- Laura M. Mikeworth, CPA, P.A. (Cornelius, NC). Evidence Score 41/100 at 70% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: QuickBooks Online users.
- Mchargue & Associates LLC (Statesville, NC). Evidence Score 38/100 at 79% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: QuickBooks Online users.
- Loreilie Rhyne CPA (Statesville, NC). Evidence Score 37/100 at 89% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; states it prices by quote.
- Ladd, McCall & Associates, CPAs, PA (Huntersville, NC). Evidence Score 37/100 at 70% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person.
- Jennifer S. Weaver, CPA, P.A. (Salisbury, NC). Evidence Score 36/100 at 73% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: professional services.Who they say they serve (self-reported): professional services.
- Apex Business Consulting LLC (Waxhaw, NC). Evidence Score 35/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: construction, real estate.Who they say they serve (self-reported): construction, real estate, technology, non-profits.
- Mark Rivera CPA, PLLC (Charlotte, NC). Evidence Score 35/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
- Dan Michiels CPA, PLLC (Concord, NC). Evidence Score 35/100 at 72% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: catch-up and cleanup work.
- Philip K. Titlestad CPA, PLLC (Denver, NC). Evidence Score 33/100 at 72% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: manufacturing.Who they say they serve (self-reported): manufacturing.
- David Love (Charlotte, NC). Evidence Score 31/100 at 73% coverage. Read the full profileDocuments 1 of 5 core services; IRS preparer record found for a named person. Documented fit: medical, law firms.Who they say they serve (self-reported): medical, law firms, restaurants, dental.
- IA Tax Service (Gastonia, NC). Evidence Score 25/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services.
- Carolinas Tax and Business Services (Matthews, NC). Evidence Score 21/100 at 75% coverage. Read the full profileDocuments 1 of 5 core services. Documented fit: construction, contractors.Who they say they serve (self-reported): construction, contractors.
Also scored
These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Sherrill & Smith, CPAs, PA | Salisbury, NC | payroll coordination, month-end close | Not verified | Not verified | Active CPA firm or individual license | 81 | 21 |
| Penciled In Accounting | Concord, NC Local + remote | monthly bookkeeping | QuickBooks | Not verified | Not verified | 75 | 21 |
| James B Corey PA | Concord, NC Local | payroll coordination | Not verified | Not verified | IRS preparer record | 70 | 13 |
| United Express Tax & Multi-Services | Salisbury, NC Local | payroll coordination | Not verified | Not verified | Not verified | 81 | 12 |
| SCHWINN CPA PLLC | Cornelius, NC | Not verified | Not verified | Not verified | IRS preparer record | 75 | 11 |
Top firms in Charlotte
Allied Tax & Accounting Consultants, LLC leads Charlotte with an Evidence Score of 60/100 at 79% coverage. Also ranked in Charlotte: Mark Rivera CPA, PLLC (35/100, 75% coverage), David Love (31/100, 73% coverage).
Top firms in Matthews
David N. Wurst, CPA, PA leads Matthews with an Evidence Score of 52/100 at 74% coverage. Also ranked in Matthews: Nathan A Caldwell CPA, P.C. (47/100, 72% coverage), Carolinas Tax and Business Services (21/100, 75% coverage).
Top firms in Statesville
Calculate Business Services leads Statesville with an Evidence Score of 50/100 at 76% coverage. Also ranked in Statesville: Mchargue & Associates LLC (38/100, 79% coverage), Loreilie Rhyne CPA (37/100, 89% coverage).
Comparison table
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Allied Tax & Accounting Consultants, LLC Says it serves: nonprofits | Charlotte, NC Local + remote | monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 79 | 60 |
| Practical Bookkeeping | Kannapolis, NC | monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close | QuickBooks, Xero, Wave | Quote only (stated) | Active CPA firm or individual license | 80 | 59 |
| David N. Wurst, CPA, PA | Matthews, NC Local | monthly bookkeeping, catch-up/cleanup, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 74 | 52 |
| Calculate Business Services | Statesville, NC Local + remote | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks | Quote only (stated) | Not verified | 76 | 50 |
| Nathan A Caldwell CPA, P.C. Says it serves: real estate, retail, manufacturing | Matthews, NC Local + remote | monthly bookkeeping, month-end close | Not verified | Publishes prices | IRS preparer record | 72 | 47 |
| JG Financial Services | Monroe, NC Local | monthly bookkeeping, payroll coordination, month-end close | Xero, ADP, QuickBooks Online | Not verified | IRS preparer record | 75 | 44 |
| Laura M. Mikeworth, CPA, P.A. | Cornelius, NC Local | monthly bookkeeping, payroll coordination, month-end close | QuickBooks Online, QuickBooks Desktop | Not verified | IRS preparer record | 70 | 41 |
| Mchargue & Associates LLC | Statesville, NC | monthly bookkeeping, payroll coordination, month-end close | QuickBooks Online | Not verified | IRS preparer record | 79 | 38 |
| Loreilie Rhyne CPA | Statesville, NC Local | payroll coordination | Not verified | Quote only (stated) | Active CPA firm or individual license, IRS preparer record | 89 | 37 |
| Ladd, McCall & Associates, CPAs, PA | Huntersville, NC Local | monthly bookkeeping, payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 70 | 37 |
| Jennifer S. Weaver, CPA, P.A. Says it serves: professional services | Salisbury, NC | AP/AR, payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 73 | 36 |
| Apex Business Consulting LLC Says it serves: construction, real estate, technology, non-profits | Waxhaw, NC | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 75 | 35 |
| Mark Rivera CPA, PLLC | Charlotte, NC Local | AP/AR, month-end close | QuickBooks | Not verified | IRS preparer record | 75 | 35 |
| Dan Michiels CPA, PLLC | Concord, NC Local + remote | monthly bookkeeping, catch-up/cleanup, payroll coordination | QuickBooks | Not verified | Not verified | 72 | 35 |
| Philip K. Titlestad CPA, PLLC Says it serves: manufacturing | Denver, NC | payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 72 | 33 |
| David Love Says it serves: medical, law firms, restaurants, dental | Charlotte, NC | month-end close | QuickBooks | Not verified | IRS preparer record | 73 | 31 |
| IA Tax Service | Gastonia, NC Local + remote | monthly bookkeeping, payroll coordination | Not verified | Not verified | Not verified | 75 | 25 |
| Carolinas Tax and Business Services Says it serves: construction, contractors | Matthews, NC Local + remote | month-end close | Not verified | Not verified | Not verified | 75 | 21 |
Also listed (not scored yet)
These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) |
|---|---|---|---|---|---|---|
| Abby H Champion CPA PC Says it serves: attorneys | Huntersville, NC | AP/AR, payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 28 |
| Beth W. Belk, P.A. | Concord, NC | monthly bookkeeping, payroll coordination | QuickBooks | Not verified | Not verified | 69 |
| Davis Group, PA, CPAs Says it serves: veterinary, dental, construction, contractors, solopreneurs | Salisbury, NC | monthly bookkeeping, AP/AR, payroll coordination | QuickBooks Online, ADP | Not verified | Not verified | 69 |
| Gordon Keeter Nichols | Concord, NC | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 69 |
| J Y Tax & Accounting Services Says it serves: restaurants, real estate, hospitality | Matthews, NC | monthly bookkeeping, payroll coordination, month-end close | Not verified | Quote only (stated) | Not verified | 69 |
| Lesemann CPA PLLC | Huntersville, NC Local | Not verified | Not verified | Not verified | Not verified | 62 |
| Lewis & Cone | Mooresville, NC | payroll coordination | QuickBooks | Not verified | Not verified | 19 |
| MirchCPA Says it serves: real estate, healthcare, non-profits, e-commerce, startups | Charlotte, NC Local + remote | monthly bookkeeping, payroll coordination, month-end close | Not verified | Publishes prices | Not verified | 68 |
| Mooresville Tax Service | Mooresville, NC Local | payroll coordination, month-end close | Not verified | Not verified | Not verified | 66 |
| Potts, Steele & White, P.A. | Statesville, NC | payroll coordination, month-end close | Not verified | Not verified | Not verified | 12 |
| Quality Accounting & Tax Service Inc Says it serves: professional services | Kannapolis, NC | payroll coordination | Not verified | Not verified | IRS preparer record | 15 |
| ServiTax Bookkeeping | Charlotte, NC Local + remote | payroll coordination | QuickBooks Online | Not verified | Not verified | 27 |
| Shah & Associates, CPA, PLLC Says it serves: medical, retail, hospitality | Charlotte, NC Local + remote | monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close | QuickBooks Online | Not verified | Not verified | 69 |
What the evidence shows
Pricing
Pricing is where these sites say least: 30 of 36 are silent on fees, 4 say they quote each job, and 2 publish a monthly figure. Figures the firms publish themselves, as their sites word them: Nathan A Caldwell CPA, P.C. ("$400 per month") and MirchCPA ("$ 500+ /month"). Get the monthly fee, the transaction volume it assumes and what counts as extra in writing.
Services and process
If you're behind, start with the 5 firms that say they do catch-up or cleanup work. On this page that's Allied Tax & Accounting Consultants, LLC, Practical Bookkeeping, David N. Wurst, CPA, PA, Dan Michiels CPA, PLLC and Shah & Associates, CPA, PLLC. 9 of 36 state how often reports arrive, and 5 describe how onboarding works.
Software and remote work
QuickBooks leads the software firms here name (39%); after it come QuickBooks Online 17% and ADP 6%. If you run Xero, Practical Bookkeeping and JG Financial Services name it. 10 of 36 say they work with clients remotely, so a firm across the metro can still take you on.
Licenses and public records
North Carolina doesn't publish its CPA register or business registry in a form we can match, so most firms here stop below the 70% coverage a ranking needs. The website evidence still counts; it just can't carry a firm over the bar alone. A few were looked up by hand on the North Carolina State Board of Certified Public Accountant Examiners, and the CPA records found belong to Practical Bookkeeping, David N. Wurst, CPA, PA, Loreilie Rhyne CPA and Sherrill & Smith, CPAs, PA. Median evidence coverage here is 72%.
The ranking
Numbered scores on this list run from 60 down to 21, and the median across every scored firm is 35. 5 more firms reached 70% coverage with fewer than 6 documented items, so they sit under the list as Also scored, without a number. The top of the list: Allied Tax & Accounting Consultants, LLC (60 at 79% coverage), Practical Bookkeeping (59 at 80% coverage) and David N. Wurst, CPA, PA (52 at 74% coverage). Statesville has the most numbered firms (3), and the list spans 12 towns in all. A high-coverage firm with a modest score isn't a weak firm. Its site simply leaves more for you to ask.
Charlotte-Concord area in figures
Shares of the 36 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it. Credentials: the North Carolina CPA register isn't searched automatically, so licenses read Not verified. Median evidence coverage: 72%; median Evidence Score of the scored firms: 35.
| What the firms state | Share (%) | Firms (of 36) |
|---|---|---|
| Publish a price or starting price | 6 | 2 |
| State they price by quote | 11 | 4 |
| Say nothing about pricing | 83 | 30 |
| Hold a third-party-verified credential | 11 | 4 |
| State a reporting cadence | 25 | 9 |
| Describe onboarding | 14 | 5 |
| Offer catch-up or cleanup work | 14 | 5 |
| Work remotely (stated) | 28 | 10 |
| Mention QuickBooks | 39 | 14 |
| Mention QuickBooks Online | 17 | 6 |
| Mention ADP | 6 | 2 |
| Mention Xero | 6 | 2 |
| Mention QuickBooks Desktop | 3 | 1 |
Frequently Asked Questions
Which Charlotte-Concord bookkeepers publish their prices?
Nathan A Caldwell CPA, P.C. and MirchCPA show a price or a starting price on their own site. Open a profile to see the exact wording and the page it came from.
Which firms in Charlotte-Concord take on catch-up bookkeeping?
Allied Tax & Accounting Consultants, LLC, Practical Bookkeeping, David N. Wurst, CPA, PA, Dan Michiels CPA, PLLC and Shah & Associates, CPA, PLLC say they do catch-up or cleanup work. The catch-up filter above the list shows only those firms.
Which Charlotte-Concord bookkeepers work in Xero?
Practical Bookkeeping and JG Financial Services name Xero on their site. More firms here name QuickBooks, so ask which one a firm prefers before you switch anything.
Which Charlotte-Concord bookkeepers say which industries they serve?
13 of 36 name them on their own sites, among them Allied Tax & Accounting Consultants, LLC (nonprofits), Nathan A Caldwell CPA, P.C. (real estate and retail), Jennifer S. Weaver, CPA, P.A. (professional services), Apex Business Consulting LLC (construction and real estate) and Philip K. Titlestad CPA, PLLC (manufacturing). It's self-reported, so ask for a client reference in your trade.
Every place this page covers (75)
Alexis, Ansonville, Belmont, Bessemer City, Charlotte, Cherryville, China Grove, Cleveland, Concord, Cornelius, Cramerton, Crouse, Dallas, Davidson, Dellview, Denver, East Spencer, Enochville, Faith, Gastonia, Gold Hill, Granite Quarry, Harmony, Harrisburg, Hemby Bridge, High Shoals, Huntersville, Indian Trail, Iron Station, JAARS, Kannapolis, Kings Mountain, Lake Norman of Iredell, Lake Park, Landis, Lilesville, Lincolnton, Locust, Love Valley, Lowell, Lowesville, Marshville, Marvin, Matthews, McAdenville, McFarlan, Midland, Mineral Springs, Mint Hill, Monroe, Mooresville, Morven, Mount Holly, Mount Pleasant, Peachland, Pineville, Polkton, Ranlo, Rockwell, Salisbury, Spencer, Spencer Mountain, Springdale, Stallings, Stanley, Statesville, Stony Point, Troutman, Unionville, Wadesboro, Waxhaw, Weddington, Wesley Chapel, Westport, Wingate.
Sources and further reading
Dates are when we checked. Report an error.
- DNS checkChecked Sep 25, 2026 to Nov 7, 2026
- Firm's own websiteChecked Sep 25, 2026 to Nov 12, 2026
- Google profile linkChecked Sep 25, 2026
- IRS preparer recordsChecked Sep 27, 2026 to Nov 10, 2026
- Software advisor directoryChecked Sep 25, 2026
- State accountancy boardChecked Sep 25, 2026
- North Carolina business entity searchState of North Carolina
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index