Bookkeepers in the Charlotte-Concord Area, NC Compared (2026)
Key Takeaways
- Too few firms reached 70% evidence coverage to rank (6 of 24, where a ranking needs 8), so the list is alphabetical.
- Only 2 of 24 publish a price or a starting price, while 18 say nothing about fees.
- Software named most: QuickBooks, by 42% of firms.
Sources cited in this article: DNS check, Firm's own website, Google profile link, Software advisor directory, State accountancy board, and our published methodology.
140 profiles reviewed, 24 met the listing bar, 6 scored (evidence coverage of 70% or more). Fewer than 8 firms reached the scoring bar, so this is an unranked comparison. The bar is not lowered to make a ranking.
Firms on this page have offices in Matthews (4), Concord (3), Salisbury (3), Statesville (3), Charlotte (2), Mooresville (2) 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 page compares the 24 Charlotte-Concord bookkeeping firms that met our listing bar, alphabetically, because too few have enough checked evidence to rank. Narrow it by need first. The filters above the list cover catch-up work (3 firms), a published price (2) and remote service (6).
Comparison (unranked, alphabetical)
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage | Evidence Score |
|---|---|---|---|---|---|---|---|
| Apex Business Consulting Says it serves: construction, real estate, technology, non-profits | Waxhaw, NC | payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 69% | Not scored |
| Calculate Business Services | Statesville, NC Local + remote | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks | Quote only (stated) | Not verified | 70% | 50 |
| Carolinas Tax | Matthews, NC | month-end close | Not verified | Not verified | Not verified | 69% | Not scored |
| Dan Michiels CPA, PLLC | Concord, NC Local + remote | monthly bookkeeping, catch-up/cleanup, payroll coordination | QuickBooks | Not verified | Not verified | 66% | Not scored |
| 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 | 71% | 49 |
| 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% | Not scored |
| Gordon Keeter Nichols | Concord, NC | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 66% | Not scored |
| IA Tax Service | Gastonia, NC Local + remote | monthly bookkeeping, payroll coordination | Not verified | Not verified | Not verified | 69% | Not scored |
| 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% | Not scored |
| JG Financial Services | Monroe, NC Local | monthly bookkeeping, payroll coordination, month-end close | Xero, ADP, QuickBooks Online | Not verified | Not verified | 69% | Not scored |
| Lesemann CPA PLLC | Huntersville, NC Local | Not verified | Not verified | Not verified | Not verified | 56% | Not scored |
| Lewis & Cone | Mooresville, NC | payroll coordination | QuickBooks | Not verified | Not verified | 19% | Not scored |
| Loreilie Rhyne CPA | Statesville, NC Local | payroll coordination | Not verified | Quote only (stated) | Active CPA firm or individual license | 83% | 31 |
| Mark Rivera CPA, PLLC Says it serves: construction, healthcare, retail, professional services | Charlotte, NC Local | AP/AR, payroll coordination, month-end close | QuickBooks, Xero, Sage | Not verified | Not verified | 69% | Not scored |
| 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 | 62% | Not scored |
| Mooresville Tax Service | Mooresville, NC Local | payroll coordination, month-end close | Not verified | Not verified | Not verified | 66% | Not scored |
| 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 | Not verified | 66% | Not scored |
| Penciled In Accounting | Concord, NC Local + remote | monthly bookkeeping | QuickBooks | Not verified | Not verified | 69% | Not scored |
| Philip K. Titlestad CPA, PLLC Says it serves: manufacturing | Denver, NC | payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 66% | Not scored |
| Potts, Steele & White, P.A. | Statesville, NC | payroll coordination, month-end close | Not verified | Not verified | Not verified | 12% | Not scored |
| 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 | 74% | 59 |
| SCHWINN CPA PLLC | Cornelius, NC | Not verified | Not verified | Not verified | Not verified | 69% | Not scored |
| Sherrill & Smith, CPAs, PA | Salisbury, NC | payroll coordination, month-end close | Not verified | Not verified | Active CPA firm or individual license | 81% | 21 |
| United Express Tax & Multi-Services | Salisbury, NC Local | payroll coordination | Not verified | Not verified | Not verified | 75% | 12 |
What the evidence shows
Pricing
Pricing is where these sites say least: 18 of 24 are silent on fees, 4 say they quote each job, and 2 publish a figure. Figures the firms publish themselves, as their sites word them: MirchCPA ("$ 500+ /month") and Nathan A Caldwell CPA, P.C. ("$400 per month"). Across North Carolina, the share publishing a price is 15%, so this group is behind its state. 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 3 firms that say they do catch-up or cleanup work. On this page that's Dan Michiels CPA, PLLC, David N. Wurst, CPA, PA and Practical Bookkeeping. 6 of 24 state how often reports arrive, and 3 describe how onboarding works.
Software and remote work
QuickBooks leads the software firms here name (42%); after it come Xero 12% and QuickBooks Online 8%. If you run Xero, JG Financial Services, Mark Rivera CPA, PLLC and Practical Bookkeeping name it. 6 of 24 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 David N. Wurst, CPA, PA, Loreilie Rhyne CPA, Practical Bookkeeping and Sherrill & Smith, CPAs, PA. Median evidence coverage here is 69%.
Charlotte-Concord area in figures
Shares of the 24 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it.
| Publish a price or starting price | 8% (2 of 24) |
|---|---|
| State they price by quote | 17% (4 of 24) |
| Say nothing about pricing | 75% (18 of 24) |
| Hold a third-party-verified credential | 17% (4 of 24) (the North Carolina CPA register isn't searched automatically, so licenses read Not verified) |
| State a reporting cadence | 25% (6 of 24) |
| Describe onboarding | 12% (3 of 24) |
| Offer catch-up or cleanup work | 12% (3 of 24) |
| Work remotely (stated) | 25% (6 of 24) |
| Most-mentioned software | QuickBooks 42%, Xero 12%, QuickBooks Online 8%, ADP 8%, Sage 4% |
| Median evidence coverage | 69% |
| Median Evidence Score (scored firms) | 40 |
Frequently Asked Questions
Which Charlotte-Concord bookkeepers publish their prices?
MirchCPA and Nathan A Caldwell CPA, P.C. 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?
Dan Michiels CPA, PLLC, David N. Wurst, CPA, PA and Practical Bookkeeping 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?
JG Financial Services, Mark Rivera CPA, PLLC and Practical Bookkeeping 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?
7 of 24 name them on their own sites, among them Apex Business Consulting (construction and real estate), Davis Group, PA, CPAs (veterinary and dental), J Y Tax & Accounting Services (restaurants and real estate), Mark Rivera CPA, PLLC (construction and healthcare) and MirchCPA (real estate and healthcare). 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 Sep 26, 2026
- Firm's own websiteChecked Sep 25, 2026 to Sep 26, 2026
- Google profile linkChecked Sep 25, 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