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← Back to Top 18 Bookkeepers in the Charlotte-Concord Area, NC (2026)Nathan A Caldwell CPA, P.C.
Evidence Score 47/100 at 72% evidence coverage 5 of 18 on the Charlotte-Concord area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: real estate, retail, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Nathan A Caldwell CPA, P.C. | home page | |
| Website | https://nathancaldwellcpa.com/ | home page | |
| Office locality | Matthews, NC | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +19805380057 | home page | |
| Offers bookkeeping | Documented: ...statement analysis, and benchmarking Learn More → Fractional CFO Outsourced accounting, bookkeeping, and financial statement preparation Learn More → About Us Reliable... | home page | |
| Monthly bookkeeping | Documented: ...situation. For personal tax returns, our starting fee is $1,200. Additionally, we offer monthly bookkeeping and business advisory packages that begin at just $400 per month. For... | home page | 8 pts (max 8) |
| Month-end close + reporting | Documented: ...estate, and trust tax preparation and planning Learn More → Advisory Internal controls, financial statement analysis, and benchmarking Learn More → Fractional CFO Outsourced... | home page | 6 pts (max 6) |
| Industries served (documented) | real estate, retail, manufacturing | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Nathan Anthony Caldwell · CPA (self-reported to the IRS, not a state license) · business name on the record: Nathan A Caldwell CPA PC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$400 per month" | home page | 6 pts (max 6) |
| Onboarding described | Documented: ...in Freedom We'll spend our time on your accounting needs, so you can enjoy yours How It Works Our Three-Step Approach 01 Consultation Schedule a free introductory call to see how... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...as low as $400 per month, we handle everything from daily transaction management to monthly financial reporting, allowing you to focus on what you do best: running your business.... | /fractional-cfo | 4 pts (max 4) |
| Named contact / team | Nathan A. Caldwell, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Software supported (0 pts, max 5); What is included / excluded (0 pts, max 5); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Nathan Anthony Caldwell under the business name 'Nathan A Caldwell CPA PC' in Matthews, NC, with CPA on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. A CPA entry there is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Nathan A Caldwell CPA, P.C.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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