Practical Bookkeeping
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Steven Michael Apa) · 41789
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks, Xero, Wave
3 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Practical Bookkeeping | home page | |
| Website | https://www.practicalbookkeeping.net/ | home page | |
| Office locality | Kannapolis, NC | home page | |
| Phone | +17043122322 | home page | |
| Offers bookkeeping | Documented: ...About Us Contact Us Policy Book A Consultation Focus on Your Business Let us do the Bookkeeping Practical Bookkeeping brings the experience and skills to help your business thrive.... | home page | |
| Monthly bookkeeping | Documented: We review all or your transactions each month and classify them into the appropriate GL account. | /services | 8 pts (max 8) |
| Catch-up / cleanup | Documented: Some clients will incur additional upfront costs as we clean up their existing books and records. | /services | 5 pts (max 5) |
| Payroll coordination | Documented: ...Fixed Asset & Depreciation Short Term Loan Activity Long Term Loan Activity Payroll 941 Reconciliation Board of DirectorsActivity Cash Flow Forecasting Monthly Financial... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: Monthly management financial reporting will keep investors informed and your business in compliance with covenants & regulators. | /services | 6 pts (max 6) |
| Software supported | QuickBooks, Xero, Wave | /services | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Steven Michael Apa) · 41789 | State accountancy board Third-party Sep 25, 2026 expires Jun 30, 2027 | 8 pts (max 8) |
| Pricing approach published | Quote only (stated): "Contact Us for Pricing" | /services | 6 pts (max 6) |
| What is included / excluded | Documented: We offer “Xero Online Software” if you choose to migrate the bookkeeping from a manual system or an existing legacy software provider. We include Xero within our package price. | /services | 5 pts (max 5) |
| Reporting cadence stated | Documented: Your team will deliver your financial scorecards and KPI reports at the end of each month or quarter in a simple to read graphical format | /services | 4 pts (max 4) |
| Named contact / team | Steven M. Apa, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: We can schedule a monthly or quarterly on-site, in-office, or video conference with members of your management team to discuss key metrics and to answer any questions. | /services | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-25 (Firm's own website): Local / remote model stated (0 pts, max 3); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Xero's advisor directory for 'Practical Bookkeeping', 'practical book keeping' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
- Active CPA firm or individual license (state board): CPA license active: NC State Board of CPA Examiners lists Steven Michael Apa (firm on record: Steven M. Apa CPA PLLC, which the site says monitors Practical Bookkeeping's accounting services; board phone matches the firm's 704-312-2322), certificate 41789, status Active, checked 2026-09-25. An individual's license, not a firm permit; Practical Bookkeeping itself is not a CPA firm.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 21 evidenced items come from Practical Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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