Hartwell is the accounting firm for Charlotte business owners who want to know their numbers every month — not just at tax time. Bookkeeping, tax planning, and a CPA who actually picks up the phone.
The Living Ledger
Closed by the 15th · every month — revenue, tracked monthly: the difference between a tax-season scramble and a plan.
Services
Transactions categorized weekly, accounts reconciled monthly, and a plain-English summary of what changed and why it matters.
From $450/moBusiness and personal returns planned together, with a mid-year strategy session so April holds no surprises.
Planning from $1,200/yrPayroll runs, filings, and multi-state sales tax handled end to end for teams up to 100 employees.
From $180/moCash-flow forecasting, pricing analysis, and a monthly numbers review with a CPA who's seen your industry before.
From $950/moEntity choice, elections, and registrations done right the first time — S-corp vs. LLC explained in plain English.
Flat $750Months (or years) behind? We rebuild the books, amend what's needed, and put you on a system that stays current.
Quoted flat, upfrontEverything an owner needs, under one roof. Fixed monthly pricing, a named CPA on your account, and financials in your inbox by the 15th — every month, without chasing us.
Find Your Fit
What does your business actually need? Answer honestly — we'll point you at the smallest service that solves the problem, even if it's the cheap one.
1 · Your business is a…
2 · Your books right now are…
3 · Your biggest headache is…
Our Team
Founder · Tax Strategy
Twenty years advising owner-led businesses across the Carolinas. Leads every tax-planning engagement personally.
Partner · Advisory & CFO Services
Former controller in manufacturing and distribution. Runs Hartwell's forecasting and fractional-CFO practice.
Director · Bookkeeping & Payroll
Keeps 140+ client books current every month — and the payrolls that go with them — with a team of six.
Senior · Cleanup & IRS Matters
Specializes in catch-up work and resolving notices, so behind never has to mean forever.
Questions
Good bookkeeping, payroll, and tax work changes how a business feels to run. Your common financial challenges become simple with a clear map: clean numbers every month, a plan for taxes before they're due, and a CPA who tells you what's coming — and helps make the surprises go away.
Book a Consultation →Book a Consultation
Bring last year's return and your three biggest questions. You'll leave knowing exactly what we'd do, what it costs, and whether we're the right fit.