The backbone of every good decision
We own the monthly close cadence so you can run the business. Accurate, on-time financials that reconcile—every month.
- AR/AP management and reconciliations
- Monthly financials: P&L, Balance Sheet, Cash Flow
- Payroll coordination & filings
- QBO setup, cleanup, and app integrations
Close discipline
Recons
Banks, credit cards, loans, payroll clearing, merchant accounts.
AP/AR
Vendor bills, approvals, terms; invoicing rhythm and collections.
QBO Stack
Chart of accounts, classes, products, and automation that behaves.
KPIs
Margins, burn, turns, DSOs—reported the same way every month.
What we do
Monthly Close
- Cutoff & accrual entries
- Prepaids & amortization
- Fixed assets & depreciation
- Loan schedules & interest
Payroll & Compliance
- Payroll coordination & entries
- State/local registrations
- Sales & use support
- W-2/1099 year-end packages
Systems & Integrations
- QBO cleanup & standardization
- Bill pay, expense, and POS apps
- Inventory & COGS mapping
- Reporting packs & delivery
How We Work
Numbers don’t have to be boring — we keep your books balanced and your sanity intact.
Record Everything
We accurately record transactions, invoices, and receipts so your financials are always up to date.
Organize & Reconcile
Monthly reconciliations ensure your accounts balance, with clean reports ready whenever you need them.
Simplify & Support
From payroll to vendor payments, we streamline the process so you can focus on growing your business.
Contact Us
Cary Office
2500 Regency ParkwayCary, NC 27518 USA
Telephone: (919) 654-6788
Email: admin@brodiecpa.com
High Point Office
1222 Eastchester Drive, Ste 100High Point, NC 27265 USA
Telephone: (336) 883-1375
Email: admin@brodiecpa.com