Hire the Best Bookkeepers in North Carolina

I specialize in Human Resources (HR) and financial oversight, directing project controls and coordinating high-stakes projects, ensuring that deliverables meet stringent standards for accuracy and consistency. I possess advanced proficiency in Microsoft 365 and excel at problem-solving, enhancing operational efficiency, and improving customer satisfaction. I help organizations streamline processes and uphold quality metrics. If you're looking for a detail-oriented professional who can enhance your team's performance and deliver exceptional results, let's connect to discuss how I can contribute to your project's success.

If your QuickBooks is messy, confusing, or behind - I can help you get clean, accurate, and tax-ready financials. I specialize in QuickBooks Online setup, monthly bookkeeping, cleanup projects, and payroll processing for small businesses. My goal is simple: give you clear financials you can trust so you can focus on running your business. WHAT I CAN HELP WITH: ✅ QuickBooks Online Setup (new business or migration) ✅ Monthly Bookkeeping & Bank Reconciliation ✅ Catch-Up & Cleanup Projects (fix past errors) ✅ Payroll Setup/Processing & Payroll Reconciliation ✅ Chart of Accounts Setup & Optimization ✅ Financial Reports (P&L, Balance Sheet, Cash Flow) ✅ Transaction Categorization & Review WHO I WORK BEST WITH: 👉Small Business Owners 👉 Service-Based Businesses 👉 Consultants & Contractors 👉 Startups 👉 E-commerce & Online Businesses WHY CLIENTS CHOOSE ME: ✔ Detail-oriented & accurate ✔ Fast communication and clear updates ✔ Strong QuickBooks Online experience ✔ Organized workflow & on-time delivery ✔ Business-minded (not just data entry) 📩 Send me a message and let’s review your books together. I’m happy to discuss your project before we start.

Are you spending too much time trying to keep your books up to date instead of growing your business? Are you months or even years behind on your bookkeeping? Do you need an experienced bookkeeper who can help when you need it and work within your budget? If so, I can help! I'm based in Raleigh, North Carolina, and provide QuickBooks Online and Xero bookkeeping services to small businesses, especially eCommerce businesses, throughout the United States. As an Advanced Certified QuickBooks ProAdvisor and Advanced Xero Advisor, I specialize in bookkeeping cleanup, catch up, and ongoing bookkeeping services. I help business owners get their books accurate, organized, and tax ready so they can spend less time worrying about bookkeeping and more time growing their business. Additional Professional Credential: I am also an Enrolled Agent (EA). While I don't prepare tax returns, my business tax knowledge helps ensure your books are accurate, organized, and tax-ready, making it easier for you and your CPA at tax time.

I’m a licensed CPA with 9+ years of professional accounting experience, now focused on helping freelancers, solopreneurs, and small businesses stay organized with reliable, accurate, and efficient bookkeeping services. Whether you need help managing monthly transactions, reconciling bank accounts, cleaning up your books, or preparing reports for your tax preparer — I make sure your numbers are right so you can focus on growing your business. In addition to bookkeeping, I also design custom Excel templates that make tracking income, expenses, payments, and other business metrics simple and stress-free. These are especially helpful for solopreneurs and side hustlers who aren’t ready for full bookkeeping software but still want clean, organized financial records. Here’s what I offer: • Monthly Bookkeeping (QuickBooks Online) • Bank/Credit Card Reconciliations • Catch-up or Clean-up Bookkeeping • Financial Reporting (P&L, Balance Sheet, etc.) • Custom Excel Templates for Tracking Income, Expenses, Payments & More I bring the same attention to detail and professionalism you’d expect from a corporate finance team — but with the responsiveness and flexibility of a freelancer. U.S. based | CPA | QuickBooks Certified (In progress) Let’s talk about how I can help take bookkeeping (and spreadsheets!) off your plate. ⸻ Skills • Bookkeeping • QuickBooks Online • Bank Reconciliation • Financial Reporting • Accounts Payable • Accounts Receivable • Cleanup Bookkeeping • Small Business Accounting • Microsoft Excel • Excel Template Creation • CPA

Most business owners don’t start their day thinking about bookkeeping. The need appears when cash comes in but the bank balance doesn’t add up. The Profit and Loss report doesn’t match your expectations. Tax season becomes a scramble to fix things. Too often, decisions are made based on the bank balance instead of reliable numbers. I’m Johnny Palermo, a Certified QuickBooks ProAdvisor with over 20 years of experience. I’ve started more than ten businesses, still own several, and have built, grown, and sold three. I know QuickBooks, but I also understand what it’s like to run a business, make payroll, manage cash flow, watch expenses, handle tax stress, and make decisions when the numbers aren’t clear. I help small business owners clean up, organize, and keep their QuickBooks Online books up to date. This way, you can trust your reports, manage cash flow, get ready for tax time, and make better decisions all year. 🛠️ QuickBooks Cleanup, Catch-Up & Monthly Bookkeeping Support 🛠️ 🔹 QuickBooks Online setup 🔹 QuickBooks cleanup 🔹 Catch-up bookkeeping 🔹 Monthly bookkeeping 🔹 Bank reconciliations 🔹 Credit card reconciliations 🔹 Transaction categorization 🔹 Chart of accounts setup or cleanup 🔹 Accounts payable support 🔹 Accounts receivable support 🔹 Monthly Profit and Loss reporting 🔹 Balance Sheet reporting 🔹 Cash flow visibility 🔹 Tax-time readiness 🔎 First, We Find Out What Shape Your Books Are In 🔎 Monthly bookkeeping alone won’t fix a file that’s already a mess. Before we start, I check the condition of your books. Sometimes they’re mostly usable, but other times they need cleanup, catch-up work, or a reset before the reports are useful. First, I help you see where things stand. Then I clean up what’s needed, set up the right structure, and keep your books up to date from there. 📌 Books Built for Business Decisions, Not Just Tax Filing 📌 I don’t approach this just as a bookkeeper. I approach this as a business owner who has had to rely on numbers to make real decisions. I know unclear books can be expensive, causing cash flow, pricing, tax, and leadership problems. When books are behind, messy, or only set up for taxes, owners end up guessing. That’s not good enough. Tax-ready books are just the starting point. The real goal is books that help you make decisions. Good bookkeeping should show you where your cash is going, if revenue is turning into profit, which costs are rising, and what needs attention before it becomes a bigger issue. 🤝 Direct Contact With Added Support Behind the Scenes 🤝 I also founded Palermo Business Solutions, so I have extra bookkeeping support, QuickBooks Online ProAdvisor help, and CPA or controller-level review available for more complex situations. You’ll work directly with me, with extra support behind the scenes when the job calls for it. 🎯 A Good Fit If Your Books Are Behind, Unclear, or Not Useful 🎯 This is usually a good fit if: ✅ Your QuickBooks file is messy or behind ✅ You do not fully trust your reports ✅ You need cleanup before monthly bookkeeping can work ✅ You want steady bookkeeping handled each month ✅ Tax time keeps turning into a scramble ✅ You want clearer visibility into cash flow ✅ You want books that help you make business decisions, not just file taxes I have the most experience with automotive and collision shops, equipment manufacturers and distributors, service and trade businesses like HVAC, plumbing, construction, and family-owned or multi-location companies. But the basics of good bookkeeping are the same for most growing businesses: clean records, a steady process, clear reports, and numbers you can actually use. 📩 Let’s Find the Right Place to Start 📩 If your books are behind, unclear, or not helping you make decisions, reach out to me. I’ll help you see where things stand, what needs to be cleaned up, and the best way to get started.

Every business has a financial story. Sometimes that story is clear and organized. Other times, it is buried under messy books, unreconciled bank accounts, unclear expenses, payroll issues, missing records, and tax-season pressure. That is where I help. I work with U.S. business owners, individuals, and CPA firms to turn disorganized financial records into clean books, reliable reports, and tax-ready financials. My goal is to help you understand your numbers, meet deadlines, and avoid last-minute surprises. As an FCCA-qualified accountant, CPA-equivalent professional, Certified Tax Preparer, and QuickBooks ProAdvisor, Xero & Wave Advisor, I bring 11+ years of hands-on experience in U.S. bookkeeping, accounting, payroll, financial reporting, and tax preparation. Over the years, I have supported CPA firms, small businesses, corporations, partnerships, nonprofits, real estate investors, medical practices, e-commerce sellers, contractors, service businesses, and individual taxpayers across the U.S. My focus is simple: Clean books. Accurate reports. Proper tax treatment. No last-minute stress. Tax Preparation & Compliance Tax preparation should not begin with confusion. It should begin with organized books, properly reconciled accounts, and numbers that are ready for review. I help prepare accurate and compliant federal and state tax returns while reviewing income, deductions, payroll, assets, liabilities, and business activity for proper reporting. I can assist with: - Form 1120, C-Corporations - Form 1120S, S-Corporations - Form 1065, Partnerships - Form 1040, Individual Tax Returns - Schedule C, Sole Proprietors - Schedule E, Rental Real Estate - W-2 and 1099 filings - Forms 5472 and 5471 foreign-related filings - Form 990 series nonprofit filings My goal is not only to prepare the return, but to make sure the numbers behind the return are organized, supportable, and ready for review. Bookkeeping & Accounting Good bookkeeping is more than data entry. It means understanding the business, reviewing activity, identifying issues, reconciling accounts, and preparing reports that actually make sense. I can help with: - QuickBooks, Xero, Wave, and Zoho Books setup - Chart of accounts setup and cleanup - Bank and credit card reconciliations - Transaction categorization - Accounts receivable and accounts payable - Payroll processing and payroll reconciliation - Payroll tax filing support - Sales tax and 1099-K reconciliation - Inventory and COGS tracking - Loan, lease, and liability tracking - Fixed assets and depreciation schedules - Financial statement preparation - Balance Sheet and Profit & Loss cleanup - Historical cleanup and catch-up bookkeeping - Month-end and year-end closing Whether your books are current, behind, messy, or need a full cleanup, I can help bring them into proper shape for tax filing, CPA review, lender requests, or business decisions. Industries I Have Worked With Different industries have different accounting challenges. Real estate needs proper rental and depreciation tracking. E-commerce needs clean platform reconciliation. Contractors need job-related expense tracking. Medical and dental offices need accurate revenue, payroll, and operating expense reporting. I have worked with clients in: - Real estate and rental properties - E-commerce using Amazon, Shopify, Square, Etsy, Stripe, and PayPal - Construction and contracting - Automotive dealerships and repair shops - Telecom and IT services - Insurance agencies - Restaurants and food businesses - Cleaning and maintenance companies - Marketing and advertising firms - Consulting practices - Medical and dental offices - Law firms and trust accounting - Event management businesses - Nonprofit organizations - Retail, wholesale, and service businesses Software Expertise I work extensively with QuickBooks Online, QuickBooks Desktop, Xero, Wave, Zoho Books, Accounting CS, Drake, ProSeries, Lacerte, UltraTax, TaxAct, ATX, ProConnect, Microsoft Excel, and Google Sheets. I also work with Shopify, Stripe, PayPal, Square, Amazon, payroll providers, bank feeds, and payment processors to help keep accounting systems properly connected and reconciled. Why Clients Work With Me Clients choose me because I combine bookkeeping accuracy, tax preparation knowledge, and practical accounting judgment. You can expect: - FCCA-qualified accountant and CPA-equivalent professional - Certified Tax Preparer - QuickBooks ProAdvisor, Xero & Wave Advisor - 11+ years of U.S. bookkeeping, accounting, and tax experience - Experience working with 10+ CPA firms - Hundreds of tax returns prepared - Thousands of bookkeeping and cleanup projects completed - Strong GAAP, IFRS, payroll, sales tax, and multi-state compliance knowledge - Accurate, organized, and deadline-driven work - Clear communication and consistent follow-up If your books are messy, behind, or not ready for tax season, I can help clean them up and bring everything back on track.