Bookkeeping • Payroll • Tax‑Ready Financials

Bi-lingual support

Stress‑free bookkeeping that scales with your business

EDMA Group provides monthly, quarterly, and annual bookkeeping services built on 25+ years of hands‑on accounting experience. Real estate, dental & medical, crypto mining, and small business specialists serving the Charlotte Metro area and beyond.

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What you get

Accurate monthly close and reconciliations
Clean, tax‑ready financial statements
Cloud‑based, paperless workflows
Payroll platform migrations and account mapping
Tailored monthly tax strategy to help minimize tax liability
Industry & specialty expertise: real estate, dental & medical, crypto mining, forensic accounting, and non‑profits & foundations
Responsive support from a senior team

Flexible engagement to match your stage

Bookkeeping Services

Monthly

Best for active businesses needing up‑to‑date visibility.

Monthly bank/credit card reconciliations
Categorization and clean‑up
Monthly P&L and Balance Sheet
Monthly Check-Ins
Tax savings strategy implementations

Quarterly

For steady operations and tax‑ready reporting.

Quarterly reconciliations and review
Quarterly financial statements
Quarterly check‑ins
Support for tax preparation

Annual

Ideal for year‑end clean‑up and compliance.

Year‑end clean‑up and reconciliations
Catch‑up bookkeeping as needed
Tax‑ready financial package
Optional 1099 support

Hands‑on operators who understand your world

Industry Expertise

Real Estate

Property & Portfolio

Lease tracking, CapEx vs OpEx, and reporting that helps investors and owners make decisions.

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Dental & Medical

Healthcare Practices

Provider comp tracking, reimbursements/AR workflows, and HIPAA‑aware bookkeeping processes.

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Crypto Mining

Bitcoin Mining Ops

Revenue recognition, power costs, asset capitalization, and disciplined documentation.

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SMBs

Small Business

Cloud‑based bookkeeping, payroll coordination, and tax‑ready financials for growing teams.

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Forensic Accounting

Investigations & Assurance

Fraud detection, litigation support, and transaction testing with defensible reporting.

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Non‑Profits & Foundations

Mission‑Driven Finance

Fund accounting, grant tracking, donor reporting, and Form 990‑ready financial management.

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Tax Cleanup & IRS Support

Tax Resolution & Catch‑Up

We represent you before the IRS and bring your records up to date to minimize risk and give you peace of mind.

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Solving the growth pains of modern entrepreneurs

Small Business Bookkeeping

Common Growth Painpoints We Solve

The 'Shoebox' Method — Stop drowning in paper. We transition you to 100% digital, paperless workflows.
Mixing Personal & Business — Clean separation of expenses to protect your corporate veil and simplify tax time.
Payroll Headaches — Timely tax filings, benefits tracking, and contractor (1099) management.
Late-Night Bookkeeping — Get your weekends back. We handle the reconciliations while you focus on sales.

Bi-lingual & Cross-Border Ready

Communication shouldn't be a barrier to financial success. At EDMA Group, we provide full support in both English and Spanish. Whether you're a first-generation entrepreneur or managing a diverse team, we speak your language—literally and financially. Our bi-lingual senior team ensures no detail is lost in translation when it comes to your tax strategy and business performance.

Bi-lingual financial reporting and consultations
Spanish-speaking support for your team and vendors
Experience with multi-cultural business operations

Scale Your Business with Confidence

As your business grows, your financial complexity grows with it. What worked when you were a solo founder won't work when you have ten employees. We provide the scalable infrastructure you need to move from "startup" to "established" with clean books, strategic tax planning, and responsive support.

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Specialized financial management for dentists, orthodontists, and oral surgeons

Dental Practice Bookkeeping

Practice-Specific Bookkeeping

PMS Integration — Reconciling Dentrix, Open Dental, or Eaglesoft collections with bank deposits.
Associate Comp Tracking — Calculating complex payroll based on net collections vs. gross production.
Cost Benchmarking — Tracking lab fees, dental supplies, and staffing against industry averages.
Equipment & Capex — Managing financing for chairs, lasers, and imaging tech with Section 179 optimization.

Our Dental Practice Experience

With over 25 years of hands-on accounting experience, we understand that a dental practice isn't just a small business—it's a clinical operation with unique cash flow cycles. We help practice owners move beyond "tax-time accounting" into real-time financial clarity, ensuring you keep more of what you produce through proactive tax strategy and precise cost control.

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Tax strategies and financial clarity for Bitcoin mining operations

Crypto Mining Accounting

Bitcoin Machine Tax Strategies

Section 179 & Bonus Depreciation — Strategic acceleration of ASIC miner hardware costs.
Power Cost Optimization — Tracking and deducting energy consumption as a direct cost of goods sold.
Hardware Life Cycle Management — Tax-efficient planning for machine upgrades, disposals, and trade-ins.
Entity Structuring — Setting up your mining operation to maximize deductions and minimize liability.

Tax-Ready Financial Generation

Revenue Recognition — Accurate daily/monthly tracking of mining rewards based on spot prices.
Wallet & Exchange Reconciliation — Bridging on-chain activity with QuickBooks or Xero records.
Capital Gains vs. Ordinary Income — Clear separation of mining earnings from trading or holding activity.
Audit-Ready Reports — Comprehensive Balance Sheets and P&Ls designed to withstand IRS scrutiny.

Maximize Your Mining ROI

Bitcoin mining is a high-CapEx, energy-intensive industry that requires specialized accounting. At EDMA Group, we combine technical crypto knowledge with senior-level tax expertise to ensure your mining operation is profitable and compliant. From small-scale home miners to industrial-scale facilities, we provide the financial infrastructure you need to scale with confidence.

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Fraud detection, financial investigations, and litigation support you can trust

Forensic Accounting Services

What forensic accounting includes

Fraud detection and prevention reviews
Financial investigations and transaction tracing
Litigation support and expert witness‑ready schedules
Internal controls assessment and remediation
Digital evidence preservation and data analytics

When it’s used (real‑world scenarios)

Embezzlement or asset misappropriation cases
Vendor, billing, or payroll fraud reviews
Shareholder/partnership dispute resolutions
Marital dissolution and business valuation support
Insurance claims and economic loss quantification

Why choose Edma Group accounting for forensics

Team led by senior accountants with CPA/CFE‑qualified practitioners
Structured methodology with chain‑of‑custody discipline
Modern toolset: data analytics, forensic software, and secure evidence management
Clear, court‑ready reports and timelines for counsel and stakeholders

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Looking for trusted, discreet forensic accounting services? Our investigators serve businesses, non‑profits, and individuals with timely, defensible findings.

Transparent stewardship, fund accountability, and IRS compliance

Non‑Profit & Foundation Accounting

Services tailored to non‑profits

Fund accounting and grant management workflows
Donor reporting, acknowledgments, and stewardship dashboards
Budget vs. actuals and board‑ready financial packets
Audit preparation (PBC lists) and auditor liaison
Workflow design for restricted vs. unrestricted funds

Compliance and filings

IRS Form 990/990‑EZ support and narrative schedules
UBTI tracking and allocation methods
Grant restrictions, releases, and policy documentation
State charitable registration coordination
Internal controls and documentation for program integrity

Benefits for Your Mission

Ensure transparency that builds donor and board confidence
Optimize and protect your tax‑exempt status
Make better, timely decisions with fund‑level visibility
Scalable, cloud‑based workflows for staff and volunteers
Aligned financial reporting that supports your programs and grants

Full details Request a proposal Tell Us About Your Business

Work with non‑profit accounting experts who understand foundation financial management and the realities of running a mission‑driven organization.

We represent you and bring your books up to date

Tax Cleanup & IRS Support

Tax Resolution & Cleanup Experts

At Edma Group, we know that handling IRS notices and overdue bookkeeping can feel overwhelming. Whether you're in real estate, healthcare, crypto mining, or running a small business, our team is here to help. We provide the expert support and peace of mind you need to resolve tax issues, bring your books current, and ensure your financials are accurate and ready for any review.

IRS Notice & Audit Support

An IRS notice doesn't have to disrupt your business. Our team acts as your advocate, communicating directly with the IRS on your behalf and guiding you through every step of the process. We handle the paperwork so you can stay focused on your goals.

Key services include:

Audit preparation and document organization — Gathering and reviewing records to ensure everything is complete and well-documented.
Response formulation — Crafting clear, accurate replies to IRS inquiries to protect your interests.
Negotiation and resolution — Working to achieve the most favorable outcome, whether in office, field, or correspondence audits.
Compliance review — Identifying potential issues early to reduce penalties and adjustments.

We emphasize GAAP-compliant record-keeping during audits, as IRS examiners prioritize consistency, clarity, and adherence to accounting standards. Our goal is to handle the stress so you can focus on growing your business.

Quick Catch-Up & Cleanup Services

If your books have fallen behind, we’ll get you back on track quickly. We organize your transactions and bring your records current so you have a clear picture of your finances. This service is perfect for one-time needs or annual updates.

What we deliver:

Thorough reconciliation → Of bank accounts, credit cards, loans, and other balances to eliminate discrepancies.
Error correction and recategorization → Fixing misclassified transactions, duplicate entries, and improper setups.
Historical catch-up → Bringing months or years of backlog current with proper transaction recording and adjustments.
GAAP-aligned financial statements → Producing clean profit & loss statements, balance sheets, and supporting reports that are tax-ready and audit-resistant.
Chart of accounts optimization → Ensuring your setup reflects your industry-specific needs (e.g., CapEx vs. OpEx in real estate or revenue recognition in crypto mining).

By adhering strictly to GAAP principles—such as accurate revenue recognition, proper asset capitalization, and consistent accrual or cash-basis methods (as appropriate)—we ensure your cleaned books support reliable decision-making, seamless tax filing, and strong defense in any IRS review.

Why Choose Edma Group for These Services?

Industry-tailored expertise → Deep knowledge of your sector's unique challenges, from provider compensation tracking in healthcare to power cost allocation in crypto operations.
Cloud-based efficiency → Secure, modern workflows for fast turnaround and real-time collaboration.
Proactive risk reduction → Clean, organized books lower audit triggers and penalty exposure.
Responsive senior support → Direct access to our experienced team for guidance every step of the way.

Whether you're responding to the IRS or simply need to bring your books up to date, Edma Group provides the clear guidance and professional results you need to move forward with confidence.

Ready to get your books audit-ready and up to date? Contact us today for a complimentary consultation or customized proposal. We're here to help your business thrive with confidence.

Keywords: tax cleanup Charlotte, tax resolution, bookkeeping cleanup services, catch-up bookkeeping, tax audit help, Edma Group bookkeeping

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Experienced, personable, and accountable

Your Team

Miguel Sanda, MBA, PMP

Founder

Operations & Technology

Engineer and MBA specializing in data‑driven finance. Brings deep real estate, small business, AI and crypto mining experience to client engagements.

Dayana Alonso, MBA.

Founder

Client Services & Administration

Dedicated to personalized service and efficient client account administration. Ensures your questions are answered quickly and your books stay accurate, secure, and tax‑ready year round.

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