Certified QuickBooks Partner
A family-owned firm serving Charlotte, Fort Mill, and Atlanta with bilingual (English & Spanish) QuickBooks Online expertise. We keep QuickBooks as your system of record, close your books with double-entry precision through the last day of the prior month, and deliver one-page performance narratives and monthly story videos so you always understand your numbers.
You get experienced people, bilingual service, and month-end close mastery — not a black-box subscription that claims to replace a bookkeeper.
Your books are reconciled through the last day of the prior month by experienced bookkeepers with double-entry correctness. Modern tools speed our work, but humans verify every account.
An interview-style performance report in plain English that explains gross margins, revenue changes, and operating trends behind your numbers.
A concise monthly video briefing you can listen to on the go to understand what happened across revenues, expenses, and cash flow.
QuickBooks Online remains your system of record. Clients keep their QBO file, and all premium services and advisory dashboards live on that same file.
The clarity your team gets when experienced bookkeepers close QuickBooks and turn narratives into actionable dashboards
Local expertise, bilingual service, and a modern bookkeeping practice for Charlotte, Fort Mill, Atlanta, and the surrounding Southeast metros.
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Local
Metro
Specialized bookkeeping by industry — delivered by people who know your numbers
Reconciliations, categorization, P&L, Balance Sheet — closed through the last day of the prior month.
Clean books, trend analysis, and expert monthly observations — packaged for decision-makers.
Strategic year-round planning and continuous monitoring to identify tax-saving opportunities before year-end.
1065, 1120-S, and 1120 returns prepared by Enrolled Agents. Insured, audit-ready, and strategically aligned.
Tax Preparation Details →We handle the heavy lifting of business tax season so you don't have to. Our Enrolled Agents ensure your 1065, 1120-S, or 1120 returns are accurate, insured, and audit-ready.
Unlike generic tax prep, we integrate your bookkeeping intelligence directly into your filing strategy. We convert tax strategy from theory into execution checkpoints, helping you make decisions before deadlines create expensive constraints.
Your private EDMA Group Client Portal includes live dashboards, monthly observations from your bookkeeping team, and secure bilingual document management.
Enter Client PortalLatest news and expert observations
May 21, 2026
Get general proactive tax strategy observations tailored for Charlotte NC, Atlanta, and Fort Mill businesses. Learn how…
by Miguel Sanda
May 14, 2026
Discover human-led monthly bookkeeping in Charlotte NC. A certified QuickBooks Online Partner delivering double-entry c…
by Miguel Sanda
Experienced, personable, and accountable
Engineer and MBA specializing in data-driven finance. Deep experience in real estate, small business, and specialized industries — bringing modern systems to traditional bookkeeping excellence.
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.
Book a free consultation and see how EDMA Group transforms your bookkeeping.
Call or Text us: +1
(704) 389-0502
We provide observations only, not financial advice.