EDMA Group Free Consultation · No Obligation

Get Clear Books. Book a Free Strategy Call.

EDMA Group delivers AI-powered bookkeeping with human-led supervision — bilingual QuickBooks Online mastery, monthly management reports, and custom dashboards for growing businesses in Charlotte and Atlanta.

QuickBooks ProAdvisor English & Spanish Charlotte · Atlanta Human-led accuracy
Start Your Free Intake
Prefer to talk? +1 (704) 389-0502

How this works

1
Share your business snapshot
A short intake so we understand your books, systems, and goals.
2
We prepare for your call
Our team reviews your details before the consultation — no generic pitch.
3
Book your free consultation
Pick a time that works. Leave with clarity on cleanup, monthly care, and next steps.

Takes about 4–6 minutes. After submit, you’ll schedule your consultation immediately.

AI does the heavy lifting
Automation + analysis, supervised by humans.
Experts lead every engagement
Real bookkeepers inspect, correct, and explain.
Reports built for decisions
Monthly P&L, balance sheet, and clear observations.

Why businesses choose EDMA

Catch-up & cleanup so your books are tax-ready and audit-ready.
Monthly maintenance closed through the prior month — not months behind.
Industry-aware workflows for real estate, medical, crypto, nonprofits & more.
Fixed-fee clarity after diagnostic — no surprise hourly bills.

What you’ll get on the call

  • A clear read on where your books stand today
  • Recommended path: cleanup, monthly care, or both
  • Timeline and scope tailored to your systems
  • Honest fit check — we only take clients we can help well
Questions before you start? Talk to the team directly. +1 (704) 389-0502

Tell us about your business

Your answers help us prepare a useful consultation — not a generic sales call.

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Contact Information

We’ll use this only to prepare your consultation and follow up. No spam.

Business Overview

A quick snapshot of your company helps us scope cleanup vs. ongoing support.
The legal business name or the name under which the business operates.
The year the company was incorporated.
The legal structure of the business for tax purposes.
The industry the business operates in (i.e Landscaping, medical, dental, real estate, etc...
The average monthly income of the business.

Operations & Financials

These details let us estimate workload accurately and recommend the right plan on your call.
Does your business currently run payroll?
The payroll system used by the firm.
Number of employees currently employed by the firm (incl. contractors).
Does your business offer employee benefits (i.e health insurance, retirement plans, etc.)?
Number of financial accounts used by the firm (i.e bank accounts, credit cards, brokerage, etc...
Number of loans currently outstanding.
Business Assets
Assets owned by the business.
Payment Methods*
Payment methods used by the business.
Does your business carry inventory?
Do you pay for personal and business expenses with the same bank account?
Does the business owe money to the owner?
Does the owner owe money to the business?
The accounting system currently used by the firm.
The average number of transactions processed monthly from ALL accounts (i.e. invoices, payments, etc..)
When was the last time the books were updated (leave blank if never updated)?
The lastest year the firm filed a tax return (leave blank if never filed).

Goals & Pain Points

Tell us what “done right” looks like — then you’ll book your free consultation on the next screen.
How can we help your life be easier?
Anything big planned for the foreseeable future?
When is the ideal time to start bookkeeping services for your firm?
This helps us understand which campaigns and channels serve you best.
Anything else you want to share with us?

Common questions

Is the consultation really free?

Yes. The strategy call is complimentary and no-obligation. We use it to understand your books and recommend a clear path forward.

Why do you need all this information?

Every field helps us prepare an accurate scope — payroll complexity, account volume, catch-up needs, and systems. That means a useful call instead of a generic sales pitch.

What happens after I submit?

You’ll go straight to our calendar to pick a consultation time. Our team reviews your intake beforehand so the conversation is specific to your business.

Do you work outside Charlotte and Atlanta?

Yes. We primarily serve Charlotte and Atlanta, and we support remote clients nationwide who want bilingual, QuickBooks-first bookkeeping with human supervision.