EDMA Group Free Consultation · No Obligation

Get Clear Books. Book a Free Strategy Call.

EDMA Group is an experienced bilingual bookkeeping firm — QuickBooks Online expertise, monthly management reports, and clear dashboards for growing businesses in Charlotte, Fort Mill, and Atlanta. Real people own your books. Modern tools help us move faster.

QuickBooks ProAdvisor English & Spanish Charlotte · Fort Mill · Atlanta Human-led accuracy
Share Your Business Details
Prefer to talk? +1 (704) 389-0502

How this works

1
Answer a few questions about your business
Contact info, how you run the books, and what you need help with.
2
We review your answers before the call
So the conversation is specific to your books — not a generic sales pitch.
3
Schedule your free consultation
Choose a time on the next screen. Leave with a clear path forward.

About 4–6 minutes. After you submit, you can book your consultation right away.

Modern tools, human ownership
Efficient workflows — verified by real bookkeepers.
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 filling this out? Call or message us — happy to help. +1 (704) 389-0502

Business details form

Fill out each section below. Your answers help us prepare a useful consultation — not a generic sales call.

Section 1 of 4 25%

Contact Information

How we reach you to prepare and confirm your consultation. We won’t spam you.

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

What success looks like for you. After you submit, you’ll pick a time for your free consultation.
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.