Business Details
Trusted Accounting Services in Apex, NC
At AABS, we provide comprehensive accounting, tax, and financial advisory services tailored to individuals and businesses in Apex, NC, and Orange Park, FL. With over 15 years of experience in accounting and tax services, our team combines deep industry expertise with cutting-edge technology to deliver accurate, efficient solutions. Our Enrolled Agent and NTPI Fellow credentials ensure compliance and strategic tax planning, while our QuickBooks ProAdvisor status enables seamless digital accounting integration.We prioritize personalized service, offering part-time CFO support, business advisory services, and customized training to empower clients. Our commitment to transparency, continuous learning, and community engagement through initiatives like ScholarshipfinderNC underscores our dedication to client success and financial clarity.
Services
Accounting-Bookkeeping Services
Tax Services
QuickBooks Services
Business Advisory
Part-Time CFO Services
Internal Controls
Tax Planning
New Business Formation
QuickBooks Tune-up
QuickBooks Training
Highlights and features
- We offer over 15 years of experience in accounting and tax services for small to mid-sized businesses.
- Our team includes an Enrolled Agent and NTPI Fellow for expert tax compliance and representation.
- We provide customized QuickBooks setup, training, and troubleshooting for efficient financial management.
- Our part-time CFO services deliver strategic financial guidance at a fraction of full-time costs.
- We prioritize personalized service with a family-oriented approach to client relationships.
Associations and certifications
- Enrolled Agent
- NTPI Fellow
- QuickBooks ProAdvisor
Services
Accounting-Bookkeeping Services
Our accounting and bookkeeping services ensure accurate financial records for small to mid-sized businesses. We manage accounts payable/receivable, payroll processing, and system cleanups, enabling clients to focus on growth. Our expertise in outsourced bookkeeping and QBO services streamlines financial operations while maintaining compliance.
Tax Services
We specialize in comprehensive tax solutions for individuals and businesses, including return preparation, IRS representation, and strategic planning. Our Enrolled Agent and NTPI Fellow credentials ensure compliance with evolving tax laws while maximizing deductions. Services cover all business returns (1120/1120s/1065) and payroll tax management.
QuickBooks Services
Our QuickBooks ProAdvisor services include software setup, customization, employee training, and system tune-ups. We help businesses transition to cloud-based accounting, optimize financial reporting, and resolve technical issues. Periodic reviews ensure accurate records and efficient workflow automation for long-term success.
Part-Time CFO Services
We provide cost-effective CFO services for strategic financial management, including forecasting, cash flow analysis, and tax compliance. Our experts develop accounting systems, improve profitability, and guide business decisions through data-driven insights tailored to startups and growing companies.
Business Advisory Services
Our advisory services focus on internal controls, new business formation, and operational efficiency. We help clients establish accounting systems, implement checks and balances, and navigate regulatory requirements. Customized guidance supports long-term financial health and growth for diverse industries.
People
Melissa
Owner/Enrolled Agent
Melissa has provided accounting and tax services since 1994, specializing in small business and individual needs. She founded ScholarshipfinderNC to assist students with college funding and brings a family-oriented approach to client relationships.
James
Director of Business Development/Operation
James manages AABS Florida operations and specializes in serving military and veteran communities. A US Navy veteran with a business management degree, he focuses on client service and Lean Sigma Six process improvements.
Michelle
Director of Payroll/HR
Michelle oversees payroll and HR operations with expertise in financial accounting and international business. Her background in banking and insurance ensures comprehensive payroll management and compliance for clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, system cleanups, and QuickBooks implementation tailored to small business needs.
Do you handle both individual and business tax returns?
Yes, we prepare individual returns and all business tax forms including 1120, 1120s, 1065, and payroll tax filings.
Can you help with QuickBooks setup and training?
Our QuickBooks ProAdvisor team offers software setup, customization, employee training, and ongoing technical support for efficient accounting.
What is your experience with tax representation?
As an Enrolled Agent and NTPI Fellow, we provide expert IRS representation, audit support, and tax compliance solutions.
Do you offer part-time CFO services?
Yes, our part-time CFO services include financial forecasting, cash flow analysis, and strategic advisory for business growth.
How do you support new business formation?
We guide clients through entity selection, accounting system setup, compliance requirements, and internal control implementation for new businesses.
