Controller-level accounting services for Charlotte-area small businesses
Clean, accurate books without the cost of a full-time controller. Led by an expert with 30 years of experience, Modern Fiscal handles your setup, cleanup, and monthly close.
30 years of accounting and controller experience
That depth of experience means your books get handled with the accuracy of a senior financial professional, not a generalist. You get someone who has closed books under deadline, caught errors before they became problems, and answered to owners who needed the numbers to be right. That's a different standard than data entry, and you'll notice the difference in what lands on your desk.
Certified
QuickBooks Online and Xero certified, and experienced across the major cloud accounting platforms. If you already have a system, we work in it. If you're choosing or switching, we help you pick the right fit and handle the migration cleanly.
Secure by design
Encrypted client portal for documents, so your financial records never travel by email attachment. Multi-factor authentication on every system, and written controls governing who can access what and when.
AI tools, human eyes
We use automation to move faster on routine, repetitive work — categorization, matching, exception flagging. Every result is reviewed by an accountant with 30 years of experience before it reaches you. Speed where it's safe, judgment where it counts.
Cloud-based
Secure access from anywhere, so there's no office visit, no file handoff, and no meeting you don't need. You see the same live books we do, and you can check your numbers whenever you want instead of waiting on a report.
Monthly close in days, not weeks
A controller's eye on your books without the full-time cost. We handle the details that keep Charlotte-area small businesses accurate and audit-ready.
Monthly Bookkeeping & Close
Your books closed on a set schedule every month, with reconciliations and clear financial statements. No mystery balances, no end-of-year scramble.
Accounts Payable & Receivable
Bills tracked and paid on time, invoices out the door, and collections followed up. Your cash flow stays visible instead of guessed at.
Catch-Up & Cleanup Bookkeeping
Months or years of backlog untangled into clear, accurate records. If your books are a mess, we bring everything current — straightforward, no judgment.
Year-End CPA-Ready Package
Clean, organized records your CPA can work from directly. What used to take weeks at tax time turns into days.
Accounting Software Setup & Migration
New setup or a move from desktop to cloud, done right the first time — chart of accounts, bank feeds, and historical data intact.
Payroll & Benefits Administration
We run payroll and reconcile benefits deductions through your own platform, on your approval — you keep control of the account, we keep the books straight.
Questions about our services
Want books you can actually rely on every month?
Let's talk about your current setup and what clean, accurate records would change for you. No obligation, no jargon.