Proctor & Assocs. Tax and Bookkeeping Service | Charlotte, NC

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• Apple Pay
• Cash
• Check
• Credit Card
• PayPal
• Square Cash App
• Venmo
• Zelle

Services Offered

Accounting needs

• Bookkeeping
• Preparing tax returns
• Managing AR and AP
• Preparing fin. statements

Entity type

• Individual or sole proprietorship
• Partnership
• C-Corp / Corporation
• S-Corp
• Non-profit

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Financial services
• Education
• Retail / consumer goods
• Real estate
• Construction
• Non-profit
• Manufacturing
• Other

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• Xero
• NolaPro
• Sage
• Quicken
• TurboTax

Work location

• My customers travel to me
• I travel to my customers

About

Simply put: We have a relationship with our customers. We meet you where you are from a financial perspective and work with you to help you achieve a better understanding of your circumstances.

Honestly, I love the opportunity to provide a necessary service, but also educate my community about some of the key factors to better navigating the financial realm.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

• Background Check
  • Lance Proctor
  • Completed on 8/11/2021

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