Bookkeeping & Advisory Services for Small Business Owners
At BNAS Bookkeeping, we offer more than bookkeeping—we offer clarity, strategy, and peace of mind. Whether you’re behind on your books or scaling for growth, we provide reliable financial insight so you can make better decisions, increase profit margins, and focus on your business.
We proudly serve business owners across Charlotte, Lake Norman, Mooresville, Statesville, and Hickory, NC.
Bookkeeping & Accounting Services
Everything starts with accurate books. We optimize your QuickBooks setup and daily processes so you stay organized, audit-ready, and profitable.
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Our Bookkeeping Services Include:
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QuickBooks Setup, Catchups & Cleanup
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Monthly Categorization & Tracking
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Bank Rules, Classes & Automation
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Bank & Credit Card Reconciliations
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Inventory
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Fixed Assets & Depreciation
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Sales & Use Tax Filing
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Year-End Review & Prep
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Cost Accounting
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Financial & Custom Reporting
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Non-Profit Accounting
CFO Advisory & Consulting
Need strategic support beyond the basics? We offer CFO-level insights without the full-time cost.
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Our CFO Services Include:
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Product Line, Labor & Pricing Analysis
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Profit Margin Optimization
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Budgeting & Forecasting
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Cash Flow Planning & Strategy
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Contract Management
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Special Projects & Financial Modeling
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Strategic Planning & Oversight of Accounting Operations
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We combine financial accuracy with real-world analysis to help you see the full picture and grow sustainably.
Leeanne H.
"I highly recommend Dawn Monroe to any business owner who wants more than just a bookkeeper—she’s a true partner in financial health and operational success."
Drew D.
"Dawn was great to work with! I highly recommend her. She has a vast knowledge not only in her organizational business skills but also in the small detailed side of accounting and bookkeeping."
Rachel K.
"Dawn was extremely helpful and knowledgeable in helping me get acclimated in establishing good bookkeeping habits as a new small business owner. Highly recommend!!"