By Design wealth

Premier Finanacial Management Services 

Financial Management services

Our
Services

Are you stressed about your company’s bookkeeping and financial management? Not sure where to start? We can help! Locally we serve small business and corporations in North Carolina and the Eastern Region.  We reduce your workload and organize your finances so you can focus on growing your business. With a clear picture of your finances, better business is at your fingertips and you can mark your success! 

Our focus is partnering with you
to build your business successfully.

How to know if we can help you

Why You Need A Professional Bookkeeper

You struggle keeping up with the incoming/outgoing transactions

You only look at today’s bank balance and not income and expenses

Tax time is stressful and leaves you grasping for receipts and backup

You put off sitting down to ‘work on your books’ cause it’s the last thing you desire

Your work/life balance is out of sync

Full Service
Bookkeeping

We locally serve small business and corporations in North Carolina and the Eastern Region for over 20 years. 

 

01

QuickBooks Bookkeeping Services

Monthly Online Bookkeeping Management 

Financial Reporting Analysis 

02

Bookkeeping
Consulting

Review Books, Reporting Flow & Perform Internal Audits 

Customize a fiscal budget plan based on goals laid out by owner and team 

03

Financial Clean Up
Services

Customize & Set up a new company’s chart of accounts  

Categorize a batch of transactions to prepare for financial reporting 

Clean up and catch up reconciling prior months of financial statements 

CONNECT

Join our community

We do our best because you
deserve the best

with Over 20 years of  Finance experience

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