ProCare Financial is a financial partner for small business bookkeeping.

With over 25 years of experience, ProCare Financial delivers trustworthy financial services to clients across the Carolinas. From bookkeeping and accounting to financial consulting, ProCare Financial is a team that is dedicated to delivering a world class experience with the care of a small-town team.

Why choose ProCare Financial?

Each business is unique. ProCare Financial delivers custom bookkeeping services that fit your company’s needs. We have experience in nearly every area of financial services for businesses of all sizes, delivering the knowledge and expertise to help you track, monitor, and manage your finances while letting you focus more on your business. ProCare’s team uses the most popular accounting and bookkeeping software, including Quickbooks, to track cash flow and gain deep insights into your finances.

 
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Services

Local Accounting and Bookkeeping Services

ProCare Financial goes further than other bookkeeping firms in Charlotte, NC. Choosing ProCare means choosing a financial partner for your business’ future. Our team delivers accounting services, bookkeeping services, and financial consulting services to clients across the greater Charlotte area.

 
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Accounting Services

From handling day-to-day expenses to managing investments, our accounting team delivers financial insights that help your business succeed.

• Budgets
• Financial Analysis
• Financial Statements Preparation & Review
• Month-End Closing
• Auditing of Data
• Cash Flow Monitoring

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Bookkeeping Services

ProCare’s bookkeeping services deliver professional results that help track your spending and organize your finances, ensuring that you’re prepared for the future and achieving your goals.

• Accounts Receivable
• Accounts Payable
• Client Billing
• Payroll Processing
• General Ledger
• Bank & Credit Card Reconciliations
• Financial Statements & Reporting

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Financial Consulting

Our team delivers the insights needed to achieve your goals and grow your business, creating a long-term strategy that drives your company to financial success.

• New Business Start-Up Consulting
• Accounting Consulting
• Bookkeeping Consulting
• Business Investment Consulting

With ProCare Financial, what we deliver is already in our name.

Personal, Professional Financial Care.

Let’s get started

Get in touch with us today to schedule a free 1-hour consultation to help us learn more about your business and your needs.

 
 

Pricing

ProCare Financial delivers custom financial solutions designed around each customer. Each client is brought through an Engagement process, creating a baseline understanding of your finances to help build a strategy for the future.

 
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Engagement Fees

$3,000/mo.

During this three-month process, ProCare Financial takes time to build an understanding of every aspect of your finances. 

  • Organize financial data 

  • Identify opportunities for improvement 

  • Overall analysis of your books and data

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Monthly Fees

Custom

ProCare Financial performs ongoing work to organize your accounting process, managing the financial life of your business. 

  • Monthly insights and reporting 

  • Maintain organized books and data 

  • Monitor progress and goal attainment 

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Custom Rates

ProCare delivers expert financial management at a reasonable and transparent monthly cost that matches the needs of your business. We consider every part of your company’s financial life when building our plan, delivering comprehensive services that ensure your business is well-balanced and prepared for the future.

 

Choosing ProCare Financial gets you more than someone handling your finances. We deliver a team that is constantly searching for opportunities to cut cost and pass that value onto you, creating a stronger bottom line.

Let’s get started

Get in touch with us today to schedule a free 1-hour consultation to help us learn more about your business and your needs.

Our Process

  • 01. Free Consultation

    We take time to learn about your business and your goals, uncovering the basic deals to help build a comprehensive financial plan to help your business grow into the future.

  • 02. Engagement

    This three-month process helps us perform a deep overall analysis of your books and data, uncovering opportunities for improvement while organizing your financial data.

  • 03. Monthly Cycle

    ProCare Financial performs ongoing work to organize your finances, perform bookkeeping services, and monitor progress toward financial goals for your business.

What People Are Saying

“Heather and the ProCare Team have been amazing. They have helped keep the books clean AND made introductions to make our entire back office financially smoother. Any time we have a question or want to discuss an important part of our company finances, they have been there to answer our questions and support our efforts. It’s been a great partnership.”

William Bissett
President and Senior Client Advisor of Portus Wealth Advisors

“I truly can’t thank ProCare Financial Services enough for all that they have done to help us! I knew that I needed help, but had absolutely no idea how badly I needed it until working with the ProCare team. They have been awesome support, both personally and professionally. For that, I am so grateful!”

Shiela Smith
WD Smith Grading Inc.

My law firm is a long-term client of ProCare and I couldn’t be more pleased with their responsiveness and professionalism. Although we are small (ten employees) we get treated like the biggest client they have. Highest of recommendations.”

David Redding
Managing Partner of TLG Law

Heather and her team provide us with great service. Procare’s unmatched attention to detail, knowledge, and client-first approach is pivotal to our success every day.”

Nathan Gardner
Project Manager of JenCon Builders

Contact Us

If you have a question for our team or are ready to get started, fill out the form below and a member of the ProCare Financial team will be in touch!