Services
Accounting & Bookkeeping
Consulting/Fractional CFO
Accounting & Bookkeeping
Periodic bookkeeping services for your company, tailored to your needs. Can include Accounts Payable/Accounts Receivable processing, payroll management, bank reconciliations, and issuance of financials. We can also take your existing books and bring them up to presentation-quality for banks, investors, and owners.
Tax Return Preparation
Consulting/Fractional CFO
Accounting & Bookkeeping
Tax return preparation for personal or business taxes by a licensed CPA. Can also include amended returns, IRS correspondence, tax planning, and management of quarterly Estimated Tax Payments. Rate is per hour. Discounts available for multiple services.
Consulting/Fractional CFO
Consulting/Fractional CFO
Consulting/Fractional CFO
Ever wish you had a high-level accounting/finance employee off whom you can bounce ideas, but you couldn't justify a six-figure salary for such an employee? If so, let us help with starting, growing, or consolidating your business, managing cash flow, shopping insurance or banking relationships, or making financial decisions.
About Us
Andrea Swanick
Stephen Swanick
Andrea Swanick
Andrea is a South Carolina native who moved to the Lake Norman area after college. She received her B.S. in Business and MBA with emphasis in Accounting from Winthrop University. She has served her community as a member of the Stewardship Committee at First Baptist Church of Huntersville, as Treasurer for the Huntersville Chamber of Co
Andrea is a South Carolina native who moved to the Lake Norman area after college. She received her B.S. in Business and MBA with emphasis in Accounting from Winthrop University. She has served her community as a member of the Stewardship Committee at First Baptist Church of Huntersville, as Treasurer for the Huntersville Chamber of Commerce, and is currenently treasurer for the Cannon School PTA.
Dennis Swanick
Stephen Swanick
Andrea Swanick
Dennis and family moved to Huntersville in 1998. He graduated from UNC Chapel Hill and immediately went into public accounting at Peat Marwick (KPMG) in Washington, DC, where he earned his CPA license. He subsequently spent the majority of his career in industry at Jefferson Pilot (Lincoln National) and First Union/Wachovia/Wells Farg
Dennis and family moved to Huntersville in 1998. He graduated from UNC Chapel Hill and immediately went into public accounting at Peat Marwick (KPMG) in Washington, DC, where he earned his CPA license. He subsequently spent the majority of his career in industry at Jefferson Pilot (Lincoln National) and First Union/Wachovia/Wells Fargo. He is also active with the NC Association of CPAs and other charitable and religious organizations.
Stephen Swanick
Stephen Swanick
Stephen Swanick
Stephen has lived in the Lake Norman area since middle school. He attended North Mecklenburg High School where he was a linebacker and team captain. He attended UNC Chapel Hill where he obtained his B.S. in Business. He received his Masters in Accountancy from UNC Charlotte and holds an active CPA license in NC. Stephen also has se
Stephen has lived in the Lake Norman area since middle school. He attended North Mecklenburg High School where he was a linebacker and team captain. He attended UNC Chapel Hill where he obtained his B.S. in Business. He received his Masters in Accountancy from UNC Charlotte and holds an active CPA license in NC. Stephen also has served on the Huntersville Town Planning Board, include two years as chairman.