FlexKeeper Virtual Services

in Charlotte, NC

  • Business Financial Management

  • Bookkeeping & Accounting

  • Tax Preparation

  • Administrative Support

  • and so much more!

Business Financial Management

for your Company in Charlotte NC

As a small business owner, you have countless responsibilities that demand your time and attention. From managing day-to-day operations to providing excellent customer service, it’s easy for financial management to fall by the wayside. However, effectively managing your finances is crucial for the success and longevity of your business.


Neglecting your business finances can have serious consequences. Without proper management, cash flow can become a major issue that hinders the growth and stability of your business. Negative cash flow means you are spending more money than you are making, which can quickly lead to debt and potential bankruptcy. Additionally, neglecting financial management can make it difficult to secure funding or investments for future growth opportunities.


At FlexKeeper, we proudly provide the highest quality business financial management services to the Charlotte, NC area. Our experienced CPA team of remote experts are dedicated to ensuring your finances are on track. This allows you to focus on what matters most – growing your business.

flexkeeper business financial management in charlotte nc
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Bookkeeping & Accounting

for your Company in Charlotte NC

Bookkeeping and accounting are two essential financial management practices that every small business owner should prioritize. Bookkeeping involves recording and organizing all financial transactions, such as sales, purchases, receipts, and payments. Accounting is the process of analyzing this data to create reports that provide valuable insights into the financial health of your business. These reports are crucial for making informed business decisions and preparing accurate tax returns. Our 5-Star Rated Virtual Bookkeeping & Accounting Services in Charlotte NC are available to help you and your business.

Tax Preparation

Charlotte Residents and Business Owners Trust

Individual and business taxes can be complicated and time-consuming. Attempting to do them on your own without proper knowledge or assistance can result in costly mistakes and penalties from the IRS. The tax codes are constantly changing, making it even more challenging to stay up-to-date and understand all of the credit and deduction allowances.

Our remote team at FlexKeeper is your perfect solution for all Tax Preparation Services Charlotte NC residents and business owners prefer. Partnering with a professional tax preparer can provide many benefits for your small business. By outsourcing this task, you can free up valuable time to focus on other aspects of your business. You’ll also have peace of mind knowing that your taxes are being prepared accurately and in compliance with all applicable laws. Additionally, working with a tax professional who understands the intricacies of small business taxes can help you identify potential deductions and credits that you may have otherwise missed.

Administrative Support

for your Charlotte NC Company

We pride ourselves on providing cost-effective administrative support solutions for small businesses. Our mission is simple – to help you grow your business without the added stress and expense of hiring new employees. We understand the daily struggles that small business owners face, juggling endless tasks and responsibilities, often with limited resources. That’s why we’re here to offer a helping hand with Charlotte Administrative Support services so you can focus on what matters – your business.

As certified QuickBooks advisors, we can help you with your accounting program on a personal level. Whether you need help setting up the software for the first time, customizing it, getting trained, or fixing problems, our pros are here to help. We ensure you get the most out of QuickBooks so you can handle your finances well and make your business run more smoothly.

Our specialty is to create processes that streamline your business efficiently. We use our knowledge of resources to guide you.


We coordinate and create future posts to promote your company on Instagram and Facebook. We also keep your company’s profile up to date.


We streamline your tasks by handling customer payments through reminders, invoicing, payment processing, and more. Making your job easier is our priority.


We are here to assist you with the little things in life, such as filing.


Analytically and strategically, we are a stable foundation to benefit your business in growing and improving.


“We really stand behind women-owned businesses and instill confidence to keep breaking the glass ceiling.”

FlexKeeper Founder, Jodi Plett

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We’re passionate about numbers, names + knowing.

Elevate your business with our support services, freeing you up to tackle what truly counts. Trust us to handle the nitty-gritty details with finesse, so you can focus on the big picture. Reach out to our FlexKeeper crew today – let’s chat about tailoring our services to rock your business world!
Whether it’s coffee, cocktails or a solid zoom conversation, we love to curate a relational culture and grow fun-spirited, working relationships.
In our opinion, a well-oiled, transparent, working relationship and direct communication is key to success. It allows us to step in on your behalf, bringing back those meaningful, hand-written thank you letters to your clients, sending invoices, tracking expenses, bulk email sorting, organizing files and filing paperwork – just like you would have done it.
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Stack it up. Jenga-style. We’ll keep it balanced.

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