PrimePath Business Advisory combines tax preparation, fractional CFO services, business funding, and bookkeeping into one relationship. Built for small businesses and real estate professionals in the Charlotte metro.
Schedule a ConsultationEverything your business needs financially, without juggling five different firms.
Business and individual returns filed accurately, on time, every time. We handle federal, state, and quarterly estimated payments so you never miss a deadline.
Year-round strategic planning to minimize your tax liability. Entity structuring, deduction optimization, and proactive planning instead of reactive filing.
Executive-level financial leadership without the executive salary. Cash flow forecasting, financial modeling, and strategic guidance when you need it most.
SBA loans, lines of credit, equipment financing, and alternative funding sources. We prepare your financials and connect you with the right capital.
Clean, accurate books every month. Transaction categorization, reconciliation, financial statements, and QuickBooks management handled for you.
One monthly retainer. One point of contact. Complete clarity.
Commission income, rental properties, and 1099 complexity require specialized tax strategy. We speak your language.
Whether you run a contracting company, a restaurant, or a growing startup, PrimePath brings financial clarity to every decision.
Choose the service that fits your business. Fixed prices, clear scope, real results.
Personal tax return preparation with federal, state, and quarterly estimated payment guidance.
Executive-level financial leadership: forecasting, modeling, and strategic guidance.
Business returns for LLCs, S-Corps, and partnerships with quarterly filing support.
Full-service monthly bookkeeping with transaction categorization, reconciliation, and QuickBooks management.
SBA loan readiness, financial package preparation, lender matching, and application support.
PrimePath exists because small businesses deserve the same caliber of financial guidance that large corporations take for granted. Your numbers tell a story. We make sure it's a good one.
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