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 Charlotte.
Everything 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.
Most advisory firms hand you off to a junior associate and disappear. PrimePath is different by design.
You get a single point of contact who knows your business, your numbers, and your goals — not a rotating door of staff.
Licensed tax professionals and certified bookkeeping experts — not general accountants dabbling in business advisory.
We live and work in the Charlotte metro. We know the local business landscape, tax climate, and real estate market firsthand.
Tax, CFO, bookkeeping, and funding under one roof means no finger-pointing between providers — and no gaps in your financial strategy.
Getting started is straightforward. Here's what to expect.
Schedule a no-commitment call. We learn about your business, your goals, and what's been keeping you up at night financially.
We build a tailored plan — the right services at the right scope for your stage of business, with clear deliverables and pricing.
Your advisor stays engaged throughout the year — proactively, not just at tax time. You always have someone in your corner.
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.
PrimePath isn't a general bookkeeper who dabbles in tax. Our team carries the credentials that matter for complex business financial situations.
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.
Access to 125+ lenders with over 10,000 lending scenarios. We prepare your financials and match you with the right capital.
Credit-based programs, SBA loans, lines of credit, bridge loans, commercial real estate, and more. One application. 125+ lenders. We match your situation to the right capital.
Explore Funding Programs →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.
Get Started Today