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Specialized Accounting Projects in Cary, NC

Targeted solutions. Accurate records. Restored confidence.

We provide specialized accounting project services to Cary, NC businesses facing complex challenges but not ready for a full-time CFO. Whether you need to fix years of messy books, survive an IRS audit, or migrate to QuickBooks Online, we deliver high-level CPA execution to get you unstuck.

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Targeted accounting interventions

Stan P. Moore CPA, PLLC, provides focused support designed to solve high-stakes problems with CPA-level oversight, allowing you to move forward with a clean slate.

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Forensic Accounting Cleanup Projects

"Messy books" paralyze a business. We dig into historical activity, reconcile accounts, and categorize transactions correctly, providing reliable data for tax filings or financing.

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Compliance and IRS Resolution

Facing an IRS notice or a sales tax audit is high-pressure. We manage the correspondence and resolution process, ensuring your response is professionally prepared and aligned with federal and North Carolina requirements.

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QuickBooks Online System Design

Moving to the cloud requires professional architecture. We handle QBO migrations and system design, configuring your automation rules and app integrations to ensure your digital workflow is efficient from Day One.

  • Note: Each project is scoped individually. Project details, timelines, and deliverables are clearly defined in the engagement letter.

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When specialized accounting projects make sense

Specialized projects are a good fit when a business needs "surgical" support for a specific issue. These engagements are designed to solve defined problems without necessarily requiring a permanent monthly retainer.

  • One-time accounting needs: Ideal for Cary businesses facing a specific hurdle, such as preparing for a merger, cleaning up for a loan application, or fixing a botched software migration.

  • Clear project scope: We don't do "open-ended" busy work. Each engagement has a specific objective (e.g., "Reconcile 2024 books"), so you know exactly what we are solving.

  • Focused CPA oversight: This isn't data entry; it's professional accounting. A licensed CPA supervises all work to ensure it withstands scrutiny.

  • Flexible Engagement:  A practical option for organizations that need expert help to "right the ship" before deciding on a long-term advisory relationship.

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Basic Services

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Hourly Rate on
Monthly Pay Schedule

+

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PRO
MEMBERSHIP

$250 per month

PREMIUM
MEMBERSHIP

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$500 per month

Ways to Work Together

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Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

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Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

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Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and Premium monthly member benefits.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

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Case Studies

  • Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!

  • Michael and Stacie owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!

  • Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

How specialized accounting projects
work in Cary, NC

Step 1: Project evaluation

We begin with our application process. For cleanups and complex projects, we perform a Diagnostic Review to assess the scale of the issue. We don't guess; we look at the data to tell you exactly what needs to be fixed.

Step 2: Scope and planning

Once the diagnosis is complete, we provide a clear roadmap. We outline the phases of work, the estimated timeline, and the specific deliverables to align expectations before we touch a single transaction.

Step 3: Project execution

We get to work. Whether it's reconstructing history or negotiating with the state, we work efficiently and transparently. You are kept in the loop with regular updates on our progress.

Step 4: Review and Video Handoff

We don't just finish the work and disappear. We provide a recorded video summary explaining what was fixed and how to keep it clean moving forward, ensuring you have a permanent reference for your new systems.

FAQs

  • These are focused, short-term engagements for high-need situations. Typical examples for our Cary, NC clients include multi-year accounting cleanups, IRS penalty abatement, or migrating from desktop software to QuickBooks Online.

  • A specialized accounting project is appropriate when a business needs help with a specific issue, such as correcting records, responding to a notice, or setting up a system. Cary businesses that want targeted support without a long-term commitment often find project-based work to be a practical solution.

  • Yes. We provide representation and resolution services for federal and North Carolina tax issues. Having a CPA handle the correspondence ensures that you don't accidentally admit liability or make the situation worse.

  • No. Project engagements are limited to the scope of the work (e.g., fixing the books). However, many Cary clients choose to transition into our Monthly Advisory services once their records are clean to ensure they never fall behind again.

  • It depends on the volume of "mess." After our initial Diagnostic Step, we can give you a realistic estimate. Some projects take two weeks; others require months of forensic reconstruction. We move as fast as accuracy allows.