Raleigh, NC · Small-business CPAs
Books that balance. Taxes that behave.
Abacus & Ledger keeps your bookkeeping tidy, payroll on time and your tax bill honest — so you can run the business instead of chasing the numbers.
- Monthly books closed by the 10th
- A licensed CPA on every account
- Flat monthly pricing — no surprise invoices
What we do
Accounting that stays balanced
Four services, one team of CPAs. Pick a plan or combine them — everything is priced up front.
Bookkeeping
Monthly reconciliations, cleanly categorized books and a dashboard you will actually read.
from $290/mo
Tax prep & filing
Business and personal returns, quarterly estimates and planning to lower what you owe.
from $650/return
Payroll
Run payroll in minutes with filings, W-2s and 1099s handled for you every cycle.
from $120/mo
CFO advisory
Cash-flow forecasting, pricing and budgets from a CPA who knows your numbers cold.
from $850/mo
The numbers, tallied
What tidy books add up to
$18,400
Average tax saved per client in the first year
The 10th
Books closed by this day, every single month
340+
Raleigh-area businesses on our books
4.9/5
Average client rating across 210 reviews
Monthly plans
One flat fee. Everything reconciled.
No hourly billing and no year-end surprises. Switch plans whenever your business changes.
Starter
Sole proprietors & new LLCs
$290 /mo
- Monthly bookkeeping
- Bank & card reconciliation
- Quarterly check-in call
- Annual tax return included
Growth
Most popular
Growing teams, $1M–$5M revenue
$690 /mo
- Everything in Starter
- Payroll for up to 15 staff
- Monthly review call with your CPA
- Quarterly tax planning
Established
Multi-entity & $5M+ revenue
$1,450 /mo
- Everything in Growth
- Fractional CFO advisory
- Multi-entity consolidation
- Audit & lender-ready reporting
How it works
A rhythm your books can keep
Onboarding takes about a week. After that, the same four steps run quietly every month so nothing piles up before a deadline.
01
Gather
We connect your bank feeds, payroll and receipts through a secure portal.
02
Reconcile
Every transaction is categorized and matched, then your books are closed.
03
File
Payroll, sales tax and returns are filed on time, every deadline, all year.
04
Advise
We meet to read the numbers together and plan the next quarter’s moves.
Never miss a deadline
The 2026 filing calendar
Q1
Jan 31 — W-2s & 1099s
Furnish forms to employees and contractors.
Mar 15 — S-corp & partnership returns
Q2
Apr 15 — Individual & C-corp
Returns due, plus the Q1 estimated payment.
Jun 15 — Q2 estimated payment
Q3
Sep 15 — Q3 & extensions
Q3 estimate and extended S-corp / partnership.
Sales tax — monthly / quarterly
Q4
Oct 15 — Extended returns
Final individual returns on extension are due.
Jan 15 — Q4 estimated payment
Industries we count on
We already speak your ledger
Different trades keep different books. Our team already knows the tax quirks, margins and cash-flow rhythms of the industries below.
Restaurants & cafés
Dental & medical practices
Creative agencies
Construction & trades
E-commerce & retail
Nonprofits
Law firms
Startups & SaaS
Credentials you can verify
Licensed & insured
A registered North Carolina CPA firm carrying professional liability coverage on every engagement.
IRS-authorized
Enrolled Agents on staff can represent you before the IRS in any state, on any notice.
Software certified
Elite-tier QuickBooks ProAdvisors and certified Xero partners — we meet your books where they live.
CPA · North Carolina
IRS Enrolled Agent (EA)
QuickBooks ProAdvisor · Elite
Xero Certified Partner
AICPA Member Firm
In the clients’ words
Numbers that finally make sense
“They found $22K in R&D credits our last accountant missed — and closed a year of messy books in three weeks.”
Marcus Iyer
Owner, Third Rail Coffee Roasters
“Payroll used to eat my Fridays. Now it just happens, and the quarterly filings are done before I remember they’re due.”
Danielle Foss
Founder, Foss & Vine Interiors
“Our monthly review call is the one meeting I never cancel. I finally understand my own margins.”
Terrence Blake
Managing Partner, Blake Dental Group
Good to know
Questions clients ask first
Still weighing whether to switch accountants? Here is what most owners want to know before the first call.
Do I have to switch accounting software?
No. We work inside QuickBooks Online and Xero, and we can take over an existing file mid-year without you re-entering a thing.
My books are a year behind. Can you still help?
That is one of our most common projects. We run a fixed-fee catch-up to bring the books current, then move you onto a monthly plan so it never happens again.
Is tax filing included in the monthly fee?
Yes. Every plan includes your annual business return and unlimited questions year-round. Personal returns for owners are added at a flat rate.
What if the IRS sends me a notice?
Forward it to us. Our Enrolled Agents respond on your behalf and represent you directly — it is covered, not billed by the hour.
Do you work with businesses outside Raleigh?
We are based in Raleigh but serve clients across North Carolina and remotely nationwide. Everything runs through a secure client portal.
Free 30-minute consult
Let’s get your books balanced.
Bring last year’s return and a login to your bookkeeping. We’ll show you exactly where you stand — no commitment, no jargon.