Accounting done for you
Stop spending the week inside the books. Monthly accounting that gives you time back for the work only you can do.
Charlotte · bookkeeping, tax & advisory
The dials you need — and someone who knows when to turn them.
A boutique accounting firm in the Charlotte area. Bookkeeping, tax planning, payroll, and advisory for medical practices, medical spas, service businesses, churches, nonprofits, and individuals — here, and nationwide.
Mon–Fri 9:00 AM–7:00 PM ET · Sat 9:00 AM–11:00 AM ET · appointment only
Client voices
Named people. Real follow-through.
“Tori is amazing, easily reachable, very helpful, thorough with all the data, and willing to work around your schedule.”
“Tori is always prepared and on time for our weekly meetings. Her reports help us track transactions that need clarification, and her suggestions keep the QuickBooks file cleaner.”
“Tori is fantastic. I appreciate her diligence and ability to follow through to ensure everything is correct.”
“T. Anderson Financial came highly recommended! Very easy to work with and great communication.”
“Tori is an amazing and patient professional who took great care in explaining how this new system would work. In a word, she is outstanding.”
“Tori is great! She is very knowledgeable and is always willing to help resolve issues of concern.”
Services
The books, the plan, and the return — in one place.
Select a line to see how we help. Prefer to talk it through? Call or book below.
Who we serve
Built for operators who cannot afford blind spots.
Service businesses
Project timelines, client deliverables, and uneven cash flow. The books should not add another fire.
Medical practices
Specialized support for Charlotte-area practices juggling patients, payroll, and compliance.
Medical spas & wellness
Cash-flow control and visibility for aesthetic practices and wellness clinics ready to grow.
Churches & nonprofits
Form 990, grants, and books that make sense for volunteer treasurers and full-time leaders alike.
Charlotte · Suite 530
Come in when it helps. Work with us from anywhere.
We are based at 1213 W Morehead St. Ste 530, Charlotte, NC 28208. Clients across the country use the same intake — office visits are by appointment.
Call · (866) 779-7117
Fax · (980) 734-3730
Email · info@tandersonfinancial.com
Eastern time. In office by appointment only.
OpenStreetMap · approximate pin Larger map
How it works
From first call to books you can drive.
- 01
Tell us what is stuck
Call, email, or start the intake. You will get appointment options, not a lecture.
- 02
We map the books and the plan
Systems, software, and statements — including what looks fine on paper but still blocks growth.
- 03
Monthly books you can use
Bookkeeping and reporting so decisions are not based on what happens to be in the bank.
- 04
Tax and advisory that stay with you
Planning and preparation through the year, with a partner who already knows your numbers.
FAQ
Straight answers before you book.
Where is T. Anderson Financial located?
Our office is at 1213 W Morehead St. Ste 530, Charlotte, NC 28208. We work with clients in Charlotte and nationwide. In-office visits are by appointment.
What are your hours?
Monday–Friday 9:00 AM–7:00 PM Eastern; Saturday 9:00 AM–11:00 AM Eastern. Eastern time. In office by appointment only.
Do you handle bookkeeping, payroll, and QuickBooks?
Yes. Monthly bookkeeping, payroll, financial reporting, cash-flow management, internal controls, and QuickBooks services. Help starting a business and strategic coaching are available too.
Do you work with medical practices and medical spas?
Yes. We support medical practices, medical spas, aesthetic practices, wellness clinics, and other service businesses that need clear books and tax planning.
Can you help churches and nonprofits?
Yes. Cloud bookkeeping, budgeting and forecasting, IRS Form 990, grant support, and patient guidance for volunteer treasurers.
How do I get started?
Call (866) 779-7117, email info@tandersonfinancial.com, or start the intake form. We will offer appointment options.
Book
Start the conversation.
Use the intake form or call us directly. Prefer email? Write info@tandersonfinancial.com.