Helping Small Businesses Grow Stronger Roots

Bookkeeping & Financial Support for Contractors and Service Providers in Charlotte, NC.

About Our Company

At Sweet Carolina Financial Services, I help small business owners—especially contractors, trades, and service-based professionals—bring their dreams to life through reliable bookkeeping and financial guidance.

With several years of hands-on experience in both residential and commercial construction—including time at a family-owned roofing company and a large commercial firm—I understand the real-world pressures that come with running jobs, managing crews, and staying profitable. Because I’ve been inside these environments myself, I know exactly where the bottlenecks, paperwork pain points, and cash-flow challenges tend to show up.

Alongside this industry insight, I bring formal financial training through a Bookkeeping Professional Certification, multiple accounting foundations courses, and a Notary certification. Combined with my Accounts Payable experience, I offer practical, dependable financial management you can trust.

My goal is simple: to make your financial systems clear, accurate, and stress-free so you can stay focused on what you do best—building a thriving business.

Essentials Package
$275.00

Designed for solo tradespeople and independent subcontractors.

Includes:

  • Up to 2 accounts reconciled

  • 150 transactions categorized

  • Monthly financial statements

  • Job costing for 3 active jobs

  • Basic retention tracking

  • Annual 1099 support (3 contractors)

  • $275–$350/mo

Designed for solo tradespeople and independent subcontractors.

Growth Package
$350.00

For small trades businesses with crews, multiple jobs, or steady workflow.

Includes:

  • 4 accounts reconciled

  • 300 transactions categorized

  • Full AP/AR management

  • Job costing for 10 jobs

  • Profitability & retention reports

  • Quarterly review call

  • 1099 support for 10 subs

  • $350–$450/mo

For small trades businesses with crews, multiple jobs, or steady workflow.

Executive Package
$500.00

For multi-crew contractors with higher volume and advanced reporting needs.

Includes:

  • 6 accounts reconciled

  • 600+ transactions

  • Unlimited job costing

  • WIP reporting

  • Cost-to-complete forecasting

  • Equipment tracking

  • 1099 prep for 25 subs

  • Bi-weekly meetings

  • $500–$750/mo

For multi-crew contractors with higher volume and advanced reporting needs.

Ready to simplify your finances?

✅ Accurate, trustworthy financial support
✅ Specializing in contractors & service-based businesses
✅ Clear communication and dependable monthly reporting
✅ Modern, organized, and streamlined systems
✅ Personalized, friendly service rooted in Southern hospitality