Ed Lloyd & Associates, PLLC

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We provide the solutions our clients need to make their businesses run effectively. We provide training and support packages designed to fit your needs.

We provide the solutions our clients need to make their businesses run effectively. We provide sales, QuickBooks training and support packages designed to fit your needs. We will also prepare custom reports to meet any particular reporting needs you require.

As tax experts, we specialize in assisting business owners and managers with management advice, direction and analysis of their business by providing accounting services, tax services, business valuation, and financial investment services for our clients.

Audits are a type of assurance service; however, audits only test the validity of your financial statement. Under our assurance engagement, we provide services ranging from IT information systems security reviews to customer satisfaction surveys. Unlike most audit services, our assurance services in Charlotte NC are customized and perform for decision makers within your company. Often managers must make decisions on things they have incomplete (or inaccurate) data for, and those decisions may be incorrect and increase the overall business risk.

Business Succession Planning – Many business owners spend a life time in their business but do not plan for their succession. We provide solutions to your individual needs as you prepare to exit from your business.

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