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Bookkeeping, Forecasting, & CFO Services | Charlotte, NC

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Ready to learn more about AAIM Solutions? Use this link to reach out to us today.

Bookkeeping and Budgeting Firm, Charlotte, NC

If you are looking for a combination of personal service and expertise, you have come to the right place!

At AAIM Solutions our mission is to support and enable our clients to exceed their business goals. To do this we offer a wide range of services for the small business owner and executives. From bookkeeping to budgeting and forecasting, we have service packages available and customizable to meet your business needs and budget.

Contact us for a free, no obligation consultation.


We won't just be your bookkeeper - we'll also be your financial partner. Learn more by clicking here.

CFO Services

When you know you need one but you're not ready to make a hire, you need AAIM Solutions.

Our Methodology

We provide an array of services that help small business owners take control of their financial future. Ask us about our basic Financial Health Series:

Step 1: Proper Bookkeeping.  We implement a process of careful record-keeping that is critical to the health and success of a business. Bookkeeping is the first instance in several directions of financial planning and organization.

Step 2: Budgeting.  We establish a flexible budget to help guide the organization throughout the current year and reduce cash flow surprises.

Step 3: Trend Analysis.  We monitor the financial results using statistical analysis, trend analysis and industry analysis to help the business owner identify areas of concern and set up Key Performance Indicators (KPI) to improve business results.

*If your organization already has a well-established record keeping system, ask us about our Advanced Financial Health Series, which picks up with Step 2 above, then add:

Step 4: Forecasting.  We combine the organizations current operating results with the revenue growth indicators and the cost trends to predict the financial health of the organization three to five years in the future.

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