Your Trusted Financial Partner in Charlotte’s Growth and Innovation
Charlotte Bookkeeping Service is a team of experienced financial professionals dedicated to supporting local businesses throughout the Charlotte area. With strong expertise in bookkeeping, tax strategy, and financial consulting, we combine proven accounting practices with modern technology to deliver clear, measurable results. We’re here to support you at every stage of your financial journey—promoting long-term stability, clarity, and growth.
More than a bookkeeping firm, we serve as your Charlotte-based financial partner. We’re committed to building long-term relationships, providing tailored solutions, and helping your business succeed well into the future.
Meet Our Dedicated Team
At the core of Charlotte Bookkeeping Service are our founders, Connor Temple and John Moyer. United by a passion for innovation and financial excellence, they bring extensive experience and a shared commitment to helping businesses succeed through modern solutions and personalized service.
Connor Temple
Connor Temple’s background in public accounting at KPMG provides a strong foundation in regulatory compliance and strategic planning. His expertise allows clients to receive efficient, customized financial solutions tailored to their needs.
John Moyer
John Moyer’s experience at ADP brings deep expertise in payroll management and tax compliance. His commitment to personalized service helps small businesses operate efficiently and grow with confidence.
Joseph Chen
Joseph Chen’s economics degree from the University of Toronto, paired with his expertise in financial planning and forecasting, helps businesses make informed, data-driven decisions that support sustainable growth.
James Schwartz
James Schwartz holds a Bachelor’s degree in Computer Science and serves as our AI Implementation Manager. He oversees the smooth, reliable performance of our AI systems to ensure efficient support for all clients.
Rocky Chakrabarti
Rocky Chakrabarti brings extensive bookkeeping experience ranging from sole proprietors to corporations with over 1,000 employees. His expertise ensures accurate financial management and tailored bookkeeping solutions for businesses of all sizes.
Kelby Martinez
Kelby Martinez’s experience as a real estate agent and former REIT analyst provides a strong combination of market insight and analytical expertise, helping clients navigate strategic real estate investment decisions.
Our Story
We’re more than a bookkeeping service — we’re your dedicated financial partner here in Charlotte. Our client-first approach ensures every business receives personalized support and expert financial guidance to build long-term stability and success.
Founded by Connor and John with a mission to support Charlotte’s small business community, Charlotte Bookkeeping Service was built on the values of innovation, integrity, and genuine connection. Their commitment to helping entrepreneurs succeed continues to shape our dedication to delivering exceptional service that grows alongside your goals.
Supporting Local Business Growth
Driven by a passion for supporting Charlotte’s small business community, Connor and John founded Charlotte Bookkeeping Service to provide high-quality, personalized financial solutions. Their emphasis on innovation and client-focused care has fueled our growth—helping local entrepreneurs navigate financial challenges and confidently reach their business goals.
Grow with Confidence Through Expert Financial Support
At Charlotte Bookkeeping Service, we’re committed to helping small businesses and independent professionals succeed with dependable, efficient, and affordable financial services. Our focus is on simplifying your financial management so you can concentrate on growing your business. As your trusted local partner, we provide insights and strategies built to support long-term success.
Our Core Values That Guide Our Work
Integrity and Transparency
We operate with openness and honesty, so you can trust us to handle your financial information with care. Integrity is central to everything we do, giving our Charlotte clients confidence and peace of mind.
Commitment to Excellence
We continuously raise our standards by refining our processes and integrating advanced tools like AI to deliver bookkeeping services that are efficient, accurate, and dependable.
Personalized Client Support
Every business is different, which is why we tailor each solution to your specific goals, challenges, and growth plans—delivering financial clarity that truly works for you.
Our Trusted Partners
We proudly collaborate with industry-leading organizations that share our commitment to quality and forward-thinking solutions. Through these partnerships, we’re able to provide well-rounded support tailored to your financial and business goals.
Ready to Take Control of Your Finances?
Let’s simplify the stress of financial management together. Connect with us today and take the first step toward clarity, confidence, and long-term success.