704-841-1120

                                                           Committed to RESULTS!              

                        212 W. Matthews Street, Suite 102, Matthews, NC 28105  704-841-1120 

Office Hours, May 1 - November 30

         Monday - Thursday 8:30 - 5:00, Friday 8:30 - 12:00          

Our mission is to provide our clients with professional accounting and income tax services. We understand our clients needs, care about their success, and we are responsive and proactive to each client's interest. 

Our strength is our team, whose skills, knowledge and integrity keeps us in the forefront of our industry.  We are committed to supporting each member of our firm and our clients, in an atmosphere of respect and trust.

 

---

 Selecting the best CPA firm for your tax, accounting, and general business needs is an important decision.  LB&A clients enjoy working with us because we provide accounting, auditing and tax information they need with promptness, accuracy and professional assistance.

• Tax and business knowledge and experience, advice and attention to detail
• Peace of mind knowing that your accounting and reporting will be prompt and accurate
• Personal attention and professional accounting, tax and audit advice from our CPA staff
• Easly accessibility from Charlotte, Matthews, Mint Hill, Monroe and other Union County locations.

Our team provides cutting edge accounting, tax and audit knowledge and integrity with the ability to listen.  To stay in the forefront of our industry, we hire the best and brightest talent, commit to continuing education, and invest in the latest in technology to support our clients  and eachother in an atmosphere of respect and trust.

We value our reputation for providing quality accounting service which reflects the high standards we demand of ourselves.

---

Our high standards, responsive service and specialized staff create the unique difference between LB&A and the rest. 

LB&A services encompass nearly every aspect of financial life.  Our firm has experience in all matters of accounting and income taxation, including independent audits, reviews, compilations, estates and trusts, financial advice for business formation, business valuations, and decisions regarding mergers and acquisitions.

• Audits, Reviews and Compilations
• Income Tax preparation and advice for individuals and corporations
• Full service accounting, write-up and bookkeeping services tailored to your company needs  
• Business valuations for buy/sell agreements; sales/purchase of a company, estate/gift tax and more
• Business Consulting

All services at LB&A are designed and tailored to make your job easier and to provide more time to focus on your family and your business.

We keep abreast of ever changing income tax laws to keep you prepared for changes in regulations and take full advantage of tax savings strategies. 

 

---

"I've had the pleasure of working with LB&A for over 5 years.  Over this time, they've not only been our accountant, but a senior level resource to me in planning and managing my business. 

Their ability to understand not only the data I've given them, but how this will affect my future business, stands out head and shoulders above the crowd. 

I could not imagine running my business without a rock solid partner like LB&A." 

                                                                                                                                     ~Roger Hendrick

Hendrick Construction

9144 ArrowPoint Blvd. Suite 150

Charlotte, NC 28273

www.hendrickconstruction.com 

 

 

 

LB&A's annual work day will be May 15th at InnerVision!  

Our contest runner- ups are Second Harvest Food Bank and Bright Blessings.

Thank you for your entries!

Congratulations!

Brad Crossley, CPA

Brad has been selected to serve a three year term on the Board of Directors for the non-profit organization:

Playing for Others

Visit their site to learn more about this unique program for young people.

www.playingforothers.org

Michael Moore, CPA, CVA

presented a successful and well received seminar,  Business Valuation Essentials for Corporate and Business Counsel at the Mecklenburg County Bar.

Your CPA Firm Wins...

On Aug 26, 2011 The Charlotte Business Journal announced..

Top 25 CPA Firms in the Charlotte Region for 2011

LB&A is ranked #16 

Business Leader magazine presented the following awards to LB&A

Top 300 Small Businesses in the South LB&A  #140

Top Small Businesses in Charlotte  LB&A  #14

Click here to see the complete list of winners. 

Thank you, clients! You are helping us grow to serve you better!

A Big LB&A Welcome to...

Brad Crossley, CPA!

LB&A is pleased to welcome Brad Crossley, CPA.  Brad joins LB&A in January 2012 as a Tax Manager.  Brad comes to LB&A bringing skills and new ideas from the CPA firms of Elliott Davis and PricewaterhouseCoopers.

You can reach Brad at extension 121.

Monica Turlington!

LB&A welcomes Monica Turlington!  Monica comes to us with vast experience in customer care from Eddie Bauer and the YMCA.  Monica is exceptionally organized and excellent with multi-tasking.  Both talents will be well used as part of our very busy Administrative team.

You can reach Monica at extension 106.

Congratulations to John Bly, CPA, CVA!

John was recently choosen to serve as  a member of  EO's Global Standing Finance Committee. 

EO is a global organization with over 8,000 members.   

For more information about EO, please visit www.eonetwork.org 

Courtney LaLone, CPA, Partner and

Casey O'Keefe, CPA 

presented a lunch and learn for North and South Carolina Property Managers which included new HOA regulations, financial statement red flags and internal control suggestions to pass on to HOA board members. 

Congratulations to Julie Ayers, CPA!    

LB&A is pleased to announce that Julie Ayers has been selected to join the Charlotte Chapter of Women Presidents' Organization. 

Women Presidents' Organization is an international non-profit organization connecting presidents of multi-million dollar companies in a proactive peer advisory group dedicated to accelerating job creation and the growth of their businesses.  For more information about WPO, click here.

John Bly, CPA, CVA

has been selected for the 2011   Charlotte Business Journal's

Forty Under 40

  click here!

Congratulations John!

Charlotte Business Journal's announcement Click here

Congratulations from EO Click HERE

Announcement in Carolina Business Connection

Bryant College announcement

John Bly, CPA, CVA - President of EO Charlotte 2011.

   John Bly, CPA, CVA

Phone: 704.841.1120 

Fax: 704.841.4901

LB&A,Certified Public Accountants, PLLC  is a full service accounting practice for income tax, accounting, audit and review, business valuation, and business consulting.  In addition to tax preparation and planning for individuals and corporations, we focus on construction and construction sub-contractors for tax, audit, and bonding requirements, Homeowner Associations (HOA) for audits and reviews, Franchisor tax and audit services, non-profit (nonprofit) associations needing audits, reviews and 990 preparation, independent physicians and independent medical practices and doctors, and manufacturing companies. Our CPA firm provides tax preparation, audits, accounting services and consultation to a wide variety of  businesses in Monroe, NC and all of Union County, Matthews, NC, Mint Hill, NC and the greater Charlotte, NC area from our downtown Matthews, NC location.