Proctor & Assocs-Tax, Accounting, and Payroll Services

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Proctor & Assocs-Tax, Accounting, and Payroll Services Proctor & Assocs. is a tax preparation, accounting, and payroll services company. serves a diverse clientele in the Charlotte and Mooresville areas.

We provide our clients with custom solutions to help them become financially literate and empowered to better manage their personal assets or business capital. We provide tax, accounting/bookkeeping, payroll, and QuickBooks consulting services to individuals and small businesses.

10/28/2026

Sometimes the best business move is to sit down and talk it through.

A new tool, piece of equipment, or software can look like the answer—but will it solve a real need in your business? Before making the investment, talk it over with people you trust and look at what the numbers support.

Proctor & Assocs. helps business owners get a clearer picture before making their next move.

10/26/2026

Your business is making money, but is it actually making YOU money?

A full calendar, consistent sales, and money coming into your account can make business look successful on paper. But none of that tells the full financial story.

The real question is whether your business is profitable, financially healthy, and putting money in your pocket.

You shouldn't have to guess where your money went at the end of every month.

At Proctor & Assocs., we help business owners understand their numbers so they can make smarter financial decisions and build businesses that actually work for them.

Now it's your turn! How much of that $500 did you keep? Drop your balance in the comments.

10/22/2026

Small Business Owners, Can You Make It Through 5 Questions With $500?

Landing a six-figure contract sounds like a major win, but are you actually prepared for what comes next?

Before you celebrate that signature, there are some financial and legal responsibilities you can't afford to overlook.

We're putting your business readiness to the test! You start with $500, and every question could cost you.

How much money will you have left when it's all said and done?

Play along and drop your final balance in the comments!

Because securing the contract is one thing. Being prepared to fulfill it is another.

10/22/2026

Your business expenses should make sense on paper, not just in your head.

When personal and business spending start overlapping, your books can tell a very different story than you intended. And that can mean missed deductions, inaccurate financial reports, and unnecessary questions come tax season.

Good bookkeeping isn't just about tracking what you spend. It's about knowing what belongs, what doesn't, and having the documentation to back it up.

Not sure where your books stand? Let's get them cleaned up before tax season.

10/16/2026

We move money around, find loopholes, and help people keep more of what they make. All legally, of course. 👀

Your turn! Describe your job in the comments, but make it sound illegal. We want to hear these!

10/15/2026

Everybody has that one cousin who keeps it real with them. The one who tells you what you need to hear, not just what you want to hear.

Well, meet your Financial Cousin.

Tony Proctor is bringing the conversations business owners should be having about their money, taxes, and financial decisions straight to you.

No complicated accounting language. No sugarcoating. Just practical financial conversations that help you understand what's happening in your business and what you can do about it.

Because sometimes you don't need another financial report. You need somebody who can explain what those numbers are actually telling you.

Welcome to the family!

What's one financial question you've always wanted to ask an accountant? Drop it below.

10/13/2026

Everybody wants something from your business. Your employees want to get paid. Your customers want results. Vendors want their invoices paid. And the IRS? Well, they want their share, too.

But here's the question: What is your business doing for YOU?

You started your business to create opportunities, build wealth, and gain freedom. But if you're constantly putting money out without understanding what's coming back, it's time to take a closer look.

Your business should be working for you, too.

At Proctor & Assocs., we help business owners move beyond managing expenses and start making financial decisions that support their long-term goals.

Let's talk about what your business could be doing differently.

October 15 is about filing. December 31 is about planning.Filing tells us what already happened. Planning helps you make...
10/05/2026

October 15 is about filing. December 31 is about planning.

Filing tells us what already happened. Planning helps you make informed decisions before the tax year closes.

If you wait until tax season, some options may already be off the table.

File on time. Plan before year-end.

09/25/2026

We love getting your books together, but on Fridays, we’re ready to get our bags together too. 😂🧳
Happy Friday from Proctor & Assocs.! What’s everyone getting into this weekend?

09/23/2026

Pizza is not a retention strategy.

And neither is telling your team, “We just have to get through it,” every busy season.

As business owners, it’s easy to focus on the numbers, the deadlines, the clients, and the work that has to get done.

But if the same pressure keeps showing up every year, eventually you have to ask a different question:

Is this really a busy season problem… or is this a leadership and systems problem?

Your team can handle hard seasons.

They just shouldn’t have to survive the same broken process over and over again.

Build the business. Take care of the people. Fix what keeps creating the pressure.

Address

9115 Harris Corners Pkwy, Ste 165
Charlotte, NC
28269

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17043851040

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