Proctor & Assocs-Tax, Accounting, and Payroll Services

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.

09/04/2026

We’re financial professionals, not actors. Clearly. 😂

So while we work on getting the takes together, let us help you get your finances together.

If your business needs more clarity around taxes, accounting, or financial strategy, book a discovery call with Proctor & Assocs.

Please. So these bloopers weren’t for nothing.

Enjoy the long weekend!

09/02/2026

Before you secure the bag, make sure your service-based business is built to protect it. 💼

A strong business needs more than expertise and clients. You also need the right professionals at the table: an attorney, a qualified financial professional, a banker, and an insurance professional.

Together, they can help you establish your business properly, manage your money, prepare for growth, and protect the company you’re building.

Need someone to fill the financial seat? Connect with Proctor & Assocs.

08/26/2026

A completed tax return is important—but it’s only one part of your financial picture.

Real support happens when your tax strategy, accounting, payroll, and advisory services work together. With the right team around the table, each decision is made with the bigger picture in mind.

That’s what wraparound financial support looks like.

Want the whole picture working together? Send us a message.

08/24/2026

Everyone has an opinion about your finances—but not everyone understands your business.

Financial decisions deserve guidance from a professional who knows your numbers, understands your goals, and can see the bigger picture. Before acting on advice from friends, family, or social media, speak with your accountant.

Make Proctor & Assocs your first call—not your last.

08/19/2026

Some business decisions look good on paper—but the numbers are only one part of the story.

What will an acquisition mean for your operations? Is your business ready to support a new service? What questions should you bring to your attorney?

Good advisory helps you examine the decision from every angle, understand the financial impact, and move forward with greater confidence.

Before you make your next big business decision, talk it through with a team that understands the bigger picture. Contact Proctor & Assocs to schedule an advisory conversation.

08/17/2026

The habits that feel small today can create either clarity or chaos later.

Keeping your business and personal finances separate, staying connected with your accountant, and reviewing your numbers throughout the year will make every financial decision easier—including tax season.

Be honest: Is your business financially organized or are you still working on it?

08/14/2026

Some shortcuts cost more in the long run. 👀

Choosing an accountant based on price alone can leave your business without the strategy, guidance, and year-round support it needs. The right financial partner does more than prepare your return—they help you understand your numbers and make informed decisions.

Choose a team that sees the full picture. Connect with Proctor & Assocs. today.

I'm excited to share that I'll be speaking at the Bridging the Gap Conference this year!On July 28-30, 2026 join your bo...
07/23/2026

I'm excited to share that I'll be speaking at the Bridging the Gap Conference this year!

On July 28-30, 2026 join your boy right here in my hometown of Charlotte, NC.

This year's theme hits home: The future of accounting is built differently: where wellness meets results.

I've always believed you can build a strong, profitable business without burnout being the price you pay for success. That's why I'm looking forward to joining several of my mentors and industry homies who are thinking differently about where our profession is headed.

If you're ready to build something sustainable, check out the agenda and see what we have planned:

https://Inkd.in/eeJctJZs

07/22/2026

A lot of us say we are delegating when what we really mean is:
“I do not want to deal with this right now.”

That is not delegation. That is temporary relief.

Real delegation means trusting someone with the responsibility, giving them room to own it, and resisting the urge to sn**ch it back the moment they do it differently than you would.

And listen, I am talking to myself too.
Because becoming the CEO of the business requires you to stop being the backup plan for every task.

What is one thing you know you need to truly hand off?

07/20/2026

Filing your taxes tells you what already happened.

Reviewing your numbers throughout the year helps you decide what happens next.
That’s the difference between reacting under pressure and planning with clarity.

At Proctor & Assocs., we help business owners stay connected to profitability, cash flow, spending, and tax exposure before small issues become expensive ones.

Because financial clarity should help you run the business all year — not just help you file a return.

Ready to get ahead of the numbers? Let’s talk.

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

Website

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