Financial Services for Small Businesses in Wake Forest, NC

Bookkeeping, Payroll, and Consulting Support Right Here in Wake Forest

Running a small business in Wake Forest, NC comes with unique challenges—and having the right financial support can make all the difference. At SBA Services LLC, I help local business owners get organized, understand their numbers, and grow with confidence, whether you’re just off South Main Street or serving clients from Heritage to Downtown.

Helping Wake Forest Businesses Gain Clarity and Control

With deep roots in North Carolina and over 30 years of industry experience, I understand what it takes to keep your business financially healthy in a place like Wake Forest. I work with a wide range of local entrepreneurs—from construction companies near Rogers Road to real estate professionals in Heritage and healthcare providers off Capital Boulevard. My services are virtual-friendly, but always personal.


Whether you’re managing multiple income streams or simply trying to keep your books clean, I’m here to support you with clarity, professionalism, and zero judgment.

Services for Small Business Owners in Wake Forest

Organized, Compliant, and Ready for Growth—That’s the Goal

Monthly, quarterly, or annual bookkeeping tailored to your business. I’ll help you track income and expenses, reconcile accounts, and stay tax-ready all year long.

Let me take payroll off your plate. I process payroll on your schedule, handle payroll tax filings, and issue W-2s and 1099s, all through QuickBooks.

Whether you’re located near Joyner Park or work remotely from your home office in Wake Forest, I offer hands-on QuickBooks Desktop and Online training—one-on-one or in small groups.

Not sure what your numbers are telling you? I provide ongoing consulting and management reporting to help you plan, grow, and make better financial decisions.

If you’re wondering whether an S-Corp is right for your Wake Forest business, or need help determining a reasonable salary, I’ll guide you through every step.

Frequently Asked Questions

  • Do you only work with businesses in Wake Forest, NC?

    While I serve clients across the country, I love working with small business owners right here in Wake Forest. From local service providers to consultants and shop owners, I understand the nuances of our town’s economy—and I’m familiar with the seasonal and regional challenges that come with it.

  • Can you help if I’ve fallen behind on my bookkeeping?

    Absolutely. If you’re months—or even years—behind on your books, I offer cleanup services to help you get organized. We’ll reconcile past data, correct errors, and set up a sustainable system moving forward, all tailored to your business and financial goals.

  • I’m a sole proprietor in Wake Forest. Do I really need a bookkeeper?

    Yes! Even small operations can benefit from clean books and accurate records. Whether you’re based near The Factory or work from home in Traditions, having a bookkeeper ensures your finances are in order, which makes tax time easier and planning more effective.

  • Do you offer in-person consultations in Wake Forest?

    While most of my services are virtual, I do offer occasional in-person workshops and trainings in the Wake Forest and Raleigh-Durham area. For one-on-one consulting, virtual sessions allow flexibility without sacrificing personal attention.

  • What makes you different from other bookkeeping services in Wake Forest?

    I combine over three decades of experience with a personal, educational approach. My clients aren’t just outsourcing their bookkeeping—they’re learning how to understand their financials. I also specialize in QuickBooks Desktop and Online, and I stay closely connected to the business community in Wake Forest.