Charlotte, NC · CFO and Accountant · 25+ Years of Experience
CFO advisory, tax planning, bookkeeping and payroll for established business owners who want to know their numbers, pay less in taxes and keep more of what they earn.
Financial clarity for established businesses, nonprofits and professionals.
What We Handle For You
Who We Help
Whether you sell a service, a product or a mission, if you are generating revenue and want to know your numbers, we can help.
Consultants, agencies, salons, health practices and professional services.
Retail, ecommerce, food and beverage, and manufacturing.
Fund accounting, Form 990 and board ready financial reporting.
Specialized Industry Expertise
We serve every business model above, with specialized expertise in these industries: reporting, tax strategy and planning built for how they actually run.
Job costing, WIP reporting and cash flow for construction, HVAC, electrical and plumbing.
Cost segregation, depreciation planning and debt schedules for developers and investors.
Trust account reconciliation, billing support and financial clarity for legal practices.
Not sure where you fit? Let’s find out together.
Whatever you’ve built, we’ll help it grow.
Sound Familiar?
You started your business to build something, not to spend nights untangling receipts and stressing over tax deadlines. Let us handle the numbers so you can lead.
“I have no idea if I am actually making money.”
Without clean books, you are guessing. Monthly reconciliations and clear reports show you exactly where you stand.
“Tax season is a nightmare every year.”
Year round planning means no surprises in April. You will know what to expect before the deadline arrives.
“I am paying too much in taxes.”
Smart planning and deduction strategy can help keep more money in your business.
“Payroll and compliance stress me out.”
We handle payroll, filings and deadlines, so you can focus on what you do best.
“I am growing, but cash is always tight.”
A simple cash flow view helps you plan payroll, purchases and growth with more confidence.
What We Offer
From personal tax preparation to full business financial management, we meet you where you are. Tap any service to learn more.
Meet the Owner
Founder & CFO · Your Financial Architect
Tamika brings more than 25 years of corporate finance and accounting experience directly to your business. She is known for finding the money business owners leave on the table, then building the financial structure to keep it. We pair experienced financial guidance with the personal touch of a trusted advisor.
Our Mission
Helping businesses build stronger financial foundations, so they can grow with clarity and confidence.
More Balanced Money, A More Balanced Life.
Client Stories
“It’s one thing to find a company that provides financial services, but it’s another to find people who genuinely care about you, your goals, and your financial future. That personal touch makes all the difference. I would absolutely recommend Porter Financial Services to anyone looking for a team that truly values its clients.”
Ivory Latta
Founder, Just Believe Inc. · Google Review
“Porter Financial Services, LLC is a 5 star accounting firm that provides my law firm with comprehensive bookkeeping, financial forecasting, and planning services.”
Kim Baker
Law Firm Owner · Google Review
“As a residential single family developer at Turn Key Enterprises, I sought the expertise of Porter Financial Services, LLC to assist with a variety of financial needs, including tax preparation, bookkeeping, and helping with the financial document preparation needed to secure funding for my properties.”
Greg Huckleberry
Real Estate Developer, Turn Key Enterprises · Google Review
More questions? We have answers.
ASK US DIRECTLYWhether you need reliable bookkeeping, proactive tax planning or a CFO level view of your business, let’s look at your numbers together.
