Service Based Businesses
Consultants, agencies, salons, health practices and professional services.
See MoreCharlotte, NC · CFO and Accountant · 25+ Years of Experience
We Find the Money Business Owners Leave on the Table.
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
- CFO advisory & financial strategy
- Tax preparation & year round planning
- Monthly bookkeeping & reconciliations
- Payroll setup & processing
25+Years Experience
100sClients Served
MBAIn Finance
CFO ADVISORYTAX PREPARATIONBOOKKEEPINGPAYROLLIRS SUPPORTFINANCIAL STRATEGYCFO ADVISORYTAX PREPARATIONBOOKKEEPINGPAYROLLIRS SUPPORTFINANCIAL STRATEGY
Who We Help
Every business model. Deep industry expertise.
Whether you sell a service, a product or a mission, if you are generating revenue and want to know your numbers, we can help.
Product Based Businesses
Retail, ecommerce, food and beverage, and manufacturing.
See MoreNonprofits
Fund accounting, Form 990 and board ready financial reporting.
See MoreSpecialized Industry Expertise
Where we go deepest.
We serve every business model above, with specialized expertise in these industries: reporting, tax strategy and planning built for how they actually run.
Specialty
Contractors & Trades
Job costing, WIP reporting and cash flow for construction, HVAC, electrical and plumbing.
See MoreSpecialty
Real Estate
Cost segregation, depreciation planning and debt schedules for developers and investors.
See MoreSpecialty
Law Firms & Attorneys
Trust account reconciliation, billing support and financial clarity for legal practices.
See MoreWhatever your industry, let’s talk.
Sound Familiar?
Most small business owners are drowning in their own finances.
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.
01
“I have no idea if I'm actually making money.”
Without clean books, you are guessing. Monthly reconciliations and clear reports show you exactly where you stand.
02
“Tax season is a nightmare every year.”
Year round planning means no surprises in April. You'll know what you owe before the deadline arrives.
03
“I'm paying too much in taxes.”
Smart structuring and deduction strategy puts money back in your pocket, not the IRS.
04
“Payroll and compliance stress me out.”
We handle payroll, filings and deadlines, so you can focus on what you do best.
05
“I'm growing, but cash is always tight.”
We forecast your cash flow so you can plan payroll, purchases and growth with confidence.
What We Offer
Services for every stage of growth.
From personal tax preparation to full business financial management, we meet you where you are. Tap any service to learn more.
Individual Services
Business Services
Meet the Owner
Tamika L. Porter, MBA
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.
- MBA in Finance · BA in Psychology, the numbers and the people behind them
- Board Treasurer & Finance Committee Chair, C.W. Williams Community Health Center
- CFO, Just Believe Inc., founded by former WNBA player Ivory Latta
- Political Treasurer, Committee to Elect Lakesha Womack (NC District 14)
Keynote Speaker & ModeratorBOOK & VIEW ENGAGEMENTS
Client Stories
Hear it from our clients.
“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
“When seeking out the expertise of a fractional CFO who could offer timely training and insights for Businesses; equipping them with the tools, information, resources and Bookkeeping, Payroll and Tax Preparation services, I looked no further than Tamika Porter and Porter Financial Services. In the audience of Businesses was a Business owner who had specific questions and who a few weeks later was awarded (2) Construction contracts totaling over $1.4M dollars. Porter Financial Services is a proven Leader in the Financial Services space.”
Marcus Kirkman
Business Inclusion Manager, City of Asheville · Google Review
“From the moment Tamika introduced herself at the kickoff event, I was impressed by her genuine passion for accounting, small business finance, and financial literacy. What truly sets her apart is her teaching philosophy: she doesn’t just manage numbers and generate reports; she takes the time to educate her clients so they truly understand what those numbers mean for their business.”
McKinley Davis
Small Business Efficiency Consultant · Google Review
FAQ
Frequently asked questions.
We work with established service based and product based businesses, nonprofits, contractors, real estate professionals and law firms. If you are earning revenue and want a clearer view of your numbers, we can talk through what you need.
We help you understand the story behind your numbers, plan cash flow, track useful measures, make informed decisions and keep reliable financial records. The right support depends on your business and your goals.
Yes. We can review what is missing, identify filing priorities and discuss a practical plan to get current. The right next step depends on which years and records are involved.
Fees depend on your business, the volume and condition of your records, and the level of support you need. We discuss the scope with you before work begins.
Yes. We are based in Charlotte, North Carolina and serve clients nationwide. Many services can be provided remotely.
We learn about your business, what is working, and where you need more clarity. Then we discuss the most useful next step, with no pressure to choose a service on the call.
More questions? We have answers.
ASK US DIRECTLYStop guessing.
Start growing.
Whether you need reliable bookkeeping, proactive tax planning or a CFO level view of your business, let’s look at your numbers together.