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.

10/16/2026

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.

If you own an S corporation or partnership and missed the September 15 extended filing deadline, this is for you.Don’t l...
09/21/2026

If you own an S corporation or partnership and missed the September 15 extended filing deadline, this is for you.

Don’t let missing the deadline turn into months of avoiding it.

Start by getting clear on what’s outstanding, gathering any missing documents, and connecting with your tax professional about the next step. Depending on your situation, penalties may apply, and there may also be options for relief.

The goal now is simple: get caught up and get back in control of your business finances.

If you missed the September 15 deadline and aren’t sure where things stand, schedule a discovery call with Proctor & Assocs.

09/18/2026

Client calls can take a turn real quick. 😂

Us: “Did you upload your financial documents to the portal?”

Client: “Okay, but let me tell you what happened with Candy Crush…”

Ma'am, please send us those documents so we can keep your books together.

Happy Friday from Proctor & Assocs.

09/16/2026

I’m looking forward to being part of Advisory Amplified in Raleigh and Nashville.

We’re going to have some real conversations about advisory, business, and how we can do a better job helping our clients understand their numbers and make decisions that move their businesses forward.

Raleigh — September 22
Nashville — September 25

If you’re an accounting professional who’s ready to think beyond compliance and have better conversations with the people you serve, come join us.

Grab your ticket and meet me there.

You don’t want to win the contract and then realize your business wasn’t financially ready for it.Between now and the en...
09/11/2026

You don’t want to win the contract and then realize your business wasn’t financially ready for it.

Between now and the end of 2026, this is the time to tighten up the things that can slow you down later: your books, your financial reports, your cash position, and your business documentation.

Because when the opportunity comes, procurement may not give you months to get everything together.

The goal isn’t just to qualify for the contract.

It’s to be ready to actually carry it.

Save this as your end-of-year financial checklist, and if you need help getting your business contract-ready, connect with Proctor & Assocs.

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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