top of page
Business Meeting

STRATEGIC ACCOUNTING & ADVISORY SERVICES

Empowering Entrepreneurs To Grow Their Businesses and Attain Their Financial Objectives

Services

SERVICES

We Invest In Your Success!

Taking Your Business To The Next Level

POLLARD_icon.png

1

CFO SERVICES FINANCIAL ADVISORS & RIA’s

  • Entity Tax Planning

  • Partner/Owner Level Tax Planning

  • Entity Optimization

  • M&A Support

  • Cash Management Strategies

  • Short/Long Term Business Planning

  • KPI Tracking

  • Financial Statement Prep

  • Budgeting & Projections

POLLARD_icon.png

2

ADVISORY
SERVICES

  • M&A Support -

    • Due Diligence

    • Sellside support

    • Buyside support

  • Entity Optimization

  • Cash Management strategies

  • Short/Long Term Planning

  • CFO Services

  • Succession Planning

POLLARD_icon.png

3

BOOKEEPING 

SERVICES

  • Payroll

  • Accounts Payable Management

  • Processing Accounts Receivable

  • QuickBooks Setup & Management

  • Financial Statements Prep

  • Bank Reconciliations

POLLARD_icon.png

4

TAX
SERVICES

  • Individual Tax Prep

  • Business Tax Prep

  • Estate & Trust

  • Nonprofit Tax Prep

  • Tax Planning

  • Liability Resolution

  • Cryptocurrency Accounting

  • Audit Representation

WE'RE GOOD WITH NUMBERS

34

Years

of Experience

$100M

Client Revenue 

$100K - $100M

1000+

Clients

Every Year

26%

Reduction in Effective Tax Rates

DEDICATED. EXPERIENCED. TRUSTED.

ABOUT US

Our Experts Are the Finest

Our professional staff of accountants are ready to elevate your financial and business objectives by providing innovative, proactive, and customized CFO level services and strategies.

LEARN MORE ABOUT US AND MEET OUR TEAM!

Accountant
Testimonials

ENDORSEMENTS

“The level of knowledge and professionalism at Pollard is superior to any other firm I have worked with over the years. I highly recommend them!” 

~ Anonymous

Contact
Business Meeting

CONTACT

Let’s Work Together

503 Trade Street

Tarboro, NC 27886

P. (252)823-1040

F. (252)823-1479

E. info@pollard.cpa

  • LinkedIn
  • Facebook
  • Twitter

Thanks for submitting!

bottom of page