Trusted, Accurate, and Personalized Financial Services
★★★★★
I was completely overwhelmed with my back taxes, but Roze was a lifesaver.
Serving Clients in the Raleigh, Cary & Durham Area
Audit Defense
Experienced advocates handle audits, minimize liabilities, and protect your interests confidently, always.
Income Tax Prep
Accurate returns maximize deductions while reducing risk and stress at filing time.
Payroll
Accurate payroll processing, filings, and compliance handled on schedule every time, reliably.
Refund Claims
We manage bookkeeping, reporting, and cash flow so owners prioritize operations confidently.
Individual Taxes
Expert individual tax preparation maximizing deductions, reducing risk, and ensuring timely filing.
Business Taxes
We manage bookkeeping, reporting, and cash flow so owners prioritize operations confidently.
of Experience
With over 20 years in accounting and auditing, we continue to adapt, learn, and leverage best practices.
who we are
Our Mission: Clear, Trusted Accounting That Powers Your Growth
At Open Book Accounting, LLC, our mission is to provide trusted, accurate, and personalized financial services that empower individuals and businesses to thrive. We are committed to delivering clear guidance, dependable solutions, and long-term value built on integrity, professionalism, and experience.
Open Book Accounting, LLC
Smarter Accounting. Better Outcomes. Less Stress.
Open Book Accounting, LLC was founded to serve individuals, small businesses, and nonprofits with expert accounting, bookkeeping, payroll, and tax preparation services. With more than two decades of experience in accounting and financial auditing, our founder understands the omplexities of financial management and the importance of compliance, accuracy, and trust.
Who We Work With
Individuals
We make tax filing stress-free, ensuring accurate returns and maximum deductions. We also provide year-round guidance and proactive planning so you keep more of what you earn.
Business Owners
From small firms to corporations, we prepare compliant returns that optimize tax savings. We also provide year-round bookkeeping, payroll, and proactive tax planning to improve cash flow and reduce surprises.
Non Profits
We handle IRS Form 990 filings and ensure your organization maintains its exempt status. We also guide disclosures and state charitable registrations, helping you meet deadlines, avoid penalties, and build donor trust.
I highly recommend Roze for her exceptional consulting services. She gave me advice that helped me to effectively create a budget for my new business. She also told me what licenses to get, how to register my business, find customers, and directed me to state and county sites for forms. She made me think of things that I would not have if she wasn’t there to help guide me.
– Rehaan Whitfield
“I am so grateful to Roze for guiding me through the process of running my own business. She educated me to where I felt I didn’t need outside help but knew I could go to her if I ever needed. The trust is always there.”
– Shelly Bledel