Hand it over and relax

Advisory & tax for professional services firms

What can I help with?

Advisory & Support

Virtual CFO

No time? Schedule a discovery call to see if it’s time to outsource your business accounting and tax.

Tax Prep

For S corps, sole proprietors and individuals.

Don't take my word for it

Hear what clients have to say about my results-driven approach…

“Rosalie is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rosalie for anyone who is looking for a highly invested business partner to help with accounting and any other business matters that come with being self employed.”

Julie DurigaCPA & Executive Recruiter, SNI Financial

“...Rose came through! She was quick to understand the scope of our company and its financial reporting requirements... ...Rose's coaching and tutoring gave me the confidence that I required in my new role. Without her dedication and support, I would've been lost in a world of corporate expectations and demands. She was my mentor in more than just finances--she became a loyal confidante, friend and a strong, firm coach. She's one-of-a-kind!”

Bessy FarmerFinance Manager, Carolina Management Team

“As an independent inventor, my business is somewhat non-standard and sometimes rather complicated... ...Rose gets it right... ...She is efficient, utterly competent and I'm sure will frequently save a business more than she charges for her services...”

Paul VoInventor & Product Developer

“I’ve hired Rose as a contracted instructor leading classes on bookkeeping and business formation for the last several years. Her level of professionalism and depth of knowledge make her easy to work with as well as a student favorite... ...Selected excerpts from student feedback: "This course was incredibly easy to follow and thorough." "Out of all presentations…Rose was the best!" "Rose is knowledgeable and an interesting presenter." "The presenter is a very good speaker. Very organized in her speaking." "Excellent facilitator!" "The instructor is very knowledgeable and engaging.”

Amber BakerProgram Coordinator, BioNetwork

“...Rose is professional, conscientious, and trustworthy. I have complete confidence in her and know that she’s taking good care of our business. And to top it off, she’s a pleasure to work with...”

Jeff DaltonRowhouse Architects, Architect & President

“Rose Lulis is the epitome of professionalism, depth and proactivity. Always looking to add value to her clients and the people that she advises. She is very invested in making you succeed.”

Gary & FranciscoContemporaneo Asheville Gallery

“Rose’s impeccable organizational, accounting, tax, human resources, and technological skills have been invaluable to the success of many of my small business clients over the 10 years we have worked together... ...I have seen Rose make sense out of poorly kept records by establishing sound processes, skillfully represent clients under audit, navigate sensitive employment issues, and guide clients as they grew their businesses... ...I would highly recommend Rose to any business that seeks to partner with an accountant whose business acumen will free them to focus on what makes their business successful.”

Carole OwenbyCPA