1.
About The Firm
 Ed Lloyd & Associates, PLLC is a proactive accounting and
business development CPA firm located in Charlotte, North
Carolina. As proactive planners, we specialize in assisting
business owners and their managers build a better business in
Charlotte, North Carolina and throughout the United States.
 Ed Lloyd CPA, PFS, CTC is the president of Ed Lloyd &
Associates, PLLC. He is certified as a North Carolina CPA,
number 18800. His experience prior to starting the practice in
1994, includes over nine years’ experience with local and
regional CPA firms, and one year with a regional redevelopment
and property management firm.
 Certified Public Accountant
 Personal Financial Specialist
 Certified Tax Coach

2.
Introduction
 We are committed to helping you achieve financial success
within your medical practice. Our trained staff understands the
challenges that physicians face within the industry, such as
increasing costs, healthcare reform, and decreasing
reimbursements.

3.
 As a result, we provide you with industry-specific business
expertise and work with you throughout the year to deliver the
tools, resources, and ideas you need to build and maintain a
thriving practice whether you are located in Charlotte, North
Carolina and anywhere else in the United States. Our timely
monthly reporting combined with our Business Advisory Services
provide you up to date feedback in a meaningful and easy to
understand format.

4.
What we do?
 Our CPAs and accountants provide robust and efficient financial
and accounting solutions that allow you to focus on what’s
important—your patients and your practice. With extensive
experience in the healthcare industry, we are intimately familiar
with your day-to-day operations, overhead structure, billing
routines, staffing requirements, and much more.
 Our experienced professionals will provide insightful feedback,
breaking down complex data into practical terms to help you make
intelligent business decisions. Through careful planning and
analysis, together we will determine your needs and create a
personalized service package to keep you on track toward a more
profitable practice.

5.
Benefits of having an Accountant
 It can save you time
 Reduce your Tax Liability
 Prevent you receiving hefty tax penalties and fines
 Help you to grow your business
 Remove your tax worries

6.
We work closely with you to evaluate your
practice in numerous key areas, including:
 Bookkeeping and General Accounting
 Systems to Reduce the Risk of Fraud
 Tax Projections and Tax Preparation
 Business Advisory Services Tailored for your
Business and Industry
 Payroll and Employee Issues
 Proactive Tax Planning

7.
Ed Lloyd & Associates, PLLC
8045 Corporate Center Drive, Suite 100
Charlotte, NC 28226
Phone: (704) 544-7600
Email: web1@elcpa.com