# Nuumeric Inc — llms.txt
# A machine-readable summary of this website for AI models.
# See https://llmstxt.org for the specification.

> Nuumeric Inc (formerly Montgomery Bookkeeping Solutions) is a US-based
> professional services firm offering bookkeeping, tax preparation, payroll
> processing, and back-office support for growing small and mid-size
> enterprises, and individual tax return preparation for business owners and
> individuals. In business since 2017, based in Charlotte, North Carolina,
> serving clients nationwide.

## Services

- Monthly bookkeeping (QuickBooks Online, Xero, Zoho Books)
- Business tax return preparation
- Individual (personal) tax return preparation, including owner returns filed alongside the business
- Year-round tax planning and quarterly estimated tax guidance
- Payroll processing (Gusto, SurePayroll)
- Financial reporting and back-office administration
- Zoho CRM / Zoho Sites support

## Key Facts

- Industry: Accounting / Professional Services
- Location: 8501 Tower Point Dr, Ste B14, Charlotte, NC 28227, USA (serving clients nationwide)
- Hours: Monday–Friday, 9:00 AM – 5:00 PM Eastern (appointments required)
- Phone: +1 (936) 337-5446
- Website: https://www.nuumeric.com
- In business since: 2017 (as Montgomery Bookkeeping Solutions, later rebranded to Nuumeric Inc)
- Credentials: QuickBooks ProAdvisor, Xero Advisor, Zoho Finance Advisor, Gusto Payroll, SurePayroll Accountant

## Pages

- [Home](https://www.nuumeric.com/)
- [Services & Pricing](https://www.nuumeric.com/services)
- [About Us](https://www.nuumeric.com/about)
- [What to Expect](https://www.nuumeric.com/what-to-expect)
- [Blog](https://www.nuumeric.com/blog)
- [Contact / Request a Quote](https://www.nuumeric.com/contact)
- [Referral Program](https://www.nuumeric.com/refer)
- [Careers](https://careers.nuumeric.com/jobs/Careers)

## Referral Program

Existing clients earn a $100 credit toward their next invoice for every
referral that signs up and completes their first paid month of service.
Details: https://www.nuumeric.com/refer