Union County
Bookkeeping in Monroe, NC
Monthly bookkeeping for Union County's manufacturing seat, straight down NC 200.
What Monroe actually runs on
Monroe is Union County's seat and its manufacturing centre. ATI Specialty Materials is the largest current investor, with the City Council approving an annexation and two incentive grants in April 2026 tied to an investment of roughly $300 million. The city also runs an executive airport, and the US 74 corridor carries a steady base of freight and distribution work.
Who we keep books for here
- Trade contractors working Union County's growth corridor
- Machine shops, welding and metal fabrication feeding the specialty-alloy and precision manufacturers
- Trucking, courier and small warehousing along US 74 and around the executive airport
- Restaurants, taquerías, panaderías and food trucks — Monroe's population is roughly 31% Hispanic
- Independent retail and service businesses downtown
Listing business property in Union County
Union County runs the annual business personal property listing through its own tax administration office in Monroe. The listing window opens with the new year and closes at the end of January, with extensions available on request before the deadline.
Monroe is a full-service municipal utility city. The city has supplied electricity since 1900 and natural gas since 1957, and also runs water and sewer — so a business inside the city limits is billed by the City rather than by Duke Energy and Piedmont. The utilities arrive as one municipal account rather than three or four separate vendors, which changes how the expense is coded.
North Carolina requires an annual business personal property listing with the county, generally during January. Counties set their own dates and extension rules each season, so confirm the current year with your county before you file.
How the monthly work runs
Every plan is the same monthly service. We connect to your bank and card accounts, categorize what moved, reconcile the accounts, and send a profit and loss statement and a balance sheet for the month and the year to date. What changes between plans is volume — how many accounts you run and how much passes through them — not what gets done.
Monroe is about 25 miles south of our office in Locust. Most of this runs online through the client portal, and you are welcome at the office whenever you would rather sit down with it.