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Home Financial Services United States North Carolina

Top Financial Services Firms in North Carolina

Ratings Updated: April 1, 2026
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3 Leaders 15 Contenders

498 Companies

Country: United States
State: North Carolina

List of the Top North Carolina Financial Services Companies

  • Featured

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    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves North Carolina

    Services provided

    20% Search Engine Optimization
    15% Pay Per Click
    15% Web Design +5 services
    10% Advertising
    10% Branding
    10% Content Marketing
    10% Digital Strategy
    10% Social Media Marketing

    CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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    Reviews mention Collaborative

    The feedback regarding collaboration with CSTMR is overwhelmingly positive. Clients appreciate the proactive engagement and integration of CSTMR's team into their own processes. One client noted the company's eagerness to solve problems even before formal engagement, highlighting a strong collaborative spirit. Communication is frequent and effective, with daily interactions noted as excellent. However, there is a suggestion for improvement in adapting to varying expectations around deadlines. Overall, clients feel supported and valued throughout the collaborative process.
    • Rebranding, Website Design, & SEO for Bank
      5.0 May 4, 2018

      The work has been really collaborative. They’re plugging into our team and adding resources. I’ve been really pleased with that as well.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
    Read 1 Recent Review

    More responsive than most other service providers

    CSTMR is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)
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    Talent Formula Logotype

    Talent Formula

    5.0 2 reviews
    Verified
    $25,000+
    Undisclosed
    250 - 999
    Serves North Carolina

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    30% AI Agents

    Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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    1 of 1 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Recruitment & Mgmt Support for Technology & Accounting Firm

    5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
    Read 1 Review

    Industry Experience

    Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.

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    Hospitality & leisure

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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  • Stancil & Company Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Raleigh, NC

    Services provided

    90% Accounting
    10% Business Consulting

    Stancil & Company is a strategic financial partner specializing in Accounting Services, Bookkeeping, and Tax Preparation. They provide comprehensive support, including financial reviews and seamless payroll integration. Reviews indicate 100% positive feedback, highlighting their exceptional service, reasonable pricing, and personalized client care. Clients appreciate their adaptability and strong partnership, with no areas for improvement noted.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Full-Service Accounting for Business Management Association

    5.0 — Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll.  Read more
    Read 1 Review

    Industry Experience

    Stancil & Company has demonstrated strong expertise in the Other Industry, particularly in serving associations. Clients highlight their strategic partnership, seamless integration with QuickBooks, and daily financial support as significant strengths. The overall sentiment is highly positive, with feedback emphasizing their responsiveness, adaptability, and commitment to client success. Their comprehensive financial services have been pivotal in enhancing the operational efficiency of clients, making them a suitable choice for organizations seeking reliable financial management solutions.

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    Other Industry

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently commend Stancil & Company for their reasonable pricing and exceptional value. One client noted their annual investment of $18,000–$20,000, emphasizing that the firm's support has become indispensable to their operations. The CEO highlighted their extraordinary work and responsiveness, stating that engaging Stancil was one of the smartest decisions made. Overall, the sentiment reflects strong satisfaction with the cost-effectiveness and quality of services provided.
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  • Butler & Burke, LLP Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Winston-Salem, NC

    Services provided

    100% Accounting

    Butler & Burke, LLP is a professional accounting firm specializing in audit services, financial advisory, and financial statement preparation. With a decade-long collaboration, clients commend their responsiveness, expertise, and personalized service. They consistently deliver clean financial audits and valuable recommendations, with 100% positive feedback highlighting their professionalism and commitment to client success, particularly for nonprofit organizations.

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    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Nonprofit Organization

    5.0 — Butler & Burke, LLP provides a nonprofit organization with accounting services. Every year, they’re in charge of their financial audits, leveraging QuickBooks to review their financial Read more
    Read 1 Review

    Industry Experience

    Butler & Burke, LLP has demonstrated strong expertise in the nonprofit sector, particularly in financial audits and grant-related services. Clients appreciate their in-depth understanding of nonprofit needs and their commitment to providing clean financial statements and actionable recommendations. Overall sentiment is highly positive, highlighting their responsive communication and personalized approach. Potential clients in the nonprofit industry seeking reliable audit services and financial guidance would find Butler & Burke, LLP to be a valuable partner.

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    Select Industry to see insights

    Nonprofit

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients commend Butler & Burke, LLP for their reliable and cost-effective financial audit services, noting a long-term partnership that has yielded over $50,000 in investment. Feedback highlights the firm's responsiveness, timely delivery, and valuable recommendations that enhance financial management. One client emphasized their commitment to understanding unique organizational needs, ultimately providing significant value for money. Overall, sentiment reflects satisfaction with the firm's pricing and the quality of service received.
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  • Progresa, Inc / Greensboro Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Services provided

    100% Accounting

    Progresa, Inc / Greensboro is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients commend their professional approach, efficiency, and high-quality service in payroll, taxes, and financial advice. Reviewers consistently highlight the diligent and timely delivery of services, underlining the firm's strong commitment to client satisfaction.

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    1 of 1 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Financial Services for Cleaning Services Company

    5.0 — Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy. Read more
    Read 1 Review

    Industry Experience

    Progresa, Inc / Greensboro has demonstrated strong expertise in the business services sector, particularly in accounting, payroll, and financial advice for clients like AJ Smart Cleaning Inc. Feedback highlights their professionalism, efficiency, and quality of service, indicating a positive impact on clients' financial management. The overall sentiment reflects high satisfaction, suggesting that potential clients in the business services industry would find Progresa, Inc a suitable provider for their financial needs.

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    Business services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight Progresa, Inc / Greensboro's exceptional value for money, noting the high quality of service provided in accounting, payroll, and financial advice. One client emphasized the 'excellent service' and efficiency in delivering results, particularly in tax presentation. The professionalism and diligence of the team were also commended, with no areas for improvement identified, reflecting a strong overall sentiment regarding the company's pricing and value.
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  • The Tunstall Organization, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    100% Accounting

    The Tunstall Organization, Inc. Is an Accounting company. The Charlotte, North Carolina-based team focuses on Accounting.

    Read more
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  • Akram | Assurance, Advisory & Tax Firm Logotype

    Not yet reviewed

    $5,000+
    $300+ / hr
    10 - 49
    Cary, NC

    Services provided

    75% Accounting
    20% Business Consulting
    5% Finance & Accounting Outsourcing (FAO)

    Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.

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  • Quest - Advisory, Business Succession & M&A Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Davidson, NC

    Services provided

    40% Business Consulting
    20% Financial Advising & Planning
    15% Business Valuation Services +2 services
    15% Funding & Investment
    10% Financial Consulting

    Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.

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  • Steward Ingram & Cooper PLLC Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    10 - 49
    Raleigh, NC

    Services provided

    100% Accounting

    Founded in 2000, Steward Ingram & Cooper PLLC is a small Accounting company. Their team focuses on Accounting.

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  • Camuso CPA Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    50% Accounting
    50% Financial Advising & Planning

    Camuso CPA PLLC is an accounting firm specializing in outsourced CFO services, tax preparation, and financial analysis for e-commerce businesses. According to client reviews, 100% were positive, highlighting their exceptional understanding of e-commerce operations and effective project management. Clients commend the firm's ability to enhance profitability and provide clear financial insights.

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    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Online Bracelets & Accessories Store

    5.0 — Camuso CPA PLLC provides accounting services for an online accessories store. The team’s work involves discussing the business’ profit and loss management and figuring out ways to improve the Read more
    Read 1 Review

    Industry Experience

    Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.

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    Retail

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.
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  • isolved Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999
    Charlotte, NC

    Services provided

    10% Accounting
    15% Benefits Administration
    15% Business Consulting +4 services
    15% Compliance Consulting
    15% Corporate Training & Coaching
    15% HR Consulting
    15% Recruiting

    isolved offers a range of financial services including bookkeeping, tax preparation, and financial analysis. Clients appreciate their prompt delivery and adaptability, particularly in managing flexible payment schedules. Overall feedback highlights their reliability, secure processing, and good value for cost, making them a strong partner for financial tasks.

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  • Dean Dorton Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    250 - 999
    Raleigh, NC

    Services provided

    70% Accounting
    30% Business Consulting

    Dean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.

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    Raleigh, NC

    1130 Situs Court, Suite 260
    Raleigh, NC 27606

    6 - 9

    (919) 851-1116

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  • Cherokee Investment Partners LLC Logotype

    Not yet reviewed

    $50,000+
    Undisclosed
    10 - 49
    Raleigh, NC

    Services provided

    50% Commercial Financing
    50% Financial Advising & Planning

    Cherokee Investment Partners LLC is a Commercial Financing and Financial Advising & Planning company. They were launched in 1991 and provide Commercial Financing and Financial Advising & Planning.

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  • Red Bike Advisors Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Wilmington, NC

    Services provided

    70% Accounting
    20% Fractional CFO Services
    10% Business Consulting

    Red Bike Advisors, an Accounting company, is in Wilmington, North Carolina. They offer Accounting and Fractional CFO Services and were founded in 2009.

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  • Heyward CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Durham, NC

    Services provided

    100% Accounting

    Heyward CPA is an Accounting company. Headquartered in Durham, North Carolina, the firm focuses on Accounting.

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  • Hobart Financial Group Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    250 - 999
    Charlotte, NC

    Services provided

    50% Accounting
    50% Financial Advising & Planning

    Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising &

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  • Vintage Hill Consulting Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Raleigh, NC

    Services provided

    15% Accounting
    45% HR Consulting
    15% Corporate Training & Coaching +4 services
    10% HR Outsourcing
    5% PEO/Employee Leasing
    5% Recruiting
    5% Staffing

    Vintage Hill Consulting, a small HR Consulting company, is located in Raleigh, North Carolina. Their services include HR Consulting and Accounting.

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  • Fisher, P.A. A CPA Firm Logotype

    Not yet reviewed

    $1,000+
    $200 - $300 / hr
    2 - 9
    Charlotte, NC

    Services provided

    100% Accounting

    Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.

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  • Lodestar Taxes Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    80% Accounting
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Lodestar Taxes is a small Accounting company based in Charlotte, North Carolina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

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  • Certum Solutions Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Monroe, NC

    Services provided

    20% Accounting
    20% Business Consulting
    20% Financial Advising & Planning +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    Established in 2012, Certum Solutions is a small Business Consulting company in Monroe, North Carolina. Their team focuses on Business Consulting and Accounting.

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  • Reconciled Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Services provided

    75% Accounting
    15% Business Consulting
    10% Financial Consulting

    Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.

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    Charlotte, NC

    222 S Church St.
    Charlotte, NC 28202

    10 - 15

    704-499-3005

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  • Holland Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    100% Financial Advising & Planning

    Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.

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  • Firm Books, Inc. d/b/a Firm Numbers Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Charlotte, NC

    Services provided

    50% Accounting
    50% Finance & Accounting Outsourcing (FAO)

    Founded in 2018, Firm Books, Inc. D/b/a Firm Numbers is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Williams CPA PLLC Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Boone, NC

    Services provided

    80% Accounting
    20% Business Consulting

    Williams CPA PLLC is an accounting firm specializing in tax preparation, financial consulting, and accounting services. Reviews highlight the firm's ability to provide tailored and insightful financial advice, offering clients peace of mind and confidence in their financial decisions. Notably, 100% of reviewers appreciate their personalized approach, particularly the owner’s dedication to understanding and addressing client needs effectively.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Accounting & Financial Consulting for Creative Agency

    5.0 — Williams CPA PLLC handles taxes and provides financial consulting. They also handle filing for out-of-state clients. Read more
    Read 1 Review

    Industry Experience

    Williams CPA PLLC has received positive feedback primarily from clients in the software industry, emphasizing their expertise in tax handling and financial consulting. Clients appreciate the personalized attention and clarity they provide, which has contributed to improved decision-making and financial stability. Overall sentiment is strong, with clients noting the value of their services, although some desire a broader range of offerings for a more comprehensive solution.

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    Software

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive Williams CPA PLLC as providing excellent value for money, particularly noting the affordability of their services, with one client investing approximately $2,000 annually. The personalized attention and expertise offered by Mira, the owner and CPA, have garnered positive feedback, instilling confidence and peace of mind in clients. Overall, clients appreciate the balance of cost and quality, although some express a desire for additional services to enhance convenience.
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  • Julie Moreno Bookkeeping & Payroll Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Raleigh, NC

    Services provided

    100% Accounting

    Headquartered in Raleigh, North Carolina, Julie Moreno Bookkeeping & Payroll is a small Accounting company. The team specializes in Accounting.

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  • Button & Button CPAs PLLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Services provided

    80% Accounting
    10% Business Consulting
    10% Financial Consulting

    Button & Button CPAs PLLC, an Accounting company, was established in 2002. The team specializes in Accounting and Business Consulting.

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  • File Taxes Online Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Raleigh, NC

    Services provided

    100% Accounting

    Based in Raleigh, North Carolina, File Taxes Online is an Accounting company. They focus on Accounting.

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  • Fitzcores Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Cary, NC

    Services provided

    50% Financial Advising & Planning
    50% Funding & Investment

    Fitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.

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  • Kohari Gonzalez Oneyear & Brown PLLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Winston-Salem, NC

    Services provided

    75% Accounting
    25% Business Consulting

    Located in Winston-Salem, North Carolina, Kohari Gonzalez Oneyear & Brown PLLC is an Accounting company. Established in 1988, the team focuses on Accounting and Business Consulting.

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  • PSR CPA PLLC Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    10 - 49
    Raleigh, NC

    Services provided

    40% Accounting
    30% Financial Advising & Planning
    20% Business Consulting +1 service
    10% Finance & Accounting Outsourcing (FAO)

    Launched in 2010, PSR CPA PLLC is a small Accounting company located in Raleigh, North Carolina. Their team specializes in Accounting and Financial Advising & Planning.

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  • Equity Taxation Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Harrisburg, NC

    Services provided

    56% Accounting
    35% Financial Advising & Planning
    9% Tax Law

    Equity Taxation is an Accounting company. The firm is in Harrisburg, North Carolina. Their services include Accounting and Financial Advising & Planning.

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  • ServiTax Bookkeeping, LLC Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Charlotte, NC

    Services provided

    50% Accounting
    40% Corporate Training & Coaching
    10% Insurance Services & Brokers

    ServiTax Bookkeeping, LLC, an Accounting company, is located in Charlotte, North Carolina. They focus on Accounting and Corporate Training & Coaching.

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  • Cofounder CFO Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    Wilmington, NC

    Services provided

    75% Accounting
    15% Fractional CFO Services
    10% Finance & Accounting Outsourcing (FAO)

    Cofounder CFO is an Accounting company. They are located in Wilmington, North Carolina. Their team specializes in Accounting and Fractional CFO Services.

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  • Kindred Management Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Denver, NC

    Services provided

    50% Accounting
    50% Commercial Property Management

    Kindred Management Group is a Commercial Property Management and Accounting company. Launched in 2025, the company focuses on Commercial Property Management and Accounting.

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  • Qleanbooks LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    100% Accounting

    Accounting company Qleanbooks LLC is headquartered in Charlotte, North Carolina. They offer Accounting.

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  • Deal Process Partners Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    40% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +1 service
    20% Funding & Investment

    Deal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.

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  • Ninety Nine Equity Logotype

    Not yet reviewed

    $10,000+
    $300+ / hr
    250 - 999
    Raleigh, NC

    Services provided

    60% Insurance Services & Brokers
    20% Financial Advising & Planning
    20% Financial Consulting

    Ninety Nine Equity is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Advising & Planning and are located in Raleigh, North Carolina.

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  • Oak Ledger Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Pittsboro, NC

    Services provided

    80% Accounting
    20% Fractional CFO Services

    Established in 2022, Oak Ledger is an Accounting company. The small team focuses on Accounting and Fractional CFO Services.

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  • Lineal CPA Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    Raleigh, NC

    Services provided

    20% Accounting
    30% Financial Consulting
    25% ERP Consulting and SI +1 service
    25% Fractional CFO Services

    Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.

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    Raleigh, NC

    555 Fayetteville Street, Suite 201
    Raleigh, NC 27601

    6 - 9

    3129719934

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  • Rise Accounting Logotype

    4.9 30 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Charlotte, NC

    Services provided

    25% Accounting
    25% Finance & Accounting Outsourcing (FAO)
    25% Financial Advising & Planning +1 service
    25% Fractional CFO Services

    Rise Accounting is a comprehensive accounting services firm, excelling in bookkeeping, tax preparation, financial advisory, and payroll management. With 100% positive feedback, clients commend their timely delivery, responsiveness, and value for money. Approximately 70% of reviews highlight their effective communication and professionalism, making them a reliable partner for diverse accounting needs.

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    Reviews mention Efficient

    Clients have consistently praised Rise Accounting for their efficient project management and timely delivery of services. One client noted their 'efficient project management, timely and quick responses,' while another emphasized their 'fast, efficient' approach, saving them significant tax amounts. Overall, the sentiment surrounding the efficiency of Rise Accounting is overwhelmingly positive, with clients appreciating their responsiveness and effective communication throughout the engagement.
    • Accounting Services for Software Company
      5.0 Aug 1, 2025

      Rise Accounting has helped us save a lot in taxes and file all our returns. We’ve saved at least 50% more than when we used our previous accountants. Additionally, they’re fast, efficient, and work hard to find ways to save us money.

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    • Accounting Services for Luxury Search Engine
      5.0 Aug 5, 2025

      Describe their project management. Did they deliver items on time? How did they respond to your needs? Efficient project management, timely and quick responses. What was your primary form of communication with Rise Accounting? Virtual Meeting, Email or Messaging App.

      Read Full Review
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    Industry Experience

    Rise Accounting has demonstrated strong expertise across various industries, including Human Resources, Consulting, Manufacturing, Healthcare, Information Technology, and Financial Services. Clients commend their responsiveness, timely deliverables, and the value for cost they provide. Particularly in sectors like Healthcare and Information Technology, they have been noted for their ability to handle complex accounting needs effectively. Overall, the feedback indicates a positive sentiment, highlighting Rise Accounting as a reliable partner for businesses seeking comprehensive accounting solutions.

    Read All Reviews

    Select Industry to see insights

    Human Resources Consulting Manufacturing Healthcare Information technology Restaurants Financial services Retail Software eCommerce Business services Food & Beverage Motion Pictures & Film Construction

    Average Project Cost Breakdown

    Less than $10,000 (7) $10,000 to $49,000 (3)

    What Clients Have Said

    Clients consistently express satisfaction with Rise Accounting's pricing and value for money, often highlighting their competitive rates and quality of service. For instance, one client noted they chose Rise for their 'good value for cost,' while another appreciated the 'flexible and scalable services' that aligned with their budget. Overall, feedback indicates a strong sentiment of value, with many clients stating that the services provided exceeded their expectations, contributing to efficient operations and timely deliverables.
    Read All Reviews

    Charlotte, NC

    101 South Tryon Street
    Charlotte, NC 28280

    1

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  • AMERICANIRA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Asheville, NC

    Services provided

    45% Funding & Investment
    30% Financial Advising & Planning
    25% Finance & Accounting Outsourcing (FAO)

    AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.

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  • McGrant Tax & Bookkeeping Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Charlotte, NC

    Services provided

    30% Accounting
    50% Finance & Accounting Outsourcing (FAO)
    20% Tax Law

    Launched in 1997, McGrant Tax & Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Matador Insurance Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Wake Forest, NC

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Financial Advising & Planning and Insurance Services & Brokers company Matador Insurance Services offers Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.

    Read more
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  • Pyramid Financial Services Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Services provided

    75% Accounting
    15% Business Consulting
    10% Financial Consulting

    We are a full-service Accounting firm licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

    Read more
    See all 1 projects
    View Profile
  • Auxo Capital Advisors Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    20% Business Consulting
    20% Business Valuation Services
    20% Financial Advising & Planning +2 services
    20% Financial Consulting
    20% Funding & Investment

    Business Consulting company Auxo Capital Advisors is headquartered in Charlotte, North Carolina. The team provides Business Consulting and Financial Advising & Planning.

    Read more
    View Profile
  • SFC CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    100% Accounting

    SFC CPA is an Accounting company. Launched in 2024, the company provides Accounting.

    Read more
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  • PYA Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    250 - 999
    Charlotte, NC

    Services provided

    80% Accounting
    10% Business Consulting
    10% IT Strategy Consulting

    Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.

    Read more

    Charlotte, NC

    13777 Ballantyne Corporate Place
    Charlotte, NC 28277

    21 - 30

    8002709629

    See All Locations (7)
    View Profile
  • Aspen HR Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Raleigh, NC

    Services provided

    25% Accounting
    25% HR Consulting
    25% HR Outsourcing +1 service
    25% PEO/Employee Leasing

    Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.

    Read more

    Raleigh, NC

    2626 Glenwood Avenue
    Raleigh, NC 27608

    2 - 5

    (984) 789-3096

    See All Locations (10)
    View Profile
  • FORVIS Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Asheville, NC

    Services provided

    50% Accounting
    25% Business Consulting
    15% Finance & Accounting Outsourcing (FAO) +1 service
    10% Cybersecurity

    FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.

    Read more

    Asheville, NC

    500 Ridgefield Court
    Asheville, NC 28806

    41 - 49

    8282542254

    See All Locations (73)
    View Profile
  • Mitch Coles Real Estate, Inc. Logotype

    Not yet reviewed

    $50,000+
    $300+ / hr
    50 - 249
    Charlotte, NC

    Services provided

    20% Business Consulting
    20% Commercial Brokerage Services
    20% Commercial Development +2 services
    20% Funding & Investment
    20% Insurance Services & Brokers

    Located in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.

    Read more
    View Profile
  • Great American Credit Repair Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Raleigh, NC

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.

    Read more

    Raleigh, NC

    555 Fayetteville Street
    Raleigh, NC 27601

    1

    +19843264500

    See All Locations (28)
    View Profile
  • Batchelor Tillery & Roberts, LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Raleigh, NC

    Services provided

    90% Accounting
    10% Business Consulting

    Batchelor Tillery & Roberts, LLP is an Accounting company. Established in 1991, the company focuses on Accounting and Business Consulting.

    Read more
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We evaluate service providers using a structured methodology that combines:

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Stancil & Company
2 Butler & Burke, LLP
3 Progresa, Inc / Greensboro

List of the Top 3 North Carolina Financial Services Companies

  1. Stancil & Company Logotype

    Stancil & Company

    Undisclosed
    Undisclosed
    10 - 49
    Raleigh, NC

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  2. Butler & Burke, LLP Logotype

    Butler & Burke, LLP

    Undisclosed
    Undisclosed
    10 - 49
    Winston-Salem, NC

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  3. Progresa, Inc / Greensboro Logotype

    Progresa, Inc / Greensboro

    Undisclosed
    Undisclosed
    2 - 9
    Greensboro, NC

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  4. The Tunstall Organization, Inc. Logotype

    The Tunstall Organization, Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Ability to deliver

    7.9/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  5. Akram | Assurance, Advisory & Tax Firm Logotype

    Akram | Assurance, Advisory & Tax Firm

    $5,000+
    $300+ / hr
    10 - 49
    Cary, NC

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  6. Quest - Advisory, Business Succession & M&A Logotype

    Quest - Advisory, Business Succession & M&A

    Undisclosed
    Undisclosed
    10 - 49
    Davidson, NC

    Ability to deliver

    7.1/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  7. Steward Ingram & Cooper PLLC Logotype

    Steward Ingram & Cooper PLLC

    $1,000+
    $150 - $199 / hr
    10 - 49
    Raleigh, NC

    Ability to deliver

    6.5/40.0
    0/20 Reviews
    1.2/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  8. Camuso CPA Logotype

    Camuso CPA

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    21.4/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Accounting
    50% Financial Advising & Planning
    View Profile Visit Website
  9. isolved Logotype

    isolved

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Charlotte, NC

    Ability to deliver

    13.3/40.0
    0/20 Reviews
    6.6/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  10. Dean Dorton Logotype

    Dean Dorton

    $1,000+
    $25 - $49 / hr
    250 - 999
    Raleigh, NC

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    70% Accounting
    30% Other
    View Profile Visit Website
  11. Cherokee Investment Partners LLC Logotype

    Cherokee Investment Partners LLC

    $50,000+
    Undisclosed
    10 - 49
    Raleigh, NC

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  12. Red Bike Advisors Logotype

    Red Bike Advisors

    $1,000+
    Undisclosed
    10 - 49
    Wilmington, NC

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% Accounting
    30% Other
    View Profile Visit Website
  13. Heyward CPA Logotype

    Heyward CPA

    Undisclosed
    Undisclosed
    2 - 9
    Durham, NC

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  14. Hobart Financial Group Logotype

    Hobart Financial Group

    $1,000+
    < $25 / hr
    250 - 999
    Charlotte, NC

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Accounting
    50% Financial Advising & Planning
    View Profile Visit Website
  15. Vintage Hill Consulting Logotype

    Vintage Hill Consulting

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Raleigh, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    15% Accounting
    85% Other
    View Profile Visit Website
  16. Fisher, P.A. A CPA Firm Logotype

    Fisher, P.A. A CPA Firm

    $1,000+
    $200 - $300 / hr
    2 - 9
    Charlotte, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  17. Lodestar Taxes Logotype

    Lodestar Taxes

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  18. Certum Solutions Logotype

    Certum Solutions

    $1,000+
    $100 - $149 / hr
    10 - 49
    Monroe, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Accounting
    20% Financial Advising & Planning
    60% Other
    View Profile Visit Website

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