# Top Financial Services Firms in North Carolina

Recommended Financial Services companies in North Carolina include Rise Accounting, Stancil & Company, Butler & Burke, LLP, Progresa, Inc / Greensboro, The Tunstall Organization, Inc., Akram | Assurance, Advisory & Tax Firm, Quest - Advisory, Business Succession & M&A, Steward Ingram & Cooper PLLC, Camuso CPA, isolved.



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## List of the Best Top Financial Services Firms in North Carolina

Ratings Updated: Sep 26, 2026


### [Rise Accounting](https://clutch.co/profile/rise-accounting)
#### 4.9 out of 5 star rating (30 reviews)
- 50 - 249 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 25% Accounting
- 25% Finance & Accounting Outsourcing (FAO)
- 25% Financial Advising & Planning
- 25% Fractional CFO Services

#### Company description
Rise Accounting is a comprehensive accounting services firm offering bookkeeping, payroll, tax preparation, financial reporting, and financial advisory services. With approximately 100% positive feedback, clients consistently praise their responsiveness, professionalism, and timely delivery. Notably, 80% of reviewers highlight their competitive pricing and strong communication as standout features.
[Visit Website](https://riseaccounting.co.uk?utm_source=clutch.co&utm_medium=referral)


#### Efficient
Clients consistently describe Rise Accounting as efficient in their project management and communication. One client noted their 'efficient project management' with 'timely and quick responses,' while another emphasized their ability to deliver 'fast' and 'efficient' service, leading to significant tax savings. Overall, the sentiment surrounding efficiency is highly positive, with clients appreciating the team's timely delivery and proactive communication.
- Accounting Services for Software Company (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965)
- Accounting Services for Luxury Search Engine (5.0/5, 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](https://clutch.co/go-to-review/rise-accounting/395633)

#### Experience in 9 industries

Rise Accounting has demonstrated expertise across various sectors, including Information Technology, Financial Services, Retail, and Manufacturing. They are consistently praised for their responsiveness, timely delivery, and comprehensive services such as bookkeeping, VAT management, and payroll. Overall sentiment across industries is highly positive, with clients highlighting their professionalism and ability to adapt to unique business needs, making them a strong fit for companies seeking reliable accounting solutions.
[Read All Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews)

##### Human Resources Experience
Rise Accounting demonstrates strong expertise in the Human Resources sector, particularly in payroll and bookkeeping services, as evidenced by a client's positive feedback on timely deliverables and professional communication. Their ability to provide comprehensive and scalable solutions contributes to client satisfaction. The company's responsiveness and value for cost make it a compelling choice for businesses seeking reliable HR consultancy and financial management support.
- 1 review for human resources industry
- Unknown avg. project cost
- Accounting for HR Consulting Company (4.5/5, Aug 7, 2025): Rise Accounting provides accounting services for an HR consulting company. The team is responsible for handling the client's monthly bookkeeping, payroll, annual accounts, and VAT returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396429)

##### Consulting Experience
Rise Accounting has garnered positive feedback in the consulting industry, particularly for their expertise in accounting services. Clients commend their responsiveness, timely project delivery, and competitive pricing. The firm effectively addresses diverse needs, from company incorporation to full accounting management, demonstrating a strong commitment to accuracy and efficiency. Overall, their organizational skills and impactful results make them a suitable partner for consulting firms seeking reliable accounting solutions.
- 2 reviews for consulting industry
- 2 reviews are 5 stars
- Unknown avg. project cost
- Accounting Services for Nuclear Fusion Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a nuclear fusion company. The team handles the client's full accounting needs every month. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394936)
- Accounting Services for Engineering Consulting Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for an engineering consulting company. The team handles company incorporation, VAT registration, payroll, and overall accounting tasks. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396010)

##### Manufacturing Experience
Rise Accounting has received positive feedback from clients in the Manufacturing industry, particularly noted by a Procurement Specialist at Moley Services UK Ltd. They excel in providing comprehensive accounting services, including bookkeeping and payroll, with a focus on responsiveness and punctuality. Clients appreciate their ability to deliver solutions quickly and effectively, indicating they can meet the specific needs of manufacturing businesses. Overall, Rise Accounting is positioned as a reliable partner for companies seeking efficient financial management.
- 1 review for manufacturing industry
- 1 review is 5 stars
- Unknown avg. project cost
- Accounting Services for Robotic Kitchen Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a robotic kitchen company. The team handles bookkeeping, payroll, and VAT returns, and also offers accounting guidance. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395914)

##### Healthcare Experience
Rise Accounting has demonstrated expertise in the Healthcare sector, as evidenced by their work with clients like MultiplAI Health and Slimmr Ltd. Client feedback emphasizes their responsiveness, flexibility, and ability to efficiently manage accounting operations, statutory reporting, and tax matters. The overall sentiment reflects a strong partnership, with clients appreciating the quality of service and timely deliverables. Their alignment with client values and the capability to optimize resources positions Rise Accounting as a suitable choice for businesses in the Healthcare industry.
- 2 reviews for healthcare industry
- 2 reviews are 5 stars
- Less than $10,000 avg. project cost
- Accounting & Tax Mgmt for Weight Loss Solutions Co (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395638)
- Accounting Services for Preventative Healthcare Insights Co (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a preventive healthcare insights firm. They manage payroll, taxes, operational accounting, and monthly and annual holding-level accounting and reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395862)

##### Restaurants Experience
Rise Accounting has received positive feedback from clients in the Restaurants industry, highlighting their expertise in accounting and financial advising. A Director at Pintus noted their focus on tax planning and scalable services, which contributed to improved customer satisfaction and operational efficiency. Clients appreciated the timely delivery of services and their proactive approach in addressing queries, confirming Rise Accounting as a strong choice for restaurants seeking reliable financial support.
- 1 review for restaurants industry
- 1 review is 5 stars
- Unknown avg. project cost
- Accounting & Financial Consulting for Restaurant (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and financial advisory services for a restaurant. The team helps with tax planning and provides scalable services, focusing on keeping the client's books up to date. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395532)

##### Financial services Experience
Rise Accounting has received positive feedback from clients in the Financial services industry, highlighting their expertise in tax returns, payroll, and accounting automation. Clients commend their timely project delivery, attention to detail, and exceptional communication. The firm's competitive pricing and personal service have been noted as significant strengths, making it a suitable choice for companies seeking reliable financial management solutions.
- 2 reviews for financial services industry
- 1 review is 5 stars
- Less than $10,000 avg. project cost
- Accounting Services for AI Agent Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI agent company. The team handles the client's tax returns, bookkeeping, payroll, and accounting automation. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395401)
- Accounting & Payroll Processing for Venture Capital Fund (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a venture capital fund. The team is responsible for handling the client's tax returns and payroll. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395419)

##### Retail Experience
Rise Accounting has received positive feedback from clients in the Retail industry, particularly for their comprehensive suite of accounting services tailored to retail operations. A CEO of an international retail brand noted significant improvements in reconciliation speed and cash flow visibility, achieving over 40% reduction in month-end reconciliation time. Their strengths lie in delivering timely, clear communication and personalized service, making them a strong candidate for retail businesses seeking reliable financial management and strategic advice.
- 1 review for retail industry
- $10,000 – $49,000 avg. project cost
- Accounting & Financial Consulting for Retail Brand (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a retail brand. The team has set up the client's bookkeeping system, prepared year-end financial statements, and offered strategic advice about cash flow. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395410)

##### Software Experience
Rise Accounting has received consistently positive feedback from their clients in the Software industry, highlighting their expertise in financial management and compliance. Clients appreciate their professionalism, responsiveness, and ability to deliver on time, contributing to significant tax savings and operational efficiency. Notably, their involvement has led to high employee satisfaction and seamless integration with various software firms. Overall, Rise Accounting is well-regarded for their strong project management and supportive client relationships, making them a solid choice for businesses in the Software sector.
- 5 reviews for software industry
- 4 reviews are 5 stars
- Less than $10,000 avg. project cost
- Bookkeeping Services for Software Development Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing bookkeeping services for a software development company. The team also helps with the client's day-to-day accounting, year-end accounts, and general tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394912)
- Accounting & Bookkeeping for Digital Therapeutic Systems Co (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a digital therapeutic systems company. The team assists with bookkeeping, tax efficiency, and the client's company structure. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394931)
- Accounting Services for Software Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a software company. The team manages the client’s finances, including VAT and personal and yearly tax returns, and provides ongoing consulting support. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965)
- Accounting for AI Consulting Company (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI consulting company. The team has set up the client's accounts and now handles all their accounting needs. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395399)
- Accounting & Payroll for Decision-Making Systems Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and payroll services for a decision-making systems company. The team handles expenses, VAT, annual accounts, tax management, payslip administration, and employee follow-up. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395409)

##### eCommerce Experience
Rise Accounting demonstrates strong expertise in the eCommerce sector, as highlighted by clients from software and sustainable fashion industries. They effectively manage accounting tasks, ensuring clean records and timely submissions. Clients appreciate their excellent communication, cultural fit, and proactive approach to addressing queries. Overall, the sentiment is highly positive, indicating that Rise Accounting is well-suited for eCommerce businesses seeking reliable and efficient accounting solutions.
- 2 reviews for ecommerce industry
- 2 reviews are 5 stars
- Unknown avg. project cost
- Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a fashion marketplace. The team handles monthly bookkeeping, managing and submitting VAT accounts, and submitting year-end accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896)
- Accounting & Bookkeeping Services for Software Services Co (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and bookkeeping services for a software services company. The team handles payroll, expenses, financial accounts, and VAT. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395404)

##### Business services Experience
Rise Accounting has received positive feedback from clients in the Business services industry, highlighting their professionalism, timely delivery, and high-quality work. Clients appreciate the company's strong culture fit and value for cost, noting that Rise Accounting consistently meets project milestones and responds promptly to inquiries. Their ability to go above and beyond in providing support has significantly contributed to project success, making them a reliable choice for businesses seeking quality accounting services.
- 1 review for business services industry
- 1 review is 5 stars
- $10,000 – $49,000 avg. project cost
- Accounting & Bookkeeping Services for ePOS Systems Provider (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an ePOS systems provider. The team handles the client's VAT, corporation tax, and bookkeeping. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395358)

##### Food & Beverage Experience
Rise Accounting has demonstrated strong expertise in the Food & Beverage industry, particularly in managing bookkeeping and financial reporting. A client from Stocked commended their diligent service in handling complex accounting tasks, resulting in improved financial organization and management. The overall sentiment reflects satisfaction with their hard work and value, though there's a suggestion for enhanced understanding of industry-specific cost drivers and software integration. This indicates that Rise Accounting is a capable partner for businesses seeking reliable financial management in the Food & Beverage sector.
- 1 review for food & beverage industry
- Unknown avg. project cost
- Accounting Services for Meal Kit Delivery Company (4.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for a meal kit delivery service. The team handles the client's bookkeeping, management accounts, and filings, including VAT and corporate tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395353)

##### Motion Pictures & Film Experience
Rise Accounting demonstrates strong expertise in the Motion Pictures & Film industry, particularly in streamlining accounting processes for studios. Clients appreciate their personalized approach and timely project management, which have led to improved financial oversight and efficiency. One client noted significant changes in their accounting practices, highlighting Rise's understanding of industry-specific needs. Overall, their commitment to providing valuable insights and support positions them as a suitable partner for businesses in the Motion Pictures & Film sector.
- 1 review for motion pictures & film industry
- 1 review is 5 stars
- Less than $10,000 avg. project cost
- Accounting Services for Studio Rental Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a studio rental company. The team handles all the client's bookkeeping, monthly PAYE, tax filings, and corporate and personal tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394939)

##### Construction Experience
Rise Accounting has been positively reviewed by clients in the construction industry, highlighting their expertise in comprehensive accounting services, including bookkeeping, VAT returns, and payroll management. Clients appreciate their responsive communication and organizational skills, noting that they effectively alleviate stress associated with financial management. The overall sentiment indicates that Rise Accounting is a strong contender for construction companies seeking reliable accounting solutions, as they deliver on time and maintain a commendable standard of work.
- 1 review for construction industry
- 1 review is 5 stars
- Unknown avg. project cost
- Accounting Services for Construction Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394854)

##### Information technology Experience
Rise Accounting has received positive feedback from clients in the Information Technology sector, highlighting their expertise in accounting, bookkeeping, and regulatory reporting. Clients appreciate their efficient project management, timely communication, and proactive support, noting significant improvements in accuracy and reduced error rates. The overall sentiment is highly favorable, with clients viewing Rise Accounting as a valuable partner that integrates seamlessly with their operations and contributes significantly to their financial clarity and business growth.
- 7 reviews for information technology industry
- 6 reviews are 5 stars
- Less than $10,000 avg. project cost
- Accounting for Cloud Computing Company (5.0/5, Aug 1, 2025): Rise Accounting provided accounting services for a cloud computing company. The team was responsible for managing the client's bookkeeping and tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394968)
- Accounting Services for AI Productivity Platform (4.5/5, Aug 2, 2025): Rise Accounting provides accounting services for an AI productivity platform. The team manages the client's monthly and annual accounts, payroll, expenses reconciliation, VAT returns, and corporation tax. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395124)
- Accounting Services for IT Company (5.0/5, Aug 3, 2025): Rise Accounting provides accounting services for an IT company. The team handles regulatory reporting and supports the client's accounting activities. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395215)
- Accounting for AI Platform (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI platform. The team has handled all the client's accounting needs, including bookkeeping and financial reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395337)
- Accounting & Bookkeeping Services for AI Learning Tools Co (5.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for an AI learning tools company. The team is responsible for preparing the client's monthly and yearly accounts and filing their returns with HMRC. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395432)
- Accounting & Bookkeeping Services for IT Company (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for an IT company. The team handles all of the client's accounting and filing tasks, including bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395620)
- Accounting Services for Luxury Search Engine (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a luxury search engine. The team handles bookkeeping, tax services, and end-of-year accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395633)

#### Completed projects in 2 countries
- Wales (1 projects)
- England (21 projects)

[View Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews)

#### 5% of employees work in Charlotte office
Charlotte, NC
101 South Tryon Street
1 employees

[See All Locations (2)](https://clutch.co/profile/rise-accounting#location)

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### [Stancil & Company](https://clutch.co/profile/stancil-company)
#### 5 out of 5 star rating (1 reviews)
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 90% Accounting
- 10% Business Consulting

#### Company description
Stancil & Company is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. According to client reviews, 100% express satisfaction, emphasizing their strategic partnership and seamless integration into budgeting and payroll processes. Noteworthy themes include their exceptional project management and the personalized attention given, treating even smaller clients as the most important.
[Visit Website](http://stancilcpa.com/)


#### Easy to reach
Clients express a consistently positive sentiment regarding the accessibility of Stancil & Company. One CEO highlighted their daily communication and the team's responsiveness, stating, 'Whenever I have questions, they’re always there for us.' Another noted their seamless integration and support, emphasizing their ability to engage fluidly as part of the client's team. Overall, the feedback reflects a strong appreciation for the company's commitment to being readily available and responsive to client needs.

#### 1 review mentions Accounting

Full-Service Accounting for Business Management Association
5.0/5 — Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll. 

- 1 of 1 Accounting reviews are 5 stars
- $50,000 – $199,999 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/stancil-company/54643)

#### Experience in 1 industry

Stancil & Company excels as a strategic financial partner, particularly in the association sector, as highlighted by their service to the Association Executives of North Carolina. Clients commend their seamless integration into teams, expert handling of budgeting, QuickBooks management, and payroll, demonstrating strong expertise in financial oversight. The overall sentiment is highly positive, reflecting their adaptability and commitment to client growth, making them a suitable choice for organizations seeking dependable financial support.
[Read All Reviews](https://clutch.co/profile/stancil-company?verified=true#reviews)

##### Other Industry Experience
Stancil & Company has established itself as a vital financial partner within the Other Industry sector, particularly for associations. Clients highlight their exceptional service, strategic insights, and seamless integration with existing operations. The firm's expertise in budgeting, tax preparation, and payroll management is frequently praised, reflecting their deep understanding of client needs. Overall sentiment is overwhelmingly positive, with clients expressing gratitude for their responsiveness and commitment, making Stancil & Company a strong candidate for businesses seeking reliable financial support.
- 1 review for other industry industry
- 1 review is 5 stars
- $50,000 – $199,999 avg. project cost
- Full-Service Accounting for Business Management Association (5.0/5, Apr 8, 2020): Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll. 
 [Read Full Review](https://clutch.co/go-to-review/stancil-company/54643)

#### 5.0 out of 5.0 rating for cost

What Clients Have Said
Clients consistently express high satisfaction with Stancil & Company regarding cost and value for money. One client noted their annual investment of $18,000–$20,000, highlighting the extraordinary quality of service received for this price. Another emphasized that their pricing is very reasonable, considering the exceptional support and partnership provided. Overall, feedback indicates that clients feel they receive significant value, with some stating that engaging Stancil & Company was one of their smartest decisions.
[Read All Reviews](https://clutch.co/profile/stancil-company?verified=true#reviews)
- $50,000 to $199,999 (1 reviews)

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### [Butler & Burke, LLP](https://clutch.co/profile/butler-burke-llp)
#### 5 out of 5 star rating (1 reviews)
- 10 - 49 employees
- Winston-Salem, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Butler & Burke, LLP is an accounting services firm specializing in business auditing, financial advisory, and CPA-led financial statement preparation. Client reviews highlight their proficiency in providing clean financial audits, responsive project management, and valuable recommendations. Notably, 100% of the feedback underscores their commitment to client success and financial stability. They have established a strong reputation among nonprofit organizations for over a decade.
[Visit Website](http://www.butlerandburkecpa.com/)


#### Personable
Clients praise Butler & Burke, LLP for their personable approach and genuine care for their work and clients. One reviewer noted, 'Their team members are very personable, and they seem to really care about the work we do and the clients we serve.' Another emphasized the importance of honesty and transparency, stating that the firm provides tailored advice based on the client's goals. Overall, the sentiment reflects a strong appreciation for the firm's communicative and supportive nature.

#### 1 review mentions Accounting

Accounting Services for Nonprofit Organization
5.0/5 — 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 statements.

- 1 of 1 Accounting reviews are 5 stars
- $50,000 – $199,999 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/butler-burke-llp/162948)

#### Experience in 1 industry

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.
[Read All Reviews](https://clutch.co/profile/butler-burke-llp?verified=true#reviews)

##### Nonprofit Experience
Butler & Burke, LLP has demonstrated expertise in serving the Nonprofit sector, particularly in financial auditing. Clients commend their reliability, responsiveness, and personalized service, highlighting their ability to provide clean financial audits essential for grant applications. The firm's commitment to understanding client services and providing actionable recommendations reflects their dedication to enhancing financial stability within the Nonprofit industry. Overall, feedback indicates a strong partnership, making them a suitable choice for organizations seeking dependable financial guidance.
- 1 review for nonprofit industry
- 1 review is 5 stars
- $50,000 – $199,999 avg. project cost
- Accounting Services for Nonprofit Organization (5.0/5, Oct 18, 2022): 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 statements.
 [Read Full Review](https://clutch.co/go-to-review/butler-burke-llp/162948)

#### 5.0 out of 5.0 rating for cost

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.
[Read All Reviews](https://clutch.co/profile/butler-burke-llp?verified=true#reviews)
- $50,000 to $199,999 (1 reviews)

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### [Progresa, Inc / Greensboro](https://clutch.co/profile/progresa-greensboro)
#### 5 out of 5 star rating (1 reviews)
- 2 - 9 employees
- Greensboro, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
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.
[Visit Website](https://www.progresainc.com/)


#### Great project management
Clients have consistently praised Progresa, Inc / Greensboro for their exceptional project management, highlighting their quick and efficient responses to needs. One client noted the company's diligence in handling cases and impressive delivery speed regarding financial information. Overall, the sentiment reflects satisfaction with the professionalism and quality of service provided, with no identified areas for improvement.

#### 1 review mentions Accounting

Financial Services for Cleaning Services Company
5.0/5 — Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy.
- 1 of 1 Accounting reviews are 5 stars
- Less than $10,000 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/progresa-greensboro/207804)

#### Experience in 1 industry

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.
[Read All Reviews](https://clutch.co/profile/progresa-greensboro?verified=true#reviews)

##### Business services Experience
Progresa, Inc / Greensboro has received positive feedback in the Business services industry for their expertise in accounting, payroll, and financial advisory services. Clients commend their professionalism, prompt communication, and diligence in addressing needs, highlighting the quality and efficiency of their work. The provider consistently delivers results, particularly in tax presentation and financial management, making them a strong candidate for businesses seeking reliable support in financial operations.
- 1 review for business services industry
- 1 review is 5 stars
- Less than $10,000 avg. project cost
- Financial Services for Cleaning Services Company (5.0/5, Jun 9, 2023): Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy. [Read Full Review](https://clutch.co/go-to-review/progresa-greensboro/207804)

#### 5.0 out of 5.0 rating for cost

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.
[Read All Reviews](https://clutch.co/profile/progresa-greensboro?verified=true#reviews)
- Less than $10,000 (1 reviews)

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### [The Tunstall Organization, Inc.](https://clutch.co/profile/tunstall-organization)
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
The Tunstall Organization, Inc. Is an Accounting company. The Charlotte, North Carolina-based team focuses on Accounting.
[Visit Website](https://www.tunstallorg.com/cpa-shopify.html)


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### [Akram | Assurance, Advisory & Tax Firm](https://clutch.co/profile/akram-assurance-advisory-tax-firm)
- $5,000+ minimum project size
- $300+ average hourly rate
- 10 - 49 employees
- Cary, NC

#### Services Provided - Allocation of Expertise by Percentage
- 75% Accounting
- 5% Finance & Accounting Outsourcing (FAO)
- 20% Business Consulting

#### Company description
Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
[Visit Website](https://www.aifundservices.com/)


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### [Quest - Advisory, Business Succession & M&A](https://clutch.co/profile/quest-advisory-business-succession-ma)
- 10 - 49 employees
- Davidson, NC

#### Services Provided - Allocation of Expertise by Percentage
- 15% Business Valuation Services
- 20% Financial Advising & Planning
- 10% Financial Consulting
- 15% Funding & Investment
- 40% Business Consulting

#### Company description
Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
[Visit Website](https://questnow.net/)


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### [Steward Ingram & Cooper PLLC](https://clutch.co/profile/steward-ingram-cooper-pllc)
- $1,000+ minimum project size
- $150 - $199 average hourly rate
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Founded in 2000, Steward Ingram & Cooper PLLC is a small Accounting company. Their team focuses on Accounting.
[Visit Website](https://stewardingram.com/)


---

### [Camuso CPA](https://clutch.co/profile/camuso-cpa)
#### 5 out of 5 star rating (1 reviews)
- 10 - 49 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 50% Financial Advising & Planning

#### Company description
Camuso CPA is an accounting services firm specializing in bookkeeping, financial reporting, and outsourced CFO services. The company receives 100% positive feedback, with clients highlighting their proficiency in understanding complex e-commerce environments and enhancing profitability. The firm's exceptional project management and tailored financial advisory services are consistently praised by clients.
[Visit Website](https://camusocpa.com/)


#### Communicative
Clients have consistently praised Camuso CPA PLLC for their strong communication skills. One CEO noted, 'Camuso’s ability to stick to schedule, budget, and communication has been absolutely perfect,' highlighting their effectiveness in monthly discussions via calls and emails. Another client appreciated their quick understanding of unique brand needs, stating, 'Camuso’s ability to understand our needs and adjust their accounting techniques accordingly has been awesome.' Overall, the sentiment regarding communication is highly positive.

#### 1 review mentions Accounting

Accounting Services for Online Bracelets & Accessories Store
5.0/5 — 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 firm’s revenue.

- 1 of 1 Accounting reviews are 5 stars
- $10,000 – $49,000 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/camuso-cpa/143611)

#### Experience in 1 industry

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.
[Read All Reviews](https://clutch.co/profile/camuso-cpa?verified=true#reviews)

##### Retail Experience
Camuso CPA PLLC has received positive feedback from retail clients, particularly in the e-commerce sector. A CEO of an e-commerce business highlighted their expertise in accounting and as an outsourced CFO, noting significant improvements in profitability and financial understanding. Clients appreciate Camuso's quick grasp of brand needs and their effective communication. Overall, sentiment indicates that Camuso is a strong fit for retail businesses seeking tailored financial solutions.
- 1 review for retail industry
- 1 review is 5 stars
- $10,000 – $49,000 avg. project cost
- Accounting Services for Online Bracelets & Accessories Store (5.0/5, Sep 27, 2021): 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 firm’s revenue.
 [Read Full Review](https://clutch.co/go-to-review/camuso-cpa/143611)

#### 4.5 out of 5.0 rating for cost

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.
[Read All Reviews](https://clutch.co/profile/camuso-cpa?verified=true#reviews)
- $10,000 to $49,000 (1 reviews)

---

### [isolved](https://clutch.co/profile/isolved-0)
#### 4 out of 5 star rating (1 reviews)
- 1,000 - 9,999 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 10% Accounting
- 15% Benefits Administration
- 15% Compliance Consulting
- 15% Corporate Training & Coaching
- 15% HR Consulting
- 15% Business Consulting
- 15% Recruiting

#### Company description
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.
[Visit Website](https://www.isolvedhcm.com/)


---

### [Dean Dorton](https://clutch.co/profile/dean-dorton)
- $1,000+ minimum project size
- $25 - $49 average hourly rate
- 250 - 999 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 70% Accounting
- 30% Business Consulting

#### Company description
Dean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.
[Visit Website](http://deandorton.com/)


#### 41% of employees work in Raleigh office
Raleigh, NC
1130 Situs Court, Suite 260
6 - 9 employees
(919) 851-1116
[See All Locations (3)](https://clutch.co/profile/dean-dorton#location)

---

### [Cherokee Investment Partners LLC](https://clutch.co/profile/cherokee-investment-partners)
- $50,000+ minimum project size
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Commercial Financing
- 50% Financial Advising & Planning

#### Company description
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.
[Visit Website](http://cherokeefund.com)


---

### [Red Bike Advisors](https://clutch.co/profile/red-bike-advisors)
- $1,000+ minimum project size
- 10 - 49 employees
- Wilmington, NC

#### Services Provided - Allocation of Expertise by Percentage
- 70% Accounting
- 20% Fractional CFO Services
- 10% Business Consulting

#### Company description
Red Bike Advisors, an Accounting company, is in Wilmington, North Carolina. They offer Accounting and Fractional CFO Services and were founded in 2009.
[Visit Website](https://redbikeadvisors.com)


---

### [Heyward CPA](https://clutch.co/profile/heyward-cpa)
- 2 - 9 employees
- Durham, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Heyward CPA is an Accounting company. Headquartered in Durham, North Carolina, the firm focuses on Accounting.
[Visit Website](https://www.heywardcpa.com/)


---

### [Hobart Financial Group](https://clutch.co/profile/hobart-financial-group)
- $1,000+ minimum project size
- < $25 average hourly rate
- 250 - 999 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 50% Financial Advising & Planning

#### Company description
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 & Planning.
[Visit Website](https://hobartwealth.com/)


---

### [Certum Solutions](https://clutch.co/profile/certum-solutions)
- $1,000+ minimum project size
- $100 - $149 average hourly rate
- 10 - 49 employees
- Monroe, NC

#### Services Provided - Allocation of Expertise by Percentage
- 25% Accounting
- 10% Cloud Consulting & SI
- 10% CRM Consulting and SI
- 15% ERP Consulting and SI
- 10% Financial Advising & Planning
- 10% Financial Consulting
- 10% Fractional CFO Services
- 10% Business Consulting

#### Company description
Located in Monroe, North Carolina, Certum Solutions is a small Accounting company. Their services include Accounting and ERP consulting and SI.
[Visit Website](https://www.certumsolutions.com/)


---

### [Vintage Hill Consulting](https://clutch.co/profile/vintage-hill-consulting)
- $150 - $199 average hourly rate
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 15% Accounting
- 15% Corporate Training & Coaching
- 45% HR Consulting
- 10% HR Outsourcing
- 5% PEO/Employee Leasing
- 5% Recruiting
- 5% Staffing

#### Company description
Vintage Hill Consulting, a small HR Consulting company, is located in Raleigh, North Carolina. Their services include HR Consulting and Accounting.
[Visit Website](https://www.vintagehillconsulting.com/)


---

### [Fisher, P.A. A CPA Firm](https://clutch.co/profile/fisher-pa-cpa-firm)
- $1,000+ minimum project size
- $200 - $300 average hourly rate
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.
[Visit Website](https://www.fisheraccountants.com/)


---

### [Lodestar Taxes](https://clutch.co/profile/lodestar-taxes)
- 10 - 49 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 80% Accounting
- 10% Finance & Accounting Outsourcing (FAO)
- 10% Business Consulting

#### Company description
Lodestar Taxes is a small Accounting company based in Charlotte, North Carolina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
[Visit Website](https://lodestartaxes.com/)


---

### [Reconciled](https://clutch.co/profile/reconciled)
- 10 - 49 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 75% Accounting
- 10% Financial Consulting
- 15% Business Consulting

#### Company description
Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
[Visit Website](https://reconciled.com/)


#### 29% of employees work in Charlotte office
Charlotte, NC
222 S Church St. 
10 - 15 employees
704-499-3005 
[See All Locations (5)](https://clutch.co/profile/reconciled#location)

---

### [Holland Capital Management](https://clutch.co/profile/holland-capital-management)
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Financial Advising & Planning

#### Company description
Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
[Visit Website](https://www.hollandcapitalgroup.com/)


---

### [Firm Books, Inc. d/b/a Firm Numbers](https://clutch.co/profile/firm-books-dba-firm-numbers)
- $50 - $99 average hourly rate
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 50% Finance & Accounting Outsourcing (FAO)

#### Company description
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.
[Visit Website](https://www.firm-numbers.com/)


---

### [Williams CPA PLLC](https://clutch.co/profile/williams-cpa-pllc)
#### 5 out of 5 star rating (1 reviews)
- 2 - 9 employees
- Boone, NC

#### Services Provided - Allocation of Expertise by Percentage
- 80% Accounting
- 20% Business Consulting

#### Company description
Williams CPA PLLC is an accounting services firm specializing in tax preparation, financial consulting, and tax filing. Client feedback highlights the firm's ability to provide peace of mind, personalized advice, and effective communication, with 100% of reviewers mentioning the consulting expertise of Mira, the owner. Some clients express a desire for additional services to create a one-stop-shop experience.
[Visit Website](http://www.williamscpafirm.com/)


#### Accommodating
Clients have expressed a highly positive sentiment regarding Williams CPA PLLC's accommodating nature. One client noted that Mira makes them feel like their needs are prioritized, stating, "I get the impression that I’m the only person that matters right now." Additionally, her ability to adapt to different clients' understanding levels was highlighted. Overall, Williams CPA PLLC is recognized for their attentiveness and dedication to understanding client-specific challenges.

#### 1 review mentions Accounting

Tax Accounting & Financial Consulting for Creative Agency
5.0/5 — Williams CPA PLLC handles taxes and provides financial consulting. They also handle filing for out-of-state clients.

- 1 of 1 Accounting reviews are 5 stars
- Less than $10,000 avg. project cost
[Read Full Review](https://clutch.co/go-to-review/williams-cpa-pllc/26617)

#### Experience in 1 industry

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.
[Read All Reviews](https://clutch.co/profile/williams-cpa-pllc?verified=true#reviews)

##### Software Experience
Williams CPA PLLC has received positive feedback from clients in the Software industry, specifically highlighting the expertise of Mira, the owner and CPA. Clients appreciate her ability to provide tailored financial consulting, ensuring clarity and understanding amid complex financial issues. The firm has successfully improved clients' financial management practices, fostering peace of mind and confidence. However, some clients desire a broader range of services for a more comprehensive solution. Overall, Williams CPA PLLC is positioned as a knowledgeable partner for Software businesses.
- 1 review for software industry
- 1 review is 5 stars
- Less than $10,000 avg. project cost
- Tax Accounting & Financial Consulting for Creative Agency (5.0/5, Feb 28, 2020): Williams CPA PLLC handles taxes and provides financial consulting. They also handle filing for out-of-state clients.
 [Read Full Review](https://clutch.co/go-to-review/williams-cpa-pllc/26617)

#### 5.0 out of 5.0 rating for cost

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.
[Read All Reviews](https://clutch.co/profile/williams-cpa-pllc?verified=true#reviews)
- Less than $10,000 (1 reviews)

---

### [Julie Moreno Bookkeeping & Payroll](https://clutch.co/profile/julie-moreno-bookkeeping-payroll)
- 2 - 9 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Headquartered in Raleigh, North Carolina, Julie Moreno Bookkeeping & Payroll is a small Accounting company. The team specializes in Accounting.
[Visit Website](http://morenobookkeeping.com/)


---

### [Button & Button CPAs PLLC](https://clutch.co/profile/button-button-cpas-pllc)
- 2 - 9 employees
- Greensboro, NC

#### Services Provided - Allocation of Expertise by Percentage
- 80% Accounting
- 10% Financial Consulting
- 10% Business Consulting

#### Company description
Button & Button CPAs PLLC, an Accounting company, was established in 2002. The team specializes in Accounting and Business Consulting.
[Visit Website](https://www.buttoncpa.com/)


---

### [File Taxes Online](https://clutch.co/profile/file-taxes-online)
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Based in Raleigh, North Carolina, File Taxes Online is an Accounting company. They focus on Accounting.
[Visit Website](https://filetaxes.online/)


---

### [Fitzcores](https://clutch.co/profile/fitzcores)
- 10 - 49 employees
- Cary, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Financial Advising & Planning
- 50% Funding & Investment

#### Company description
Fitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
[Visit Website](https://fitzcores.com/)


---

### [JJ&A Accounting Services](https://clutch.co/profile/jja-accounting-services)
- $1,000+ minimum project size
- $50 - $99 average hourly rate
- 2 - 9 employees
- Greensboro, NC

#### Services Provided - Allocation of Expertise by Percentage
- 35% Accounting
- 10% Business Valuation Services
- 35% Finance & Accounting Outsourcing (FAO)
- 15% Financial Advising & Planning
- 5% Financial Consulting

#### Company description
JJ&A Accounting Services is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2016, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
[Visit Website](http://Jjanda.com)


---

### [Kohari Gonzalez Oneyear & Brown PLLC](https://clutch.co/profile/kohari-gonzalez-oneyear-brown-pllc)
- 10 - 49 employees
- Winston-Salem, NC

#### Services Provided - Allocation of Expertise by Percentage
- 75% Accounting
- 25% Business Consulting

#### Company description
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.
[Visit Website](http://www.kgob.cpa)


---

### [PSR CPA PLLC](https://clutch.co/profile/psr-cpa-pllc)
- $5,000+ minimum project size
- $100 - $149 average hourly rate
- 10 - 49 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 40% Accounting
- 10% Finance & Accounting Outsourcing (FAO)
- 30% Financial Advising & Planning
- 20% Business Consulting

#### Company description
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.
[Visit Website](https://psrpllc.cpa/)


---

### [Equity Taxation](https://clutch.co/profile/equity-taxation)
- $1,000+ minimum project size
- $25 - $49 average hourly rate
- 10 - 49 employees
- Harrisburg, NC

#### Services Provided - Allocation of Expertise by Percentage
- 56% Accounting
- 35% Financial Advising & Planning
- 9% Tax Law

#### Company description
Equity Taxation is an Accounting company. The firm is in Harrisburg, North Carolina. Their services include Accounting and Financial Advising & Planning.
[Visit Website](https://www.equitytaxation.com/)


---

### [ServiTax Bookkeeping, LLC](https://clutch.co/profile/servitax-bookkeeping)
- $1,000+ minimum project size
- $50 - $99 average hourly rate
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 40% Corporate Training & Coaching
- 10% Insurance Services & Brokers

#### Company description
ServiTax Bookkeeping, LLC, an Accounting company, is located in Charlotte, North Carolina. They focus on Accounting and Corporate Training & Coaching.
[Visit Website](https://www.servitax.biz)


---

### [Cofounder CFO](https://clutch.co/profile/cofounder-cfo)
- $1,000+ minimum project size
- $100 - $149 average hourly rate
- 2 - 9 employees
- Wilmington, NC

#### Services Provided - Allocation of Expertise by Percentage
- 75% Accounting
- 10% Finance & Accounting Outsourcing (FAO)
- 15% Fractional CFO Services

#### Company description
Cofounder CFO is an Accounting company. They are located in Wilmington, North Carolina. Their team specializes in Accounting and Fractional CFO Services.
[Visit Website](https://cofoundercfo.com)


---

### [Kindred Management Group](https://clutch.co/profile/kindred-management-group)
- 2 - 9 employees
- Denver, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 50% Commercial Property Management

#### Company description
Kindred Management Group is a Commercial Property Management and Accounting company. Launched in 2025, the company focuses on Commercial Property Management and Accounting.
[Visit Website](https://www.kindredhoamanagement.com)


---

### [Qleanbooks LLC](https://clutch.co/profile/qleanbooks)
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Accounting company Qleanbooks LLC is headquartered in Charlotte, North Carolina. They offer Accounting.
[Visit Website](https://www.qleanbooks.com)


---

### [Deal Process Partners](https://clutch.co/profile/deal-process-partners)
- $5,000+ minimum project size
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 40% Financial Advising & Planning
- 20% Financial Consulting
- 20% Funding & Investment
- 20% Business Consulting

#### Company description
Deal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
[Visit Website](https://dealprocesspartners.com)


---

### [Ninety Nine Equity](https://clutch.co/profile/ninety-nine-equity)
- $10,000+ minimum project size
- $300+ average hourly rate
- 250 - 999 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 20% Financial Advising & Planning
- 20% Financial Consulting
- 60% Insurance Services & Brokers

#### Company description
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.
[Visit Website](https://www.ninetynineequity.com)


---

### [Oak Ledger](https://clutch.co/profile/oak-ledger)
- $1,000+ minimum project size
- 2 - 9 employees
- Pittsboro, NC

#### Services Provided - Allocation of Expertise by Percentage
- 80% Accounting
- 20% Fractional CFO Services

#### Company description
Established in 2022, Oak Ledger is an Accounting company. The small team focuses on Accounting and Fractional CFO Services.
[Visit Website](https://oakledger.com/)


---

### [Lineal CPA](https://clutch.co/profile/lineal-cpa)
- $10,000+ minimum project size
- $200 - $300 average hourly rate
- 2 - 9 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 20% Accounting
- 25% ERP Consulting and SI
- 30% Financial Consulting
- 25% Fractional CFO Services

#### Company description
Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
[Visit Website](http://www.linealcpa.com)


#### 27% of employees work in Raleigh office
Raleigh, NC
555 Fayetteville Street, Suite 201
6 - 9 employees
3129719934
[See All Locations (4)](https://clutch.co/profile/lineal-cpa#location)

---

### [AMERICANIRA](https://clutch.co/profile/americanira)
- 10 - 49 employees
- Asheville, NC

#### Services Provided - Allocation of Expertise by Percentage
- 25% Finance & Accounting Outsourcing (FAO)
- 30% Financial Advising & Planning
- 45% Funding & Investment

#### Company description
AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.
[Visit Website](https://americanira.com/rolling-traditional-ira-into-self-directed-roth)


---

### [McGrant Tax & Bookkeeping](https://clutch.co/profile/mcgrant-tax-bookkeeping)
- Freelancer employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 30% Accounting
- 50% Finance & Accounting Outsourcing (FAO)
- 20% Tax Law

#### Company description
Launched in 1997, McGrant Tax & Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
[Visit Website](https://www.mcgranttax.com/)


---

### [Matador Insurance Services](https://clutch.co/profile/matador-insurance-services)
- 2 - 9 employees
- Wake Forest, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Financial Advising & Planning
- 50% Insurance Services & Brokers

#### Company description
Financial Advising & Planning and Insurance Services & Brokers company Matador Insurance Services offers Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
[Visit Website](http://matador-insurance.com)


---

### [Pyramid Financial Services](https://clutch.co/profile/pyramid-financial-services)
#### 5 out of 5 star rating (1 reviews)
- 2 - 9 employees
- Greensboro, NC

#### Services Provided - Allocation of Expertise by Percentage
- 75% Accounting
- 10% Financial Consulting
- 15% Business Consulting

#### Company description
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.
[Visit Website](http://www.pyramidtaxes.com/index.php)


---

### [SFC CPA](https://clutch.co/profile/sfc-cpa)
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
SFC CPA is an Accounting company. Launched in 2024, the company provides Accounting.
[Visit Website](https://www.sfccpapllc.com)


---

### [ClearView QoE](https://clutch.co/profile/clearview-qoe)
- 2 - 9 employees
- Sanford, NC

#### Services Provided - Allocation of Expertise by Percentage
- 60% Accounting
- 40% Financial Advising & Planning

#### Company description
ClearView QoE is an Accounting company. They are located in Sanford, North Carolina and have small team. They offer Accounting and Financial Advising & Planning.
[Visit Website](https://clearviewqoe.com)


---

### [Steady Tax & Bookkeeping](https://clutch.co/profile/steady-tax-bookkeeping)
- $1,000+ minimum project size
- $50 - $99 average hourly rate
- 2 - 9 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 100% Accounting

#### Company description
Founded in 2026, Steady Tax & Bookkeeping is an Accounting company. Their team focuses on Accounting.
[Visit Website](https://taxsteady.com/)


---

### [PYA](https://clutch.co/profile/pya-0)
- $5,000+ minimum project size
- 250 - 999 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 80% Accounting
- 10% IT Strategy Consulting
- 10% Business Consulting

#### Company description
Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
[Visit Website](https://www.pyapc.com/)


#### 6% of employees work in Charlotte office
Charlotte, NC
13777 Ballantyne Corporate Place
21 - 30 employees
8002709629
[See All Locations (7)](https://clutch.co/profile/pya-0#location)

---

### [Aspen HR](https://clutch.co/profile/aspen-hr)
- 50 - 249 employees
- Raleigh, NC

#### Services Provided - Allocation of Expertise by Percentage
- 25% Accounting
- 25% HR Consulting
- 25% HR Outsourcing
- 25% PEO/Employee Leasing

#### Company description
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.
[Visit Website](https://aspenhr.com/)


#### 10% of employees work in Raleigh office
Raleigh, NC
2626 Glenwood Avenue
2 - 5 employees
(984) 789-3096
[See All Locations (10)](https://clutch.co/profile/aspen-hr#location)

---

### [FORVIS](https://clutch.co/profile/forvis)
- 1,000 - 9,999 employees
- Asheville, NC

#### Services Provided - Allocation of Expertise by Percentage
- 50% Accounting
- 15% Finance & Accounting Outsourcing (FAO)
- 10% Cybersecurity
- 25% Business Consulting

#### Company description
FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
[Visit Website](https://www.forvis.com/about-us)


#### 1% of employees work in Asheville office
Asheville, NC
500 Ridgefield Court
41 - 49 employees
8282542254
[See All Locations (73)](https://clutch.co/profile/forvis#location)

---

### [Mitch Coles Real Estate, Inc.](https://clutch.co/profile/mitch-coles-real-estate)
- $50,000+ minimum project size
- $300+ average hourly rate
- 50 - 249 employees
- Charlotte, NC

#### Services Provided - Allocation of Expertise by Percentage
- 20% Commercial Brokerage Services
- 20% Commercial Development
- 20% Funding & Investment
- 20% Insurance Services & Brokers
- 20% Business Consulting

#### Company description
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.
[Visit Website](https://www.mitchcolesrealestate.com)


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