Company lists · Data refreshed September 2026
Top 25 Accounting firm client retention consultants based in Charlotte, United States
RevenueBase identified 54 accounting firm client retention consultants headquartered in Charlotte, United States as of September 2026 and tracks 1,238 professional contacts across them, including 345 with verified work emails. Across the United States, New York is the largest hub for this category (229 companies); Charlotte has 54.
This list covers accounting firm client retention consultants headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest accounting firm client retention consultants based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 619 contacts → | ||||
Partial evidence “Ranking among the top 20 in the nation, DHG is a leading professional services firm offering assurance, tax and advisory services for clients in all 50 states and internationally.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 173 contacts → | ||||
Partial evidence “GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Partial evidence “Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 contacts → | ||||
Indirect evidence “Fisher, P.A.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Partial evidence “Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Partial evidence “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Strong evidence “TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “At Society 54, our goal is to provide the most personalized, results-driven coaching and consulting that the professional services industry has to offer.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Indirect evidence “We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Strong evidence “Established in 1978, we are a regional public accounting firm serving clients across the US, the UK, Europe, Jordan and beyond.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “BGW CPA, PLLC helps middle market business owners who are frustrated that their existing CPA is unresponsive and cannot be counted on to help them make money, save money, and stay…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Accounting biz is a full service accounting firm based out of Asheville, NC.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “Welcome to Providence Consulting CPA, PLLC, we are more than just your CPA tax preparer.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Strong evidence “At DRC Tax & Accounting, a member of Aline Accounting Partners Group, we believe clients deserve more than solutions-they deserve a true partner invested in their growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Partial evidence “Shah & Trivedi CPA, PLLC is a leading North Carolina based CPA firm providing accounting, tax, wealth management and business advisory services to small and middle market…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “At MDI Tax & Accounting, a member of Aline Accounting Partners Group, we believe clients deserve more than solutions-they deserve a true partner invested in their growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “Sherbert CPA, PC is a company based out of Charlotte, NC, United States.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “For more than 25 years, Patrick A.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “In 2011, Nesha Pai Singer launched Pai CPA, PLLC to serve the accounting needs of small to medium-sized businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm client retention consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm client retention consultants.
- Partial evidence
- Its own public description names part of accounting firm client retention consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm client retention consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 54 accounting firm client retention consultants based in Charlotte, United States
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Accounting firm client retention consultants based in Charlotte, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 54 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm client retention consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Charlotte, United States whose own description of what they do matches “accounting firm client retention consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm client retention consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm client retention consultants, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 345 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm client retention consultants by metro in the United States
- Accounting firm client retention consultants in New York229
- Accounting firm client retention consultants in Houston158
- Accounting firm client retention consultants in Chicago121
- Accounting firm client retention consultants in Atlanta113
- Accounting firm client retention consultants in Los Angeles94
- Accounting firm client retention consultants in Dallas88
- Accounting firm client retention consultants in Miami88
- Accounting firm client retention consultants in Austin85
- Accounting firm client retention consultants in San Diego80
- Accounting firm client retention consultants in Tampa66
- Accounting firm client retention consultants in Denver61
- Accounting firm client retention consultants in Phoenix59
- Accounting firm client retention consultants in Cincinnati54
- Accounting firm client retention consultants in Irvine49
- Accounting firm client retention consultants in Columbus47
- Accounting firm client retention consultants in Indianapolis46
- Accounting firm client retention consultants in San Francisco46
- Accounting firm client retention consultants in Portland45
- Accounting firm client retention consultants in Las Vegas44
- Accounting firm client retention consultants in Pittsburgh44
- Accounting firm client retention consultants in San Antonio44
- Accounting firm client retention consultants in Orlando41
- Accounting firm client retention consultants in Washington41
- Accounting firm client retention consultants in Jacksonville40
- Accounting firm client retention consultants in Raleigh40
- Accounting firm client retention consultants in Louisville39
- Accounting firm client retention consultants in Boston37
- Accounting firm client retention consultants in Philadelphia37
- Accounting firm client retention consultants in Greenville34
- Accounting firm client retention consultants in Seattle34
- Accounting firm client retention consultants in Birmingham33
- Accounting firm client retention consultants in Boca Raton33
- Accounting firm client retention consultants in Columbia33
- Accounting firm client retention consultants in Minneapolis33
- Accounting firm client retention consultants in Oklahoma City32
- Accounting firm client retention consultants in Scottsdale32
- Accounting firm client retention consultants in Wilmington32
- Accounting firm client retention consultants in Fort Worth31
- Accounting firm client retention consultants in Rochester31
- Accounting firm client retention consultants in San Jose31
- Accounting firm client retention consultants in Salt Lake City30
- Accounting firm client retention consultants in Springfield30
- Accounting firm client retention consultants in Fresno29
- Accounting firm client retention consultants in Omaha29
- Accounting firm client retention consultants in Plano29
- Accounting firm client retention consultants in Richmond29
- Accounting firm client retention consultants in Cleveland28
- Accounting firm client retention consultants in Nashville28
- Accounting firm client retention consultants in Tulsa28
- Accounting firm client retention consultants in Colorado Springs27
- Accounting firm client retention consultants in Coral Gables27
- Accounting firm client retention consultants in Fort Lauderdale27
- Accounting firm client retention consultants in Baton Rouge26
- Accounting firm client retention consultants in Grand Rapids26
- Accounting firm client retention consultants in Marietta26
- Accounting firm client retention consultants in Troy26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm client retention consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm client retention consultants are there based in Charlotte, United States?
RevenueBase identified 54 accounting firm client retention consultants headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Dixon Hughes Goodman LLP, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most accounting firm client retention consultants?
New York leads the United States with 229 headquartered companies, followed by Houston (158) and Chicago (121). Charlotte has 54.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 345 verified decision-maker contacts tracked across these 54 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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