Company lists · Data refreshed September 2026

Top 25 Accounting firm strategic planning consultants based in Charlotte, United States

Name: Accounting firm strategic planning consultants based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 146 companies tracked

RevenueBase identified 146 accounting firm strategic planning consultants headquartered in Charlotte, United States as of September 2026 and tracks 887 professional contacts across them, including 385 with verified work emails. Across the United States, New York is the largest hub for this category (689 companies); Charlotte has 146.

This list covers accounting firm strategic planning 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

146Companies

887Contacts tracked

385Verified emails

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The 25 largest accounting firm strategic planning consultants based in Charlotte, United States

Ranked by team size

Top 25 of 146 accounting firm strategic planning consultants based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm strategic planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Greerwalker Cpas And Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	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, 2026
2	Culp Elliott & Carpenter, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	56 contacts →
	Indirect evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 27, 2026
3	Miller Mcneish & Breedlove, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
4	The Kormac Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	29 contacts →
	Indirect evidence “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Source: RevenueBase Database · checked Sep 27, 2026
5	Bridgemark Strategies	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	1-10	21 contacts →
	Strong evidence “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: RevenueBase Database · checked Sep 27, 2026
6	Fisher, P.A. A CPA Firm	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	20 contacts →
	Indirect evidence “Fisher, P.A.” Source: RevenueBase Database · checked Sep 27, 2026
7	Foard And Company, P.A	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
8	Management Insites	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	1-10	16 contacts →
	Indirect evidence “Management inSites, Inc.(MI) is an international management and marketing consulting company.” Source: RevenueBase Database · checked Sep 27, 2026
9	Vance Flouhouse & Garges, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
10	Lavoie CPA Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “Lavoie CPA provides the necessary expertise and technology to high-growth companies.” Source: RevenueBase Database · checked Sep 27, 2026
11	TBH Consulting LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Partial 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, 2026
12	Lucrum Consulting, INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	1-10	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, 2026
13	Scharf Pera & Co., Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
14	Results Thru Strategy	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “RTS is a consortium of specialists with deep experience as C-Suite executives, analysts, chefs, strategists, planners, organizers, communicators, researchers, trainers and…” Source: RevenueBase Database · checked Sep 27, 2026
15	Society 54, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
16	GBK Advisors, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence “At GBK Advisors, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 27, 2026
17	Lb&j Certified Public Accountants	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	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, 2026
18	Hobbs, Crossley, Benefield & Craven, P.A	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	1-10	10 contacts →
	Partial 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, 2026
19	Greenway Solutions	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Partial evidence “Greenway Solutions provides business strategy and strategic consulting services.” Source: RevenueBase Database · checked Sep 27, 2026
20	Jlpollackcpa, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Partial evidence “At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Source: RevenueBase Database · checked Sep 27, 2026
21	BGW Cpa, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	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, 2026
22	Nexagy	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Indirect evidence “Nexagy engages with business owners, leadership teams and employees to provide professional insight for firms experiencing organizational discomfort.” Source: RevenueBase Database · checked Sep 27, 2026
23	Kohari Gonzalez Oneyear & Brown Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Partial evidence “Kohari Gonzalez Oneyear & Brown PLLC is a full-service accounting firm serving clients throughout Charlotte, Mooresville and Winston Salem and the surrounding areas, dedicated to…” Source: RevenueBase Database · checked Sep 27, 2026
24	Chmg Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
25	Accounting BIZ	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Partial evidence “Accounting biz is a full service accounting firm based out of Asheville, NC.” Source: RevenueBase Database · checked Sep 27, 2026

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 strategic planning 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 strategic planning consultants.
Partial evidence: Its own public description names part of accounting firm strategic planning 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 strategic planning 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 146 accounting firm strategic planning consultants based in Charlotte, United States

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Accounting firm strategic planning consultants based in Charlotte, United States at a glance

As of Sep 27, 2026

43.4%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

100

11-50

51-200

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 146 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 strategic planning 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 strategic planning 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 strategic planning 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 strategic planning 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, 385 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 strategic planning consultants by metro in the United States

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 strategic planning 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 strategic planning consultants are there based in Charlotte, United States?

RevenueBase identified 146 accounting firm strategic planning 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?

Greerwalker Cpas And Advisors, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most accounting firm strategic planning consultants?

New York leads the United States with 689 headquartered companies, followed by Houston (399) and Chicago (383). Charlotte has 146.

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 385 verified decision-maker contacts tracked across these 146 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.