Company lists · Data refreshed September 2026
Top 25 Cfo consulting firms based in Charlotte, United States
RevenueBase identified 70 cfo consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 289 professional contacts across them, including 140 with verified work emails. Across the United States, New York is the largest hub for this category (318 companies); Charlotte has 70.
This list covers cfo consulting firms 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 cfo consulting firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect 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. | |||||
| 3 | 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. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “Lavoie CPA provides the necessary expertise and technology to high-growth companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Indirect evidence “Better finance and accounting can give any business powerful tools for management and growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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. | |||||
| 8 | 12 contacts → | ||||
Indirect 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. | |||||
| 9 | 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. | |||||
| 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “Fairview Search Group, LLC is an Executive Search and Recruiting firm consisting of experts with several years of professional recruiting, human resources and management…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Partial evidence “BlackWood is a professional services firm that offers back-office finance and accounting services, including the CFO function, on a scalable basis to small/mid-sized businesses…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect 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. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Cardinal Finance provides entrepreneurs with access to high level financial management expertise at a fraction of the cost of hiring a full-time Chief Financial Officer (CFO).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “A Team of Entrepreneurial minded Accounting and Finance Professionals that use innovative methods to help your business make more money and grow your bottom line.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “We help businesses financially flourish by simplifying complex financial decisions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “The Tunstall Organization, Inc.(TTO) is a CPA firm that uses accounting data to help business owners run their business like a machine, vs.” 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 “The average CFO costs between $200k-$250k per year.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…” 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: cfo consulting firms. 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 cfo consulting firms.
- Partial evidence
- Its own public description names part of cfo consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name cfo consulting firms. 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 70 cfo consulting firms based in Charlotte, United States
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Cfo consulting firms 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 70 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 cfo consulting firms, 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 “cfo consulting firms”. 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 cfo consulting firms), 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 cfo consulting firms, 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, 140 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.
Cfo consulting firms by metro in the United States
- Cfo consulting firms in New York318
- Cfo consulting firms in Atlanta169
- Cfo consulting firms in Houston167
- Cfo consulting firms in Los Angeles159
- Cfo consulting firms in Chicago153
- Cfo consulting firms in Dallas126
- Cfo consulting firms in Austin125
- Cfo consulting firms in Miami124
- Cfo consulting firms in Denver106
- Cfo consulting firms in San Francisco97
- Cfo consulting firms in San Diego83
- Cfo consulting firms in Boston72
- Cfo consulting firms in Tampa65
- Cfo consulting firms in Washington61
- Cfo consulting firms in Philadelphia55
- Cfo consulting firms in Phoenix51
- Cfo consulting firms in Irvine50
- Cfo consulting firms in Seattle48
- Cfo consulting firms in Las Vegas47
- Cfo consulting firms in Minneapolis47
- Cfo consulting firms in Portland47
- Cfo consulting firms in Columbus46
- Cfo consulting firms in Indianapolis46
- Cfo consulting firms in Orlando45
- Cfo consulting firms in Scottsdale42
- Cfo consulting firms in San Antonio40
- Cfo consulting firms in Raleigh39
- Cfo consulting firms in Cincinnati37
- Cfo consulting firms in Newport Beach37
- Cfo consulting firms in Fort Worth36
- Cfo consulting firms in Pittsburgh35
- Cfo consulting firms in Boca Raton34
- Cfo consulting firms in Jacksonville34
- Cfo consulting firms in Kansas City34
- Cfo consulting firms in Nashville34
- Cfo consulting firms in Salt Lake City31
- Cfo consulting firms in Birmingham30
- Cfo consulting firms in St. Louis30
- Cfo consulting firms in San Jose28
- Cfo consulting firms in Grand Rapids26
- Cfo consulting firms in Sacramento26
- Cfo consulting firms in Wilmington26
- Cfo consulting firms in Cleveland25
- Cfo consulting firms in Fort Lauderdale25
- Cfo consulting firms in Tulsa25
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 cfo consulting firms, 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 cfo consulting firms are there based in Charlotte, United States?
RevenueBase identified 70 cfo consulting firms 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?
Bridgemark Strategies, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most cfo consulting firms?
New York leads the United States with 318 headquartered companies, followed by Atlanta (169) and Houston (167). Charlotte has 70.
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 140 verified decision-maker contacts tracked across these 70 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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