Company lists · Data refreshed September 2026
Top 25 Cfo consulting firms based in Charlotte, United States
RevenueBase identified 70 company matches for cfo consulting firms associated with 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 company matches for cfo consulting firms associated with Charlotte, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 → | ||||
Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 20 contacts → | ||||
Exact match “Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Lavoie CPA provides the necessary expertise and technology to high-growth companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Better finance and accounting can give any business powerful tools for management and growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Nexagy engages with business owners, leadership teams and employees to provide professional insight for firms experiencing organizational discomfort.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Fairview Search Group, LLC is an Executive Search and Recruiting firm consisting of experts with several years of professional recruiting, human resources and management…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “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).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “We help businesses financially flourish by simplifying complex financial decisions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “The Tunstall Organization, Inc.(TTO) is a CPA firm that uses accounting data to help business owners run their business like a machine, vs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Sherbert CPA, PC is a company based out of Charlotte, NC, United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “For more than 25 years, Patrick A.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “The average CFO costs between $200k-$250k per year.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “cfo consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Charlotte, United States whose business descriptions match “cfo consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 140 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
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 SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “cfo consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many cfo consulting firms are there based in Charlotte, United States?
RevenueBase identified 70 company matches for cfo consulting firms associated with Charlotte, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Bridgemark Strategies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most cfo consulting firms?
New York leads the United States with 318 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 140 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 70 cfo consulting firms based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Cfo consulting firms by geography
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- Cfo consulting firms based in Campinas, Brazil
- Cfo consulting firms based in Curitiba, Brazil
- Cfo consulting firms based in Porto Alegre, Brazil
- Cfo consulting firms based in Recife, Brazil
- Cfo consulting firms based in Rio De Janeiro, Brazil
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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 SmartSearch, 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.
More company lists
- All company lists
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- New lists
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Company intelligence · public preview
Top 25 cfo consulting firms based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 70 matching company records for cfo consulting firms based in Charlotte, United States, with 289 tracked contacts and 140 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cfo consulting firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bridgemark Strategiesbridgemarkstrategies.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 21 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Foard And Company, P.Afoard.cpaHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vance Flouhouse & Garges, Pllcvfgcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lavoie CPA Pllclavoiepllc.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“Lavoie CPA provides the necessary expertise and technology to high-growth companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fusecfo & Accountingfusecfo.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“Better finance and accounting can give any business powerful tools for management and growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  TBH Consulting LLCtbhconsulting.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lucrum Consulting, INClucrumconsulting.netHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Scharf Pera & Co., Pllcscharfpera.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BGW Cpa, Pllctrustbgw.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nexagynexagy.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Nexagy engages with business owners, leadership teams and employees to provide professional insight for firms experiencing organizational discomfort.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fairview Search Group, LLCfairviewsearch.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Fairview Search Group, LLC is an Executive Search and Recruiting firm consisting of experts with several years of professional recruiting, human resources and management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Chmg Solutions, LLCchmgsolutions.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Blackwood Finance & Accountingblackwoodfinance.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Executive Financial Partners, LLCexecutivefinancialpartners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Portus Wealth Advisorsportusadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nextkey Servicesnextkeyservices.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cardinal Financecardinalfinance.netHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“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).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Todd Greene, C.P.Atoddgreenecpa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Tlturner Grouptlturnergroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finteam Business Consultingthefinteam.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We help businesses financially flourish by simplifying complex financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | The Tunstall Organization, INCtunstallorg.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“The Tunstall Organization, Inc.(TTO) is a CPA firm that uses accounting data to help business owners run their business like a machine, vs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sherbert Cpa, PCsherbertcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“Sherbert CPA, PC is a company based out of Charlotte, NC, United States.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Patrick A. Beach, Cpa, PCbeachpcpa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“For more than 25 years, Patrick A.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Salamndr Groupsalamndr.ioHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“The average CFO costs between $200k-$250k per year.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  GW Partnersgw.partnersHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Cfo consulting firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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
Questions about this company list
What does Exact match mean for cfo consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cfo consulting firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 70 matching company records, 289 tracked contacts and 140 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cfo consulting firms by geography
- Cfo consulting firms based in Brisbane, Australia
- Cfo consulting firms based in Melbourne, Australia
- Cfo consulting firms based in Perth, Australia
- Cfo consulting firms based in Sydney, Australia
- Cfo consulting firms based in Belo Horizonte, Brazil
- Cfo consulting firms based in Campinas, Brazil
- Cfo consulting firms based in Curitiba, Brazil
- Cfo consulting firms based in Porto Alegre, Brazil
- Cfo consulting firms based in Recife, Brazil
- Cfo consulting firms based in Rio De Janeiro, Brazil
- Cfo consulting firms based in Salvador, Brazil
- Cfo consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 cfo consulting firms based in Charlotte, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/cfo-consulting-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Cfo consulting firms based in Brisbane, Australia
- Cfo consulting firms based in Melbourne, Australia
- Cfo consulting firms based in Perth, Australia
- Cfo consulting firms based in Sydney, Australia
- Cfo consulting firms based in Belo Horizonte, Brazil
- Cfo consulting firms based in Campinas, Brazil
Company intelligence · public preview
Top 25 cfo consulting firms based in Charlotte, United States
RevenueBase records 70 matching company records for cfo consulting firms based in Charlotte, United States, with 289 tracked contacts and 140 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cfo consulting firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bridgemark Strategiesbridgemarkstrategies.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 21 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Foard And Company, P.Afoard.cpa HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vance Flouhouse & Garges, Pllcvfgcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lavoie CPA Pllclavoiepllc.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“Lavoie CPA provides the necessary expertise and technology to high-growth companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fusecfo & Accountingfusecfo.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“Better finance and accounting can give any business powerful tools for management and growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | TBH Consulting LLCtbhconsulting.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 14 contacts → |
“TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lucrum Consulting, INClucrumconsulting.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Scharf Pera & Co., Pllcscharfpera.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BGW Cpa, Pllctrustbgw.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nexagynexagy.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Nexagy engages with business owners, leadership teams and employees to provide professional insight for firms experiencing organizational discomfort.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fairview Search Group, LLCfairviewsearch.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Fairview Search Group, LLC is an Executive Search and Recruiting firm consisting of experts with several years of professional recruiting, human resources and management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Chmg Solutions, LLCchmgsolutions.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Blackwood Finance & Accountingblackwoodfinance.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Executive Financial Partners, LLCexecutivefinancialpartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Portus Wealth Advisorsportusadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nextkey Servicesnextkeyservices.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cardinal Financecardinalfinance.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“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).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Todd Greene, C.P.Atoddgreenecpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Tlturner Grouptlturnergroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finteam Business Consultingthefinteam.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We help businesses financially flourish by simplifying complex financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | The Tunstall Organization, INCtunstallorg.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“The Tunstall Organization, Inc.(TTO) is a CPA firm that uses accounting data to help business owners run their business like a machine, vs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sherbert Cpa, PCsherbertcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“Sherbert CPA, PC is a company based out of Charlotte, NC, United States.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Patrick A. Beach, Cpa, PCbeachpcpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“For more than 25 years, Patrick A.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Salamndr Groupsalamndr.io HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“The average CFO costs between $200k-$250k per year.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GW Partnersgw.partners HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Cfo consulting firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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
Questions about this company list
What does Exact match mean for cfo consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cfo consulting firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 70 matching company records, 289 tracked contacts and 140 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cfo consulting firms by geography
- Cfo consulting firms based in Brisbane, Australia
- Cfo consulting firms based in Melbourne, Australia
- Cfo consulting firms based in Perth, Australia
- Cfo consulting firms based in Sydney, Australia
- Cfo consulting firms based in Belo Horizonte, Brazil
- Cfo consulting firms based in Campinas, Brazil
- Cfo consulting firms based in Curitiba, Brazil
- Cfo consulting firms based in Porto Alegre, Brazil
- Cfo consulting firms based in Recife, Brazil
- Cfo consulting firms based in Rio De Janeiro, Brazil
- Cfo consulting firms based in Salvador, Brazil
- Cfo consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 cfo consulting firms based in Charlotte, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/cfo-consulting-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Cfo consulting firms based in Brisbane, Australia
- Cfo consulting firms based in Melbourne, Australia
- Cfo consulting firms based in Perth, Australia
- Cfo consulting firms based in Sydney, Australia
- Cfo consulting firms based in Belo Horizonte, Brazil
- Cfo consulting firms based in Campinas, Brazil