Company lists · Data refreshed September 2026

Top 16 Cfo services companies based in Charlotte, United States

RevenueBase identified 33 cfo services companies headquartered in Charlotte, United States as of September 2026 and tracks 104 professional contacts across them, including 53 with verified work emails. New York is the largest hub.

This list covers cfo services companies 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 19, 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 19, 2026 86% judged on-target in blind review
33Companies
104Contacts tracked
53Verified emails
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The 16 largest cfo services companies based in Charlotte, United States

Ranked by team size
Top 16 of 33 cfo services companies based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to cfo services companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Lavoie CPA provides the necessary expertise and technology to high-growth companies.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Better finance and accounting can give any business powerful tools for management and growth.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceCharlotte, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“RVirtualCFO provides Accounting/Finance services through digital platforms virtually.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 202611-507 contacts →

Strong 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 19, 2026
5Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Here at Executive Financial Partners (EFP), relationships define our passion, period.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong 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 19, 2026
7Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-104 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 19, 2026
8Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-104 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 19, 2026
9Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“The average CFO costs between $200k-$250k per year.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“PREMIUM, FRACTIONAL FINANCIAL & ACCOUNTING SERVICES Feeling unclear about your finances and how to achieve your business’ goals?”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We provide more than just financial reporting, we deliver strategic guidance, and hands-on partnership to help you mange and scale your business.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We are 100% focused on building strong financials for entrepreneurs in the dental and fitness industry.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Innovation Bookkeeping & Consulting: Your Partner in Growth Why We Do What We Do At Innovation Bookkeeping & Consulting, we're more than just number crunchers.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Young and Co is a boutique Virtual CFO and financial operations support firm for high-performing service businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Fractional CFOs that help creative agencies gain financial clarity.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“specializing in book cleanup, financial statement preparation, AP management, and other CFO services for small to midsize construction and service companies.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 33 cfo services companies based in Charlotte, United States

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Cfo services companies based in Charlotte, United States at a glance

As of Sep 19, 2026
51.0%Verified-email coverage
3.2Average contacts per company
1-10Median size (employees)
439.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
5

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 33 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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 53 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 19, 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.

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 services companies, 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 services companies are there based in Charlotte, United States?

RevenueBase identified 33 cfo services companies 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?

Lavoie CPA Pllc, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most cfo services companies?

New York leads with 145 headquartered companies, followed by Los Angeles (86) and Austin (76).

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 53 verified decision-maker contacts tracked across these 33 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 19, 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.