Company lists · Data refreshed September 2026

Top 18 Cpa firm management companies based in Charlotte, United States

RevenueBase identified 29 cpa firm management companies headquartered in Charlotte, United States as of September 2026 and tracks 373 professional contacts across them, including 213 with verified work emails. New York is the largest hub.

This list covers cpa firm management 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 21, 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 21, 2026 86% judged on-target in blind review
29Companies
373Contacts tracked
213Verified emails
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The 18 largest cpa firm management companies based in Charlotte, United States

Ranked by team size
Top 18 of 29 cpa firm management companies based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to cpa firm management 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 21, 202651-200173 contacts →

Indirect 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 21, 2026
2Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5038 contacts →

Indirect evidence

“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

“Fisher, P.A.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5020 contacts →

Partial evidence

“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5012 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 21, 2026
7Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5010 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 21, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-2009 contacts →

Partial 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 21, 2026
9Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“Welcome to Providence Consulting CPA, PLLC, we are more than just your CPA tax preparer.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-105 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 21, 2026
11Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial 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 21, 2026
12Strong evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-104 contacts →

Strong evidence

“Shah & Trivedi CPA, PLLC is a leading North Carolina based CPA firm providing accounting, tax, wealth management and business advisory services to small and middle market…”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-503 contacts →

Partial evidence

“Sherbert CPA, PC is a company based out of Charlotte, NC, United States.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“For more than 25 years, Patrick A.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“RPT services Charlotte NC and surrounding areas and offers a full range of services as consultants, tax advisers and accounting and reporting specialists for both businesses and…”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Let us help you gain more visibility into your business finances.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026

Showing 18 of 29 cpa firm management companies based in Charlotte, United States

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Cpa firm management companies based in Charlotte, United States at a glance

As of Sep 21, 2026
57.1%Verified-email coverage
12.9Average contacts per company
1-10Median size (employees)
455.2%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
2

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 29 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 cpa firm management 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 “cpa firm management 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 cpa firm management 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 cpa firm management 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, 213 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 21, 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 cpa firm management 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 cpa firm management companies are there based in Charlotte, United States?

RevenueBase identified 29 cpa firm management 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?

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

Which city has the most cpa firm management companies?

New York leads with 132 headquartered companies, followed by Houston (91) and Los Angeles (57).

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 213 verified decision-maker contacts tracked across these 29 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 21, 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.