Company lists · Data refreshed September 2026
Top 25 Cpa practice management consultants based in Charlotte, United States
RevenueBase identified 61 cpa practice management consultants headquartered in Charlotte, United States as of September 2026 and tracks 275 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (191 companies); Charlotte has 61.
This list covers cpa practice management consultants headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest cpa practice management consultants based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 16 contacts → | ||||
Indirect 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. | |||||
| 2 | 13 contacts → | ||||
Indirect 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. | |||||
| 3 | 10 contacts → | ||||
Indirect evidence “At Society 54, our goal is to provide the most personalized, results-driven coaching and consulting that the professional services industry has to offer.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 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 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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. | |||||
| 6 | 6 contacts → | ||||
Indirect evidence “HRD Communications works with professional service firms to elevate their marketing efforts by using a purposeful, personal, and professional approach.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “At DRC Tax & Accounting, a member of Aline Accounting Partners Group, we believe clients deserve more than solutions-they deserve a true partner invested in their growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial 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. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Facilitator One (F1) is a business consulting firm that works together with clients to accelerate their growth by facilitating business optimization.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “We help private practice owners scale and leverage their practice for growth, sustainability and profit.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Ruth’s Consulting, LLC exists to help small and mid-sized healthcare practices thrive-without losing sight of what matters most: patient care.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Founded in 1992, we have over 20 years of consulting experience and client testimonials regarding results Experience matters: We've worked inside the Fortune 50, venture capital…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “At MDI Tax & Accounting, a member of Aline Accounting Partners Group, we believe clients deserve more than solutions-they deserve a true partner invested in their growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial 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. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “For more than 25 years, Patrick A.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Fincom Services Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “In 2011, Nesha Pai Singer launched Pai CPA, PLLC to serve the accounting needs of small to medium-sized businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 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 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “Change Leader We Innovate And Bring New Possibilities To Small Businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial 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 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Do you know how to begin to plan for your software project?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “The desire of Schwartz Consulting Group, Inc.” 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: cpa practice management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names cpa practice management consultants.
- Partial evidence
- Its own public description names part of cpa practice management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name cpa practice management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 61 cpa practice management consultants based in Charlotte, United States
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Cpa practice management consultants 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 61 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 practice management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Charlotte, United States whose own description of what they do matches “cpa practice management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names cpa practice management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among cpa practice management consultants, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 72 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.
Cpa practice management consultants by metro in the United States
- Cpa practice management consultants in New York191
- Cpa practice management consultants in Houston132
- Cpa practice management consultants in Atlanta117
- Cpa practice management consultants in Chicago116
- Cpa practice management consultants in Los Angeles108
- Cpa practice management consultants in Miami104
- Cpa practice management consultants in Dallas89
- Cpa practice management consultants in Austin85
- Cpa practice management consultants in Denver83
- Cpa practice management consultants in Tampa69
- Cpa practice management consultants in Washington68
- Cpa practice management consultants in San Diego61
- Cpa practice management consultants in Phoenix55
- Cpa practice management consultants in Boston50
- Cpa practice management consultants in Orlando47
- Cpa practice management consultants in Minneapolis46
- Cpa practice management consultants in San Francisco45
- Cpa practice management consultants in Cincinnati44
- Cpa practice management consultants in Columbus43
- Cpa practice management consultants in Indianapolis43
- Cpa practice management consultants in Portland43
- Cpa practice management consultants in Fort Lauderdale40
- Cpa practice management consultants in Seattle40
- Cpa practice management consultants in Las Vegas38
- Cpa practice management consultants in San Antonio38
- Cpa practice management consultants in Jacksonville37
- Cpa practice management consultants in Philadelphia35
- Cpa practice management consultants in Raleigh34
- Cpa practice management consultants in Nashville32
- Cpa practice management consultants in Scottsdale31
- Cpa practice management consultants in Pittsburgh30
- Cpa practice management consultants in Irvine29
- Cpa practice management consultants in Louisville29
- Cpa practice management consultants in Wilmington28
- Cpa practice management consultants in Columbia27
- Cpa practice management consultants in Kansas City27
- Cpa practice management consultants in Baltimore26
- Cpa practice management consultants in Boca Raton26
- Cpa practice management consultants in Fort Worth26
- Cpa practice management consultants in Greenville26
- Cpa practice management consultants in Omaha26
- Cpa practice management consultants in Richmond25
- Cpa practice management consultants in Salt Lake City25
- Cpa practice management consultants in San Jose25
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 practice management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many cpa practice management consultants are there based in Charlotte, United States?
RevenueBase identified 61 cpa practice management consultants headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Vance Flouhouse & Garges, Pllc, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most cpa practice management consultants?
New York leads the United States with 191 headquartered companies, followed by Houston (132) and Atlanta (117). Charlotte has 61.
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 72 verified decision-maker contacts tracked across these 61 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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