Financial governance in Charlotte, North Carolina
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Southeast Consulting, Inc.
Southeast Consulting, Inc. is a reputable finance institution located at 212 South Tryon Street in the bustling city of Charlotte, North Carolina, United States. With a strong focus on providing top-notch financial consulting services, Southeast Consulting, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring the highest level of satisfaction and success. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Southeast Consulting, Inc. is here to help you navigate the complexities of the financial world with confidence and ease. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Kristopher James Company
Kristopher James Company is a renowned institution located at 5200 77 Center Drive in Charlotte, North Carolina, United States. We specialize in providing top-notch services in the fields of business consulting, marketing strategies, and financial planning. Our team of experts is dedicated to helping businesses thrive and succeed in today's competitive market. With a proven track record of success, Kristopher James Company is the trusted partner for businesses looking to achieve their goals and maximize their potential. Contact us today to learn more about how we can help your business grow and prosper.
Raftelis
Raftelis, located at 227 West Trade Street, Charlotte, North Carolina, is an institution that specializes in strategic planning implementation for local governments and utilities. They offer training for professionals in the industry to improve efficiency and quality of service. Raftelis provides data-driven insights and monitoring to help organizations meet their goals and maintain financial sustainability. They also offer services such as executive search and recruitment, rate studies, and communication strategies to help organizations succeed. Raftelis focuses on strengthening organizations for the communities they serve, ensuring that leaders have the support they need to achieve results. With a focus on strategic planning and implementation, Raftelis helps organizations navigate challenges such as high inflation and workforce expectations. Their new cloud-based platform, Ellio, provides tools for utilities and public-sector organizations to drive performance and make informed decisions. Raftelis Financial Consultants, Inc. is the legal name of the company for contractual purposes.
Clapham Consulting
Clapham Consulting is a renowned institution located at 1800 Camden Road in Charlotte, North Carolina, United States. With a commitment to excellence in consulting services, Clapham Consulting offers a wide range of strategic solutions to help businesses thrive and succeed in today's competitive market. Their team of experienced consultants provides personalized guidance and expertise in areas such as business development, marketing strategies, financial planning, and more. Whether you are a small startup or a large corporation, Clapham Consulting is dedicated to helping you achieve your goals and maximize your potential. Contact them today to learn how they can help your business grow and prosper.
FTI Consulting
FTI Consulting is a leading financial institution located at 201 South College Street in Charlotte, North Carolina. With a strong presence in the finance industry, FTI Consulting offers a wide range of services including financial advisory, restructuring, and forensic accounting. Their team of experts provides strategic solutions to help clients navigate complex financial challenges and achieve their business objectives. Trusted by businesses and organizations worldwide, FTI Consulting is known for its innovative approach and commitment to delivering results.
cr3 partners
CR3 Partners is a leading management consulting firm located at 615 South College Street in Charlotte, North Carolina. Our team of experienced professionals specializes in providing strategic advisory services to help companies navigate through complex financial and operational challenges. With a focus on delivering innovative solutions and driving sustainable growth, CR3 Partners is dedicated to helping our clients achieve their business goals and maximize value.
Greenway Solutions
Greenway Solutions is a finance institution located at 222 South Church Street in Charlotte, North Carolina, United States. We specialize in helping companies test, assess, and improve fraud controls, comply with regulatory requirements, understand evolving threats, develop control strategies, and select best-in-class products. Our team has extensive expertise in assessing, strengthening, and testing companies' fraud and security processes, with decades of experience in senior leadership positions with major financial institutions and leading consulting firms. Since our launch in 2005, Greenway Solutions has built a reputation for excellence, resulting in a high percentage of repeat customer business. Our assessment services offer various levels of review, analysis, and recommendations to help improve your business. We provide incremental and transformation solutions to address your specific needs.
Little's Executive Business Consulting
Little's Executive Business Consulting is a premier institution located at 214 North Tryon Street in Charlotte, North Carolina, United States. Our team of experts is dedicated to helping you turn your business dreams into reality. Whether you are just starting out or looking to restructure, we are here to provide impartial advice, practical assistance, and expert guidance to help you seize every opportunity that comes your way. At Little's Executive Business Consulting, our approach is simple: analyze, identify, advise, and execute. We believe in building strong relationships with our clients and being there every step of the way as questions or issues arise. Our team consists of consultants, analysts, advocates, lobbyists, community organizers, and strategists who are committed to sharing their knowledge and experience to help you achieve success.
GreerWalker CPAs & Advisors
GreerWalker CPAs & Advisors is a trusted accounting and finance institution located in Charlotte, North Carolina, United States. Our services are tailored to meet the evolving needs of our clients, from tax and accounting support to assurance and advisory services. As your trusted advisor, we build lasting relationships that span a lifetime. In addition to our core services, our affiliate GreerWalker Corporate Finance, LLC and strategic partner Choreo, LLC offer exit planning and wealth management services to help businesses and owners achieve continued success. Our team of experienced professionals utilizes advanced audit and accounting assurance techniques and the latest technology to provide efficient and comprehensive services while upholding the highest standards of independent auditing.
CAPTRUST
CAPTRUST is a finance institution located at 4201 Congress Street in Charlotte, North Carolina, United States. Our Charlotte-based advisors offer comprehensive financial solutions for individuals, retirement plan sponsors, endowments, and foundations. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. Whether you need wealth planning, portfolio management, family governance assistance, or philanthropic strategies, our financial advisors are here to help. We support employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. While our offices extend beyond North Carolina, we are deeply rooted in the state and proud to offer our financial expertise to Charlotte. Join us for webinars on industry insights and fiduciary liability, and explore how nonprofits can navigate volatility and seek alternatives. Let CAPTRUST help you achieve your financial goals today.
Muirfield Wealth Advisors
Muirfield Wealth Advisors, located at 6101 Carnegie Boulevard in Charlotte, North Carolina, is a finance institution dedicated to managing wealth with a focus on the future. With a commitment to serving clients and their professional advisors, Muirfield creates comprehensive wealth management plans to optimize wealth utilization and ensure its longevity for future generations. The institution offers personalized services, support, and guidance to help clients achieve their financial goals. By diversifying across various asset classes, Muirfield helps clients balance risk and return to meet long-term objectives.
Community Educational Funding
Community Educational Funding is a non-profit organization based in Charlotte, North Carolina, dedicated to providing financial support for educational initiatives within the local community. Located at 3121 Springbank Lane, our institution strives to bridge the gap in educational funding by offering grants and scholarships to students, teachers, and schools in need. Through our programs and partnerships, we aim to empower individuals to reach their full potential and create a brighter future for generations to come. Join us in our mission to make quality education accessible to all.
Umpire Tax Solutions
Umpire Tax Solutions is a leading finance institution located at 9500 Grove Crest Lane in Charlotte, North Carolina, United States. Specializing in tax solutions, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax regulations and maximize their financial opportunities. With a commitment to excellence and personalized service, Umpire Tax Solutions is your trusted partner for all your tax needs.
Visual Risk IQ LLC
Visual Risk IQ LLC is a leading institution based in Charlotte, North Carolina, United States. Our team of experts specializes in providing cutting-edge solutions for risk management and analysis through visual data. With a focus on innovation and technology, we help businesses make informed decisions to mitigate risks and optimize performance. Visit us at 1131 Iverleigh Trail to learn more about how Visual Risk IQ LLC can help your organization thrive in today's complex business landscape.
Threadridge Investment Partners
Threadridge Investment Partners is a leading finance institution located at 300 South Tryon Street in Charlotte, North Carolina. With a strong presence in the United States, Threadridge offers a wide range of investment services and solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Threadridge Investment Partners is committed to helping you succeed.
Biltmore Family Office, LLC
Biltmore Family Office, LLC is a prestigious finance institution located at 500 East Boulevard in Charlotte, North Carolina, United States. As a leading family office, they provide comprehensive wealth management services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on personalized financial planning, investment management, and estate planning, Biltmore Family Office, LLC is dedicated to helping clients achieve their long-term financial goals and secure their financial future.
Philpott Ball & Werner
Philpott Ball & Werner is a finance institution located in Charlotte, North Carolina, United States. Specializing in the Defense, Intelligence, Aviation, Industrial & Specialty market sectors, we offer in-depth knowledge of technologies, applications, programs, and market dynamics. Our professionals are well-versed in key regulatory requirements such as ITAR, FARs, DCAA, and CIFIUS. We provide strategic advice to company founders, owners, shareholders, and boards of directors on various transactions including company sales, mergers, acquisitions, divestitures, and capital raises. With expertise in cross-border transactions, we also assist foreign buyers and sellers.
Fifth Third Private Bank - Todd Mortimer
Fifth Third Private Bank - Todd Mortimer is a premier financial institution located at 201 North Tryon Street in Charlotte, North Carolina, United States. As a trusted provider of private banking services, Todd Mortimer and his team offer personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Charlotte to learn more about their comprehensive financial services and expertise in the finance industry.
R M Stark & Co Inc
R M Stark & Co Inc is a reputable finance institution located at 10042 Park Cedar Drive in Charlotte, North Carolina, United States. With a strong track record of providing expert financial services, R M Stark & Co Inc is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at R M Stark & Co Inc is here to help. Trustworthy, reliable, and committed to excellence, R M Stark & Co Inc is the go-to choice for all your financial needs.
Liberty Tax
Liberty Tax is a finance institution located at 1610 Ashley Road in Charlotte, North Carolina, United States. This institution specializes in providing tax preparation and financial services to individuals and businesses. With a team of experienced professionals, Liberty Tax offers expert guidance and assistance in navigating the complexities of tax laws and regulations. Whether you need help with filing your taxes, maximizing deductions, or planning for your financial future, Liberty Tax is dedicated to helping you achieve your financial goals. Visit us today to experience personalized and reliable financial services.
Tax Help Advisors, LLC
Tax Help Advisors, LLC is a professional accounting and finance institution located at 10130 Mallard Creek Road in Charlotte, North Carolina. Our team of experienced advisors is dedicated to providing comprehensive tax assistance and financial solutions to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, our experts are here to guide you through the process with personalized attention and expertise. Trust Tax Help Advisors, LLC to help you navigate the complexities of tax laws and financial management, ensuring your financial success.
Mecklenburg County Finance Department
The Mecklenburg County Finance Department is a vital local government office located at 700 East 4th Street in Charlotte, North Carolina. This department is responsible for managing the financial affairs of Mecklenburg County, ensuring transparency and accountability in budgeting and expenditures. The dedicated team of professionals at the Finance Department handles accounting and finance functions, including budget preparation, revenue collection, financial reporting, and compliance with fiscal policies and regulations. By upholding high standards of financial management, the Mecklenburg County Finance Department plays a crucial role in supporting the efficient and effective delivery of public services to the residents of Mecklenburg County.
Education Loan Center
The Education Loan Center, located at 1819 Sardis Road North in Charlotte, North Carolina, is a trusted resource for individuals seeking financial assistance for their educational pursuits. Our experienced team is dedicated to helping students navigate the complex world of student loans, providing guidance and support every step of the way. Whether you are a prospective student exploring your options or a current student in need of assistance, the Education Loan Center is here to help you achieve your academic goals. Contact us today to learn more about our services and how we can help you secure the funding you need for your education.
Internal Tax Resolution
Internal Tax Resolution is a premier institution located at 525 North Tryon Street in Charlotte, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax resolution. With a focus on providing personalized solutions and outstanding customer service, we strive to alleviate the stress and burden of dealing with tax issues. Whether you are facing IRS audits, tax liens, or other tax-related challenges, Internal Tax Resolution is here to provide the support and guidance you need to achieve a favorable resolution.
Cherry Bekaert
Cherry Bekaert is a leading accounting and finance institution located at 1422 Burtonwood Drive in Gastonia, North Carolina, United States. Specializing in Risk Management Consulting Services for the Financial Services Industry, Cherry Bekaert also offers digital advisory services to guide middle market companies through digital transformation. The institution provides assistance with loan forgiveness documentation and helps clients navigate the Employee Retention Credit (ERC) process. With offices in Charlotte and Gastonia, Cherry Bekaert is ranked among the largest accounting firms in the country. The team at Cherry Bekaert offers high-quality advisory, assurance, tax, and accounting services tailored to the needs of multinational corporations, private businesses, nonprofit organizations, and more. Recognized as one of America's Best Tax and Accounting Firms by Forbes, Cherry Bekaert is dedicated to helping clients achieve their organizational goals. The institution's professionals provide innovative guidance on operational and financial matters, including tax preparation and financial audits. With a focus on client growth and satisfaction, Cherry Bekaert aims to exceed expectations and add value to businesses. The team is led by Neal, Charlotte's Regional Market Leader, who brings over 20 years of IT audit and compliance experience to the firm. Cherry Bekaert also offers specialized services for the Private Equity industry, industrial manufacturing and distribution companies, professional services clients, and nonprofit organizations. The institution's team of skilled certified public accountants provides a range of services to clients across various industries, positioning them for long-term growth. Cherry Bekaert operates under the brand names Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities that provide professional services in an alternative practice structure. With a commitment to professional standards and client service, Cherry Bekaert is dedicated to helping clients succeed.
Carolina Accounting
Carolina Accounting is a trusted institution located at 5309 Monroe Road in Charlotte, North Carolina. We specialize in providing top-notch accounting and finance services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients manage their finances effectively and efficiently. Whether you need help with tax preparation, bookkeeping, or financial planning, Carolina Accounting is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
Take Control of Your Debts with the IRS.
"Take Control of Your Debts with the IRS" is a finance institution located at 5309 Monroe Road in Charlotte, North Carolina, United States. Our dedicated team of experts is here to help you navigate through any outstanding debts with the IRS, providing personalized solutions to get your finances back on track. Whether you are facing tax liens, levies, or other issues, we are here to assist you in taking control of your debts and finding a resolution that works for you. Contact us today to schedule a consultation and start your journey towards financial freedom.
COOPER CONSULTING
Cooper Consulting is a reputable accounting and finance institution located at 15105 John J Delaney Drive in Charlotte, North Carolina, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial consulting. Our commitment to excellence and integrity sets us apart in the industry, making us a trusted partner for all your financial needs. Visit us today to see how Cooper Consulting can help you achieve your financial goals.
Blair Bohle & Whitsitt
Blair, Bohle & Whitsitt is a renowned accounting and finance institution located at 10815 Sikes Place in Charlotte, North Carolina, United States. Recently merged with Prager Metis CPAs, the firm is dedicated to providing excellent client service, offering assurance, tax, and advisory services to individuals, businesses, nonprofit, and government organizations in the Greater Charlotte area and throughout the Carolinas. The team of experienced professionals at Blair, Bohle & Whitsitt, led by Partners George Bohle, Steven Johnston, Andy Spittle, and Bryant Whitsitt, along with Independent Consultant John Blair, are known for their proactive approach and commitment to maximizing the return on their clients' CPA investment. As part of the Prager Metis family, the institution continues to uphold its mission of serving as accountants first and advisors foremost. With a growing reputation and expertise, Prager Metis is a top international advisory and accounting firm with offices across North America, Europe, and Asia, offering a full range of services including advisory, accounting, assurance, tax, and international services. Congratulations to Lori A. Roth, CPA/ABV, CFF, Global Managing Partner, for being named to the Schneps Media Power Women 30 List. Don't miss the opportunity to attend presentations by experts from Prager Metis, such as Brittany Besler, Nicole Bononi-Wilson, E. Martin Davidoff, and Simon Winters, on various topics including the Paycheck Protection Program (PPP), IRS Offers In Compromise, and navigating international issues for high-profile clients. Join the Prager Metis team in expanding their network and expertise, and stay tuned for more exciting developments from this leading advisory and accounting firm.
Ryan
Ryan is a leading accounting and finance institution located at 6000 Fairview Road in Charlotte, North Carolina, United States. With a reputation for excellence in financial services, Ryan offers a wide range of accounting and finance solutions to businesses and individuals alike. Their team of skilled professionals is dedicated to providing top-notch financial advice and support, ensuring that clients receive the best possible financial outcomes. Whether you are looking for tax planning, audit services, or financial consulting, Ryan is the institution to trust for all your accounting and finance needs.
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