We serve over 500 closely-held companies and high income / high net worth individuals. Our clients have operations throughout the Southeast. Substantially all of our clients are headquartered in North or South Carolina. They operate in a variety of industries, including the following:

Manufacturing          Distribution

Dental Practices       Service Companies

Real Estate              Construction

Not-for-profit            International Companies

 

All of our clients are privately held. Most are seeking an advocate and an adviser when they look for a CPA. Typically, a prospective client will come to us from one of two directions. They may be moving up and growing their business, or perhaps they are entering into more complex transactions than they are accustomed to. They recognize that they need a CPA looking out for them or they need more resources than may have been available from another provider.

Frequently new clients come to our firm looking for more attention or greater continuity of personnel working on their behalf. Sometimes they have worked in the past with larger firms, and they are looking for a less expensive alternative.

We can generally meet the need that these companies and individuals are seeking an answer for. Our clients want personal attention, and we provide it. They want ideas for improvement, and we offer them. They want value for the fees they pay, and we give it to them. They want to deal with qualified and experienced professionals, and we are that.

We always seek to do the thing that is in the best interest of our client.