About Us

Our mission is to fully understand your business goals to help you plan and build a pathway to reach them.


We boost our clients’ topline by optimizing their growth strategies, marketing, pricing, and sales.

Advancing technology and the speed of information dissemination challenge businesses to stay relevant and successful. Business owners who use and understand real time data and accounting to learn and plan will be able to react more effectively and efficiently.

  • We offer practical and achievable recommendations.
  • Strategic planning to help you minimize tax liabilities, maximize cash flows, and keep your financials healthy.
  • Your business does not exist in a vacuum. Our knowledge, expertise, and experience allow us to offer real-world guidance.
  • We help small business owners avoid expensive trial and error mistakes by sharing industry knowledge and implementing strategies we witness successful companies using, every day.
Years in Business

Our accounting firm officially started serving the Charlotte, NC area in 2002. (Formerly known as White Accounting Solutions)

Years of Professional Experience

Our team has professional experience across various industries, Profit and Nonprofit, from small businesses to enterprise sized organizations.

up to $1.6B
Managed Revenue

Our team managed finances for a variety of organizations ranging in sizes from annual revenues from less than $100K up to $1.6B.

Our People

Check out our Team

More about us
Our Values

Our Values are our core beliefs, guiding and unifying our actions and behaviors.

We instill these 6 core values in our everyday lives.

  • Financial literacy and education
  • Customer focus
  • Integrity and transparency
  • Knowledgeable and professional
  • Inclusion and diversity
  • Persistence and resiliency

Our team will become your strategic advisors.

We provide the tools to capture and analyze the data to streamline your growth plans. By identifying the key performance indicators that will help measure and monitor your goals, we can bring clarity and empower owners to make the changes necessary to succeed. We are your executive team that can create consistency, clarity and identify progress.

Planning and Goals

Planning is the process of identifying goals, implementing a strategy to attain those goals, and monitoring progress towards those goals. All of which will provide the data to set more new goals.