| There are many reasons for contracting the | | | | Will they take care of all your financial, regulatory |
| services of a Charlotte CPA, certified public | | | | and tax reporting requirements promptly and |
| accountant. CPA's are specialists. They provide | | | | efficiently? |
| the kind of detailed expertise that can only be | | | | Are they committed to excellence both personally |
| found with accounting professionals who stay in | | | | and technically? |
| touch with the latest information. | | | | Do they offer the highest level of day to day |
| Charlotte is a unique banking city. With its | | | | attention? |
| worldwide recognition as the second largest | | | | Does the firm provide accessibility to their |
| financial market in the United States, the Queen | | | | partners? |
| city is home to sharp financial minds and, of | | | | Are the costs reasonable? |
| course, the banks they run. | | | | Many accounting firms offer multiple, related |
| More banking resources ($3 trillion+) are | | | | services such as |
| headquartered in Charlotte than in any other US | | | | -Auditing and Accounting |
| City except New York. Four of the top 15 banks | | | | -Tax Consulting & Compliance |
| in the nation operate in Charlotte. Bank of | | | | -IRS Audit Representation |
| America and Wachovia are both headquartered in | | | | -Business Planning & Entity Choice |
| The Queen City with combined deposits totaling | | | | -Business Valuations |
| nearly 1 trillion dollars, and ranking first and fourth | | | | -Mergers and Acquisitions |
| nationally in total deposits. | | | | -Due Diligence Reviews |
| This kind of worldwide recognition raises the bar | | | | -Financial Forecasts & Projections |
| for all related businesses in Charlotte. To be | | | | -Litigation Support |
| competitive, each financially oriented business | | | | The CPA you select should have a wealth of |
| must stay abreast of the latest developments | | | | experience in general business as well as local |
| that affect the world, national and local economies. | | | | Charlotte business. It is also a real plus if the CPA |
| Certified public accounts use their specialized | | | | you choose already has plenty of expertise in |
| knowledge to accurately reflect your financial | | | | your chosen profession. During your interviews of |
| well-being. Good CPA's use the latest methods | | | | various CPA's be sure to ask if they have |
| derived from the best information available and in | | | | knowledge of other businesses similar to yours. |
| Charlotte's unique financial community, that | | | | You will benefit when your accounting firm can |
| information is available. | | | | bring past momentum to your current needs. |
| Charlotte's unique position in the financial world | | | | A good CPA can often be an excellent consultant |
| naturally demands that local accounting firms be | | | | and advisor to your business. They have the |
| at their best to accurately reflect and maintain a | | | | latest inside information regarding changes and |
| diverse financial environment. | | | | trends, including those in the local Charlotte area. |
| Depending on the service you need, your | | | | Your strategy should not overlook the value |
| accountant will work with your financial details and | | | | added by this simple but powerful knowledge. |
| compile results in easy to understand formats. | | | | Most CPA's offer tax preparation as well as other |
| You can then use the information to better | | | | services. Experienced CPA's can structure on |
| understand the parameters of your financial | | | | going tax planning that helps you stay on course |
| picture. | | | | throughout the year, saving both money and time. |
| A good accountant has your best interest in mind | | | | It is a good idea to get a CPA who will talk |
| at all times. Your accounting firm will work to bring | | | | honestly with you. Sometimes you need to |
| you the most accurate, current representation of | | | | receive less than favorable news. You should trust |
| your financial plan. This information is vital in | | | | your accountant to be bold enough to tell you the |
| providing you with the information you need to | | | | truth, not just what you want to hear. A strong |
| make your best choices today and for the future. | | | | CPA can help save your business from calamity. |
| When selecting an accountant in Charlotte for | | | | A strong CPA in Charlotte has business and |
| your business or personal affairs, here is a quick | | | | community connections. From Park Road to |
| checklist: | | | | Trade and Tryon Streets, from Dilworth to South |
| Does the firm offer up to date advice and | | | | Charlotte, Ballantyne, and the surrounding areas |
| recommendations? Are they in touch with the | | | | such as Matthews, Lake Norman, Monroe and |
| latest information? | | | | Concord, a local Charlotte CPA can have valuable |
| Do they guarantee their work? | | | | community knowledge to share. This can be an |
| Do they offer cost effective financial, accounting, | | | | association that reaches far beyond the |
| tax and business consulting? | | | | relationship you have with a CPA. |
| Do they have a verifiable track record? | | | | |