10 Things You May Not Know About Todd Greene

maddie ewing2021-07-26T16:59:21-05:00July 28, 2021|0 Comments

It is time to shake the stuffy CPA suit stereotype and actually get to know each other! We pride ourselves on many things. So, we thought we would share these 10 things you may not know about Todd Greene.

We do more than taxes.

To clarify, we do offer income tax preparation services. However, we do much more than taxes too (read on to learn more).

We work with small and large businesses.

It takes tons of time and effort to manage a business! We understand how hard it can be to keep up with all the details. One of the things you may not know about Todd Greene is we can help lighten your workload while improving your business.

We help new businesses get started.

We can assist with the step-by-step process from business development and growth and management, to budgeting and tax planning—we are ready! Are you?

We are local QuickBooks professionals.

Todd Greene is a proud member of QuickBooks ProAdvisor Program. We can ensure you quickly set up this useful tool correctly from the beginning. Plus, we can help manage and utilize it moving forward.

We offer assurance services.

What are assurance services? Basically, it covers a broad scope of tailor-made procedures, including audits, reviews, compilations, and other agreed-upon procedure services to assure all parties financial information is presented fairly.

We take a hands-on approach.

Whether you are a high net worth individual, small business owner, larger company or fall somewhere in between, Todd Greene clients receive personal attention throughout the year. We channel our creativity and expertise and offer recommendations and solutions before items become issues. We like to meet with our business owners face to face to discuss their current tax outcomes, and provide suggestions to improve those outcomes.

We are good listeners.

The first step in any good relationship is to listen to your partner. We pride ourselves in establishing long-standing professional relationships because we hear what our clients have to say. We actually talk and listen to our clients!

We have been established in Charlotte for more than 12 years.

Charlotte is home. This is our town and community. Building and maintaining trust has been at the forefront of our business practices from the beginning.

We are social!

One of the fun things you may not know about Todd Greene: we are social butterflies!

Find us on Facebook, Instagram and LinkedIn.

We offer free consultations.

We have a wealth of knowledge and expertise on-hand and on-staff. We love sharing information with others from cash flow to process improvements! Click here to schedule your free consultation.

Summary

To summarize, we have one main goal—our clients! We put people first. We care because your success is our success. Contact us to schedule an appointment or call us at 704-919-3220. Together we will take care of business!

To find out more about us and for additional financial news, keep reading!

Welcome to the Todd Greene Blog

maddie ewing2021-04-29T14:34:26-05:00April 30, 2021|0 Comments

When it comes to selecting an accounting team, we know you’ve got plenty of options. Exceptional experience, extensive industry knowledge and a trust-based philosophy, however, may be harder to come by. As a full-service certified public accountant in Charlotte, North Carolina, we feel confident in our ability to not only meet your financial expectations for your business—but exceed them! As an extension of our service to our clients, we’d like to introduce you to the Todd Greene blog. Welcome!

About Todd Greene

With a collective wealth of experience in the financial industry, the Todd Greene team is committed to providing unmatched service when it comes to tax, accounting and consulting services for individuals and businesses throughout the United States. Representing clients across a variety of business verticals, we take pride in using our money-saving expertise to help them reduce their expenses and increase productivity.

At Todd Greene, we’re in it with you for the long haul. Our MO involves developing longstanding relationships with our clients—one in which trust and mutual respect come standard. The end goals? To help your business operations run smoother, to organize your finances more efficiently and most importantly—to improve your overall quality of life.

The Todd Greene blog

We truly care about connecting with our clients, and the Todd Greene blog is another way to do just that! The blog will serve to better acquaint customers with our brand and what we stand for. Through the blog, we will provide information that serves to both educate as well as entertain—in an effort to provide more value to our followers.

Follow the blog for industry insights and to learn about the culture of the Todd Greene team. We encourage you to share the blog with others who may find it useful. We also ask that if there is ever a topic you’d like to see addressed on the blog, do not hesitate to reach out and let us know!

Summary

Once again, we’d like to say welcome to the Todd Greene blog! Browse our services here on the website, and be sure to follow us on Facebook, Instagram, and LinkedIn to stay up-to-date with everything we have going on.