Our Services

Full-Service Accounting and Bookkeeping Services

Todd Greene CPA, PLLC a Charlotte-based CPA firm, has the experience and expertise to provide the area’s most comprehensive accounting services, tax and financial management services to small businesses and high net worth individuals. We offer a FREE initial consultation to local business owners.

We invite you to take advantage of our free initial consultation to discuss the accounting services we offer for small business owners. Call us at 704.919.3220 now to learn more and schedule an appointment. We aim to work in with your business, and aid in providing sustainable growth. All businesses are different, when you hire our company we will hand in hand with you with the aim to minimise your tax. Whilst also establishing a work flow that makes using our services seamless and effortless. All of our tax professionals are honest, courteous and aim to provide great service that provides great results.

  • Financial statements preparation and review
  • Tax compliance and planning
  • Implementation of new accounting software packages
  • Accounts payable/receivable
  • General ledger accounting
  • GAAP
  • Account reconciliations
  • Fixed asset management
  • Month-end closing
  • Sales tax and payroll tax return preparation
  • Tax projections
  • Budgeting
  • Cash flow monitoring
  • Financial analysis
  • Due diligence
  • Purchase, sale restructuring
  • Personal financial statements

Todd Greene have proven themselves to be the most recognized accounting firm in the industry. Locally owned and operated, our Charlotte based accounting firm has helped small businesses and high net worth individuals grow their capital and maintain their wealth at the highest standards. Our firm provides tax, accounting and consulting services for businesses and individuals throughout the United States. Personalized and individualized attention is something our firm prides ourselves on and our clients appreciate. As a customer-orientated firm, we provide our clients with proactive and timely professional services. Professional accountants employed through Todd Greene are dedicated to helping maximize cash flow and minimize taxes, helping accumulate wealth for each and every client.

Extensive knowledge and experience accumulated by our staff allows us to improve small business efficiency and profitability through extensive tax planning, advanced computer technology, and creative business solutions. Todd Greene provides all our clients with exceptional services when it comes to business or personal finances, and you will gain an invaluable professional relationship, which our firm prides itself on. 

Some of the advantages of using Todd Greene are the expansive lists of services our firm has to offer. Our firm can provide a variety of accounting services. These include small business accounting, new business planning, support with QuickBooks, and high net worth consulting. Tax services provided include tax planning, preparation, and IRS resolutions. Todd Greene individually tailors its services to its clients and can provide assurance for those who seek it. Industry standards and techniques have changed throughout the years and our firm has stayed on top of the most up to date way of doing things. We know most business owners have begun employing the use of QuickBooks to keep their financial endeavors organized and our extensive knowledge and experience helps you set it up accurately and efficiently. You can be sure your records are precise and your routine is structured in a way you can understand. The advisors at Todd Greene have incorporated their years of experience to help companies update, monitor, install and manage their QuickBooks accounting software to help their businesses run more efficiently. 

In addition to having the knowledge, our professionals are able to offer you and your business other accounting services. These services include tax planning, preparation, and IRS resolutions. These services are imperative to grow and maintain your business. Proper planning and preparation can help maximize income and minimize taxes. We can provide clients with accurate sales and financial information to help them make the best planning strategy to grow their business and their wealth. 

Todd Greene has a valued reputation in the community for serving our clients with integrity and professionalism. We understand that as a business owner you strive to provide your customers with a quality product, and our team of certified public accountants will serve your business the same. As we work with our clients year round we build trusting relationships that can’t be broken. We consider ourselves a family here at Todd Greene and our clients are always treated as an extension of that family.