Financial and Business Consulting

Your business may not be growing as much or as quickly as you want.

At Todd Greene CPA, PLLC, we are knowledgeable, experienced, financial professionals with the tools and skills needed to improve business performance in all types of small to mid-sized businesses. Our Charlotte-based CPA firm employs proven business strategies designed to reduce costs and help you gain better control over your company’s finances. We are here to help you grow, we are the experts at growth assistance and aim to help your business introduce growth systems. With aim of providing sustainable growth for companies in Charlotte we are the firm to turn to when in need.

We start by listening carefully so we can fully understand your business development objectives and any immediate financial concerns you may have. Next, we use a systematic approach to uncover potential opportunities to simplify reporting procedures, reduce expenses, discover untapped revenue and encourage growth. Then, we carefully outline our recommendations for change and offer practical solutions to implement those modifications. In addition, we’ll create a budget that allows your business to anticipate cash flow patterns and manage your finances so your business can continue to grow. We will work hand in hand with you and provide the assistance you can feel safe in growing your business with. Growth can be scary especially when it is fast.

Todd Greene works with all kinds of businesses throughout the Charlotte NC area to evaluate the effectiveness of operations and internal processes. Call us today at 704-919-3220 to schedule an appointment.

Our financial and business consulting services include:

  • Business planning
  • Budgeting and financial forecasting
  • Cash flow analysis
  • Management and operations review
  • Process improvement solutions
  • Annual budgeting
  • Financial planning
  • Business Transition Planning

As a business owner you’ve surely run across the term CPA a time or two. A CPA is a certified public accountant. These professionals help businesses and individuals reach their financial goals and their saving potential. These trusted advisors set out to manage any existing financial concerns and work to understand your business development objectives.

You work hard to manage your business, so when tax time comes around, it’s important to find the right company to handle your company’s finances. Hiring a business CPA is necessary, and quite frankly one of the smartest decisions you can make for your small business. What business owner doesn’t want to save thousands as they watch their business grow in ways they never imagined?

Finding a CPA who understands how businesses operate is probably the most important factor when it comes to finding someone to handle your taxes. You’ll want to find a certified public accountant with extensive experience in business accounting, that’s where Todd Greene come in. Not only will we be sure to customize your tax plan for your industry, we’ll also be able to help explore the various types of entities and determine what best suits your needs from a tax standpoint.

You may just be starting out, or deciding on what type of legal structure your company is going to take. Maybe your company is growing too fast, or you’re already in some hot water with the IRS. Regardless of your situation, hiring the right CPA for your business will prove to be invaluable. 

The tax professionals at Todd Greene strive to support all aspects of business owners and their companies. We are your one stop shop for all things accounting and won’t be satisfied until the job is done. Part of owning a business is setting up a plan to pass on the enterprise when the time comes. Our team can help create a succession plan that will be efficient and profitable. As we have grown accustomed to many different fields of business, we can help guide you in a direction that aligns and surpasses industry standards.

At Todd Greene our Charlotte business services help your small business run big. Years of experience under our name allow our clients to better understand where their small business stands in the present, and where it’s headed for the future. Allow us to guide you and your business towards your goals and gain valuable insight to all the financial aspects of your company. 

Our clients have seen nothing but growth since partnering with Todd Greene and that’s what we like to see. Financial and business consulting firms should take their client’s personal needs and wants into consideration at all times to ensure they are taken care of from all angles. You’ll never be alone when working with our tax professionals. Clear communication, honesty, and integrity are all values we stand by each and every day. Explore your potential, and understand how your business can reach new heights by giving us a call today.