📍 Charlotte, NC

Accounting, Taxes and Virtual CFO For Charlotte Businesses

Accounting, tax, virtual CFO and payroll services built for Charlotte's banking, financial services, energy, and technology companies. North Carolina compliance handled end-to-end with AI-powered automation and real-time Power BI dashboards.

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Four Services, One Expert Team

Everything Charlotte businesses need,
handled end-to-end

From disciplined monthly close and Power BI dashboards to North Carolina income tax compliance and multi-state payroll. One integrated team covers your complete financial picture.

Accounting & Bookkeeping

Audit-ready monthly close, clean books, and real-time Power BI dashboards for Charlotte's banking, financial services, energy, technology companies.

Taxation

North Carolina's low flat income tax and franchise tax apply. We handle every filing accurately for Charlotte businesses.

Virtual CFO

Strategic CFO support, KPI dashboards, board-ready reporting, and cash-flow planning for Charlotte's growing companies. Investor-ready at every stage.

Payroll Processing

Multi-state payroll with North Carolina compliance, tax withholding, contractor payments, and year-end W-2 and 1099 filing.

★★★★★

"Charlotte is the second-largest banking center in the US and our accounting needs reflect that complexity. CrownGlobe understood financial services accounting from day one and has been a reliable partner as we have grown our team and expanded to other states."

Financial Services CEO · Charlotte, NC

We Know Charlotte

We know finance for Charlotte businesses

Charlotte is the largest city in North Carolina and the second-largest banking center in the United States, trailing only New York City. Bank of America is headquartered in Charlotte, as is Truist Financial (formed from the merger of SunTrust and BB&T). Wells Fargo has major operations in Charlotte, and the city hosts thousands of financial services firms ranging from large investment managers and insurance companies to fintech startups drawn by the concentration of banking talent and capital.

Engagement Models

Work with us your way

Choose the model that fits how your Charlotte business operates. Every engagement includes US leadership, structured onboarding, and defined SLAs.

Fixed Price

$99

per month

Ideal for task-specific work with a pre-defined scope and deliverables.

Set scope and timeline
Clear deliverables
No variable invoices

Get a Quote

Dedicated Team

$1,699

per month

A dedicated team assigned to your account, building context about your business every month.

Monthly close, every month
Same team, built-in continuity
Scales with your business
Real-time Power BI dashboards

Book a Consultation

Hourly

$15.99

per hour

Pay only for hours used. Flexible, on-demand support with easy tracking and control.

No monthly commitment
Dial up or down anytime
Easy tracking and control

Get Started

Outcome-Based

Custom

pricing

Pay for results, not effort. A performance-driven approach ideal for defined KPIs.

Results-first approach
Defined KPIs and goals
Tailored to your business

Discuss Your Goals

FAQ

Common questions from Charlotte businesses

Yes. We handle North Carolina individual and corporate income tax returns, pass-through entity tax filings, and multi-state income tax obligations for Charlotte businesses with employees or revenue in other states. For financial services companies, we understand the specific accounting requirements that come with managing regulated entities, fee-based revenue, and complex investment structures.

We connect directly to your bank accounts, credit cards, and merchant processors using secure read-only integrations. CrownGlobe works in QuickBooks and Xero, layering AI-powered automation and real-time reporting on top. AI categorizes every transaction and reconciles your bank feed daily. When a direct connection is not available, we ask you to upload statements to your client portal.

Data security is foundational to how CrownGlobe operates. We require NDAs signed by CrownGlobe and each employee on your account. Protections include antivirus and malware software, sophisticated firewalls, removable storage blocked on all workstations, authorized IP-only logins, CCTV surveillance, thumbprint access, and diskless computers to prevent unauthorized data removal.

You get a dedicated team: a bookkeeper for day-to-day transactions, an accountant who reviews and closes your books monthly, and a senior reviewer who signs off before anything goes out. Your team stays consistent month after month, building deep context about your business that generic outsourced services never develop.

Accounting, Taxes and Virtual CFO For Charlotte Businesses