CPA Firms

Potter & Company is one of the largest locally-based certified public accounting firms in the Charlotte metropolitan area. The firm began serving the region more than 40 years ago and has added three locations in Charlotte, Concord and Mooresville to better serve clients.

At Potter & Company, we pride ourselves on providing quality professional services to our clients. We dedicate extensive resources to maintaining and improving our knowledge to help solve our clients' business and tax needs.

Mission:
Potter & Company is dedicated to creating a genuine work environment where clients and colleagues alike are free to focus on their goals of financial and personal freedom without sacrificing the equally important enrichment of their mind, body and soul. We believe that terrific customer support includes providing a workplace for our staff that respects a desire to find meaning in each day, it is that understanding which separates Potter & Company from all others. Unlike traditional accounting firms that only focus on customer service – we believe the optimal long term goals of our firm should focus on making sure that our top-notch professional staff is as devoted to our firm as we are to them and their dreams, therefore creating a positive, mutually beneficial atmosphere with solid long term staff/clientele relationships and amazing customer support that will outlast our competition. It is through this philosophy where true problem solving and accounting ingenuity can flow naturally.

Services:

• Implementation Teams
• Business Entity Selection
• Turnaround Management
• Management Services for Contractors
• Internal Control Systems
• Employee Incentive Plans
• Wealth Creation Strategies
• Cost Segregation Studies
• Employee Benefit Plans
• Litigation Support
• Asset Protection
• Expert Witness Services
• Accounting Services
• Mergers & Acquisitions Audits
• Bookkeeping/Write-Up
• Reviews and Compilations
• Financial Statements
• Forensic Accounting
• Cash Flow & Budgeting Analysis
• Financial Forecasts & Projections
• Tax Planning & Preparation
• Tax Services
• Tax Preparation
• Tax Planning
• Payroll Services
• IRS Representation
• Estate & Trust Tax Preparation
• Sales Tax Services
• Business Succession Planning
• Consulting Services
• Buying & Selling a Business
• Business Evaluations
• Financial Planning
• Estate Planning
• Management Advisory Services
• Retirement Planning
• Pension & Profit Sharing Plans
• Business Consulting
• Debt & Financing Services