Charlotte, NC
Contact
Location:
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273
Phone: 704-846-6750
Office Hours: 8am-5pm EST, Monday-Friday
CPAs and Business Consultants in Charlotte, NC
Ranked among the nation’s Top 50 accounting and consulting firms, LBMC brings 40 years of experience and the expertise of 1,000+ professionals across the Southeast to every engagement. We combine the scale and expertise of a national firm with the personalized attention and responsiveness of a local partner.
Our dedicated team in Charlotte, NC is ready to provide top-tier professional services to meet your business needs in one of the nation’s most dynamic markets. LBMC’s decision to establish a presence in Charlotte reflects the city’s growing significance in the business landscape, offering a central location in the Southeastern United States that serves as a convenient gateway for companies seeking to expand into regional markets.
Our CPAs and business consultants partner with organizations across various industries, bringing specialized expertise in healthcare, manufacturing, retail, utilities, professional services, and more. By combining local insight with national capabilities, we help businesses strengthen financial processes, reduce risk, and pursue long-term growth with confidence.
Work with us as your trusted advisor for clear insight, strategic growth, and the confidence to face whatever’s next, no matter how complex or fast it comes.
Business Services We Offer in Charlotte
At LBMC Charlotte, our services extend far beyond numbers and financial statements. We are your partners in success, working closely with you to achieve your business and financial goals. Whether you’re in need of technology solutions, expert tax advice, comprehensive audit services, strategic business consulting, or specialized healthcare consulting, our team of licensed CPAs and business professionals is equipped with the knowledge and experience to guide you every step of the way.
Charlotte Advisory & Business Consulting Services
Through our Knoxville advisory and business consulting services, LBMC helps organizations cut through complexity and turn bold ideas into real results. With experience in healthcare, manufacturing, retail, utilities, professional services, and technology—alongside many other sectors—our industry-savvy advisors build strategies that boost performance, reduce risk, and fuel sustainable growth.
We combine hands-on experience with cutting-edge tools—think advanced analytics, AI, and cybersecurity—to help you make sharper decisions and stay ahead of the curve. Whether you’re navigating a major deal here in Charlotte for streamlining operations, developing an enterprise AI strategy, or reducing institutional risk nationally, we deliver practical, results-driven solutions.
See our Charlotte Advisory & Business Consulting Services
- AI & Business Intelligence
- Business Valuation Services
- Client Advisory and Accounting Services
- Cybersecurity
- Healthcare Consulting Services
- All Services We Offer
Have questions or need guidance on your next business move? Our advisors are here to help.
Charlotte Audit & Assurance Services
LBMC transforms compliance requirements into opportunities for strategic growth. Our team delivers tailored audits, leveraging advanced technology to provide actionable insights and ensure financial clarity. We support businesses with financial statement audits, internal audits, SOC audits, and Sarbanes-Oxley compliance.
With a consultative approach, LBMC stands out by integrating cutting-edge tools like MindBridge AI and Smartsheet into every engagement. Choose LBMC’s audit firm for expertise that drives compliance, growth, and long-term success.
See our Charlotte Audit & Assurance Services
- Employee Benefit Plan Audit
- Internal Audit
- Lease Accounting Services
- Sarbanes-Oxley (SOX) Compliance Services
- SOC Audit
Looking for clarity and confidence in your financial reporting? Our audit team can help.
Charlotte Business Tax Services
LBMC’s team provides comprehensive tax solutions tailored for individuals and businesses. Whether you need personal tax preparation or advanced business strategies, our experts ensure every detail aligns with your financial goals. Our advisors offer a seamless blend of integrity, technical excellence, and innovative solutions.
For entrepreneurs and established businesses alike, our services optimize tax outcomes with a holistic approach, addressing federal, state, and international tax needs. Trust LBMC to guide you through the complexities of today’s tax environment.
See our Charlotte Business Tax Services
Need support with tax planning, compliance, or strategy? Connect with our tax professionals today.
Industries We Serve in Charlotte, NC
At LBMC Charlotte, we partner with the industries that drive the region’s dynamic growth—including financial services, energy, healthcare, technology, and advanced manufacturing—while continuing to serve many other sectors. By combining local insight with the reach of a national firm, we help organizations strengthen operations, ensure compliance, and pursue success with confidence.
All Industries We Serve
Why Choose LBMC?
We believe that excellence should be the standard in everything we do. From the moment you walk through our doors to the final resolution of your financial matters, you can expect nothing less than top-notch service. Our commitment to excellence is not only reflected in our industry expertise but also in our dedication to understanding your unique needs and tailoring our solutions to ensure your success.
LBMC Awards
- Accounting Today Top 100 Firms
- Accounting Today Top Firm in Southeast
- Accounting Today Top Firms by AUM
- Barron’s Top Financial Advisor
- ClearlyRated – Best of Accounting
- Fortune Best Workplace in Consulting & Professional Services
- Great Place to Work – National Certified Great Place to Work
- Inside Public Accounting – Top 100 Firms
- USA Today – Most Recommended Tax & Accounting Firm
Frequently Asked Questions
1. What types of businesses does LBMC typically work with in Charlotte?
LBMC Charlotte primarily partners with organizations that need specialized cybersecurity, risk, and technology solutions. We work with financial institutions, healthcare providers, manufacturers, and a wide range of other businesses that rely on secure, scalable, and compliant technology environments.
2. How is LBMC Charlotte different from other firms in the area?
Unlike many firms that focus solely on accounting or IT, LBMC Charlotte is dedicated to delivering advanced cybersecurity and technology services backed by the resources of a national firm. Our team combines local expertise with the ability to draw on LBMC’s broader network for tax, audit, and advisory support as needed.
3. Can LBMC support my accounting and financial needs if Charlotte doesn’t have CPAs on site?
Yes. While our Charlotte office specializes in cybersecurity and technology, our clients also have seamless access to LBMC’s CPAs and advisory professionals across other offices. This means you benefit from both specialized local expertise and the full suite of LBMC services.
4. What cybersecurity and technology services does LBMC Charlotte offer?
Our team delivers solutions in areas such as IT risk assessments, penetration testing, compliance readiness (HIPAA, PCI, SOC, etc.), managed security services, and cloud strategy. We tailor our services to your specific risk profile and growth goals.
5. Does LBMC Charlotte work with businesses outside of North Carolina?
Absolutely. Many of our clients operate regionally, nationally, and globally. We provide technology and cybersecurity services that scale across state and international borders, helping organizations navigate today’s complex and connected economy.
6. Is it possible to meet in person with a Charlotte-based advisor?
Yes. Our Charlotte team is available for in-person consultations by appointment. Whether you prefer meeting face-to-face or virtually, we’re flexible and committed to working in the way that best supports your business.
7. Do you offer customized service packages?
Yes. Every organization has unique technology and security needs. We design tailored service packages that align with your business goals, regulatory requirements, and budget—whether you’re looking for ongoing managed services or project-based support.
Not sure what you need? Just describe your needs and an LBMC sales team member will contact you. We’re equipped to handle complex financial and consulting challenges. Our fees reflect this expertise.