CPI
FINANCIAL SERVICES
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10130 Mallard Creek Road, Ste. #300 * Charlotte, NC 28262
SERVING THE SOUTHEAST REGION FOR MORE THAN 30 YEARS
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PROTOCOL, PROCESS, & PROFITABIITY
WHO WE SERVE
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Service Name
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Service Name
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Service Name
Small & For Profit Businesses
Non-Profit Organizations
Churches & Faith Based Organizations
1993
30+
Serving client since
Years of industry specific knowledge
50+ DC
Tax preparation for all 50 states & DC
1000s
Of organizations served over the years
WHO WE ARE
Over 30 years of industry specific knowledge & wisdom.
We bring over 30 years of industry specific knowledge and wisdom to our clients in the business world.
Our years of accounting and business service experience have positioned our firm to be an industry leader in the development of the fastest growing segment of the US economy. Our firm has been blessed over our years to service clients from all over the nation.
Excellence of experience in growing and developing businesses and organizations has put our firm at the cutting edge of administrative systems development, accounting, tax work and government reporting that is unparalleled in our industry.
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Our goal is clear, to be the dominant force in business and organizational development both regionally, and nationally.
Full service financial management & consulting
OUR SERVICES
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Non profit & Faith Based Accounting
We provide the underlying integrity for your financial records allowing visionaries and leadership the ability to focus on using the information in the most effective way to advance your business or cause.
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CFO Advisory Services
Strategic Financial Leadership for Business Growth and Sustainability. More Than Accounting. Your Strategic Financial Partner.
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Small Business Accounting & Bookkeeping Services
Your priority is running your business, and managing your own financial data takes time and energy away from that. That’s why more and more small businesses are outsourcing their bookkeeping.
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Tax Preparation
Years of experience have given our firm valuable knowledge on the proper maintenance and operation of small business and nonprofit organizations.
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Management Consulting
We train boards on fiduciary responsibility, educating them on how to conduct organizational affairs in proper fashion.
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Insurance
Assisting our clients in establishing benefits packages for key personnel and employees is essential in retention of these individuals over the years.
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Retirement
Your retirement is an essential part of your life. We will design a plan for your retirement goals and objectives no matter where you are in starting the process.
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Online Training
Professional Bookkeeping Fundamentals & Certification Program. Retirement Success Strategies · Church Management · Small Business Success Series · Personal Finance
OUR HISTORY
Since 1993
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Since 1993 our firm has been dedicated to working with businesses, nonprofits, churches and faith-based organizations training leadership and clergy on fiduciary responsibility, proper accounting, and reporting practices, tax preparation and organizational funding.
We have provided excellence in service in working with thousands of organizations over the years providing personalized attention to our clients in order to fully understand their needs. This level of understanding allows our staff to develop and execute the most effective strategy to assist in the achievement of fiscal goals.
Individuals and organizations continue to rely on the experienced, reliable and professional team at CPI Financial Services Group for their tax and accounting needs.
Client Connect
10130 Mallard Creek Road, Ste. #300
Charlotte, North Carolina 28262
704.248.2704
