"Managing Protocol, Process, & Profitability"

CPI Financial Services Group is a financial management firm that provides services in accounting, tax work, insurance, funding, management consulting, business & organizational development.  We are based in Harrisburg just outside of Charlotte North Carolina. 


We provide services to for profit, non profit, faith based and church organizations.  Our firm looks to be an industry leader in finance & business development services.  Our goal is clear, to be the dominant force in business and organizational development  both regionally, and nationally.


  • Accounting​

  • Insurance

  • Finance

  • Tax

  • Annuities

Our years of accounting and business service experience has positioned our firm to be an industry leader in the development of the fastest growing segment of the US economy.  Our firm has serviced thousands of clients from all over the nation.


Over 26 years of experience in growing and developing 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.