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Our History


Serving the southeast region for more than 30 years, CPI Financial Services  is a full service financial management and consulting firm offering personal and professional advisory services to a broad range of clients.


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 are industry and community leaders, and our innovative team combines expert knowledge with the latest and most efficient technology available to deliver clients the highest quality tax, accounting and consulting services.

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.


Contact us today for a consultation and to find out how we can help your organization with professional financial guidance  managing your protocol, process & profitability.


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