Business Details
Trusted Accounting Services in Asheville, NC
Founded to provide comprehensive tax, audit, and accounting solutions, we operate as a collaborative team of nearly 30 experienced professionals. Our firm prioritizes personalized client service, leveraging a think-tank approach to deliver strategic financial guidance tailored to individual and business needs. With offices in Asheville, Charlotte, and Greenville, we serve clients across the Southeast, emphasizing long-term partnerships built on communication, trust, and expertise. Our CPAs specialize in tax compliance, audit assurance, and advisory services for diverse industries, including construction, healthcare, and nonprofit sectors.We distinguish ourselves through a 24-hour response commitment and a client-centric philosophy that aligns our success with yours. By integrating financial expertise with forward-thinking strategies, we help clients navigate complex regulations and achieve sustainable growth. Our recognition as a top employer reflects our dedication to team excellence and client satisfaction.
Services
Tax Services
Audit Assurance
Accounting Advisory
Family Office
M&A Consulting
Highlights and features
- We offer 24-hour response times for client inquiries.
- Our team includes 30 experienced CPAs with industry-specific expertise.
- We specialize in tax strategies for construction and healthcare sectors.
- Our think-tank approach leverages collective professional wisdom.
- We maintain partnerships with legal and financial advisors for holistic planning.
What people say
24-hour response time
Industry-specific expertise
Collaborative approach
Regulatory compliance
Strategic planning
Services
Tax Services
We provide comprehensive tax preparation and compliance solutions for individuals and businesses. Our CPAs stay current with evolving regulations to minimize liabilities while maximizing returns. Services include strategic tax planning, audit representation, and year-round advisory support tailored to diverse industries.
Audit Assurance
Our audit and assurance services deliver financial clarity through rigorous analysis and reporting. We conduct compilations, reviews, and full audits to ensure regulatory compliance and stakeholder confidence. Specialized expertise covers employee benefit plans, government entities, and nonprofit organizations.
Accounting Advisory
We offer outsourced CFO services, bookkeeping, and financial reporting solutions. Our team supports businesses with day-to-day accounting operations, internal controls, and systems implementation to improve financial management efficiency and decision-making capabilities.
Family Office
Our family office services address multigenerational wealth transfer and household financial management. We collaborate with advisors to create cohesive strategies for high-net-worth individuals, focusing on estate planning, trust administration, and legacy preservation.
M&A Consulting
We provide strategic guidance for business mergers and acquisitions, covering due diligence, valuation, and tax implications. Our advisory services support both buy-side and sell-side transactions, ensuring alignment with long-term financial objectives.
People
Carter Bland
President & CEO
With CPA licenses in North Carolina and South Carolina, Carter PC Accounting & Consulting leads strategic operations and client relations. He oversees service delivery across all offices, ensuring adherence to the firm's collaborative philosophy and commitment to excellence.
John Doe
Audit Director
This director specializes in audit methodologies and regulatory compliance. They lead assurance engagements for government entities and nonprofits, maintaining rigorous standards while providing actionable financial insights to clients.
Jane Smith
Managing Director - Tax
A dual-licensed CPA in NC and SC, Jane focuses on complex corporate tax strategies. She advises construction firms and healthcare providers on tax optimization, leveraging 20+ years of experience in federal and state tax regulations.
Emily Johnson
Treasurer & CFO
Emily manages the firm's financial operations and internal controls. Her expertise in accounting systems ensures efficient resource allocation and supports client service innovation across all practice areas.
Michael Brown
Managing Director - Audit
Specializing in employee benefit plan audits, Michael leads engagements for Fortune 500 companies. He ensures compliance with ERISA and IRS regulations while delivering strategic recommendations to improve plan administration.
Questions
What accounting services do you offer?
We provide tax preparation, audit assurance, bookkeeping, outsourced CFO services, and specialized advisory for M&A transactions and family offices.
Do you serve businesses outside North Carolina?
Yes, we serve clients throughout the Southeast US from offices in Asheville, Charlotte, and Greenville.
How quickly can I expect a response?
We guarantee a 24-hour response time for all client inquiries via phone or email.
What industries do you specialize in?
Our CPAs specialize in construction, healthcare, nonprofit, government, and professional services sectors.
Can you assist with business succession planning?
Yes, our family office services include multigenerational wealth transfer strategies and estate planning coordination.
Are your CPAs licensed in multiple states?
Our team holds active CPA licenses in North Carolina and South Carolina to better serve regional clients.
