Business Details
37 Years
experience
Your Trusted Partner for Outsourced Accounting in Charlotte
Lavoie CPA is a financial operations management and outsourced accounting firm established in 1989, specializing in tailored financial solutions for software, healthcare, and professional services businesses. Our team combines deep industry expertise with innovative technology to streamline accounting processes, enhance financial transparency, and drive business growth. With decades of experience serving clients in Charlotte, NC, and nationwide, we prioritize strategic partnerships, delivering customized accounting as a service (AaaS) that aligns with evolving business needs.Our commitment to excellence is reflected in our client-centric approach, industry-specific insights, and dedication to leveraging cutting-edge tools like Sage Intacct to optimize financial operations. We empower organizations to focus on core competencies while we ensure accuracy, compliance, and strategic financial guidance.
Services
Outsourced Accounting
CFO Advisory Services
Software Solutions
Project-Based Accounting
Sage Intacct Implementation
Details
- Year established: 1989
Highlights and features
- 30+ years of experience in accounting and financial operations for high-growth industries.
- Industry-specific expertise in software, healthcare, and professional services sectors.
- Leverage cutting-edge technology like Sage Intacct for real-time financial insights.
- Client testimonials highlight exceptional support and strategic financial leadership.
- Focus on reducing operational costs while improving cash flow and financial transparency.
What people say
Excellent resource
Software knowledge
Financial expertise
Great support
Strategic partnership
Services
Outsourced Accounting
Our outsourced accounting solutions streamline financial operations for software, healthcare, and professional services businesses. We handle accounts payable, receivable, payroll, and financial reporting, leveraging cloud-based tools like Sage Intacct to ensure accuracy and real-time visibility. By automating workflows, we reduce costs and errors while enabling strategic decision-making through detailed analytics and customized reporting tailored to your industry needs.
CFO Advisory Services
Lavoie provides fractional CFO services to guide financial strategy without the cost of a full-time hire. We specialize in budgeting, cash flow management, and financial planning for growing businesses. Our team offers expertise in IPO readiness, risk mitigation, and process optimization, ensuring scalable financial frameworks that align with your growth objectives in dynamic sectors like tech and healthcare.
Software Solutions
We implement and optimize cloud-based accounting software, including Sage Intacct and Bill.com, to modernize financial systems. Our solutions automate processes like expense tracking, payroll, and reporting, improving efficiency and data security. By integrating tools tailored to your industry, we enhance scalability and provide actionable insights for informed business decisions.
Project-Based Accounting
Lavoie supports short-term financial projects such as system implementations, process audits, and reconciliation. We deliver interim controller services, software evaluations, and workflow optimization, ensuring projects stay on budget and aligned with strategic goals. Our team integrates seamlessly with yours to address resource gaps and drive operational improvements.
Sage Intacct Implementation
As a direct Sage Intacct implementer, we configure the platform to match your business processes, focusing on chart of accounts, data dimensionalization, and workflow automation. Our expertise ensures seamless integration, scalable reporting, and industry-specific configurations for healthcare, software, and professional services firms, maximizing ROI and operational efficiency.
People
Sharai M. Lavoie
CEO/Managing Member
Sharai brings 19+ years of financial leadership experience, specializing in strategic accounting for companies with $12M$170M+ revenue. A certified CPA and recipient of the Charlotte Business Journal's Top 25 Outstanding Businesswomen award, she drives operational excellence and client-focused innovation.
Mark Lavoie
CIO/Member
Mark oversees IT infrastructure and security, with expertise in cloud solutions and disaster recovery. His background spans financial institutions and insurance firms, ensuring robust technological frameworks that align with client needs and industry compliance standards.
Matthew DeWald
CFO Advisory Consultant
Matt offers 25+ years of financial leadership, including roles at KPMG and Priceline.com. He specializes in IPO readiness, technical accounting, and process optimization, leveraging Big Four audit experience to deliver scalable CFO advisory services for tech and healthcare clients.
Questions
What industries does Lavoie CPA specialize in?
We focus on software, healthcare, and professional services businesses, offering tailored accounting and financial solutions to meet industry-specific challenges.
How does outsourced accounting benefit my business?
It reduces costs, improves financial accuracy, and allows you to focus on core operations while leveraging our expertise in automation and strategic reporting.
Can Lavoie CPA help with Sage Intacct implementation?
Yes, we are direct Sage Intacct implementers, configuring the platform to align with your workflows and industry requirements for seamless integration.
Do you offer fractional CFO services?
Yes, our fractional CFO services provide strategic financial leadership on a part-time basis, tailored to your growth and operational needs.
What project-based accounting services do you provide?
We handle interim controller roles, software evaluations, process audits, and reconciliation projects, ensuring scalability and alignment with your strategic goals.
