Certified Public Accountants & Financial Advisors
Your finances
deserve a
partner.
Strategic tax planning, meticulous bookkeeping, and trusted advisory — built on 25 years of helping businesses grow.
Our Story
Built on trust.
Driven by results.
Founded in 1999 by Robert Greenfield, our firm was built on a simple principle: every business deserves the kind of financial guidance that was once reserved for large corporations. We bring Fortune 500 expertise to Main Street businesses.
Today, our team of 12 professionals serves over 1,200 clients across industries — from family-owned restaurants to multi-state construction firms. We don't just file your taxes. We sit at your table, understand your goals, and build a financial strategy that gets you there.
Our approach is proactive, not reactive. We identify opportunities before they pass and risks before they arrive. That's why 98% of our clients stay with us year after year.
Est. 1999
Charlotte, NC
What We Do
Comprehensive financial services
tailored to your business.
Tax Planning & Preparation
Strategic tax planning that minimizes your liability and maximizes deductions. We handle federal, state, and local filings for individuals and businesses.
Bookkeeping & Accounting
Accurate, up-to-date financial records so you always know where your business stands. Monthly reconciliation, reporting, and financial statements.
Business Advisory
Growth strategy, cash flow optimization, and financial forecasting. We help you make confident decisions backed by data and decades of experience.
Payroll Services
Full-service payroll processing, tax deposits, W-2s, and 1099s. We handle the complexity so you can focus on your team.
Audit & Assurance
Independent audits, reviews, and compilations that give stakeholders confidence in your financial reporting.
Entity & Estate Planning
Business entity structuring, succession planning, and estate strategies that protect your wealth and legacy for generations.
Our Team
The people behind
your financial success.
Robert Greenfield
Founding Partner, CPA
25 years of experience in tax strategy and business advisory. Former Big Four auditor turned small business champion.
Catherine Reeves
Senior Partner, CPA
Specializes in multi-entity tax planning and nonprofit accounting. Known for turning complex situations into clear strategies.
James Okafor
Tax Manager, EA
Expert in small business tax optimization and IRS representation. Passionate about helping entrepreneurs keep more of what they earn.
Client Stories
Trusted by businesses
across the Carolinas.
"Greenfield saved us over $47,000 in our first year by restructuring our entity. They don't just do your taxes — they think about your business like it's their own."
David Morales
Owner, Morales Construction LLC
"After years of doing our own books, we finally handed it to Catherine's team. Our monthly close went from 3 weeks to 3 days. I wish we'd done it sooner."
Linda Chen
CEO, Jade Garden Restaurant Group
"James helped us navigate an IRS audit that could have been devastating. He was calm, thorough, and got us through it with zero additional liability. Worth every penny."
Marcus Williams
Partner, Williams & Hart Law Firm
Get Started
Your first consultation
is on us.
Every engagement starts with a free, no-obligation consultation. We'll review your current financial situation, identify opportunities, and outline a clear path forward — whether you choose to work with us or not.
Office
4200 Providence Road, Suite 300
Charlotte, NC 28211
Phone
(704) 555-0234
Hours
Monday – Friday: 8:00 AM – 6:00 PM
Saturday: By appointment
Schedule a Consultation
Fill out the form below and we'll reach out within one business day.