CPI Financial Services
Financial Advising
Why pick this one
CPI Financial Services has over 30 years of experience specializing in nonprofit and small business consulting.
Best for
- nonprofit organizations needing accounting support
- small businesses outsourcing bookkeeping
- clients seeking management consulting
Look elsewhere if
- individuals looking for personal financial advising
- clients needing services outside nonprofit or small business focus
Specialties
- nonprofit accounting
- faith-based accounting
- business tax preparation
- government reporting
- business consulting
What makes them different
- over 30 years of industry-specific knowledge
- specialization in small businesses and nonprofits
- comprehensive accounting and tax services for all 50 states
- personalized attention to client needs
- expertise in fiduciary responsibility education
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 10130 Mallard Creek Rd, Charlotte, NC 28262-6000
- Phone
- +13368037420
- Website
- http://www.cpifinancial.com/
- intl-segmenter@11.7.10
Services
- accounting
- tax work
- insurance
- management consulting
- organizational development