Potter & Company
Consultant
Highly Rated
Has Website
Verified Hours
Why pick this one
Potter & Company has a strong reputation among clients, with over 25 referrals to Todd for personal and business accounting needs.
Best for
- personal tax planning
- business financial consulting
- strategic financial planning for nonprofits
Look elsewhere if
- budget-sensitive small tax filings
- simple accounting needs without personalized service
Specialties
- tax planning
- business advisory services
- financial reporting
- bookkeeping
Certifications
- Certified Public Accountants
What makes them different
- the team has been referred by clients over 25 times
- specific guidance in complex tax strategies
- personal attention in tax and financial planning
- experience with multiple industries including healthcare and nonprofits
What reviewers say
- {'theme': 'customer service', 'sentiment': 'positive', 'quote': 'He is trustworthy and brilliant.'}
- {'theme': 'expertise', 'sentiment': 'positive', 'quote': 'Todd & his staff have been my best partner for both my personal and business accounting needs.'}
- Serves
- Greensboro, Asheville, Boone, Concord, Durham, Marion, Monroe, Mooresville, Sanford, Wilmington
Distilled from public reviews, this business's website, and editorial sources.
Contact & Location
- Address
- 114 N Church St, Monroe, NC 28112, USA, Monroe, NC 28112
- Phone
- (704) 283-8189
- Website
- http://gotopotter.com/