Accounting That Paysfor Itself.
Cedarcrest Advisory is the Charlotte CPA firm for owner-operated businesses. Proactive tax strategy, clean monthly books, and senior advice that gives you back more than it costs.
They found a deduction my last accountant missed for three years straight. The S-corp move alone paid their fee twice over.
Our books were a disaster before Cedarcrest. Now they close every month and I actually understand my margins.
Got a clear answer the same afternoon, in plain English. No jargon, no runaround, no surprise invoice.
Their fractional CFO got us ready for our line of credit. The bank approved it on the first pass.
Payroll just runs now. Quarterly filings, W-2s, all of it handled. The IRS notices stopped completely.
First firm that talks to me before December instead of after. The planning meeting saved us five figures.
A partner actually picks up the phone. After years of being a number at a big firm, that is everything.
Switched our whole company over and it was painless. Tax, books, and payroll finally under one roof.
They found a deduction my last accountant missed for three years straight. The S-corp move alone paid their fee twice over.
Our books were a disaster before Cedarcrest. Now they close every month and I actually understand my margins.
Got a clear answer the same afternoon, in plain English. No jargon, no runaround, no surprise invoice.
Their fractional CFO got us ready for our line of credit. The bank approved it on the first pass.
Payroll just runs now. Quarterly filings, W-2s, all of it handled. The IRS notices stopped completely.
First firm that talks to me before December instead of after. The planning meeting saved us five figures.
A partner actually picks up the phone. After years of being a number at a big firm, that is everything.
Switched our whole company over and it was painless. Tax, books, and payroll finally under one roof.
Sample reviews (illustrative for this demo). Verified Google reviews connect before launch.
Our Services
Focused Expertise.
Real Results.
A short intro to the company's services: the range of work it does and the outcomes it delivers for the clients it serves.
Why Cedarcrest
Plenty of firms will file your return. We are built to do the part that actually moves the number: planning ahead, watching the books all year, and keeping a senior partner close enough to call. The fee should come back to you many times over.
A senior CPA on the phone, not a seasonal preparer.
Proactive moves all year, so April holds no surprises.
One firm for tax, books, payroll, and advice.
The Cedarcrest Difference
The typical firm,
and the way we work.
The Typical Firm
- A return filed once a year, reactively
- Surprise invoices billed by the hour
- Books that are months out of date
- A junior preparer you never meet
- Tax, books, and payroll in three places
The Cedarcrest Way
- Tax strategy worked all year long
- Clear, flat, predictable pricing
- Books reconciled and closed monthly
- A senior CPA partner who picks up
- One firm that handles all of it
Who We Serve
You're in the right place.
We work best with owner-operated businesses across the Charlotte region, from the first hire to the next round of financing. Find yourself below and see exactly how we help.
Our Partners
The people behind
your numbers.
Cedarcrest is partner-led. The CPA who plans your year is the one who picks up when you call, the kind of senior attention a big regional firm reserves for its largest accounts.
What Clients Say
Trusted across Charlotte.
“They found a deduction my last accountant missed for three years straight. The S-corp move alone paid their fee twice over.”
“Our books were a disaster before Cedarcrest. Now they close every month and I actually understand my margins.”
“Got a clear answer the same afternoon, in plain English. No jargon, no runaround, no surprise invoice.”
“Their fractional CFO got us ready for our line of credit. The bank approved it on the first pass.”
“Payroll just runs now. Quarterly filings, W-2s, all of it handled. The IRS notices stopped completely.”
“First firm that talks to me before December instead of after. The planning meeting saved us five figures.”
Sample reviews (illustrative for this demo). Verified Google reviews connect before launch.
Sample figures (illustrative for this demo). Verified firm results replace these before launch.
Our Philosophy
A good CPA is an investment, not an expense.
We started Cedarcrest because too many good businesses settle for an accountant who only shows up in April. The real value is in the other eleven months: the planning, the clean books, the advice that helps you keep more of what you earn. If we are not saving you more than we cost, we are not doing our job.
Licensed CPAs · Members, AICPA and NCACPA
Rooted in Charlotte
A boutique firm, by design.
We are big enough to handle audits, multi-state payroll, and CFO work, and small enough that a partner knows your name and your numbers. That balance is the whole point, and it is what the national chains and the solo shops both struggle to offer.
Book a Consultation→Insights
Tax and finance, in plain English.
Practical takes on the questions our clients actually ask, from the S-corp election to cleaning up your books before a raise.
Should your business elect S-corp status this year?
The S-corp election can cut self-employment tax meaningfully, but only above a certain profit level and only if you run real payroll. Here is the math, and the line where it starts to pay off.
Book a Consultation
Let's see what a better CPA is worth.
Bring last year's return and your questions. We'll show you, specifically, where the opportunities are. The first conversation is free, and there is no pressure to switch.