Fisher, P.A. A CPA Firm

Certified public accountants in Charlotte

Fisher, P.A. is a certified public accounting firm in Charlotte, North Carolina. It describes itself as a CPA practice that specializes in business advisory services, individual and business tax compliance, and outsourced accounting. Its proactive approach is set around the needs of middle-market businesses, their owners and the families it serves across the region, and it says its team has decades of experience in preparing personal and corporate returns, balancing books, managing payroll and designing financial strategies.

Tax compliance, personal and business

The tax work covers the preparation of individual and business returns, including complex Form 1040 returns, together with tax planning. The firm says its staff keep studying the changing tax code so that clients can make sound financial choices, and it is committed to explaining tax-saving strategies in a way that clients can act on. The planning is described as a custom approach that maximizes deductions, protects assets and supports the accumulation of wealth.

Outsourced accounting in three levels

The firm offers outsourced accounting on a monthly basis, with three levels of service. These are sized from the needs of a small start-up through to an established middle-market company, and cover bookkeeping, reporting and payroll management. The firm presents this as a way for a business to keep fewer staff in its finance function while still working at a high level of efficiency. Its platform lets clients use technology to improve communication and reporting.

Business advisory and succession planning

Business advisory work covers business valuations, start-up best practices and consultations, and succession planning. The firm also offers strategic and financial planning that uses a client's data to set a growth path, with the aim of creating consistency and clarity in the plans a business follows. Its stated aim is to help businesses remain relevant and competitive in their markets.

A practice with long roots

The original practice was founded in Charlotte almost 30 years ago. The firm says a succession plan was put in place for the existing practice, which has since been led under new leadership with a focus on building a firm for the future. The site presents the firm's educational work with clients, which it describes as its passion, as part of its standing in the region.

Fisher, P.A. A CPA Firm is a certified public accounting practice in Charlotte, North Carolina. It handles tax for individuals and companies, runs outsourced accounting, and advises owners of middle-market businesses and their families across the region.

What Fisher, P.A. A CPA Firm offers

• Tax compliance: preparation of personal and corporate returns, plus tax-saving planning.
• Outsourced accounting: three tiers of monthly bookkeeping and reporting, sized from start-ups to established mid-sized companies.
• Payroll: running payroll as part of the finance function.
• Business advisory: business valuations, start-up consultations and succession planning.
• Strategic and financial planning: using client data to plan for growth and wealth building.

Who it works with

The firm is aimed at middle-market businesses, their owners and their families in and around Charlotte, and also serves small start-ups through its entry-level accounting tier.

Key facts

• Based in: Charlotte, North Carolina
• Founded: original practice started in Charlotte almost 30 years ago
• Leadership: Emily Fisher, Principal and Business Advisor, who took over the practice in October 2014