Your Trusted Finance & Outsourced Accounting Firm

Lavoie CPA is a financial operations managment and outsourced accounting firm in Charlotte, NC. We help software companies, private equity and venture capital, healthcare, and business services save time and achieve business objectives by allowing you to focus on day to day operations, while we handle the financial side of your business.

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You may be asking…

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How did my company get here?

What needs to change to arrive at our goals?

How do you accelerate growth?

We help you answer these questions because we’re your partners, not a service provider. Think of us as your finance department or an extension of your internal team, with the added bonus of having expanded tools, resources, and time to help you achieve expediency, accuracy, and growth.

Interested in growing your business? Let’s talk about your specific goals and how we can get there together.

Schedule a Consultation

Tailored Financial Services for Sound Business Decisions

It’s hard to make confident business decisions based on a stagnant, cookie-cutter financial report.

Instead, you need a holistic financial picture that accounts for both where you’ve been and where you want to go. That’s why our Charlotte financial planning and outsourced accounting firm prioritizes customized lockstep strategies rooted in innovation, technology, and next-generation methods.

At Lavoie, we define ourselves as an Accounting as a Service (AaaS) provider. Our core services turn finance into a strategic asset by creating opportunities for growth, making wise investments, controlling costs, and eliminating distractions – all while adapting to the rapidly changing marketplace.

Not sure which services make the most sense for your company? We can help. Schedule a consultation online or by calling 704-644-0235.

Finance & Accounting Services

Outsourced Accounting

We leverage technology and strategic thinking to help our partners grow their financial capabilities. These core services include (and are not limited to) accounting, financial reporting and analysis, cash management, budgeting, and human resources.

Outsourced Accounting

Software Solutions

Tapping into the power of cloud-based technology, we help our clients implement, adopt, and run software solutions that deliver tangible value. Improved accuracy, greater speed, and performance monitoring are just a few.

CPA Software Solutions

Project-Based Services

Teams that feel overwhelmed by large projects can tap into our team to broaden their resources and bench strength. As a short-term extension of your team, we help you achieve your primary goals and objectives.

Project-Based Accounting

Which Goals Are You Ready to Accomplish?

Think of Lavoie as your finance and accounting department or an extension of your internal team, with the added bonus of having expanded tools, resources, and time to help you achieve expediency, accuracy, and growth.

Increase Profitability

Improve Cash Flow

Reduce Operational Costs

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Protect Your Data

Improve Financial Transparency

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Software Spotlight:
Jirav
For clients looking for an all-in-one financial planning and analysis tool, Jirav is one of our first recommendations depending on your business needs. Learn more about this CPA.com preferred partner solution.
Learn More About Jirav

What Our Clients Have to Say

Lavoie has been an excellent resource for our business. Their unique combination of software knowledge and financial expertise allows them to fully understand our IT-related accounting needs, especially when it comes to the programming of accounting software and customized reporting. They’ve been a great support to our in-house accounting and IT staff.

– Carol Williams

Combi USA

“Lavoie has enabled the Big South Conference to upgrade its accounting and finance functions to a more strategic, detailed and comprehensive platform. We’ve been very pleased with the service, which has also given us more flexibility in our staffing organization and structure.”

– Kyle Kallander

Commissioner, Big South Conference

Lavoie CPA is a Charlotte finance and accounting company that takes a different approach to finance. Instead of reflecting back stagnant financial data, we employ technology and strategic thinking to give you the complete story.

Get Actionable Financial Advice Today

Let Lavoie build you a financial solution for long-term growth and success. The process starts with a one-on-one consultation where you and a Lavoie team member discuss your greatest strengths and challenges.

Submit your information and start the conversation. Someone from our team will follow up with you in one business day.

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