Your Trusted Finance & Outsourced Accounting Firm
Lavoie CPA is a financial operations management and outsourced accounting firm in Charlotte, NC.
Software & Tech Companies
Healthcare Companies
Professional Services Businesses
You may be asking…
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 in a constantly-changing tech industry landscape.
We help software and tech companies, healthcare companies, and professional services businesses 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.
What Our Clients Have to Say
– Monarch Medical Technologies, Charlotte, NC
“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.”
– Bespoke Sports & Entertainment
Consumer Goods • Charlotte, North Carolina • 49+ Employees • Founded 1989
“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.”
– Big South Conference
Spectator Sports • Charlotte, North Carolina • 28+ Employees • Founded 1983
In Business
Since 2009
Increasing revenue
Overall business growth
Improving cashflow
Interested in growing your business? Let’s talk about your specific goals and how we can get there together.
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. Our Charlotte financial planning and outsourced accounting firm understands the dynamic and modernized needs of your software, tech, or healthcare company, and 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 your business thrives within.
Not sure which services make the most sense for your company? We can help. Schedule a consultation online or by calling (704) 644-0235.
Financial Operations & Accounting Services
That Work For You
Software, Tech, & SaaS Solutions
Healthcare/Healthcare Tech Solutions
Professional Services Solutions
Women Who Lead
At Lavoie CPA, we are dedicated to making a difference in the community by supporting causes that uplift women and contribute to the betterment of society.
Which Goals Are You Ready to Accomplish?
Our core services include outsourced accounting, financial reporting and analysis, cash management, budgeting, human resources, and project-based accounting. We help our clients implement, adopt, and run CPA software solutions like Sage Intacct that deliver tangible value. We leverage technology and strategic thinking to help our partners grow their financial capabilities.
Increase Profitability
Improve Cash Flow
Protect Your Data
Get Actionable Financial Advice Today
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