Financial Consulting

Customized Financial Strategies Tailored by Experienced Charlotte CPAs

Professional Financial Consulting Services

Partnering with Scharf Pera & Co., PLLC, enables you to take advantage of so much more than just traditional accounting services. We can assist you with management and consulting services, valuations, estate planning techniques, mergers & acquisitions, and more.

Since 1977, we’ve assisted individuals and businesses in the Greater Charlotte area, manage their finances and plan their taxes in the most advantageous way possible.

If you’re looking to minimize the tax effects of a sale transaction, need forensic accounting services, or need the services of an outside CFO, Scharf Pera & Co., PLLC can help.

financial discussion between two women

Business Valuations

We can help you determine the proper value of your business or business segment by preparing a business valuation calculation or report.

If you’re buying a business, we can conduct an independent analysis of the business’ worth. We can assist on behalf of attorneys, provide litigation support, or help transfer or gift shares of the business.

You can rely on our friendly, responsive team to conduct professional business valuations to support your needs.

Financial Projections

Our trained and experienced accountants can construct a projection of your future finances to help you make the right decisions today and to support your financial success tomorrow.

Financial projections are based on data regarding your current finances to help predict your future financial strength, whether you need to make projections a few months or a few years down the line.

For both personal financial decisions and those involving business ventures, the professionals at Scharf Pera & Co., PLLC can help you discover what your next move should be.

A great financial partner - very professional, easy to work with and have done a superb job for me and my company for over 25 years.

Dale Halton

Forecasting and Cash Management Assistance

When you need to set and meet a budget, Scharf Pera & Co., PLLC can help with forecasting and cash management assistance. Together we create a lasting partnership to support your financial success. From small businesses and large corporations to personal financial goals, we’re here to help.

To estimate what your financial future holds, consider working with professionals who can help you set both short and long-term goals to better manage your money, including making smart financial moves with your cash.

Strategic and Long Range Planning

To secure your company’s growth through financing, let our accountants work with you to plan for the long run. With our strategic and long range planning, we can assist with mapping out your plan for financial security and profitability through business growth and changes.

Your company needs to have a long range plan that lays the foundation for you to meet your objectives, achieve your goals, and take the right actions to secure future success. Our professionals have a wide range of experience helping businesses of all sizes and industries to strategically plan for their financial future.

Computer Systems Consulting

When you can’t decide what system would best support your accounting needs, we help you determine the pros and cons of certain financial accounting systems. We can even assist with:

Our dedicated team can help you decide which system would best support your business or personal objectives.

Litigation Support Services

Our litigation support services are available for unforeseen legal conflicts having tax and/or financial ramifications.

With skilled accountants in your corner, you can have the expert testimony and credentials you need to properly support your case.

Let’s Discuss Your Financial Success

Our firm has been helping both individuals and businesses create bright futures for their finances since 1977.