GreerWalker CPAs and Advisors

What GreerWalker CPAs and Advisors does

GreerWalker CPAs and Advisors (legal entity GreerWalker LLP) is a privately held, owner-managed CPA and advisory firm founded in the mid-1980s and headquartered in Charlotte, North Carolina, with a second office in Greenville, South Carolina. The firm employs 150+ associates and is consistently ranked among the Top 200 CPA firms in the United States and the ten largest in the Carolinas. It serves privately held middle-market companies across nine specialized industry verticals including Construction, Real Estate, Manufacturing & Distribution, Business & Professional Services, Financial Services, Global Business, Motorsports, Not-for-Profit, and Employee Benefit Plans.

Service delivery is organized across three pillars: Assurance & Accounting (including a Client Accounting Services line running on Sage Intacct and QuickBooks Online, with Virtual CFO/Controller offerings), Tax (business and individual, international, state and local, and tax credits), and Advisory (corporate finance via the GreerWalker Corporate Finance LLC affiliate, forensic and valuation services, and transaction advisory). Wealth management is delivered through a strategic partnership with Choreo, LLC, an SEC-registered investment adviser, and the firm integrated wealth capabilities through the 2020 acquisition of Traverse Wealth. Technology is delivered through third-party cloud platforms (Sage Intacct, QuickBooks Online, Suralink, Bill.com, Tallie, Apxium) with data analytics and machine learning platforms supporting assurance engagements.

The business model is relationship-driven professional services with custom engagement-based pricing and multi-year contracts; growth is generated through industry reputation, partner-led business development, and client referrals rather than inbound marketing or self-serve channels. The firm is independently owned with no disclosed outside investment, no parent company, and no public listing.

Name

GreerWalker CPAs and Advisors

Legal name

GreerWalker LLP

Website

https://greerwalker.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

101–250 employees

Short description

GreerWalker LLP is a privately held, owner-managed CPA and advisory firm headquartered in Charlotte, NC, serving privately held middle-market companies across nine industry verticals with assurance, tax, outsourced accounting, and advisory services through 150+ associates.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Investment Banking and Securities Intermediation (52315)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Audit and assurance services
• Tax planning compliance
• Client accounting services
• Transaction advisory services
• Forensic valuation services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Assurance and Audit Services: Audit, review, and compilation of financial statements for privately-held companies; employee benefit plan audits; agreed-upon procedures; internal control assessments
2. Tax Services: Business and individual tax planning and compliance; international tax; state and local tax; tax credit identification and optimization
3. Client Accounting Services (CAS): Outsourced accounting, bookkeeping, controller-level services, CFO consulting, payroll services - delivered as ongoing professional services
4. Advisory Services: Corporate finance (exit planning, M&A advisory), forensic and valuation services, transaction advisory services, business consulting

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

GreerWalker CPAs and Advisors is a Carolinas-based CPA firm delivering assurance and audit, tax planning and compliance, outsourced client accounting services (bookkeeping through Virtual CFO), and corporate finance/advisory services — including forensic and valuation, transaction advisory, and wealth management via a strategic partnership with Choreo — organized around industry-specialized teams serving privately held middle-market companies.

Product overview

GreerWalker CPAs and Advisors is a regional CPA firm offering a unified suite of professional services organized across three pillars: (1) Assurance and Accounting — combining traditional audit/assurance services with outsourced Client Accounting Services (CAS); (2) Tax — spanning business and individual tax, international tax, state and local tax, and tax credits/ incentives; and (3) Advisory — encompassing corporate finance, forensic and valuation services, transaction advisory services, and wealth management (delivered via Choreo partnership). The firm also delivers specialized services for targeted industries including construction, real estate, manufacturing, professional services, financial services, global business, motorsports, and not-for-profit organizations. Client Accounting Services integrates cloud-based platforms including Sage Intacct and QuickBooks Online, with service tiers ranging from basic bookkeeping to Virtual CFO/Controller offerings.

Differentiator

Problem solved

Functional benefit

Brands

• GreerWalker Corporate Finance: Exit planning and investment banking affiliate providing merger and acquisition advisory services for middle market companies and their owners.

Products and services

• Assurance Services Audit, financial reporting, and risk management services for privately-held companies, including audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, financial forecasts, forensic accounting, and internal control assessments.
• Client Accounting Services (CAS) Outsourced finance and accounting services using cloud-based platforms, including basic bookkeeping, advanced accounting, full-service accounting department, and Virtual CFO/Controller services.
• Business and Individual Tax Services Tax planning and compliance services for individuals, corporations, partnerships, LLCs, not-for-profits, and estates, including tax strategy development throughout the year.
• International Tax Services Tax structuring, treaty analysis, US and international tax compliance, transfer pricing, and expatriate services for globally engaged U.S. companies and foreign-owned U.S. subsidiaries.
• State and Local Tax Services State and local business and personal income tax compliance, nexus review, sales and use tax compliance, property tax appeals, and payroll tax support.
• Tax Credits and Incentives Identification and securing of tax credits and incentives through federal, state, and local programs including governmental incentive analyses, cost segregation studies, employer tax credits, and research and development credits.
• Corporate Finance Services Exit planning and investment banking services for middle market companies, including third-party sales, family ownership transitions, management buyouts, recapitalizations, and buyer representation through affiliate GreerWalker Corporate Finance LLC.
• Forensic and Valuation Services Comprehensive litigation, forensic, and bankruptcy services including litigation consulting, forensic investigation, bankruptcy advisory, and business valuation for shareholder disputes, estate tax, and M&A transactions.
• Transaction Advisory Services Due diligence and transaction support for buyers, sellers, and investors including quality of earnings, financial analysis, tax due diligence, and post-transaction services.
• Wealth Management Wealth management services provided through strategic partnership with Choreo, LLC, an SEC-registered investment adviser.
• Employee Benefit Plan Audit Services Independent audit and tax services for employee benefit plans including 401(k), 403(b), defined benefit pension, profit-sharing, health and welfare, and ESOP plans.

Named customers5 records

Segments9 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature2 records

Partnerships

13 partnerships are on record, tiered core and supporting.

• Choreo, LLCcoreStrategic or Co-development PartnerStrategic partnership for wealth management services. Choreo, LLC is an investment adviser registered with the SEC. GreerWalker refers wealth management clients to Choreo, providing integrated financial planning solutions for clients and their owners.
• GreerWalker Corporate Finance LLCcoreStrategic or Co-development PartnerExit planning and investment banking affiliate of GreerWalker. Provides merger and acquisition advisory services to middle market companies. Integrates with tax and assurance services for complete client solutions.
• StillPoint Capital, LLCsupportingChannel Partner/ Reseller/ DistributorMember firm of StillPoint Capital (FINRA/SIPC member) for securities transactions. Certain members of GreerWalker Corporate Finance are registered representatives through StillPoint Capital for securities transactions.
• Sage IntacctsupportingTechnology or IntegrationCloud-based accounting platform used for client accounting services delivery. Part of GreerWalker's technology stack for outsourced accounting operations.
• QuickBooks OnlinesupportingTechnology or IntegrationCloud-based accounting platform used alongside Sage Intacct for client accounting services delivery.
• Financial Consulting Group (FCG)supportingStrategic or Co-development PartnerMembership organization of independent firms specializing in litigation and business valuation services. GreerWalker is an active member to access pooled expertise and resources for litigation and dispute resolution services.
• AICPA Employee Benefit Plan Audit Quality CentersupportingStrategic or Co-development PartnerMembership available only to firms meeting specific requirements for employee benefit plan audits, including policies, procedures, internal inspection, and continuing education. Demonstrates GreerWalker's commitment to audit quality.
• American Institute of Certified Public Accountants (AICPA)supportingStrategic or Co-development PartnerLong-standing member of AICPA. Professional organization membership supports quality standards and continuing education.
• North Carolina Association of Certified Public Accountants (NCACPA)supportingStrategic or Co-development PartnerState professional association membership for CPAs in North Carolina.
• Public Company Accounting Oversight Board (PCAOB)supportingTechnology or IntegrationLong-standing member firm subject to PCAOB oversight for audit quality standards.
• Carolinas Associated General Contractors (CAGC)supportingStrategic or Co-development PartnerConstruction industry association. GreerWalker stays informed on industry-specific matters through active involvement.
• Construction Financial Management Association (CFMA)supportingStrategic or Co-development PartnerConstruction financial management association providing industry-specific knowledge and networking for GreerWalker's construction practice.
• Carolinas Surety Association (CSA)supportingStrategic or Co-development PartnerSurety industry association for construction-related bonding and insurance matters.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• RSM US: Largest US mid-market-focused audit, tax and advisory firm; overlaps with GreerWalker on middle-market assurance, CAS and transaction advisory, but at materially greater scale and national reach.
• BDO USA: Top global accounting and advisory network with significant middle-market assurance, tax, CAS and corporate finance offerings; competes with GreerWalker for larger engagements but at broader scale.

Direct peers

• Plante Moran: Top-15 US CPA and advisory firm with a comparable industry-specialized, mid-market focus and significant CAS/managed accounting services practice.
• Cherry Bekaert: Top-30 US CPA and advisory firm comparable in size and structure to GreerWalker, with similar industry-specialized practices, CAS offerings, and middle-market client focus across the Southeast.
• Frazier & Deeter: Top-100 Southeast-based CPA and advisory firm offering audit, tax, CAS, and transaction advisory services to middle-market and high-net-worth clients — a structurally similar peer to GreerWalker.
• Elliott Davis: Carolinas- and Southeast-based mid-tier CPA and advisory firm with very similar regional roots, vertical industry teams and middle-market client profile to GreerWalker.
• Warren Averett: Southeast-based mid-tier CPA and advisory group with industry-specialized practices and an affiliated corporate finance/advisory arm, closely mirroring GreerWalker's operating model.
• Marks Paneth: Northeast-based top-100 CPA and advisory firm with closely comparable professional services (audit, tax, CAS, advisory, forensic/valuation) for middle-market and family-owned clients.
• Carr Riggs & Ingram: Top-50 US accounting firm with a multi-office Southeast footprint and similar mix of assurance, tax, CAS and advisory services targeted at privately-held middle-market companies.
• Forvis: Top-10 US accounting and advisory firm formed from the BKD and Dixon Hughes Goodman combination, serving many of the same middle-market industries and offering comparable CAS, tax, and corporate finance capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gwcareer
• Facebookfacebook.com/greerwalkerllp
• LinkedInlinkedin.com/company/greerwalker-llp
• Instagraminstagram.com/greerwalker_llp/?hl=en

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GreerWalker CPAs and Advisors