Scharf Pera

What Scharf Pera does

Scharf Pera & Co., PLLC is a privately held CPA firm headquartered at 4600 Park Road, Suite 112, Charlotte, NC, operating since 1977 (with predecessor roots to 1975). It delivers four integrated service lines: auditing and attest (including PCAOB-registered broker-dealer and 401(k) audits), financial consulting (business valuations, estate planning, M&A, litigation support), new business consulting (entity selection, loan proposals, compilations), and tax planning and preparation across individuals, businesses, estates, and trusts. The firm serves a stated base of 1,000+ clients spanning individuals, small local businesses, national corporations, and estates/trusts, primarily in the greater Charlotte region.

The firm is structured as a North Carolina Professional Limited Liability Company owned and managed by four Managing Members (Wayne Spransy, Jayne Stoll Frazier, Robert M. Phillips, Kelly Roberts Frazier), with NC Firm License #21708 and PCAOB registration as its primary regulatory credentials. Technology stack is conventional for the profession — third-party tools such as QuickBooks, QuickBooks Online, and Great Plains, plus the Clientaxcess client portal — with no proprietary software, AI/ML systems, or technology products disclosed. Revenue is generated through professional services fees (hourly or fixed-fee engagements); no pricing schedule is publicly disclosed. Go-to-market is sales-led and referral-driven, with content marketing (blog, SEO) and social channels (Facebook, LinkedIn, X) supporting top-of-funnel awareness and a deep referral network from long-tenured clients.

Name

Scharf Pera

Legal name

Scharf Pera & Co., PLLC

Website

https://scharfpera.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

11–50 employees

Short description

Scharf Pera & Co., PLLC is a privately held Charlotte, NC CPA firm founded in 1977, offering auditing, tax, financial consulting, and new business advisory services to 1,000+ individuals, small businesses, national corporations, and estates/trusts across the Carolinas.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• CPA services
• Tax preparation
• Audit and attest
• Financial consulting
• Business valuation

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: CPA firm providing audit and attest services, tax planning and preparation, financial consulting, and new business consulting services for individuals, businesses, estates, and trusts. Revenue generated through professional service fees, likely hourly billing or fixed-fee arrangements for ongoing client relationships.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Scharf Pera & Co., PLLC is a Charlotte, NC-based CPA firm providing four integrated professional service lines: Auditing & Attesting Services (including PCAOB-registered broker-dealer audits and 401(k) audits), Financial Consulting (business valuations, estate planning, M&A, litigation support), New Business Consulting (entity selection, loan proposals, financial statement compilation), and Tax Planning and Preparation Services for individuals, businesses, estates, and trusts. Services are delivered by a team of certified public accountants under NC CPA Firm License #21708.

Product overview

Scharf Pera & Co., PLLC is a traditional CPA firm offering a unified suite of professional accounting and financial services rather than a software platform. The firm's core offerings consist of four integrated service lines: Auditing & Attesting Services (including PCAOB-registered broker-dealer audits and 401(k) audits), Financial Consulting (covering business valuations, estate planning, M&A, and litigation support), New Business Consulting (entity selection, loan proposals, tax filings), and Tax Planning & Preparation Services. These services are designed to work together to serve individuals, small businesses, national corporations, estates, and trusts from their Charlotte, NC location.

Differentiator

Problem solved

Functional benefit

Products and services

• Auditing & Attesting Services Expert audit and attestation services for businesses ensuring accurate and trustworthy financial statements, including PCAOB-registered broker-dealer audits and Department of Labor-compliant 401(k) audits. Designed for small businesses and national corporations requiring regulatory-grade financial statement assurance.
• Financial Consulting Management and consulting services including business valuations, estate planning techniques, mergers and acquisitions, financial projections and forecasting, cash management, computer systems consulting, and litigation support. Targeted at individuals, small businesses, and national corporations seeking strategic financial advisory.
• New Business Consulting Assistance for new businesses with legal entity selection, loan proposals, financial statement compilation, annual tax returns, and income tax planning. Intended for entrepreneurs and newly formed businesses launching in and around Charlotte, NC.
• Tax Planning and Preparation Services Tax planning and preparation services for individuals and businesses, including estate, corporate, partnership, trust, and individual returns, across industries such as healthcare, manufacturing, retail, real estate development, and restaurants. Designed for individuals, small businesses, estates, and trusts seeking year-round tax planning plus filing-season support.

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• CliftonLarsonAllen (CLA): CliftonLarsonAllen is a top-10 U.S. accounting and advisory firm serving SMB and middle-market clients. While national in scope, it competes locally in Charlotte for the same advisory and audit work as Scharf Pera.
• BDO USA: BDO USA is a top-10 global accounting and advisory firm with significant presence in Charlotte. While significantly larger, it competes for the same middle-market audit, tax, and advisory engagements that Scharf Pera targets, particularly for PCAOB-eligible clients.
• Cherry Bekaert: Cherry Bekaert is a top-25 U.S. accounting and advisory firm with offices across the Southeast including Charlotte. While much larger than Scharf Pera, it competes for similar middle-market audit, tax, and advisory engagements in the same regional pool.
• Forvis (formerly Dixon Hughes Goodman): Forvis is a top-10 U.S. accounting firm with substantial Charlotte presence following the merger that included Dixon Hughes Goodman. It targets similar SMB and middle-market clients and is a relevant local competitor for higher-end advisory work.

Emerging players

• WithumSmith+Brown: WithumSmith+Brown is a top-30 U.S. CPA and advisory firm with growing footprint across the Southeast. Its expansion into the Carolinas creates adjacent competitive overlap for higher-end advisory and audit work.

Direct peers

• Keiter: Keiter is a mid-sized regional CPA and advisory firm based in Richmond, VA serving closely-held businesses and individuals across the Mid-Atlantic and Southeast. Similar size, service mix, and target clientele make it a comparable regional peer.
• Smith Leonard Accounting & Advisory: Smith Leonard is a Charlotte-based CPA firm providing tax, audit, accounting, and advisory services to individuals and small/mid-sized businesses in the SE US. Service offerings and target customer profile are highly aligned with Scharf Pera.
• GreerWalker CPAs & Advisors: GreerWalker is a Charlotte-headquartered CPA and advisory firm offering tax, audit, accounting, and business consulting services to closely-held businesses and individuals. Its geographic, service-line, and client-segment overlap makes it a direct competitor in the Charlotte MSA.
• Bernard Robinson & Company: Bernard Robinson & Company is a full-service CPA firm headquartered in Greensboro, NC serving individuals, businesses, and estates across the Carolinas. Comparable service mix and regional footprint as Scharf Pera.
• Elliott Davis: Elliott Davis is a top-30 U.S. accounting and advisory firm headquartered in Greenville, SC with a major Charlotte office. It offers audit, tax, advisory, and technology services to similar SMB and middle-market clients across the Southeast, making it one of the most directly comparable CPA firms to Scharf Pera in the same geographic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/scharfpera
• Facebookfacebook.com/scharfpera
• LinkedInlinkedin.com/company/scharf-pera-&-co-pllc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Scharf Pera