Lavoie CPA

Certified public accountant, Financial consultant, Financial planner in Charlotte, NC

Address

112 S Tryon St STE 800, Charlotte, NC, 28284

Phone

(704) 644-0235

Website

lavoiepllc.com

About Lavoie CPA

Lavoie CPA, PLLC is a Charlotte, North Carolina accounting firm established in 2009, with headquarters at 112 South Tryon Street, Suite 800. Rather than functioning as a traditional CPA firm limited to periodic tax filing, Lavoie operates as an Accounting as a Service provider, positioning itself as an ongoing financial partner embedded in a client's operations. The firm's core offerings include outsourced accounting and CFO services, financial reporting and analysis, cash management and budgeting support, and project-based accounting engagements for businesses that need specialized help without hiring a full internal finance team. Lavoie also assists clients with accounting software implementation, including Sage Intacct, and conducts systems and process assessments to help growing companies modernize how they track and manage their finances. The firm has built particular expertise serving software, technology, and SaaS companies, healthcare and healthcare technology organizations, professional services businesses, private equity and venture capital firms, and sports organizations, industries the firm describes as rapidly changing and requiring customized financial strategies rather than one-size-fits-all solutions. Lavoie's stated value proposition centers on helping clients achieve revenue growth, business expansion, and improved cash flow through this tailored approach. The firm maintains professional credentials and memberships including CPA licensure, AICPA membership, NCACPA membership, and local Chamber of Commerce affiliation. Lavoie is also involved in the community through its "Women Who Lead" program, an initiative supporting women-focused causes, reflecting the firm's investment in causes beyond its core accounting practice after more than fifteen years in business.

Founded in 2009, Lavoie CPA has spent over fifteen years building an Accounting as a Service model, evolving from a traditional CPA practice into an embedded financial partner for growing companies in software, healthcare, and professional services.

Services

• outsourced accounting
• cfo services
• financial reporting
• cash management
• budgeting support
• accounting software implementation
• systems process assessment

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