Clearview Accounting & Advisory was founded in 2005 with a straightforward premise: small businesses deserve the same quality of financial guidance that large corporations take for granted. Two decades later, that principle still drives everything we do.
Based in Uptown Charlotte, we serve over 500 businesses and individuals across the greater Charlotte metro area. Our team of CPAs and financial professionals brings a combined 45 years of experience in tax planning, bookkeeping, business advisory, and fractional CFO services.
We built this firm on the belief that accounting shouldn't be reactive. We don't wait for problems to surface — we identify risks and opportunities early, keep our clients informed throughout the year, and deliver the kind of proactive guidance that helps businesses grow with confidence.
Every client at Clearview works directly with a CPA who knows their business. There's no call center, no junior associate running your account. When you need answers, you get them from someone who understands your financial picture inside and out.