About

The Firm

Potter & Company is one of the largest CPA firms headquartered in the Charlotte Region, yet we are small enough to give you the personal attention you need and deserve.  We have four convenient locations in Charlotte, Concord, Monroe and Mooresville.

We pride ourselves on providing quality professional service to our clients.  We dedicate extensive resources to maintaining and improving our knowledge to help solve our clients’ business and tax needs.

Potter professionals will partner with you and not only provide the financial services you need, but will go beyond the needs that could be met by another accounting firm.  We focus on our clients in order to identify opportunities and to offer ideas and solutions for you personally and for your business.

Potter & Company has a team of 3 partners and 35+ experienced and knowledgeable professionals ready to solve business, financial and tax issues for our clients.  We respond to our clients’ needs with prompt answers and practical solutions.  We offer a wide variety of business and financial services.  See our services page for a detailed listing of the services we offer.

 

Vision Statement

To be the preferred choice as trusted advisors by growing through professional excellence, personal fulfillment and positive investment in our communities.

 

Mission Statement

To surpass the expectations of our clients and team members by identifying opportunities and overcoming challenges through innovation, action, and communication.

 

Core Values

  • Integrity
  • Respect
  • Collaboration
  • Flexibility
  • Enthusiasm
  • Diversity