The Firm

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

Potter professionals will partner with you and not only provide you the services you need but will spend time with you and ask targeted questions in order to offer ideas and solutions to address where you stand financially, now and in the future.

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

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 pledge to provide high quality accounting services, financial planning and business consulting services.  We respond to our clients’ needs with prompt answers and practical solutions.  We specialize in tax planning, professional financial audits, preparation of financial documents,  strategic business planning and consulting, bookkeeping and payroll services.

We are celebrating more than 50 years in business!

The next generation of leaders at Potter:

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