Best Finance & Accounting Services Companies in North Carolina, United States
The 109 best Finance & Accounting Services companies in North Carolina, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals.
Our analysis of 50 Finance & Accounting Services companies
$6.2b in tracked funding; 80% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2022.
Ranked: Best Finance & Accounting Services companies in North Carolina
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Cherry Bekaert Accounting, tax, and advisory firm delivering digitally-driven, industry-aligned solutions | — | 47 mo ago | Late Stage | David White Managing Director | 1947 | Optimizely Content ManagementMicrosoft ASP.NETYouTube+23 | — |
| 2 | DTI Provider of human resources solutions & business management services | — | 115 mo ago | Series A | Suzanne White CEO & Founder | 1984 | — | — |
| 3 | Hayden Harper Provider of tax, family office and business consulting services | — | 202 mo ago | Late Stage | Michael D Fox Founder | 2002 | — | — |
| 4 | A Step Above Tax & Accounting Tax preparation and accounting services for individuals and small businesses | — | — | Unfunded | Jim Martin Founder & Executive Producer | 2009 | — | — |
| 5 | Aacciq Operator of a blank check company seeking merger and acquisition targets | — | — | Unfunded | — | 2012 | — | — |
| 6 | accounting & tax services of charlotte Accounting & Tax Services of Charlotte specializes in tax services, bookkeeping for individuals and… | — | — | — | — | 2006 | — | — |
| 7 | accounting by the books Accounting By The Books provides financial services such as accounting, bookkeeping, training and consulting… | — | — | — | — | 2013 | — | — |
| 8 | Aifundservices Akram is a trusted adviser to alternative fund managers. | — | — | Unfunded | — | 2013 | PHPChart.jsAnimate.css+16 | — |
Top 3 Finance & Accounting Services companies in North Carolina
#1
Late Stage · Raleigh, North Carolina · founded 1947 · 1243 employees—raised▾
Accounting, tax, and advisory firm delivering digitally-driven, industry-aligned solutions. The firm provides a comprehensive suite of services including accounting and assurance, tax planning and compliance, and strategic advisory. They serve diverse industries such as financial services, government, healthcare, manufacturing, private equity, real estate, and technology. Their expertise extends to digital advisory, risk and cybersecurity, and staffing solutions. They leverage advanced technologies like Microsoft Dynamics and Sage to optimize business processes and offer innovative solutions. They act as growth partners, offering customized solutions to meet financial, operational, and strategic goals. They provide services like outsourced accounting, internal audit, and tax controversy resolution. They also offer wealth management and transaction advisory services.
#2
Series A · Greensboro, North Carolina · founded 1984 · 65 employees—raised▾
Provider of solutions management intended for digital transformation and information management. The company services include payment automation, document scanning, digital mailroom, document capture, document management, invoice processing, reports and dashboard and industries thereby simplifying the work process and solving complex problems with the latest in automation technology.
#3
Late Stage · Charlotte, North Carolina · founded 2002 · 11 employees—raised▾
Provider of tax, family office and business consulting services
- Aug 2009PE—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.