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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Todd Greene, CPA

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Charlotte, NC
Todd Greene, CPA

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Charlotte-based CPA teaching you to build wealth with confidence. Tax services | Bookkeeping | & more Todd Greene, C.P.A.

is a full-service accountant firm based in Charlotte, NC. We provide tax, accounting and consulting services for high worth individuals and small businesses throughout the United States. We know business owners take pride in their business, and we do too! Our knowledgeable staff is dedicated to maximizing cash flow and minimizing taxes. We work to reduce your expenses and increase your productivity. Improve the efficiency of profitability of your small business through tax planning, advanced computer technology and planned business solutions with our help. We take time to listen carefully to your concerns then build a business plan to meet all those needs. It is our goal to form long-standing professional relationships with all our clients. Send us a message today to schedule your free consultation!

10/30/2026

Your business isn't a spreadsheet. Your CPA shouldn't treat it like one.

Every business has different goals, challenges, and financial needs. That's why we take the time to understand how your business operates and build services around what you actually need.

At Todd Greene CPA, we believe the best financial advice starts with listening.

10/28/2026

October is a great time to start thinking about your year-end tax strategy!

Before December 31, take time to review your business income, expenses, and financial goals. Are there any major purchases coming up? Have your profits changed from what you expected? Are you prepared for your tax obligations?

Reviewing these details now gives you more time to understand your options and plan accordingly.

At Todd Greene CPA, we believe tax planning should happen throughout the year, not just when it's time to file.

10/26/2026

Growing a business takes more than just hard work. It takes planning, understanding your numbers, and making informed decisions along the way.

When you know where your business stands financially, you can better understand your opportunities, prepare for what's ahead, and make decisions with confidence.

At Todd Greene CPA, we're here to help you make sense of your numbers and plan for what's next. Because your business growth deserves more than guesswork.

10/23/2026

A profitable business can still run into cash flow problems.

That's why it's important to pay attention to what's coming in, what's going out, upcoming expenses, outstanding invoices, and recurring costs.

Cash flow management isn't just about reacting when money gets tight. It's about planning ahead so you're better prepared for what comes next.

10/21/2026

Getting a letter from the IRS can be stressful, but the first step is understanding what it says and what needs to happen next.

Don’t ignore it, and don’t assume the worst. Review the notice, pay attention to any deadlines, and ask for help if you’re unsure how to respond.

At Todd Greene CPA, we’re here to help you understand your options and figure out the next steps.

10/20/2026

Thinking About Starting a Business?

There's a lot to figure out before you open the doors.

Your business structure, accounting system, tax obligations, bookkeeping process, and financial plan can all affect how you operate down the road.

Getting the right foundation in place early can save you time, money, and headaches later. Todd Greene offers new business planning to help entrepreneurs get started with a clearer financial strategy.

10/16/2026

A little time spent reviewing your business now can help you spot opportunities, address potential issues, and make more informed decisions going into the new year. And you don’t have to figure it all out on your own.

At Todd Greene CPA, we believe tax planning should be proactive and year-round, not something you only think about when it’s time to file.

Save this one for your year-end checklist, and if you have questions about what you should be doing before December 31, let’s talk.

10/14/2026

QuickBooks can be a powerful tool, but having the software isn't the same thing as having accurate financial information.

The right setup, categories, reconciliations, and reports matter. That's why Todd Greene helps businesses set up QuickBooks correctly and provides support throughout the year when questions come up.

The goal isn't just to use the software. It's to make it work for your business.

10/12/2026

At the end of the day, it’s about more than numbers. It’s about the people behind them.

We’re proud to build relationships, provide guidance, and be in your corner as your business grows.

10/09/2026

Bookkeeping isn't just about keeping things organized for your tax return.

Accurate, up-to-date books can help you understand cash flow, monitor expenses, identify trends, and make better decisions for your business.

Your financials should tell you something useful. The question is whether you're taking the time to listen.

Address

16928 Lancaster Highway Suite 107
Charlotte, NC
28277

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://toddgreenecpa.com/

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