Business Details
36 Years
experience
Your Trusted Charlotte Accounting Partner Since 1990
Since 1990, Parsons CPA has been a trusted accounting and business consulting firm in Charlotte, NC, dedicated to empowering privately owned companies and small businesses. Our team of certified public accountants, financial planners, and business consultants provides proactive, personalized services tailored to meet unique client needs. We specialize in audits, tax planning, business succession strategies, and financial reporting, leveraging cutting-edge technology to deliver efficient, year-round solutions. With decades of combined experience, we prioritize understanding our clients' goals to offer actionable insights that enhance profitability and long-term success. Our commitment to excellence is reflected in our client-centric approach, fostering partnerships that extend beyond traditional accounting services.By maintaining steady communication and utilizing cloud-based tools, we ensure transparency and accessibility for businesses navigating complex financial landscapes. Recognized as one of Charlotte's leading CPA firms, we serve diverse industries including healthcare, real estate, manufacturing, and non-profits, offering customized strategies to reduce costs and optimize growth. Our expertise in QuickBooks setup, estate planning, and IRS representation positions us as a comprehensive resource for businesses and individuals seeking reliable financial guidance.
Services
Accounting Services
Business Consulting
Tax Planning
Audits & Reviews
Business Succession Planning
Estate Planning
Financial Planning
QuickBooks Setup
IRS Representation
Employee Benefit Plan Audits
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of specialized expertise in Charlotte's business landscape.
- Our proactive approach combines personalized service with cloud-based technology solutions.
- Comprehensive services span tax planning, audits, business succession, and QuickBooks support.
- Diverse industry experience serving healthcare, real estate, manufacturing, and non-profits.
- Free initial consultations to identify tailored strategies for client success.
Services
Accounting Services
Our accounting services provide accurate financial records and timely reporting to ensure business operations run efficiently. We handle general ledger preparation, bookkeeping, payroll processing, and business tax returns for companies of all sizes. By maintaining organized financial documentation, we help clients make informed decisions while ensuring compliance with regulatory requirements.
Business Consulting
We offer tailored business consulting to identify growth opportunities and resolve operational challenges. Our experts analyze financial performance, recommend entity structures, and develop succession plans to enhance long-term viability. With industry-specific insights, we guide clients through critical decisions affecting their business's future profitability and market position.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings for businesses and individuals. We provide year-round strategy development, entity selection advice, and estate tax reduction techniques. By staying current with evolving regulations, we ensure clients benefit from all available deductions and credits.
Audits & Reviews
We conduct comprehensive audits, reviews, and compilations to meet stakeholders' assurance needs. Our team evaluates financial statements for accuracy, performs compliance checks, and delivers actionable recommendations. These services help businesses maintain transparency with investors, creditors, and regulatory bodies.
QuickBooks Setup
As QuickBooks Certified ProAdvisors, we implement and optimize accounting software solutions for businesses. Our setup services ensure proper configuration, data migration, and staff training. We help clients maximize software capabilities to improve financial tracking and operational efficiency through digital tools.
People
Clayton S. Parsons, III
CEO - President
With over 30 years of experience, Clayton leads Parsons CPA as CEO, combining CPA, PFS, and MBA credentials to guide strategic direction. He specializes in business consulting and tax planning for Charlotte-area enterprises.
Alisa M. Johnson
Partner
Alisa Johnson brings extensive expertise in public accounting and client advisory services. As a licensed CPA, she focuses on delivering tailored financial solutions to small and mid-sized businesses in the region.
Jonathan B. Dean
Partner
Jonathan Dean specializes in audit and assurance services, working with clients to ensure financial compliance and reporting accuracy. His experience spans multiple industries including healthcare and manufacturing.
Marjorie Ann Dawson
Principal
Marjorie Ann Dawson provides expert accounting and consulting services, focusing on financial planning and business strategy. Her leadership supports clients in achieving long-term operational and financial goals.
David Higginbotham
Senior Manager II
David Higginbotham specializes in tax services and business consulting, leveraging his Texas-licensed CPA expertise to advise clients on complex financial matters and regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial statements, payroll processing, and tax compliance tailored to small business needs.
Can you help with business succession planning?
Yes, our experts develop customized succession strategies to ensure smooth ownership transitions while maintaining business continuity and tax efficiency.
Do you offer QuickBooks support?
As QuickBooks Certified ProAdvisors, we offer software setup, optimization, and training to maximize your accounting efficiency.
How do you handle IRS audit representation?
Our team provides comprehensive IRS defense services, handling communication and documentation to resolve audit issues on your behalf.
What industries do you specialize in?
We serve diverse sectors including healthcare, real estate, manufacturing, non-profits, and professional services with industry-specific expertise.
