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Propel CFO profile image
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Propel CFO

Propel CFO is a CPA-led consulting and advisory firm that provides strategic financial, accounting and tax advisory services to CEOs and business owners. Our objective is to become a trusted resource and partner, bringing clarity to the numbers and unlocking new potential that will help you increase profitability and operate more efficiently. When it comes to making critical decisions, many small and mid-sized companies face challenges caused by the accuracy and timeliness of financial reports, a lack of key performance metrics, cash flow issues, and limited access to the right information. Propel CFO has the experience and expertise to help anticipate these issues and ensure that you have the information you need, when you need it.

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Hear from
a professional

What do you love most about your job?

It is always changing — always evolving — and I get front row seats watching the process of a simple idea grow into a nationwide business. Every day is different, and it is a constant adventure. I love my job!

What inspired you to start your own business?

I launched Propel CFO because of my desire to make a difference. I wanted to work with others to help move them their businesses forward in profound ways. Like many business owners, I've always had dreams of working for myself. After spending 15 years working for national, regional and local public accounting firms, I noticed an opportunity to provide finance, accounting and tax services to growing small and middle market businesses all under one roof.

Why should our clients choose you?

We are a full-service solution that assists with all areas of your accounting. Whether it is tax, payroll, CFO advisory or bookkeeping - we’ve got you covered! No lengthy contracts or agreements! Month to month engagements that best fit your growing business.

Can you provide your services online or remotely? If so, please add details.

Yes, all of our services will be provided online/remotely.

What changes have you made to keep your customers safe from Covid-19?

This does not apply as Propel CFO has a fully virtual service offering.

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Reviews

4.98/5.00

based on 350 reviews

The average rating for Bark Bookkeepers in Charlotte is 4.98, based on 350 reviews.

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