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We Cover All Your Personal and Professional Accounting Needs

Welcome to Executive Financial Partners! Here at our Charlotte-based accounting firm, certified in Georgia as well as Florida, we offer a variety of financial services to small business owners and individuals in our community and the surrounding areas.

Anthony & Sandy Petty lead our team of expert financial professionals. Our goal is to help you save money, grow your business, and effectively plan for the future. With our experience and financial know-how, we can help you succeed. To help you meet your financial goals, Executive Financial Partners offers the following services:

Accounting Services

  • Bookkeeping
  • Accounting Support
  • Financial Statement Preparation (monthly, quarterly, annually)
  • Controllership Support
  • Financial Analysis
  • Financial Projections
  • Audit Readiness
  • Fractional CFO

Tax Services

  • Individual and Business Tax Return Preparation (Federal & States)
  • Individual and Business Tax Planning and Projection
  • Trust and Estate Tax Return Preparation
  • Property Tax Filing
  • Application for Federal Tax-Exempt Status
  • Preparation of Federal and State Informational Returns
  • Representation in IRS audits
  • Sales Tax Filing
  • Nonprofit Organization Tax and Information Returns
  • Payroll Tax Filing
  • Response to IRS notices

Management Consulting

  • Process Improvement and Documentation
  • Outsourced CFO/Controllership

Contact Executive Financial Partners Today for All Your Accounting Needs

For quality you can count on, Executive Financial Partners has the solutions you need to preserve and grow your assets. Don’t hesitate to call our Charlotte office today to schedule a free consultation and get started on the path to a brighter future.

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Information at Your Fingertips

Please call us at (404) 919-7022 today - we'll be happy to offer you a free consultation. Thanks for visiting!

Why Companies Choose Us

What peace of mind to know that when you join our family, you have at your disposal a team of qualified Certified Public Accountants (CPA’s) who are well versed with the latest accounting pronouncements, laws, rules, regulations and guidelines. We are now a Certified QuickBooks Online Proadvisor!

Experience

Big 4 accounting experience ? external audit ? internal audit ? process improvement/re-engineering ? technical accounting advisory i.e. ASC606-revenue recognition | ASC842 lease accounting ? systems implementation ? budgeting & forecasting ? financial reporting ? bookkeeping ? month-end close ? Controllership ? CFO

Level Of Service

As your business grows the greater your accounting and finance needs. Within our community of talented and dedicated professionals we will custom tailor the right level of resources and services for your specific business needs. We will also assist with providing you the necessary tools and or information to take advantage of growth opportunities.

Virtual Back Office

At Executive Financial Partners, we understand the importance for you, the business owner, to maintain your front office presence. We’ve got your back! Alleviating you of the headaches and stress that comes with back office demands.

Availability

Members of our community have frequent business questions; we pride ourselves with providing our EFP family with timely answers. We’re just a phone call away or in some cases can schedule in person meetings when necessary

Certification

What peace of mind to know that when you join our family, you have at your disposal a team of qualified Certified Public Accountants (CPA’s) who are well versed with the latest accounting pronouncements, laws, rules, regulations and guidelines.

Personal Connection

Family is key at EFP. We want our clients to feel like we’re on a journey together; not just providing a service but creating a supportive community.

Days until April 15

FAQs

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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How We Can Help

Your organization is guaranteed to find our service and expertise invaluable to it's growth.

Step 1

Call (404) 919-7022 or click to set up a consultation with Executive Financial Partners today. We assist businesses with their bookkeeping and/or other controller-ship functions.

Step 2

We will spend one-on-one time with you so you fully understand how to interpret and utilize the businesses with technical accounting advisory or other consulting services (i.e. process improvement/reengineering, revenue recognition or lease accounting compliance, or systems implementations).

Step 3

Our team will get to work. Sit back and relax, and we will get you there. We assist businesses with financial expertise at the executive and advisory levels for their corporate board of directors.

Contact Us

We would love to hear from you!


We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

We look forward to Partnering with you. Our superior quality of work is always dependable. Contact us and let us help you make an informed decision about the direction of your financial growth.

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

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