GreerWalker

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GreerWalker GreerWalker provides tax, accounting, and advisory services for every stage of life and business. Choreo, LLC is an investment adviser registered with the U.S.

GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the globe. Our affiliate GreerWalker Corporate Finance LLC offers exit planning and merger and acquisition services to provide a complete, integrated solution for middle market companies and their owners. Customized wealth planning for every stage of life is offered through our strategic partner, Choreo, LLC. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives. With over 120 associates, we are one of the ten largest CPA firms in our region and among the top 200 CPA firms in the United States. We have repeatedly been recognized as one of the nation's "Best of the Best” accounting firms by Inside Public Accounting based on our overall superior financial and operational performance.

Our North Carolina real estate team illustrates what it's like to know how to help community leaders by first staying up...
10/20/2026

Our North Carolina real estate team illustrates what it's like to know how to help community leaders by first staying up-to-date.

Staying involved in real estate industry trade groups helps us assist with the planning, design, and decision-making process of real estate transactions. We're ready to learn where we can help your business.

Starting January 1, 2027, California will apply sales and use tax to many digital products, including prewritten softwar...
10/13/2026

Starting January 1, 2027, California will apply sales and use tax to many digital products, including prewritten software and SaaS.

Some items stay outside the new rules, and several exemptions remain available. Read our latest article to learn what to review before the rules take effect.

Read our article "California Expands Sales Tax to Digital Products Beginning January 1, 2027". Dive into GreerWalker's resources for valuable insights on tax, accounting, and advisory services.

Strong profits don't always mean strong cash flow. In our latest article, we explain what underbillings and overbillings...
10/08/2026

Strong profits don't always mean strong cash flow.

In our latest article, we explain what underbillings and overbillings on your WIP schedule can reveal about project performance and your construction business's financial health.

Read our article "Underbillings and Overbillings: What They Reveal About Your Construction Company's Financial Health". Dive into GreerWalker's resources for valuable insights on tax, accounting, and advisory services.

Starting October 1, 2026, the SBA requires lenders to obtain a Quality of Earnings report, in addition to a business val...
10/01/2026

Starting October 1, 2026, the SBA requires lenders to obtain a Quality of Earnings report, in addition to a business valuation, for certain deals priced at $3 million or more.

The change puts more weight on financial due diligence, and our latest article explains what it could mean for your transaction.

Read our article "New SBA Requirements Make Quality of Earnings Reports a Critical Part of Business Acquisitions". Dive into GreerWalker's resources for valuable insights on tax, accounting, and advisory services.

GreerWalker is pleased to announce a leadership transition as John Norman steps away from his role as Managing Partner, ...
09/24/2026

GreerWalker is pleased to announce a leadership transition as John Norman steps away from his role as Managing Partner, and Jonathan Mangels assumes the position of Chief Executive Officer. The transition reflects the firm’s ongoing commitment to thoughtful succession planning, leadership continuity, and long-term success.

The future is bright. Join GreerWalker as we welcome Jonathan Mangels into his new role.

Read more here: https://greerwalker.com/greerwalker-announces-leadership-transition/

The future of accounting starts here! GreerWalker is excited for the rest of our campus meetups this fall. Catch us at:U...
09/17/2026

The future of accounting starts here! GreerWalker is excited for the rest of our campus meetups this fall. Catch us at:

University of South Carolina
Clemson University
UNC Charlotte

Our team is ready to share how a career at GreerWalker can help you grow, learn, and lead. Come say hello!

Address

227 W Trade Street Ste 1100
Charlotte, NC
28202

Opening Hours

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

Telephone

(704) 377-0239

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