Lavoie CPA

Our Mission

Lavoie CPA is a trusted finance and outsourcing firm serving software, technology, and healthcare businesses in Charlotte, NC. We empower our clients to achieve rapid growth by providing comprehensive financial guidance, optimized accounting solutions, and strategic financial planning. By leveraging technology and deep industry expertise, we help businesses achieve operational efficiency, increase profitability, and achieve their financial goals.

Who We Are

Founded in 1989, Lavoie CPA boasts over 30 years of experience in financial services. Our team of certified public accountants (CPAs), finance professionals, and industry experts collaborate with clients to deliver tailored solutions that address their unique needs. We are passionate about building lasting partnerships, empowering our clients, and proactively contributing to their success.

Accounting & Finance Solutions

• Outsourced accounting and bookkeeping
• Financial reporting and analysis
• Cash management and budgeting
• Project-based accounting
• Software selection and implementation

Industry-Specific Expertise

• Software & Technology: Expertise in accounting for software licenses, intellectual property, and subscription-based revenue models.
• Healthcare: Comprehensive understanding of healthcare regulations, compliance requirements, and complex billing practices.
• Professional Services: Specialized support for consulting firms, law practices, and other professional service providers.

Growth & Strategy Consulting

• Strategic financial planning
• Business valuations
• Mergers and acquisitions
• Risk management consulting

Technology & Innovation

We embrace technological advancements to streamline workflows, automate processes, and leverage data analytics for insightful financial insights.

Client Testimonials

"Lavoie takes pride in what they do. They are not a giant firm where there's no sense of ownership or sense of pride. For us, that was extremely important." - Monarch Medical Technologies

"Their unique combination of software knowledge and financial expertise allows them to fully understand our IT-related accounting needs." - Carol Williams, Controller, Combi USA Consumer Goods