Mantle CPA Group

Mantle Advisory Group is a Charlotte-based CPA firm serving owner-led businesses across the Carolinas. Its licensed CPAs, who bring Big Four backgrounds, provide year-round accounting, tax strategy, financial operations, and advisory support. The firm aims to give growing businesses coordinated financial leadership by connecting bookkeeping, tax planning, cash flow, and business decisions.

Mantle offers three levels of service. The Accountant includes monthly bookkeeping and financial statements, tax planning, estimated tax guidance, sales tax compliance, key metrics reporting, and CPA check-ins. The Modern Back Office adds finance-system modernization, accounts payable and receivables support, payroll, and compliance filings, helping businesses streamline routine operations. The CFO service builds on this foundation with job and project costing, profitability analysis by client or service line, budget tracking, scenario modeling, and forward-looking financial guidance.

These services help business owners understand their financial performance, manage back-office responsibilities, and make informed decisions about growth and investment. Mantle also offers select one-time engagements for businesses seeking focused support with immediate needs.