About GreerWalker, LLP
<p>In Charlotte’s banking and business hub, GreerWalker, LLP works with organizations that need clear financial reporting and dependable audit work. Founded in 1984, the firm is a CPA and advisory practice headquartered in Charlotte in the broader Carolinas region.</p> <p>GreerWalker provides Assurance and Accounting, Tax, and Advisory services for a mix of clients, including owner-managed businesses, partnerships, charities, and multinational companies. Its work covers both day-to-day accounting needs and more formal reporting requirements under GAAP and IFRS.</p> <p>A former partner, CPA Mike A. McNamara, was known for his Assurance Services background and experience with GAAP & IFRS, compliance consulting, employee benefit plans, and mergers & acquisitions. The firm continues to support clients who previously worked with him, along with other organizations that need help with audits and related accounting questions.</p> <p>What sets GreerWalker apart is its combination of assurance depth and hands-on support across compliance, benefit plan work, and transaction-related services.</p> <ul> <li>Assurance and accounting services, including audit support</li> <li>Employee benefit plan work with <a href="/auditors/401k">401(k) auditors</a> experience</li> <li>GAAP and IFRS reporting assistance</li> <li>Compliance consulting</li> <li>Mergers & acquisitions support</li> </ul>
Website: https://greerwalker.com/
Founded: 1984
Office Locations
- Charlotte, NC (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 154
- Total AUM Audited: $24.6B
- 401(k): 154 plans, $24.6B AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
Showing top 20 of 142 plans serviced in 2024.