Helping Individuals & Small Businesses Take Control of Their Money
Your Partner for Financial Success
Helping Individuals & Small Businesses Take Control of Their Money
Your Partner for Financial Success
Your Partner for Financial Success
Your Partner for Financial Success
💲 $750–$1,000/mo
Clean books & simple reports for small businesses.
💲 $1,500–$2,500/mo
Reports + dashboards to make smarter decisions.
💲 $3,500–$5,000+/mo
Virtual CFO partnership with full financial strategy.
At Patterson Financial Solutions, we believe financial clarity builds confidence. Whether you’re growing a business, managing personal finances, or leading a project, our mission is simple: make the numbers work for you.
We cut through complexity to reduce stress, simplify decision-making, and create strategies that actually deliver results. From budgeting and forecasting to cash flow management, financial coaching, and strategic planning — we provide the tools, insights, and support you need to take control of your money and move forward with purpose.
👥 Who We Serve
We proudly support:
📍 Based in Charlotte, NC — proudly serving clients nationwide.
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