Principled Leadership

Joe graduated with honors from Elon University with a degree in accounting and a minor in business administration. One of the top graduates of the Martha and Spencer Love School of Business, he passed the CPA exam on his first attempt.

Joe possesses over 30 years of successful experience including public accounting and corporate management within the transportation, sales and service sectors and is a member of the AICPA.

Whether your company is a start-up, a continuing business or a well-established company looking at exit strategies, Joe has the experience to guide you through all the necessary steps. Joe manages and supervises the preparation of all individual and business income tax returns or forms and oversees all financial documents or statements before they are released to the client(s).

Joe enjoys working with individuals to navigate the complicated tax law to ensure the best application for their particular circumstances.

NC CPA License # 25071

Joe Wright, CPA, CGMA

NC CPA License # 25071

Meet Our Team




HR / Risk Management Consultants


Support Staff

How we work



Schedule an introductory meeting with Joe or one of our other team members depending on your particular needs. In some instances, an on- site visit is the optimal way for our team members to assess your needs and provide a quality proposal.


OnSite Services

 CFO services, Controller, bookkeeping services are provided in your place of business as much or as little as you require. Human resources training including supervisor training, employee training, assistance in setting up a Drug Free Workplace and other services that are identified in the on site assessment.



Many of our clients never have to leave their home or place of business to work with their CPA. Call us if you would like to hear how we can serve you best.

Balancing Money, Life & Wealth

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