Holden Moss Knott Clark & Copley, P.A.

Accountant · 14091 Falls of Neuse Road, Raleigh, NC 27614, North State Bank Building, Suite 201, Wake Forest, North Carolina

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About us

While our background as CPAs enables us to provide traditional tax and accounting services, we realized many clients wanted help in running their businesses, not just accounting and tax preparation. They wanted more ideas, problem-solving, and strategy. In response, we re-educated ourselves. We are constantly on the lookout for resources that will help us help you run your business.

Affiliations

American Institute of CPAs

Meet the team

Holden Moss Knott Clark & Copley, P.A. advisors: 20 - Xero certifications: 3

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Chuck Odom

CPA

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
1 year Xerocon attendance

Learn more about me at www.chuckodom.com

Holden Moss Knott Clark & Copley, P.A.: Bank experience

Clients of Holden Moss Knott Clark & Copley, P.A. connect to a range of banks via Xero. Holden Moss Knott Clark & Copley, P.A. specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
Fifth Third Bank
First Citizens Bank (SC\, GA) - Bank
Truist (Formerly BB&T) Business Bank
Truist (US)
Wells Fargo (US)

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Holden Moss Knott Clark & Copley, P.A.: Industry experience

Holden Moss Knott Clark & Copley, P.A. works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Finance and insurance
Healthcare and social services
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail

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Holden Moss Knott Clark & Copley, P.A. : App experience

Holden Moss Knott Clark & Copley, P.A. serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

Find us

Holden Moss Knott Clark & Copley, P.A. has offices in 4 locations

Wake Forest: 14091 Falls of Neuse Road, Raleigh, NC 27614, North State Bank Building, Suite 201, Wake Forest, 27587, North Carolina; +1 919-435-5068

Henderson: 213 North Chestnut Street, P.O. Box 177, Henderson, 27536, North Carolina; +1 252-492-3041

Oxford: 118 Main Street, P.O. Box 817, Oxford, 27565, North Carolina; +1 919-693-5960

Raleigh: 8305 Six Forks Road, Suite 101, Raleigh, 27615, North Carolina; +1 919-546-9399

New to Xero? Holden Moss Knott Clark & Copley, P.A. can help

Xero is beautiful online accounting software for smaller businesses. Holden Moss Knott Clark & Copley, P.A. can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.