NC: (704) 892-8733
FL:  (954) 424-2345

Greentree Financial Group "GREENTREE" is a financial consulting firm whose principals have over twenty years experience as accountants to the securities industry.

what we do

Greentree provides specialized consulting services to private and public companies, assisting clients with their access to the public financial markets.

Greentree performs specialized financial consulting for growth companies either planning to go public or having recently completed a public offering.

Greentree works as a team with management to design a financial plan that compliments the client's business plan. By integrating financial and business plans, we assist our clients in achieving timely and cost effective access to the public markets

Greetree assists its clients to develop a cost effective plan for going public by evaluating several flexible options for each client.

Greentree's team of accountants, attorneys, and paralegals, as well as our associations with many sources in the industry, ALL work to fulfill our clients' different needs. We believe that we are fully equipped to further establish our position in the current world economy, while also gaining a firm foothold in the global economies of the next century.

Click HERE to review the BIOS of our team.

Our services

Greentree Financial can assist you with:

  • Financial Consulting
  • Restructuring Capital Formation
  • Settling Litigation
  • Effecting Divesitures
  • Effecting Stock & Asset Purchases or Sales
  • Annual and Quarterly Reports
  • Edgarization of SEC Documents
  • Document Preparation
  • Reverse Mergers
  • Registered Spinoffs
  • Strategic Financial Planning
  • Business Plans
  • Cash Flow Projections
  • Business Strategies
  • Financial Statements
  • Tax Planning  . . .  and more




Auditor w/ GreenTree Financial Group, Inc, Cornelius, NC

Req:  Plan audits/prepare audit program and results; analyze/rec changes in operations/ financial activities. Oversee audit: planning, test controls, and prep docs for audit findings. Ensure Sarbanes Oxley compliance. Collect/analyze data for deficient controls, duplicated effort, extravagance, fraud, or noncompliance with laws, regs, and Mgmt policies. Ensure recording of transactions/legal compliance. MAcc or MBA in Acct. req.  Two yrs exp in acct/audit and GAAP/GAAS.

Send Résumé: GreenTree Financial Group, Inc, 19720 Jetton Road, 3rd Floor Penthouse, Cornelius, NC 28031.