Succentrix Business Advisors

We specialize in small business financial statements, tax preparation services, payroll services and bookkeeping

See how we can help your business!

Let us take care of your business!


Do you need Tax Services?

  • Tax Returns
  • Electronic Filing
  • Tax Problem Resolution
  • Tax Planning
  • Current Tax Law Consultation

Do you need Financial Advisory Services?

  • Cloud-Based Systems
  • Collaborative Platforms
  • Full Charge Bookkeeping
  • Time-saving Business Systems
  • Financial Consulting
  • Industry Comparisons

Do you need Business Advice?

  • Timely Financial Statements
  • Proactive Strategic Business Advice
  • Tax Planning
  • Competitive Advantage Analysis
  • Business Start-Up Advice
  • Trustworthy Expertise
  • Responsive Service

Charles Smith

Dan Smith

In any city, in any town in America, as a traveler, you might seek to experience each destination by getting to know the people that live there. You might try local food and seek out places of grandeur and beauty. The rush that one gets from immersing oneself in new environment and by experiencing a variety of cultures is what many describe as “the spice of life” and certainly what can define “a rich life”.

Meeting and getting to know Charles Smith is like finding a unique destination and enjoying the journey with all five senses. Charles’s quiet calm confidence is like a picturesque drive through a majestic mountain range after a decadent meal at a local café…reassuring and satisfying and enjoyable in a five- star way.

Charles was born and raised in St. Petersburg, Florida. He served four years in the Air Force where he was stationed at Travis Air Force Base in Solano County, California. He has lived in Arizona, New Mexico, Texas and the Philippines. Charles is no stranger to immersing himself in new environments and cultures. In fact, he loves travel and has more of it in his “bucket list” on the horizon.

Charles’s wealth of experiences in his career is a diverse as his destinations. Charles has worked as a senior corporate financial analyist, a staff bookkeeper and a financial advisor. Charles has served as the Director of Reimbursement and as the Director of Revenue Management. He has worked in health care, long-term care and as an expert in Medicare. In fact, Charles has had top level executives seek his expertise in the private sector and as a consultant …his proficiency being “too valuable” to be confined to just one sector.

Ultimately, Charles landed in Lewisville, Texas where he is well positioned to put his portfolio of talents to use. Comfortable with a wide array of people, places and points of view, Charles can empathize with individuals who desire to make their living doing work that they love. His appreciation for entrepreneurship, curiosity and invention make Charles Smith the perfect destination for any small business owner.

With Succentrix Business Advisors at the core of your business strategy, you are free to do what you do best: assist your customers.

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956 Fairway Ranch Parkway
Roanoke TX 76262-1258

All content posted on this website or distributed by Succentrix Business Advisors is intended for informational purposes only. To determine whether these concepts are appropriate for your business, you should seek advice from a Succentrix Business Advisors representative or an independent advisor before implementation.

Each office is independently owned and operated.

This website and the franchise sales information on this site do not constitute an offer to sell a franchise. The offer of a franchise can only be made through the delivery of a franchise disclosure document. Certain states require that we register the franchise disclosure document in those states. The communications on this website are not directed by us to the residents of any of those states. Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law.