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CHARLES FINANCIAL STRATEGIES LLC (NY)

Registration facts

SAM.gov registration as of

SAM.gov registration
Active
Registration expiration date Oct 2, 2027

Registration

Entity structure
Sole Proprietorship
Business start date
Jun 1, 2012 (14 years)
State
NY
Website
charlesfs.com
All federal contractors in New YorkHow these figures are built

Source: SAM.gov entity registration for CHARLES FINANCIAL STRATEGIES LLC. Contact details and street address are not published for this record.

Performance

Capabilities

NAICS codes

Small: small business for that NAICS, self-certified in SAM.gov registration.

SBA certifications

No certification in the SBA profile data.

Business types self-reported in SAM.gov registration:

  • Women-Owned Business
  • Black American Owned
  • Women-Owned Small Business
  • Minority-Owned Business

Product and service codes (PSC)

  • U010EDUCATION/TRAINING- CERTIFICATIONS/ACCREDITATIONS FOR EDUCATIONAL INSTITUTIONS
  • R704SUPPORT- MANAGEMENT: AUDITING

Federal Capability Statement

Charles Financial Strategies LLC specializes in Internal Audit Consulting, Risk Assessment, and Corporate Training. We empower professionals and organizations to thrive by enhancing resilience, leadership, and internal controls. Our tailored services include risk evaluations, ESG audits, and leadership development programs designed to strengthen organizational value. As a certified Minority and Women-Owned Business Enterprise (MWBE), we provide strategic support to Boards, Audit Committees, and senior leadership by conducting independent assessments, performing risk analyses in IT, fraud, and enterprise risk, and training personnel to reach their full potential. Our collaborative approach ensures clients achieve sustainable growth, improve oversight, and meet evolving business challenges with confidence.

Capabilities & Services

Internal Audit Quality Assessment
Business Alignment
Governance Structure
CFO Accounting Support
Business Systems
Operational Processes
Evaluation and Business Analytics
Minimizing Variability
TAPA Institute
Personalized CPA tutoring
CPA Intense Boot Camps
Internal Audit Leadership

Contracts

Additional Details

As of . Source: SAM.gov Entity Registration.

CHARLES FINANCIAL STRATEGIES LLC has no active federal suspension or debarment on record in SAM.gov. Current SAM.gov registration expires October 2, 2027.

Source: SAM.gov entity registration (FAR responses, registration status). Always verify active exclusions against the authoritative record on SAM.gov before contract award.

Compliance & Risk Assessment

Source: SAM.gov FAR responses

Suspension/Debarment Status

SAM.gov registration reports no active exclusion

Public Display

Entity information is publicly displayed

Disaster Relief Registry

Not registered for disaster relief

EDI

Not declared in SAM.gov

Business Structure

Source: SAM.gov
Profit Structure:For Profit Organization
Organization:Limited Liability Company

Registration Details

Source: SAM.gov

Initial Registration

Apr 4, 2019

Last Update

Oct 5, 2026

Registration Activation

Active — Oct 5, 2026

Fiscal Year End

12/31

Country of Incorporation

USA