Hannis T. Bourgeois

What Hannis T. Bourgeois does

Hannis T. Bourgeois, LLP (HTB) is a Louisiana-based certified public accounting and business advisory firm founded in 1924, operating across five offices in Baton Rouge (headquarters), Alexandria, Denham Springs, New Orleans, and Hammond, with over 150 professionals. The firm delivers a full-service suite including audit and assurance, tax planning and preparation, business valuations, M&A advisory, consulting, outsourced accounting services, employee benefit plan audits, trust and estate planning, and wealth management through its wholly-owned RIA subsidiary HTB Wealth Advisors, LLC. Services are organized around nine industry verticals — Construction & Real Estate, Auto Dealerships, Food & Beverage, Financial Institutions, Governmental, Manufacturing & Distribution, Not-for-Profit, Professional Services, and Small Business — each led by credentialed partners with relevant certifications (CPA, CVA, CFF, CCIFP).

The firm's technology stack is built on third-party SaaS platforms rather than proprietary systems, including QuickBooks Online, Sage Intacct, Bill.com, Restaurant365, Suralink for secure document exchange, and SafeSend Returns for electronic tax return delivery. HTB operates an HTB Client Portal for secure client communication and payments. The firm holds membership in Allinial Global, an international accounting association, and partners with Savant Wealth Management for institutional investment capabilities delivered through HTB Wealth Advisors.

HTB generates revenue primarily through engagement-based professional services billing for compliance and advisory work, complemented by fee-based managed services in wealth management as an independent registered investment advisor. Specific pricing is not publicly disclosed; services are quoted on an engagement basis. The go-to-market motion relies on direct client relationships, industry thought leadership content (Insights blog), active participation in trade associations (CFMA, CICPAC, ABC, AICPA, LCPA), community involvement, and long-term relationship building. Client acquisition is relationship-driven rather than digital or transactional, supported by a partner-led structure and a 100-year regional brand presence.

Name

Hannis T. Bourgeois

Legal name

Hannis T. Bourgeois, LLP

Website

https://htbcpa.com

Company type

Private

Founded year

1924

Operating status

Operating

Headcount range

101–250 employees

Short description

Hannis T. Bourgeois is a 100-year-old Louisiana-based CPA and business advisory firm with 150+ professionals across five offices, delivering audit, tax, advisory, and wealth management services across nine specialized industry verticals.

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Services (8741)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

akta.pro secondary industries

Discretionary Portfolio Management (DPM) (FSAAABAC), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• CPA firm services
• Audit assurance services
• Tax planning preparation
• Business advisory consulting
• Wealth management advisory

Headquarters

HQ city

Baton Rouge

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting & Audit Services: Fee-based professional services including audit and assurance, business valuations, employee benefit plan audits, and consulting. Revenue is generated through engagement-based billing for compliance and advisory services.
2. Tax Planning & Preparation: Tax compliance and planning services for individuals, businesses, and nonprofits including corporate, partnership, and individual income tax return preparation, multistate tax planning, and tax representation.
3. Wealth Management: Fee-based wealth management services through HTB Wealth Advisors, LLC, including investment management, financial planning, estate planning, and trust services. As an independent registered investment advisor, HTB does not accept commissions from third parties.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Hannis T. Bourgeois, LLP is a full-service CPA and business advisory firm that sells accounting, tax, audit/assurance, consulting, M&A, valuation, trust and estate, and wealth management services to businesses and individuals across nine vertical industries. The firm delivers these services directly through five Louisiana offices and an outsourced accounting technology stack anchored on QuickBooks Online, Sage Intacct, Bill.com, and Restaurant365.

Product overview

Hannis T. Bourgeois is a full-service certified public accounting and business advisory firm offering a comprehensive portfolio of professional services. The firm operates as a unified practice organized around core service lines: Advisory Services, Audit and Assurance, Business Valuations, Consulting Services, Employee Benefit Plan Audits, Mergers and Acquisitions, Outsourced Accounting Services, Tax Planning and Preparation, Trust and Estate Planning, and Wealth Management. These services are delivered by industry-specialized teams across nine practice areas serving sectors including construction, auto dealerships, financial institutions, food and beverage, governmental entities, manufacturing, nonprofits, professional services, and small business. The firm also provides technology-enabled accounting solutions through partnerships with QuickBooks Online, Sage Intacct, Bill.com, and Restaurant365.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Strategic business advisory for businesses and owners covering business tax advisory, internal controls and operations, mergers and acquisitions, outsourced CFO and controller services, systems and process improvement, and business valuations.
• Audit + Assurance Services Financial statement audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, internal controls and process improvement, M&A due diligence, and forecast and projections for public and private entities.
• Business Valuations Formal business valuation services for sales, estate and divorce settlements, shareholder disputes, and litigation consulting; delivered by professionals holding CVA and CFF credentials.
• Consulting Services Strategic and advisory services, M&A support, litigation and transaction advisory, outsourced accounting, business valuation, operational improvement, and forensic accounting and fraud investigations.
• Employee Benefit Plan Audits Audits of 401(K), single and multiple employer plans, 403(b), defined benefit plans, and ESOPs, plus assistance with correcting plan operational errors and Form 5500 preparation.
• Mergers + Acquisitions Advisory Full-transaction-lifecycle M&A support including assessment and organizational restructuring, business valuation, due diligence, pre- and post-transaction structuring, and business transaction structuring.
• Outsourced Accounting Services (Client Accounting and Advisory Services) Professional bookkeeping, accounts payable/receivable, general ledger, and 1099 reporting; outsourced controller and CFO services; and technology solutions built on QuickBooks Online, Sage Intacct, Bill.com, and Restaurant365.
• Tax Planning + Preparation Comprehensive tax services including business succession planning, estate/gift/trust planning, income tax planning and compliance, individual and corporate/partnership return preparation, nonprofit returns (Form 990, 990T), multistate tax planning, PTE election analysis, sales-and-use tax consulting, and tax representation.
• Trust + Estate Planning Services Business succession planning, business valuation, charitable and annual income tax planning, estate tax return preparation (Form 706), fiduciary tax return preparation (Form 1041), gift and estate planning, trust accounting and reporting, and trustee/administration services.
• Wealth Management (HTB Wealth Advisors, LLC) Comprehensive wealth management, investment management delivered in partnership with Savant Wealth Management, financial planning, estate planning and wealth transfer, trust services, and company retirement plans.

Named customers1 record

Segments9 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Allinial GlobalcoreStrategic or Co-development PartnerHTB is a member of Allinial Global, an international accounting association providing access to global resources, expertise, and best practices. This affiliation enables HTB to serve multinational clients and expand capabilities through a network of independent accounting firms worldwide.
• Savant Wealth ManagementcoreStrategic or Co-development PartnerPartnership with Savant Wealth Management provides HTB access to over 30 years of investment management experience and institutional investment capabilities. HTB leverages Savant's in-house investment committee, research team, trading and due diligence capabilities, and tax-aware strategies to serve wealth management clients.
• Louisiana Bankers AssociationminorStrategic or Co-development PartnerHTB's financial institutions practice leader participates in the Louisiana Bankers Association, supporting industry relationships and expertise development.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Postlethwaite & Netterville: Large Louisiana-based CPA and business advisory firm with multiple offices across the state and the Gulf South, offering audit, tax, advisory, and wealth services — the closest direct peer to HTB by geography, service mix, and mid-market client base.
• Broussard Poché, LLP: Louisiana-headquartered CPA firm serving clients across the Gulf South with audit, tax, and advisory services including strong governmental and construction practices — directly overlaps HTB's vertical mix in the same regional market.
• LaPorte CPAs & Business Advisors: Full-service Louisiana CPA and business advisory firm providing audit, tax, consulting, outsourced accounting, and wealth management across the Gulf South — comparable in size, service breadth, and vertical specialization to HTB.
• Daigle Falgoust David & LLoyd (DFD): Regional Louisiana-based CPA firm offering tax, audit, advisory, and consulting services with notable nonprofit, governmental, and construction practices — directly comparable to HTB's vertical mix.

Broad incumbents

• EisnerAmper: Top-20 U.S. accounting and advisory firm with deep private business, financial services, construction, and nonprofit practices — competes for the same upper-mid-market Louisiana clients that HTB targets but offers a much wider national footprint.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with strong construction, dealership, financial institution, and government/nonprofit verticals that mirror HTB's specialty mix, but serving clients nationally.
• RSM US: Top-5 U.S. audit, tax, and consulting firm focused on the middle market — represents the national-firm competition HTB faces for larger construction, financial institution, and dealership engagements.
• Carr, Riggs & Ingram (CRI): Top-40 U.S. accounting and advisory firm with strong construction, dealership, financial institution, and governmental practices across the Southeast — direct competitive overlap with HTB in verticals and regional presence.

Regional players

• EHRHARDT Keefe Steiner + Hottman (EKS+H) / Eide Bailly affiliate: Top regional CPA and advisory firm serving the Midwest/Plains with a comparable mix of construction, dealership, financial institution, and wealth management practices — analogous in size and vertical strategy, but a different geography (Allinial Global peer).

Others

• Savant Wealth Management: Registered investment advisor that provides HTB Wealth Advisors with in-house investment management, research, and trading capabilities — adjacent ecosystem partner rather than a direct competitor; included because the partnership is a structural piece of HTB's wealth offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/htbcpa
• LinkedInlinkedin.com/company/hannis-t--bourgeois-llp
• Instagraminstagram.com/hannistbourgeois

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hannis T. Bourgeois