Kassouf & Co

What Kassouf & Co does

Kassouf & Co., Inc. is a privately held Certified Public Accounting firm headquartered in Birmingham, Alabama, founded in 1931 and family-controlled across multiple generations of Kassouf family leadership. The firm operates five offices across Alabama (Birmingham, Auburn, Huntsville, Orange Beach) and Louisiana (Baton Rouge) with a workforce of 101–250 employees, and is an active member of CPAmerica Inc., accessing a network of roughly 2,000 U.S. CPAs and, through CPAmerica's alliance with Crowe Global, an additional pool of approximately 10,000 CPAs and consultants worldwide. Services span accounting and assurance, tax planning and compliance, healthcare advisory, business advisory, and wealth advisory, with healthcare as the firm's primary vertical.

Kassouf delivers professional services through several operating units: Kassouf Healthcare Solutions, an MSO established in 1999 that provides revenue cycle management, financial operations, HR, and credentialing for medical practices; Compliance Plus, a proprietary HIPAA compliance software platform (complianceplus.kassouf.com) covering risk analysis, policy management, training, and incident response; Kassouf Wealth Advisors, an SEC-registered investment advisor offering fiduciary financial, retirement, and estate planning; and Kassouf Retirement Plan Services. The underlying technology stack is a standard accounting and advisory environment augmented by a secure client portal (portal.kassouf.com) and a dedicated HIPAA compliance portal (hipaa.kassouf.com); no AI/ML capabilities are documented. Customer segments include healthcare organizations, professional service firms, high-net-worth individuals, middle-market businesses, and not-for-profits, with healthcare being the deepest area of specialization.

The firm's revenue model is quote-based professional services billing, supported by QuickFee-powered online payments (3% convenience fee on credit card transactions; financing available for invoices of $2,000 or more over 3- or 6-month terms) and electronic funds transfer at no charge. Distribution is regional, anchored in the Southeast U.S. and executed through direct engagement at office locations, secure client portals, and recurring educational events such as the annual Medical Coding Workshop. Demand generation relies on a multi-channel mix—podcast network, social media, webinars, newsletters, blog content, sponsorships of MGMA and Healthcare Leaders Association conferences, and earned media coverage in Forbes, Accounting Today, and the Birmingham Business Journal. The firm has been recognized as a Top 300 U.S. public accounting firm by INSIDE Public Accounting for six consecutive years, ranked 228 in 2025, and has accumulated multiple workplace-culture and inclusion awards.

Name

Kassouf & Co

Legal name

Kassouf & Co., Inc.

Website

https://kassouf.com

Company type

Private

Founded year

1931

Operating status

Operating

Headcount range

101–250 employees

Short description

Kassouf & Co. is a Birmingham, Alabama-based CPA firm founded in 1931 that delivers accounting, tax, healthcare advisory, wealth management, retirement plan, and compliance services to healthcare organizations, professional firms, high-net-worth individuals, and middle-market businesses across the Southeast U.S.

Ownership category

akta.pro rank

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Assurance Services: Traditional CPA services including accounting, assurance/audit, and financial statement preparation for businesses and individuals
2. Tax Services: Income tax planning and tax compliance services for individuals, businesses, and healthcare organizations
3. Healthcare Advisory: Specialized consulting for physician practices, healthcare systems, and provider networks including credentialing, revenue cycle management, compliance, and strategic planning
4. Business Advisory: Strategic consulting, CFO outsourcing, business valuation, litigation support, and qualified plan services
5. Wealth Advisory: Financial planning, investment management, estate planning, and retirement planning through Kassouf Wealth Advisors

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Kassouf & Co. is a Certified Public Accounting firm providing accounting, assurance/audit, tax planning and compliance, business advisory, healthcare consulting, wealth management, and retirement plan administration services to businesses, healthcare organizations, professional firms, and high-net-worth individuals. The firm also operates a proprietary HIPAA compliance software platform (Compliance Plus) and affiliated subsidiaries for healthcare management services (Kassouf Healthcare Solutions MSO) and wealth advisory (Kassouf Wealth Advisors).

Product overview

Kassouf & Co., Inc. is a Certified Public Accounting (CPA) firm offering professional advisory services across multiple practice areas. The firm's portfolio consists primarily of service offerings rather than software products, organized into core accounting/tax services and specialized advisory practices. Key service lines include: (1) Core Accounting Services — accounting, assurance/audit, tax planning and compliance, business advisory, and litigation support; (2) Wealth Advisory — financial planning, retirement planning, estate planning, and investment management delivered through affiliated firm Kassouf Wealth Advisors; (3) Healthcare Advisory — specialized consulting for medical practices covering revenue cycle management, provider credentialing, payer enrollment, compliance, and strategic planning, supported by affiliated company Kassouf Healthcare Solutions (an MSO celebrating 25 years); and (4) Compliance Plus — a proprietary HIPAA compliance software and service solution featuring policy management, risk analysis, security incident tracking, and employee training modules. The firm also offers CFO outsourcing, qualified retirement plan services, and hosts an annual medical coding workshop. Kassouf operates as part of the CPAmerica Inc. network (affiliated with Crowe Global) with approximately 2,000 CPAs nationally.

Differentiator

Problem solved

Functional benefit

Brands

• Kassouf Compliance Plus: Healthcare HIPAA compliance and regulatory compliance software and services
• Kassouf Healthcare Solutions
• Kassouf Wealth Advisors
• Kassouf Retirement Plan Services

Products and services

• Accounting and Assurance Services Core accounting, audit, and assurance services including financial statement preparation, audit and attest engagements, and review engagements for businesses and individuals.
• Business Advisory Services Strategic consulting services helping businesses with operational improvements, financial management, growth strategies, and performance optimization.
• Tax Services Comprehensive tax planning and compliance services including income tax planning, tax return preparation, tax compliance, and tax advisory for individuals, businesses, and healthcare organizations.
• Healthcare Advisory Services Specialized consulting for medical practices including practice management, revenue cycle management, provider credentialing, payer enrollment, strategic planning, compliance, and operational assessments.
• Wealth Advisory Planning Personal financial services including financial planning, retirement planning, estate planning, investment management, education planning, and insurance analysis for individuals and families.
• Estate Planning and Administration Trust and estate administration services including estate plan design, trust administration, wealth transfer strategies, and probate support for high-net-worth clients.
• CFO Outsourcing / Client Accounting and Advisory Services Outsourced CFO and accounting department services providing financial leadership, controller functions, and ongoing accounting advisory for businesses needing scalable financial expertise.
• Credentialing and Provider Enrollment Services Specialized services helping healthcare providers complete payer enrollment, credentialing, Medicare revalidations, Medicaid enrollment, and ongoing directory maintenance to maintain in-network status.
• Qualified Plans Retirement plan design and administration services including 401(k) plans, profit-sharing plans, defined benefit plans, and SECURE 2.0 compliance advisory.
• Litigation Support Forensic accounting and litigation consulting services including business valuation, damage calculations, expert witness testimony, and dispute resolution support.
• Business Valuation Business valuation services supporting transactions, tax reporting, litigation, and strategic planning for businesses and professional firms.
• Compliance Plus Software Platform A comprehensive HIPAA compliance software solution including risk analysis, policy and procedure management, business associate tracking, security incident response, employee training and awareness, and maintenance records, designed for healthcare practices to achieve and maintain regulatory compliance.

Quantifiable outcome

• Forbes Best-in-State CPA recognition for David Kassouf - one of only 17 Birmingham CPAs honored
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• CPAmerica Inc.coreStrategic or Co-development PartnerKassouf is an active member of CPAmerica Inc., one of the largest networks of CPA firms in the world. This affiliation provides access to the expertise and resources of nearly 2,000 CPAs across the United States.
• Crowe GlobalcoreStrategic or Co-development PartnerCPAmerica's strategic alliance with Crowe Global extends Kassouf's global reach to a network of 10,000 CPAs and consultants around the world, providing resources for international client needs.
• QuickFeeminorChannel Partner/ Reseller/ DistributorQuickFee is a financing partner offering payment plans for invoices totaling $2,000 or more over 3 or 6 monthly payments. Provides client financing options with applicable interest and fees.
• Blue Cross Blue Shield of AlabamaminorStrategic or Co-development PartnerKassouf participates in Blue Cross Blue Shield of Alabama's Circle of Care Summit, connecting with Primary Care Select physicians, industry experts, and healthcare leaders to discuss primary care innovation and industry trends.
• Medical Group Management Association (MGMA)minorStrategic or Co-development PartnerActive participation in MGMA state chapter meetings and annual conferences as sponsor and presenter. Supports Alabama MGMA and Huntsville chapter events with educational content and networking.
• Birmingham InfraGard Members AllianceminorStrategic or Co-development PartnerPartnership with Birmingham InfraGard Members Alliance on healthcare fraud prevention education and summits, co-presenting with Southern Medical Association and Birmingham Medical Group Managers Association.
• Kassouf Wealth Advisors, LLCcoreStrategic or Co-development PartnerAffiliated independent wealth management firm and Registered Investment Advisor. Kassouf Wealth Advisors is a separate entity providing CERTIFIED FINANCIAL PLANNER practitioners, Personal Financial Specialists, and Accredited Estate Planners. Registered with SEC, operates as fiduciary.
• Kassouf Healthcare SolutionscoreStrategic or Co-development PartnerManagement Services Organization (MSO) providing revenue cycle management, financial operations, and human resources support for medical practices. Established in 1999, celebrating 25 years in 2024.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Warren Averett: Birmingham, Alabama-headquartered Top-100 U.S. CPA and advisory firm of comparable size with similar multi-discipline practice mix (tax, assurance, healthcare, wealth) and overlapping Southeast footprint.
• Mauldin & Jenkins: Southeast regional CPA firm with comparable mid-tier scale, similar healthcare, government, and construction vertical focus, and an analogous mix of assurance, tax, and advisory services.
• Cherry Bekaert: Top-50 U.S. CPA and advisory firm with strong Southeast presence and a dedicated healthcare practice offering tax, reimbursement, and operational consulting closely paralleling Kassouf's healthcare advisory.
• Dixon Hughes Goodman: Top-20 U.S. CPA firm with a long-standing healthcare industry group providing physician practice, hospital, and MSO advisory services; competes directly with Kassouf for healthcare middle-market clients.
• Moss Adams: Top-15 U.S. CPA firm with one of the largest dedicated healthcare consulting practices in the country; comparable healthcare-focused assurance, tax, and operational advisory scope.

Broad incumbents

• FORVIS: Top-10 U.S. CPA firm formed from the BKD and Dixon Hughes Goodman merger; significantly larger scale and national footprint, but with overlapping healthcare advisory services targeting physician practices and systems.
• Wipfli: Top-20 U.S. accounting and advisory firm with a meaningful healthcare practice and a broader technology/RCM offering; competes with Kassouf on healthcare advisory while operating at larger scale nationally.
• Plante Moran: Top-10 U.S. CPA firm with a dedicated healthcare consulting practice serving hospitals, physician groups, and MSOs; provides a national-scale benchmark for Kassouf's healthcare vertical.
• CliftonLarsonAllen (CLA): Top-10 U.S. CPA firm serving healthcare organizations of all sizes with assurance, tax, and advisory; overlaps Kassouf in healthcare middle-market and wealth/retirement plan services.

Emerging players

• BESLER: Healthcare-focused revenue cycle and reimbursement consulting firm that competes with Kassouf Healthcare Solutions on hospital and physician practice RCM, transfer DRG, and compliance engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@KassoufCPA
• Facebookfacebook.com/kassouf-co-163140807047158
• LinkedInlinkedin.com/company/1217819
• Instagraminstagram.com/kassoufco
• Xx.com/kassoufandco

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries4 records

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 Kassouf & Co