Warren Averett
Warren Averett is a Top 50 US CPA firm with 750+ professionals across 13 Southeast offices, delivering integrated accounting, tax, advisory, technology, HR, and client accounting services to enterprise and mid-market clients across 50 states and 36 countries.
- Company typePrivate
- Founded1975
- HeadquartersBirmingham, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Warren Averett does
Warren Averett is a privately held, Top 50 US CPA firm headquartered in Birmingham, Alabama, providing integrated accounting, tax, advisory, technology, and HR services. Founded in 1972, the firm operates from 13 office locations across Alabama, Florida, Georgia, and the Cayman Islands, employing 750+ professionals serving clients across all 50 US states and 36 countries. The business is organized under two Alabama LLCs: Warren Averett, LLC (the licensed public accounting entity providing attest and tax services) and Warren Averett Companies, LLC (a sister entity owning non-attest subsidiaries covering technology, staffing/recruiting, benefits, and workplace services).
The firm's service portfolio spans six core lines: Traditional Accounting (audit, assurance, tax planning and compliance), Corporate Advisory (transaction advisory, due diligence, business transformation, risk advisory, ESG/sustainability, and forensic/valuation), Technology Solutions (managed IT, cybersecurity assessments, IT compliance, business software consulting), HR Solutions (executive search, recruiting, HR consulting, retirement plan administration, benefit plan audit), Client Accounting Services (outsourced accounting, payroll, controller, and CFO services), and Personal Services (estate and trust planning for individuals). Underlying technology capabilities include SOC 2 Type 2 and SOC 3 certified controls, business software consulting practices, and a managed IT platform operated through the Technology Group subsidiary.
Revenue is generated primarily through professional services engagements priced on a custom, quote-based model tied to scope and complexity, supplemented by recurring managed services revenue from the Technology and HR subsidiaries. The go-to-market motion is relationship-based enterprise and mid-market field sales, with deep vertical specialization across 18 industries including healthcare, real estate, government contracting, technology/life sciences, manufacturing, private equity, and nonprofits. The firm is a member of the Allinial Global Alliance, extending its international delivery capability, and has historically pursued selective tuck-in acquisitions (e.g., Hutto & Carver in 2016) as part of a measured expansion strategy.
Warren Averett firmographics
Firmographics- Name
- Warren Averett
- Legal name
- Warren Averett
- Website
- https://warrenaverett.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Warren Averett is a Top 50 US CPA firm with 750+ professionals across 13 Southeast offices, delivering integrated accounting, tax, advisory, technology, HR, and client accounting services to enterprise and mid-market clients across 50 states and 36 countries.
- Ownership category
- akta.pro rank
Warren Averett industry classification
Industry- Product category
- Professional Accounting & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Investment Advice (6282)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industry
- Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
Keywords
Where Warren Averett is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices13 records
Markets served
Warren Averett business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Traditional Accounting Services: Audit & assurance, tax planning and compliance services for businesses and individuals
- Corporate Advisory: Transaction advisory, due diligence, risk advisory, ESG reporting, and business transformation consulting
- Technology Solutions: Managed IT services, cybersecurity assessments, business software consulting, and IT compliance services
- HR Solutions: Executive search, recruiting, HR consulting, retirement plan administration, and benefit plan audit services
- Client Accounting Services: Outsourced accounting, payroll services, controller services, and CFO services
- Personal Services: Estate planning, trust services, and personal financial planning for individuals
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Warren Averett product offering
Product offeringCore offering
Warren Averett is a Top 50 CPA firm providing integrated accounting, tax, advisory, technology, and HR services to mid-market and enterprise clients. Its six core service lines are Traditional Accounting (audit, assurance, tax), Corporate Advisory (transaction advisory, due diligence, risk advisory, ESG), Technology Solutions (managed IT, cybersecurity), HR Solutions (executive search, benefits, retirement), Client Accounting Services (outsourced accounting, payroll, CFO services), and Personal Services (estate and trust planning). The firm serves clients across 18 industry verticals from 13 office locations in the Southeast U.S. and Cayman Islands, with reach into all 50 states and 36 countries.
Product overview
Warren Averett is a professional services firm (CPA firm) providing integrated accounting, tax, advisory, technology, and HR services. The core offering consists of six main service lines: Traditional Accounting (audit, tax, assurance), Corporate Advisory (transaction, risk, M&A), Technology Solutions (IT security, managed services, business software), HR Solutions (recruiting, consulting, benefits), Client Accounting Services (outsourced accounting, payroll, CFO services), and Personal Services (estate planning). These services operate as interconnected practice areas serving clients across 50 states and 36 countries from offices throughout the Southeast United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Traditional Accounting Core business accounting services including audits, reviews, compilations, and comprehensive tax planning and preparation for businesses and individuals.
- Corporate Advisory Strategic guidance and innovative solutions for challenging business circumstances including transaction advisory, due diligence, business transformation, risk advisory, ESOP, forensic and valuation, and sustainability/ESG services.
- Technology Solutions IT services including risk assessments, IT security, business software consulting, backup disaster recovery solutions, managed IT services, cybersecurity, and IT compliance.
- HR Solutions Human resources services including executive search, recruiting, HR consulting, compensation and benefits consulting, retirement plan administration, and benefit plan audit.
- Client Accounting Services Outsourced accounting team services including payroll services, CFO services, controller services, and specialized services for nonprofits and government contractors.
- Personal Services Individual financial services including estate and trust planning, tax planning, and daily money management for individuals and families.
Quantifiable outcome
- Serving clients in all 50 US states and 36 countries
- +1 more outcomes
Companies that use Warren Averett
Customer profileNamed customers9 records
Segments9 records
Ideal customer profiles3 records
Warren Averett technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Warren Averett partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Allinial Global AlliancecoreWarren Averett is a member of the Allinial Global Alliance, which provides access to global accounting and advisory resources and enables collaboration with member firms worldwide for international client service delivery.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Warren Averett competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Warren Averett social profiles
Digital presenceWarren Averett compliance and trust
Trust signalCompliance2 records
Warren Averett financial estimates
Financial estimateRevenue estimate
Valuation estimate
Warren Averett leadership team
Management profileNumber of profiles
Profiles8 records
Warren Averett subsidiaries and ownership
Company hierarchySubsidiaries4 records
Warren Averett funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Warren Averett M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Warren Averett
What does Warren Averett do?
Warren Averett is a Top 50 CPA firm providing integrated accounting, tax, advisory, technology, and HR services to mid-market and enterprise clients. Its six core service lines are Traditional Accounting (audit, assurance, tax), Corporate Advisory (transaction advisory, due diligence, risk advisory, ESG), Technology Solutions (managed IT, cybersecurity), HR Solutions (executive search, benefits, retirement), Client Accounting Services (outsourced accounting, payroll, CFO services), and Personal Services (estate and trust planning). The firm serves clients across 18 industry verticals from 13 office locations in the Southeast U.S. and Cayman Islands, with reach into all 50 states and 36 countries.
Is Warren Averett a public or private company?
Warren Averett is a private company. It is classified as management employee owned and is currently operating.
When was Warren Averett founded?
Warren Averett was founded in 1975. It employs 501 to 1,000 people.
Where is Warren Averett based?
Warren Averett is headquartered in Birmingham, United States, in the North America region.
How does Warren Averett make money?
Six revenue lines are on record. Traditional Accounting Services are the primary driver. The others are corporate Advisory, technology Solutions, HR Solutions, client Accounting Services and personal Services.
Does Warren Averett have an API?
No public API is recorded for Warren Averett.
What industry is Warren Averett in?
Warren Averett's product category is Professional Accounting & Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAAAGAG, Intercompany & Consolidation Support (Eliminations, Group Reporting Support). Its NAICS code is 541211 and its SIC code is 6200.