EEPB

What EEPB does

EEPB (legally EEPB CPAs and Business Advisors) is a Houston, Texas-based public accounting firm founded in 1987 by Mike Easley, Nick Endres, Steve Parkhill, and Bo Brackendorff. The firm employs approximately 100 professionals delivering accounting, tax, assurance, outsourced accounting, technology consulting, and advisory services across at least ten industry verticals, with deepest expertise in oil & gas, healthcare/dentistry, real estate, and private equity funds. Its service architecture includes core lines (Assurance & Financial Reporting, Tax, Advisory, Outsourced Accounting, Oil & Gas Outsourced Accounting, Outsourced Bookkeeping, Technology Consulting, Special Consulting Projects, Healthcare & Dentistry) and specialized sub-services spanning international tax, family wealth strategies, estate planning, litigation support, HR assistance, and employee benefit plan audits. Technology stack centers on WolfePak oil & gas accounting software for outsourced E&P accounting, alongside standard secure file transfer (SafeSend), client portal (Netlinksolution), and invoicing (QuickFee) tools.

The firm operates as a privately held partnership under Managing Director Douglas Louk, with four founding partners and approximately 20 directors and senior managers leading practice departments. EEPB is registered with the Public Company Accounting Oversight Board (PCAOB), is a member of the AICPA Alliance for CPA Firms and AICPA Center for Public Company Audit Firms, and is an independent member of DFK International/USA. The firm extends its offerings through two affiliates: EEPB InnovaTax (research and development tax credit services) and Production Tax Consultants, LLC (oil & gas production tax recovery). It is recognized as a Top 200 Firm by Inside Public Accounting (2024), a Best Firm to Work For by Accounting Today (2019, 2021, 2022), and one of the Largest Houston Area Accounting Firms by Houston Business Journal.

EEPB generates revenue through professional services fees billed on a quote-based, engagement-specific basis under multi-year client contracts. Distribution is exclusively direct, via partner-led client engagements delivered from its single Houston headquarters (2950 North Loop West, Suite 1200) to clients across Texas and the broader U.S. Its go-to-market is relationship-led, supported by a professional website, email newsletter, community engagement with local nonprofits and schools, and referral-driven client acquisition. Customer-facing technology includes a secure client portal and SafeSend-based tax document exchange, with no public-facing applications, API platform, or proprietary AI/ML capabilities disclosed.

Name

EEPB

Legal name

EEPB CPAs and Business Advisors

Website

https://eepb.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

EEPB is a Houston-based public accounting firm founded in 1987 with approximately 100 professionals delivering tax, assurance, advisory, and outsourced accounting services across oil & gas, healthcare, real estate, and other industries.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Public accounting services
• Tax compliance advisory
• Outsourced bookkeeping services
• Audit assurance services
• Oil gas accounting

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Accounting, Tax, Assurance, Advisory): Full-service public accounting firm providing integrated accounting, tax, assurance, outsourcing, and advisory services. Revenue is generated through professional service fees for ongoing engagements, project-based consulting, and specialized advisory services. The firm serves clients from startups to multi-million dollar businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

EEPB is a Houston-based public accounting firm providing full-service accounting, tax, assurance, outsourcing, and advisory services to businesses from startups to multi-million dollar enterprises. Core offerings span Assurance & Financial Reporting, Tax, Advisory, Outsourced Accounting, Outsourced Bookkeeping, Oil & Gas Outsourced Accounting, Healthcare & Dentistry, Technology Consulting, and Special Consulting Projects across verticals including oil & gas, healthcare, real estate, manufacturing, retail, private equity, and government entities.

Product overview

EEPB is a Houston-based public accounting firm offering a comprehensive suite of accounting, tax, assurance, and advisory services. The firm's service architecture consists of core service lines including Technology Consulting, Advisory, Tax, Assurance & Financial Reporting, Outsourced Accounting, Outsourced Bookkeeping, Oil & Gas Outsourced Accounting, Special Consulting Projects, and Healthcare & Dentistry. These core services are supported by specialized sub-services in tax (Corporate & Business Tax, International, Federal/State/Local, Tax Credits & Incentives, Family Wealth & Tax Strategies, Family Office Accounting, Private Client), advisory (Accounting & Financial Advisory, Business Transition, Estate Planning, Litigation Support, HR Assistance, Business Advisory Services), and assurance (Assurance, Employee Benefits Plan Audits). The firm also offers an affiliate service called EEPB InnovaTax for R&D tax credits. EEPB serves diverse industries including Oil & Gas, Healthcare, Technology, Manufacturing, Real Estate, and Professional Services, and operates as a member of DFK International/USA.

Differentiator

Problem solved

Functional benefit

Brands

• EEPB InnovaTax: Research and development tax credit services
• Production Tax Consultants, LLC

Products and services

• Assurance & Financial Reporting Assurance and financial reporting services providing actionable intelligence for business health through financial statement audits, compilations, reviews, and employee benefit plan audits. For businesses needing audited or reviewed financial statements.
• Tax Services Tax services addressing issues and opportunities impacting client growth, governance, and performance through proactive planning and tax law compliance. For businesses and individuals across multiple industries.
• Advisory Business advisory services offering guidance on growth decisions, tax implications, and acquisitions, including accounting and financial advisory, business transition, estate planning, litigation support, and HR assistance. For business owners navigating growth, transitions, or complex matters.
• Outsourced Accounting Outsourced accounting services providing qualified professionals with expertise in general accounting, budget development, and process improvement for government accounting departments and other organizations needing full accounting function support.
• Outsourced Bookkeeping Outsourced bookkeeping services providing experienced bookkeepers for short-term or long-term accounting function management with CPA oversight. For businesses needing bookkeeping support.
• Oil & Gas Outsourced Accounting Specialized outsourced accounting for oil and gas companies using WolfePak software, including revenue accounting, joint interest billing, accounts payable, financial reporting, and regulatory compliance. For E&P operators and oil & gas companies needing specialized back-office support.
• Healthcare & Dentistry Practice Services Healthcare and dentistry practice management services including security risk analysis, medical practice management, dentistry practice management, and financial planning for medical and dental professionals. For physicians, dentists, and medical practice owners.
• Technology Consulting Technology consulting services providing assessment, implementation, and management of IT resources including cybersecurity protection, virtualization, and emerging technologies. For businesses needing IT strategy and security advisory.
• Special Consulting Projects Consulting services for special situations including entity mergers, bond issuance for government projects, and implementation of new accounting standards. For organizations undergoing unique transactions or needing specialized project support.
• EEPB InnovaTax Affiliate service focused on research and development tax credit services, providing R&D tax deduction and domestic production deduction optimization. For businesses seeking to maximize R&D tax credits.

Named customers4 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• DFK International/USAcoreStrategic or Co-development PartnerIndependent member of DFK International/USA, an association of independent accounting firms located in principal cities throughout the United States and around the world. This affiliation allows the firm to draw upon resources when additional expertise on specific matters may be required, giving EEPB virtually unlimited capabilities.
• Production Tax Consultants, LLCcoreStrategic or Co-development PartnerAffiliated company that works closely with EEPB to assist oil and gas clients realize considerable production tax savings through unique, customized data-driven approach in the areas of marketing cost refunds, well incentives, and tax reimbursements.
• EEPB InnovaTaxminorStrategic or Co-development PartnerAffiliate website focused on research and development tax credit services for clients.
• American Institute of CPA's (AICPA) Alliance for CPA FirmscoreStrategic or Co-development PartnerMember of AICPA Alliance for CPA Firms and the AICPA Center for Public Company Audit Firms. Firm is registered with the Public Company Accounting Oversight Board (PCAOB) and has successfully undergone peer review.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Crowe LLP: Top-10 national accounting firm with established energy and healthcare verticals — overlapping capabilities with EEPB at larger scale and broader geographic reach.
• Moss Adams: Large West Coast–headquartered CPA firm with national energy, healthcare, and PE practices — comparable in service breadth to EEPB but at a much larger scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving middle-market clients with industry-specific practices — directly comparable in target client size and vertical approach to EEPB but at substantially greater scale.
• RSM US: National mid-market-focused accounting firm with strong energy and PE practices — competes for the same middle-market and family-owned clients EEPB targets, but at significantly larger scale.
• BDO USA: Top-5 global accounting firm with substantial Houston office covering energy, healthcare, and PE — overlaps with EEPB's verticals but at materially larger scale and broader service portfolio.

Direct peers

• Whitley Penn: Texas-based full-service CPA and advisory firm with comparable headcount and multi-vertical practice including energy and healthcare — directly comparable in scale, geography, and service mix to EEPB.
• UHY US: National mid-market accounting network with significant Houston presence and oil & gas expertise — competes for the same Houston middle-market and energy clients as EEPB.
• Postlethwaite & Netterville: Mid-size Gulf Coast CPA and business advisory firm with strong energy and healthcare practices — comparable size, service mix, and vertical mix to EEPB.
• Harper & Pearson Company: Houston-based mid-market CPA firm serving closely-held businesses with tax, audit, and advisory — directly competes with EEPB in the same Houston mid-market segment.
• Lane Gorman Trubitt: Dallas/Houston CPA firm of similar size offering audit, tax, and advisory with strong energy and private-company practices — a close functional and geographic comparable to EEPB.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/eepb

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 EEPB