Smith Leonard PLLC
Smith Leonard PLLC is a privately-held accounting and consulting firm founded in 2007 in High Point, North Carolina, serving privately-held businesses, high-net-worth individuals, and not-for-profits across the NC Triad region through three offices and a full-service tax, audit, advisory, and transaction advisory practice backed by BDO Alliance USA membership.
- Company typePrivate
- Founded2007
- HeadquartersHigh Point, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Smith Leonard PLLC does
Smith Leonard PLLC is a privately-held professional accounting and consulting firm headquartered in High Point, North Carolina, founded in 2007 by professionals who previously operated under the BDO banner. Organized as a Professional Limited Liability Company (PLLC), the firm employs 51-100 staff across three North Carolina offices (High Point, Hickory, and Lexington) and serves privately-held businesses, high-net-worth individuals, not-for-profit organizations, and construction/real estate clients primarily within a two-hour drive of the Piedmont Triad region.
The firm delivers a full-service accounting and advisory platform organized around core service lines: Accounting & Auditing (including employee benefit plan audits under AICPA EBPAQ registration), Tax Planning & Compliance (federal, state, multi-state, international), Advisory and Business Valuations, Transaction Advisory Services (M&A buy-side/sell-side due diligence and quality of earnings), a Business Services Group providing recurring outsourced accounting, payroll, and controller services, and Financial Services delivered through a Forum Financial Management affiliation. The firm's core technology stack is standard accounting software — QuickBooks (with multiple ProAdvisor-certified staff), Excel, and conventional tax preparation platforms — supplemented by resources accessed through its BDO Alliance USA membership, which connects it to BDO International's network of 88,000+ professionals across 167 countries.
Revenue is generated through professional service fees, with engagement-based or fixed-fee billing for assurance and tax work, hourly billing for advisory and transaction work, and recurring managed-services contracts for the Business Services Group. Pricing is not publicly disclosed and varies by client complexity and engagement scope. Go-to-market is relationship-led and regional: the firm acquires clients through direct partner-led business development, referrals, industry-specific thought leadership (notably the proprietary Smith Leonard Furniture Insights report), and deep community involvement across more than 50 Triad-area organizations. Named enterprise clients include Vanguard Furniture and Valdese Weavers. The firm has been recognized by Accounting Today as one of the 'Best Firms to Work For' every year since 2010.
Smith Leonard PLLC firmographics
Firmographics- Name
- Smith Leonard PLLC
- Legal name
- Smith Leonard PLLC
- Website
- https://smith-leonard.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Smith Leonard PLLC is a privately-held accounting and consulting firm founded in 2007 in High Point, North Carolina, serving privately-held businesses, high-net-worth individuals, and not-for-profits across the NC Triad region through three offices and a full-service tax, audit, advisory, and transaction advisory practice backed by BDO Alliance USA membership.
- Ownership category
- akta.pro rank
Smith Leonard PLLC industry classification
Industry- Product category
- Public Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)
Keywords
Where Smith Leonard PLLC is headquartered
LocationHeadquarters
- HQ city
- High Point
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Smith Leonard PLLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Accounting & Auditing Services: Fee-based professional services including audits, reviews, compilations, and business consulting for corporate and employee benefit plans. Revenue is generated through hourly billing or fixed-fee engagements for assurance and accounting services.
- Tax Planning & Compliance: Preparation of federal and state income tax returns, tax planning, consulting, and compliance services. Includes international tax planning, multi-state tax issues, sales and use tax planning, and tax credit maximization. Revenue model based on professional service fees.
- Advisory Services: Business and financial consulting services, transaction advisory (buy-side and sell-side due diligence), business valuations, and succession planning. Revenue generated through advisory fees and transaction-based compensation.
- Client Accounting Services (Outsourced Accounting): Outsourced accounting, bookkeeping, payroll, and controller services delivered through the Business Services Group. Provides ongoing monthly/quarterly service engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional services engagement pricing varies by service type and client complexity |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Smith Leonard PLLC product offering
Product offeringCore offering
Smith Leonard PLLC is a North Carolina-based professional accounting and consulting firm that delivers audit, tax, advisory, business valuation, transaction advisory, employee benefit plan audit, and outsourced accounting/bookkeeping services. The firm serves privately-held businesses, not-for-profits, and high-net-worth individuals primarily across the Piedmont Triad region and broader Southeast United States.
Product overview
Smith Leonard PLLC is a professional accounting and consulting firm offering a comprehensive suite of professional services. The firm operates as a unified service practice rather than a platform-plus-modules architecture. Core service offerings include Accounting & Auditing, Tax Planning & Compliance, Advisory, Business Valuations, Business Services Group (outsourced accounting), Employee Benefit Plans, Financial Services, International Services, and Transaction Advisory Services. As an independent member of the BDO Alliance USA, the firm supplements its capabilities with access to BDO's global network of over 88,000 professionals across 167 countries.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting & Auditing
Quantifiable outcome
- The firm has maintained 'Best Firms to Work For' recognition from Accounting Today for 15+ consecutive years (2010-present)
- +1 more outcomes
Companies that use Smith Leonard PLLC
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles4 records
Smith Leonard PLLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Smith Leonard PLLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- BDO Alliance USAcoreSmith Leonard is an independent member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. The partnership enhances client services, expands domestic and international coverage, provides greater technical knowledge in specialty areas, and offers access to up-to-date technical information and training programs. As part of BDO International, the firm connects to a global network of more than 88,000 people working out of more than 1,800 offices across 167 countries.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Smith Leonard PLLC competitors and assessment
Company assessmentBroad incumbents
- RSM US: RSM US is a top-5 U.S. accounting and consulting firm focused on the middle market. Comparable as an accounting and advisory firm serving mid-market manufacturers, distributors, and not-for-profits, though operating at significantly larger scale than Smith Leonard.
- Crowe LLP: Crowe is a top-10 U.S. accounting and consulting firm serving middle-market clients with audit, tax, and advisory services. Comparable service offering for Smith Leonard's target verticals, particularly manufacturing and not-for-profit.
- Plante Moran: Plante Moran is one of the largest U.S. accounting and business advisory firms, with strong mid-market focus. Comparable as an established CPA firm serving manufacturing, construction, and not-for-profit sectors with audit, tax, and advisory services.
- BDO USA: BDO USA is the national accounting firm whose Alliance USA network Smith Leonard belongs to. Comparable as a top-tier accounting, tax, and advisory provider; Smith Leonard differentiates as the local affiliate serving mid-market clients in NC.
Direct peers
- CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and professional services firm serving middle-market clients. Comparable in target market (privately-held businesses, not-for-profits, HNW individuals) and service mix including outsourced accounting and advisory.
- Eide Bailly: Eide Bailly is a top-25 U.S. accounting and consulting firm with regional concentration in the Midwest and Mountain states, comparable in size and middle-market focus. Similar service offering across assurance, tax, advisory, and outsourced accounting.
- Cherry Bekaert: Cherry Bekaert is a top-30 U.S. accounting and consulting firm headquartered in Raleigh, NC. Directly comparable as a Southeast-focused CPA firm serving middle-market privately-held businesses, not-for-profits, and high-net-worth individuals.
- Dixon Hughes Goodman (DHG): DHG is a top-20 U.S. accounting and advisory firm with strong Southeastern U.S. presence including North Carolina. Directly comparable as a regional mid-market CPA firm offering assurance, tax, and advisory services to privately-held businesses.
- Forvis (formerly BKD CPAs & Advisors): Forvis is a top-10 U.S. accounting firm formed from the BKD and Dixon Hughes Goodman merger, with significant presence across the Southeast. Comparable as a mid-market accounting, tax, and advisory firm serving similar manufacturing, construction, and not-for-profit verticals.
Regional players
- Bernard Robinson & Company: Bernard Robinson is a regional CPA firm in North Carolina. Comparable as a similarly-sized North Carolina-based accounting and advisory firm serving privately-held businesses and individuals in the Triad region.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights7 records
Customer concentration
Smith Leonard PLLC social profiles
Digital presenceSmith Leonard PLLC compliance and trust
Trust signalCompliance1 record
Smith Leonard PLLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Smith Leonard PLLC leadership team
Management profileNumber of profiles
Profiles15 records
Smith Leonard PLLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Smith Leonard PLLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Smith Leonard PLLC
What does Smith Leonard PLLC do?
Smith Leonard PLLC is a North Carolina-based professional accounting and consulting firm that delivers audit, tax, advisory, business valuation, transaction advisory, employee benefit plan audit, and outsourced accounting/bookkeeping services. The firm serves privately-held businesses, not-for-profits, and high-net-worth individuals primarily across the Piedmont Triad region and broader Southeast United States.
Is Smith Leonard PLLC a public or private company?
Smith Leonard PLLC is a private company. It is classified as management employee owned and is currently operating.
When was Smith Leonard PLLC founded?
Smith Leonard PLLC was founded in 2007. It employs 51 to 100 people.
Where is Smith Leonard PLLC based?
Smith Leonard PLLC is headquartered in High Point, United States, in the North America region.
How does Smith Leonard PLLC make money?
Four revenue lines are on record. Accounting & Auditing Services are the primary driver. The others are tax Planning & Compliance, advisory Services and client Accounting Services (Outsourced Accounting).
Who are Smith Leonard PLLC's main competitors?
Broad incumbents on record are RSM US, Crowe LLP, Plante Moran and BDO USA. Direct peers are CliftonLarsonAllen (CLA), Eide Bailly, Cherry Bekaert, Dixon Hughes Goodman (DHG) and Forvis (formerly BKD CPAs & Advisors). Bernard Robinson & Company is listed as a regional player.
Does Smith Leonard PLLC have an API?
No public API is recorded for Smith Leonard PLLC.
What industry is Smith Leonard PLLC in?
Smith Leonard PLLC's product category is Public Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHANAG, Litigation Support & Expert Witness (Valuation-Related). Its NAICS code is 541211 and its SIC code is 8700.