PAAST

What PAAST does

PAAST, P.L. is a privately held certified public accounting firm headquartered at 255 Alhambra Circle, Suite 1100, Coral Gables, Florida, founded in 1999. The firm provides a comprehensive portfolio of professional services spanning accounting, assurance, tax, risk advisory, information technology assurance, and strategic consulting. Its service lines include financial statement audits, SSAE18/ISAE3402 control testing, BSA/AML compliance audits for banks, forensic accounting and litigation support, employee benefit plan audits, tax planning and compliance (domestic and international), and entrepreneurial/start-up advisory. Cybersecurity testing, vulnerability assessments, and penetration testing are delivered through an affiliated entity, Genesis Systems Consulting.

The firm operates on a professional services, fee-for-service engagement model with multi-year client contracts and quote-based pricing tied to scope. Its primary client base consists of financial institutions (banks and mortgage companies regulated by OCC, FDIC, and Federal Reserve), closely-held and private companies, employee benefit plans, high-net-worth individuals, and entrepreneurs and startups. PAAST reaches clients through direct partner-led engagement, content marketing via its blog, and referral opportunities generated through its membership in PrimeGlobal, one of the top five largest associations of independent accounting firms globally.

In May 2024, PAAST completed a merger with SKJ&T LLP (also referenced as Sanson Kline Jacomino & Tandoc), consolidating the two South Florida firms under the PAAST name at the Coral Gables/Miami International Airport location. The firm maintains an 11–50 employee headcount, operates from a single Florida headquarters, and extends its service reach internationally through PrimeGlobal affiliate firms in North America, Europe, Central America, and South America. No venture, growth, or institutional capital has been disclosed; ownership is partner-operated.

Name

PAAST

Legal name

PAAST, P.L.

Website

https://paast.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

PAAST is a privately held South Florida CPA firm (founded 1999) providing audit, tax, advisory, IT assurance, and cybersecurity services to financial institutions, closely-held businesses, and entrepreneurs, with international reach via PrimeGlobal membership.

Ownership category

akta.pro rank

Product category

Public Accounting and Professional Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Public accounting services
• Audit and assurance
• Tax advisory services
• BSA/AML compliance auditing
• IT assurance consulting

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Revenue: Revenue is generated through providing professional accounting, audit, tax, risk, assurance, information technology and strategic consulting services to clients. Services are provided directly to businesses and individuals on a fee-for-service basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

PAAST is a certified public accounting firm that delivers accounting, audit, tax, assurance, risk advisory, business consulting, IT assurance, and forensic accounting services to financial institutions, closely-held businesses, entrepreneurs, and high net worth individuals. The firm specializes in BSA/AML compliance audits for banks, financial statement audits, and employee benefit plan audits, while providing cybersecurity testing through affiliated Genesis Systems Consulting. Engagement-based professional services are quoted based on scope and delivered under direct partner supervision.

Product overview

PAAST P.L. is a South Florida accounting firm providing a comprehensive suite of professional services. The firm operates as a unified portfolio of service lines rather than a software platform: Accounting Services provides bookkeeping, tax planning, and financial statement preparation; Assurance Services offers audit and attest functions; Cybersecurity Testing delivers vulnerability assessments and penetration testing through affiliate Genesis Systems Consulting; Forensic Accounting addresses fraud investigation and litigation support; Tax Services covers domestic, international, and financial industry tax compliance; and Business Consulting provides operational assessment and strategic planning. The May 2024 merger with SKJ&T LLP expanded the firm's capabilities and South Florida presence.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Unqualified peer reviews since firm inception
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• PrimeGlobalcoreStrategic or Co-development PartnerPAAST is a proud member of PrimeGlobal, one of the top five largest associations of independent accounting firms in the world. PrimeGlobal provides member firms with tools, resources, and peer networks that enable them to furnish superior accounting, auditing, and management services to clients around the globe. Through PrimeGlobal membership, PAAST can assist clients with international needs through independent affiliates worldwide.
• Genesis Systems ConsultingcoreStrategic or Co-development PartnerGenesis Systems Consulting is PAAST's affiliate that assists in providing information technology assurance services. Genesis provides cybersecurity testing services including security assessments, vulnerability assessments, penetration testing, and social engineering exercises. The firm also assists with IT audits, IT consulting services, and information security risk assessments.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Berkowitz Pollack Brant Advisors + CPAs: Miami-based mid-sized CPA and advisory firm serving closely-held businesses, HNW individuals, family offices, and financial institutions. Highly comparable to PAAST in scale, geography (South Florida), and service mix spanning audit, tax, advisory, and trust services.
• MBAF (Marcum LLP Florida practice): Miami-headquartered CPA and advisory firm (now part of Marcum) serving closely-held businesses and HNW clients with audit, tax, and consulting. Direct comparable in South Florida market with overlapping client types and service lines.

Broad incumbents

• BDO USA: Top-5 global accounting and professional services network serving mid-market and large companies. Competes with PAAST for community bank, private company, and benefit plan audit work, particularly in regulated industries.
• Wipfli LLP: Top-20 U.S. accounting and consulting firm serving middle-market and financial institutions. Comparable to PAAST in providing audit, tax, IT assurance, and consulting to community banks and closely-held companies.
• Crowe LLP: Top-10 U.S. accounting firm with notable financial services practice serving banks, credit unions, and asset managers. Comparable to PAAST in regulated banking audit/BSA work but at materially larger scale.
• RSM US: Leading U.S. middle-market accounting and consulting firm with strong financial-services practice. Direct overlap with PAAST in serving banks and mid-sized companies in audit, tax, and risk advisory.
• Moss Adams: Top-15 U.S. accounting and business advisory firm serving middle-market clients across industries. Comparable to PAAST in client size, breadth of services, and emphasis on regulated industries.
• Plante Moran: Large U.S. middle-market accounting and advisory firm with broad service portfolio. Comparable in serving closely-held businesses, financial institutions, and benefit plans with audit, tax, and consulting services.
• Marcum LLP: Top-10 U.S. accounting firm offering audit, tax, advisory, and technology services to mid-market and larger clients. Operates broadly in the same space as PAAST but at significantly larger scale; represents both a competitor for talent and a potential roll-up destination for Florida-focused firms.
• Forvis (formerly FORVIS, BKD + Dixon Hughes Goodman): Top-10 U.S. accounting firm resulting from BKD/Dixon Hughes merger, serving middle-market clients including financial institutions. Comparable to PAAST in regulated audit work and benefit plan services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/paast_cpas

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about PAAST