Harper & Pearson Company, P.C.

What Harper & Pearson Company, P.C. does

Harper & Pearson Company, P.C. is a privately held, Texas-incorporated certified public accounting firm headquartered in Houston that has been in operation for approximately 60 years (founded c. 1966). The firm delivers professional accounting services across four core lines — Tax Services, Audit & Assurance (including PCAOB-registered SEC reporting and SOC 1/2/3 engagements), Consulting, and Outsourced Accounting — supplemented by International Business and International Individual tax practices. It serves clients across seven dedicated industry verticals: Healthcare, Energy, Manufacturing, Wholesale & Distribution, Construction & Real Estate, Private Equity, and Not-For-Profit organizations, with a stated footprint of 100+ not-for-profit clients and 55+ manufacturing clients. Tech execution is conventional: the firm does not develop proprietary software and operates on QuickBooks Desktop/Online, Microsoft Office, Bill.com, and standard tax preparation platforms.

The firm's revenue model is professional services billing, with engagements quoted on scope, complexity, and client requirements and billed either hourly or on a fixed-fee basis; pricing is not publicly disclosed. Go-to-market is sales-led and relationship-driven, relying on partner and shareholder-led business development, active membership in professional associations (Texas Society of CPAs, AICPA, Houston CPA Society, CFMA, AGC), content marketing through a quarterly Tax Insights newsletter and industry brochures, and an employee referral program that pays 10% of first-year collected fees for successful client referrals. Services are delivered primarily through the Houston headquarters with predominantly regional clientele and minimal travel, though international service capabilities extend the addressable market to foreign investors in the U.S. and expatriate individuals abroad.

Ownership is concentrated among the firm's named shareholders and directors, with no parent company, outside investors, or institutional backing disclosed. Leadership includes CEO/President Richard B. Lynch (35+ years of experience), Vice President and Chairman Tonja C. Rodriguez, Treasurer Cindy M. Beardall, Tax Shareholder Shannon M. Allison, Assurance Shareholder Kelley Cooney, Tax Shareholder Donna Haim, Assurance Practice Director C. Trent Halsell, Director Stephen A. Palmerton, and Tax Director Guy T. Tabor. The firm has received top marks on AICPA peer reviews for over 30 consecutive years and reports headcount in the 101–250 range; no revenue figure is publicly disclosed.

Name

Harper & Pearson Company, P.C.

Legal name

Harper & Pearson Company, P.C.

Website

https://harperpearson.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

101–250 employees

Short description

Harper & Pearson Company, P.C. is a privately held Houston-based CPA firm, founded c. 1966, providing tax, audit & assurance, consulting, and outsourced accounting services across seven industry verticals including healthcare, energy, manufacturing, and not-for-profit organizations.

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), Other Accounting Services (541219)

SIC

Services-Business Services, Nec (7389)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Audit & Assurance Services (BPAHABAA), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Public accounting services
• Tax compliance planning
• Audit assurance services
• Outsourced accounting
• Business consulting

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

Revenue model

1. Professional Accounting Services: The firm generates revenue through professional services engagements including tax planning and compliance, audit and assurance, consulting, and outsourced accounting. Services are billed based on hourly rates or fixed fees for specific engagements. Professional services is the primary revenue stream for this public accounting firm.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Harper & Pearson Company, P.C. is a full-service public accounting firm offering four core service lines: Tax Services (federal/state compliance, M&A and succession planning, IRS representation), Audit & Assurance (financial statement audits, PCAOB-registered SEC reporting, SOC reports, employee benefit plan audits), Consulting (strategic growth, accounting optimization, compliance), and Outsourced Accounting (bookkeeping, controller services, payroll and sales tax compliance). Services are delivered by industry-specialized teams across seven verticals including Healthcare, Energy, Manufacturing, Wholesale & Distribution, Construction & Real Estate, Private Equity, and Not-For-Profit.

Product overview

Harper & Pearson Company, P.C. is a full-service public accounting firm (CPA firm) offering four core service lines: Tax Services, Audit & Assurance, Consulting, and Outsourced Accounting. The Tax Services module covers federal and state compliance, SALT, M&A planning, and succession planning. Audit & Assurance provides financial statement services including PCAOB-registered SEC reporting and SOC reports. Consulting addresses strategic growth and accounting optimization. Outsourced Accounting delivers flexible on-site or remote accounting support with QuickBooks facilitation. The firm also provides specialized sub-services for International Business and Individual clients, as well as Employee Benefit Plan Audits. Industry specializations include Healthcare, Energy, Manufacturing, Wholesale & Distribution, Construction & Real Estate, Private Equity, and Not-For-Profit sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax planning and compliance services for businesses, including federal and state return consulting, SALT compliance, compensation planning, M&A tax planning, succession planning, and IRS representation.
• Audit & Assurance
• Consulting
• Outsourced Accounting
• International Business Services
• International Individual Services
• Individual Tax Services
• Employee Benefit Plan Audits
• Healthcare Industry Services
• Energy Industry Services
• Manufacturing Industry Services
• Wholesale & Distribution Industry Services
• Construction & Real Estate Industry Services
• Private Equity Industry Services

Quantifiable outcome

• Top marks on peer reviews for over 30 consecutive years
• +2 more outcomes

Segments10 records

Ideal customer profiles9 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Whitley Penn: Whitley Penn is a Texas-based full-service accounting firm offering audit, tax, and advisory services to middle-market clients, with comparable specializations including energy, real estate, and not-for-profit. It is a direct geographic and service-line peer.
• Weaver: Weaver is a Houston-based, mid-market CPA and advisory firm with energy-sector specialization, comparable scale, and similar service mix (audit, tax, advisory, outsourced accounting). It is the most direct peer to Harper & Pearson given shared headquarters, industry focus, and target market.
• Forvis: Forvis (formed from the merger of Dixon Hughes Goodman and BKD) is a top-10 U.S. accounting firm serving middle-market clients with comparable assurance, tax, and advisory services across healthcare, manufacturing, construction, and not-for-profit.
• Wipfli: Wipfli is a top-25 U.S. accounting and advisory firm serving middle-market clients with comparable service offerings including audit, tax, outsourced accounting, and industry-specific advisory across manufacturing, healthcare, and not-for-profit verticals.
• Cherry Bekaert: Cherry Bekaert is a top-50 U.S. accounting and advisory firm providing assurance, tax, and consulting to middle-market clients with comparable industry coverage (government, healthcare, not-for-profit, real estate, construction).
• Carr, Riggs & Ingram (CRI): CRI is a top-30 U.S. accounting and advisory firm with a strong presence in the South, serving middle-market businesses across construction, real estate, energy, healthcare, and not-for-profit sectors with comparable assurance, tax, and outsourced accounting offerings.
• Eide Bailly: Eide Bailly is a top-25 U.S. accounting firm providing audit, tax, and advisory services to middle-market companies, with comparable industry specializations (including not-for-profit, construction, healthcare, and energy) and a relationship-driven regional firm model.

Broad incumbents

• Grant Thornton: Grant Thornton is a top-3 U.S. accounting firm serving middle-market and large clients with comparable assurance, tax, and advisory services, including industry practices that overlap with Harper Pearson's specializations.
• BDO USA: BDO USA is a top-5 global accounting network serving middle-market and larger clients with assurance, tax, and advisory services that overlap significantly with Harper Pearson's full-service offering, though at materially larger scale and broader geographic reach.
• Crowe: Crowe LLP is a top-10 U.S. accounting and advisory firm with comparable service offerings in audit, tax, consulting, and outsourcing for middle-market clients in healthcare, manufacturing, and not-for-profit sectors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/harper-and-pearson-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Harper & Pearson Company, P.C.