Brixey & Meyer

What Brixey & Meyer does

Brixey & Meyer is a privately held accounting and business advisory firm founded in 2002 in Ohio by David Brixey and Doug Meyer, operating today from four offices — Cincinnati (headquarters), Columbus, and Dayton in Ohio, and Tampa, Florida. The firm is structured around ten core service lines: Audit & Assurance, CFO Services, the dedicated cybersecurity sub-brand CyberSure, Human Resources, Operations Technology & Strategy, Retirement Plan Administration, State & Local Tax, Tax Compliance & Specialty Tax, Transaction Advisory Services, and Valuation Services. Its go-to-market is sales-led and relationship-driven, with services delivered directly by firm professionals through hourly engagements, project-based fees, and retainer arrangements aimed at growth-oriented mid-market and enterprise clients across the Midwest and Southeast.

The firm is an independent member of BDO Alliance USA, providing access to the 5th largest global network of public accounting firms with 1,300+ offices in 151 countries, and integrates third-party cloud technologies including QuickBooks, Sage Intacct, Bill.com, and Avalara into CFO and accounting engagements. Notable customers named in source materials include Field Aerospace, Riverain Technologies, LMG, Kettering Network Radiologists, Winsupply, McGohan Brabender, Elliot Tool Technologies, Dayton Freight Lines, Silfex, Axia Women's Health, Macalogic, and Roebling Capital Partners, spanning aerospace, manufacturing, healthcare, distribution, technology, transportation, and private equity.

Ownership remains with the founders and partner group; Doug Meyer serves as CEO, Kevin Weckesser as President, and Andrea Gilsenan as CFO. The firm has executed three acquisitions in a roughly five-year window — Harlow & Ohmer (January 2019), LAMP CFO & Accounting Services (October 2020), and Panoptica Financial (October 2023) — while launching CyberSure as a distinct sub-brand. Reported credentials include "#1 Fastest Growing Firm in U.S. & Canada" recognition, 13 Best Places to Work Awards, and an 86 NPS score; revenue figures are not publicly disclosed.

Name

Brixey & Meyer

Legal name

Brixey and Meyer

Website

https://brixeyandmeyer.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Short description

Brixey & Meyer is a privately held accounting and business advisory firm founded in 2002, operating from four Ohio and Florida offices and serving growth-oriented mid-market and enterprise clients across aerospace, manufacturing, healthcare, distribution, and technology through ten integrated service lines including Audit & Assurance, CFO Services, Tax, Transaction Advisory, and the dedicated CyberSure cybersecurity sub-brand.

Ownership category

akta.pro rank

Product category

Professional Accounting and Business Advisory Services

NAICS

Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Accounting services
• Business advisory
• Audit assurance
• Tax consulting
• Transaction advisory

Headquarters

HQ city

Miamisburg

HQ country

United States

HQ region

North America

Offices4 records

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, audit, tax, CFO services, HR consulting, and advisory services billed primarily through hourly engagements, project-based fees, and retainer arrangements. Services span from audit and assurance to transaction advisory and business valuation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Brixey & Meyer is a privately held accounting and business advisory firm delivering integrated professional services including audit and assurance, outsourced CFO services, tax compliance and consulting, transaction advisory, valuation, human resources, retirement plan administration, state and local tax, operations/technology/strategy consulting, and cyber risk management (via its CyberSure subsidiary). Services are delivered to growth-oriented companies primarily across Ohio and Florida, leveraging cloud technology partnerships with QuickBooks, Bill.com, Sage Intacct, and Avalara, alongside BDO Alliance USA membership.

Product overview

Brixey & Meyer is an accounting and business advisory firm offering a portfolio of integrated professional services. The firm operates as a unified advisory practice organized around ten core service lines: Audit & Assurance, CFO Services, CyberSure (cyber risk management), Human Resources Services, Operations Technology & Strategy, Retirement Plan Administration, State & Local Tax, Tax Compliance & Specialty Tax, Transaction Advisory Services, and Valuation Services. These services are delivered through a coordinated team approach, with CFO Services serving as a connective hub between the firm's specialized offerings and clients' everyday business needs. The firm leverages cloud technology partnerships (QuickBooks, Bill.com, Sage Intacct, Avalara) to enhance service delivery and integrates with BDO Alliance USA for extended global reach.

Differentiator

Problem solved

Functional benefit

Brands

• CyberSure: Dedicated cybersecurity arm of Brixey & Meyer providing cybersecurity and risk management services.

Products and services

• Audit & Assurance Financial statement audits, reviews, compilations, agreed-upon procedures engagements, employee benefit plan audits, consulting engagements, fraud examination, and forensic accounting services for businesses requiring accurate, organized, and decision-ready financial statements.
• CFO Services Outsourced accounting department, fractional financial leadership, interim staffing from accountant to CFO, accounting automation, and Department of Defense financial management and compliance support for businesses needing strategic financial leadership without a full-time hire.
• CyberSure Cyber Risk Management Cyber risk management services including cyber risk quantification, vendor cyber risk management, employee awareness programs, framework compliance (NIST, CMMC, HIPAA, GDPR, FTC Safeguard Rule), and fractional CISO services for organizations needing to align cyber hygiene with cyber liability underwriter and best-practice requirements.
• Human Resources Services HR legal compliance and advisement, talent acquisition and engagement, organizational development and alignment, fractional HR support, and employee relations advisement for clients building strong people strategies aligned to organizational goals.
• Operations, Technology & Strategy Operational assessments and improvement, ERP strategy and implementation support, interim and fractional operations leadership, AI training and digital enablement, and change management services for clients seeking to optimize operations and leverage technology.
• Retirement Plan Administration Plan design and implementation, plan document services, employee enrollment and education, annual compliance testing, IRS form preparation and filing, and plan corrections and audit support for employer-sponsored retirement plans.
• State & Local Tax Services Sales and use tax consulting, state income and franchise tax services, credits and incentives procurement, audit support, and nexus reviews across multiple jurisdictions for clients managing multi-state tax exposure.
• Tax Compliance & Specialty Tax Federal, state, and local tax compliance and consulting, tax planning and projections, transactional analysis, personal financial advisory services, and research and experimentation tax credit assistance for businesses and individuals.
• Transaction Advisory Services M&A advisory services for buy-side and sell-side transactions including quality of earnings assessments, tax structuring, operational optimization, HR due diligence, and business valuations for business owners navigating M&A, succession planning, and ownership transitions.
• Valuation Services Business valuation services for succession planning, shareholder transactions, impairment testing, purchase accounting, capital raising, estate planning, and buy-sell agreements.

Quantifiable outcome

• 86 Net Promoter Score - indicating high client satisfaction and referral rates
• +1 more outcomes

Named customers11 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability2 records

Feature1 record

Partnerships

Five partnerships are on record, tiered core and supporting.

• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. Provides enhanced client services, expanded domestic and international coverage, greater technical knowledge in specialty areas, and access to professionals across a wide range of industries. BDO Alliance USA is a subsidiary of BDO USA with 58 offices and 400+ independent Alliance firm locations nationwide, and is part of BDO International Limited serving multi-national clients through a global network of 1,328 offices in 151 countries.
• Sage IntacctcoreTechnology or IntegrationCloud technology partner for CFO and accounting services. Sage Intacct is recommended and implemented for clients requiring robust financial tracking and reporting across multiple locations and business units.
• QuickBookssupportingTechnology or IntegrationCloud technology partner integrated into CFO services offerings for small to mid-market clients requiring accounting software solutions.
• Bill.comsupportingTechnology or IntegrationCloud technology partner for accounts payable and receivable automation integrated into CFO and accounting services.
• AvalarasupportingTechnology or IntegrationAvalara partnership for sales and use tax automation and compliance support within State & Local Tax service offerings.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Crowe LLP: Top-10 U.S. public accounting and consulting firm with audit, tax, advisory, and risk practices; comparable to B&M’s mix but at significantly greater scale and national reach.
• Plante Moran: Top-15 U.S. accounting and advisory firm offering audit, tax, consulting, and wealth management; overlaps with B&M in the mid-market and enterprise audit and CFO services space but with much broader geographic reach.
• RSM US: Leading middle-market audit, tax, and consulting firm; competes with B&M for the same growth-oriented mid-market segment and transaction advisory mandates, especially with PE-backed clients.
• Baker Tilly US: Top-10 advisory, tax, and assurance firm with strong transaction advisory and CFO advisory practices; competes with B&M for larger middle-market and PE-portfolio engagements across the Midwest and Southeast.
• Eide Bailly: Top-25 U.S. accounting and advisory firm offering audit, tax, business outsourcing, and cybersecurity services; overlaps with B&M’s CFO Services and CyberSure offerings at a larger scale.
• BDO USA: Parent organization of BDO Alliance USA — a Top-5 global accounting network; functions both as a referral source for B&M’s international work and as a larger competitor for enterprise audit and advisory mandates.

Direct peers

• Whitley Penn: Texas-based full-service CPA firm with comparable size and growth trajectory offering audit, tax, advisory, and CFO services; similar multi-state expansion playbook.
• Clark Schaefer Hackett: Ohio-based CPA and advisory firm of comparable size offering audit, tax, CFO, and transaction advisory services; directly competes with Brixey & Meyer for the same mid-market Ohio clients.
• VonLehman CPA & Advisory: Greater Cincinnati/Northern Kentucky accounting and advisory firm; competes directly with B&M in audit, tax, and CFO services across overlapping industries.
• GBQ Partners: Columbus-headquartered CPA and business advisory firm with a similar multi-service model (audit, tax, valuation, transaction advisory) targeting Ohio growth-oriented companies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/brixeymeyercpa
• Facebookfacebook.com/brixeyandmeyer
• LinkedInlinkedin.com/company/brixey-&-meyer-inc-
• Instagraminstagram.com/brixeyandmeyer

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A3 records

Investments

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

Frequently asked questions about Brixey & Meyer