Harris CPAs
Harris CPAs is a regional Idaho-based accounting and advisory firm offering assurance, tax, accounting, advisory, and private client services to construction, nonprofit, real estate, healthcare, government, and high-net-worth clients; following a January 2024 DFW Capital Partners investment, the firm merged with 12 others in May 2025 to form Sorren, a Top 50 firm with 1,000+ professionals across nine states.
- Company typePrivate
- Founded1996
- HeadquartersMeridian, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Harris CPAs does
Harris CPAs was a regional accounting and advisory firm founded in 1996 and headquartered in Meridian, Idaho, with five offices across the state (Buhl, Coeur d'Alene, Ketchum, Meridian, and Twin Falls). The firm delivered services across five integrated practice areas — Assurance, Tax, Accounting, Advisory, and Private Client Services — serving businesses, nonprofit organizations, government entities, construction and real estate companies, healthcare providers, private business owners, and high-net-worth individuals. Vertical specialization was a deliberate strategic posture, with documented credentials in areas such as Section 42 audits, HUD audits, affordable housing tax credits, 179D deductions, R&D tax credits, cost segregation, opportunity zones, and international tax.
The firm operated a relationship-based, partner-led professional services model with primarily project-based and quote-based pricing, supplemented by recurring Accounting/Controller/CFO engagements for ongoing bookkeeping and outsourced finance functions. Marketing was modest, relying on organic social channels (LinkedIn, Facebook, Instagram, YouTube), email newsletters, and BDO Alliance USA referral flow rather than performance marketing. Core technology consisted of standard accounting and enterprise software platforms typical for regional CPA firms; the firm developed no proprietary software, AI/ML products, or API surfaces based on available data.
In January 2024, DFW Capital Partners completed a private equity investment and appointed Michael J. O'Donnell as CEO to drive growth. In May 2025, Harris CPAs merged with 12 other like-minded firms to form Sorren, a Top 50 accounting and advisory firm headquartered in Boise, Idaho, comprising more than 1,000 professionals across nine states. Harris now operates under the Sorren brand, maintaining its Idaho locations and team while gaining access to expanded specialized expertise and the BDO Alliance USA network. The legal entity is Sorren CPAs, P.C. (licensed CPA firm providing attest services) with a consulting subsidiary, Sorren, Inc., structured under an alternative practice structure in accordance with AICPA standards.
Harris CPAs firmographics
Firmographics- Name
- Harris CPAs
- Legal name
- Sorren CPAs, P.C.
- Website
- https://harriscpas.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Harris CPAs is a regional Idaho-based accounting and advisory firm offering assurance, tax, accounting, advisory, and private client services to construction, nonprofit, real estate, healthcare, government, and high-net-worth clients; following a January 2024 DFW Capital Partners investment, the firm merged with 12 others in May 2025 to form Sorren, a Top 50 firm with 1,000+ professionals across nine states.
- Ownership category
- akta.pro rank
Harris CPAs industry classification
Industry- Product category
- Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Audit & Assurance Services (BPAHABAA)
- akta.pro secondary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Harris CPAs is headquartered
LocationHeadquarters
- HQ city
- Meridian
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Harris CPAs business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services - Assurance: Audit, review, and compilation services for businesses and organizations
- Professional Services - Tax: Federal, state, and local tax services including planning, compliance, and specialized tax credit services
- Professional Services - Accounting: Ongoing bookkeeping, controller, and CFO services for business clients
- Professional Services - Advisory: Business valuations, transaction advisory, exit planning, and consulting services
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Harris CPAs product offering
Product offeringCore offering
Harris CPAs, now operating under the Sorren brand, provides professional accounting, tax, assurance, and advisory services to businesses, nonprofits, government entities, and high-net-worth individuals across the United States. The firm delivers five core service lines: Assurance (audit, review, compilations, Section 42 and HUD audits), Tax (federal/state/local tax planning, compliance, and specialized credits), Accounting (bookkeeping, controller, and outsourced CFO services), Advisory (business valuations, transaction advisory, exit planning, and forensic support), and Private Client Services (family office, estate/trust/gift planning, and succession planning).
Product overview
Harris CPAs, now operating under the Sorren brand, offers a unified suite of five integrated service lines: Assurance, Tax, Accounting, Advisory, and Private Client Services. These core offerings work together to provide comprehensive financial expertise—from audit and compliance to tax planning, bookkeeping, transaction advisory, and wealth management for private clients. Clients can access multiple service areas through a single relationship with the firm.
Differentiator
Problem solved
Functional benefit
Products and services
- Assurance Provides audit, review, compilations, agreed-upon procedures, Section 42 audits, and HUD audits to verify the integrity of financial information for businesses, nonprofits, and government entities.
- Tax Delivers federal, state, and local tax services including affordable housing tax, tax planning, international tax, estate/trust/gift tax, nonprofit tax, tax authority representation, opportunity zones, 179D deductions, cost segregation, research and development tax credits, and a tax audit protection plan.
- Accounting Offers ongoing bookkeeping, cleanup, bill pay, payroll, controller, and outsourced CFO services to manage day-to-day financial operations for business clients.
- Advisory Provides business valuations, transaction advisory, corporate consulting, exit planning, forensic and litigation support, and strategic planning and retreats for business owners and management teams.
- Private Client Services Delivers family office services, financial and income tax planning, estate/trust/gift planning, succession and transfer planning, and closely-held business services for high-net-worth individuals and families.
Companies that use Harris CPAs
Customer profileSegments9 records
Ideal customer profiles7 records
Harris CPAs technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Harris CPAs partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- BDO Alliance USAcoreIndependent member of BDO Alliance USA, providing access to a national network of accounting firms, resources, best practices, and technical expertise.
- SorrencoreHarris CPAs has merged with Sorren, a Top 50 accounting and advisory firm headquartered in Boise, Idaho. The merger combines Harris CPAs with 12 other like-minded firms to create a national firm with 1,000+ professionals across nine states while maintaining local values and client relationships.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Harris CPAs competitors and assessment
Company assessmentDirect peers
- Wipfli LLP: Top 25 US accounting and advisory firm with deep construction, nonprofit, and real estate industry practices. Closely comparable to Sorren in industry verticals, multi-state regional footprint, and full-service offerings across tax, audit, advisory, and outsourced accounting.
- Eide Bailly LLP: Top 30 US CPA firm with comparable multi-state regional footprint (Mountain West, Midwest, Southwest) and full-service tax, audit, advisory, and technology offerings. Competes in similar mid-market segments with strong industry specialization.
- FORVIS (formerly BKD + Dixon Hughes Goodman): Top 10 US accounting firm created through a major 2022 PE-backed merger. Directly analogous to Sorren's roll-up strategy — combining two large regional firms via PE capital to create a national platform. Strong construction, nonprofit, and healthcare industry practices mirror Sorren's verticals.
- CLA (CliftonLarsonAllen): Top 10 US accounting firm providing audit, tax, advisory, and outsourced accounting to mid-market clients. Similar full-service orientation and industry specialization make CLA a directly comparable Top 50 platform.
- Cherry Bekaert LLP: Top 30 US CPA firm with comparable construction, real estate, nonprofit, and government industry practices. Closely comparable in scale, service mix, and mid-market target client profile.
- Marcum LLP: Top 20 US accounting firm that has pursued PE-backed growth and industry specialization in construction, real estate, nonprofit, and HNW sectors. Highly comparable in service breadth and growth trajectory to Sorren.
- Aprio (formerly HA+W): Top 50 US accounting and advisory firm with construction, real estate, and nonprofit industry specialization. Similar full-service model and mid-market target profile; PE-backed growth strategy comparable to Sorren's DFW Capital partnership.
Broad incumbents
- BDO USA: Top 10 US accounting firm and the parent organization behind the BDO Alliance USA network that Sorren belongs to. While not a direct competitor at Sorren's scale, BDO represents the full-service national incumbent whose resources and standards shape the alliance member's positioning.
- Plante Moran: Top 15 US accounting firm with strong manufacturing, real estate, and nonprofit practices. Operates at a larger scale than Sorren but with overlapping industry focus and service line breadth.
- Crowe LLP: Top 10 US accounting firm with deep industry specialization including construction, nonprofit, and government practices. Operates as a broader incumbent than Sorren but with overlapping client profiles and service offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Harris CPAs social profiles
Digital presenceHarris CPAs financial estimates
Financial estimateRevenue estimate
Valuation estimate
Harris CPAs leadership team
Management profileNumber of profiles
Profiles1 record
Harris CPAs funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Harris CPAs 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 Harris CPAs
What does Harris CPAs do?
Harris CPAs, now operating under the Sorren brand, provides professional accounting, tax, assurance, and advisory services to businesses, nonprofits, government entities, and high-net-worth individuals across the United States. The firm delivers five core service lines: Assurance (audit, review, compilations, Section 42 and HUD audits), Tax (federal/state/local tax planning, compliance, and specialized credits), Accounting (bookkeeping, controller, and outsourced CFO services), Advisory (business valuations, transaction advisory, exit planning, and forensic support), and Private Client Services (family office, estate/trust/gift planning, and succession planning).
Is Harris CPAs a public or private company?
Harris CPAs is a private company. It is classified as private equity controlled and is currently operating.
When was Harris CPAs founded?
Harris CPAs was founded in 1996. It employs 51 to 100 people.
Where is Harris CPAs based?
Harris CPAs is headquartered in Meridian, United States, in the North America region.
How does Harris CPAs make money?
Four revenue lines are on record. Professional Services - Assurance is the primary driver. The others are professional Services - Tax, professional Services - Accounting and professional Services - Advisory.
Who are Harris CPAs's main competitors?
Direct peers on record are Wipfli LLP, Eide Bailly LLP, FORVIS (formerly BKD + Dixon Hughes Goodman), CLA (CliftonLarsonAllen), Cherry Bekaert LLP, Marcum LLP and Aprio (formerly HA+W). Broad incumbents are BDO USA, Plante Moran and Crowe LLP.
Does Harris CPAs have an API?
No public API is recorded for Harris CPAs.
What industry is Harris CPAs in?
Harris CPAs's product category is Accounting Services. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8741.