Landmark

What Landmark does

Landmark is a privately held, partner-owned CPA firm headquartered in Little Rock, Arkansas, formed in 2018 through the merger of Thomas and Thomas (founded 1953) and Beall Barclay (founded 1963), with subsequent integration of Monheit Frisch CPAs and Garland and Greenwood CPAs. The firm delivers tax planning and management, audit and assurance, accounting and bookkeeping, business consulting, employee benefit plan audit, forensic accounting, and bond arbitrage services, supplemented by wealth management through a related entity (mylandmarkfinancial.com). It operates from eight offices across Arkansas and Arizona and serves clients nationwide, with deep specialization across twelve industry verticals including construction, healthcare, financial institutions, real estate, government and nonprofit, oil and gas, manufacturing, retail, agriculture, and government savings plans (529 and ABLE programs audited across 20+ states).

The firm employs a partner-led, team-based service model in which partners engage directly with clients and revenue is generated through quote-based, customized professional services engagements typically structured as multi-year relationships. Customer segments span business owners, high-net-worth individuals, government entities, and nonprofits, with no individual client accounting for a dominant share of the 10,000+ client base. Distribution relies on physical regional offices supplemented by digital client portals and secure file transfer, with brand-building driven by an active blog, downloadable tax and industry resources, professional association memberships, and community involvement.

Landmark is partner/member-owned with no disclosed institutional investors, no venture capital backing, and no public listing. It holds the AICPA G400 Firm designation, ranks in the top five Arkansas and Northwest Arkansas accounting firms for eight consecutive years, and maintains an award profile spanning workplace excellence (Best Places to Work Arkansas, Outstanding Large Employer, ESGR Pro Patria) and community engagement (multiple United Way and Arkansas Society of CPAs recognitions). The firm shows no disclosed AI/ML capability development, with technology limited to standard professional services software and digital client engagement tools.

Name

Landmark

Legal name

Landmark CPA

Website

https://landmarkcpas.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 employees

Short description

Landmark is a privately held, partner-owned CPA firm headquartered in Little Rock, Arkansas, operating from eight offices across Arkansas and Arizona. It delivers tax, audit, accounting, consulting, and wealth management services to business owners, government entities, nonprofits, and high-net-worth individuals across 12 industry verticals.

Ownership category

akta.pro rank

Product category

Professional Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Tax planning services
• Audit and assurance
• Accounting and bookkeeping
• Business advisory consulting
• Forensic accounting services

Headquarters

HQ city

Fort Smith

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Tax Planning and Management: Year-round tax planning and management services including business structure planning, federal and state tax return preparation, tax projections, transaction structuring, and estate and gift planning. Core recurring revenue from ongoing advisory relationships.
2. Professional Services - Audit and Assurance: Comprehensive audit and assurance services including financial statement audits, agreed-upon procedures, internal audits, employee benefit plan audits, and government auditing standards audits.
3. Professional Services - Accounting and Bookkeeping: Outsourced accounting and bookkeeping services including monthly accounting, controller assistance, payroll processing, financial statement preparation, and QuickBooks support.
4. Professional Services - Business Consulting: Business advisory services including financial planning, operations consulting, succession planning, merger and acquisition advisory, and strategic planning.
5. Professional Services - Forensic Accounting: Forensic accounting services including fraud detection, compliance audits, expert witness services, and internal control evaluation (SOC-1 engagements).
6. Professional Services - Bond Arbitrage: Bond arbitrage compliance services including arbitrage rebate calculations, parity calculations, refunding bond escrow verifications, and yield restriction calculations for government clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Landmark is a partner-led CPA firm that provides tax planning and management, audit and assurance, accounting and bookkeeping, business consulting, bond arbitrage, employee benefit plan audit, and forensic accounting services. These core services are delivered with industry specialization across 12 verticals (construction, financial institutions, government and nonprofit, healthcare, manufacturing and wholesale, government savings, oil and gas, professional services, real estate, retail, trucking and transportation, and farm accounting) from 8 offices across Arkansas and Arizona, serving business owners, government entities, nonprofits, and high-net-worth individuals nationwide.

Product overview

Landmark is a CPA firm offering a unified suite of professional services organized around core accounting, tax, and consulting offerings. The portfolio consists of seven core service lines (Audit and Assurance, Accounting and Bookkeeping, Tax Planning and Management, Business Consulting, Bond Arbitrage, Employee Benefit Plan Audit, and Forensic Accounting), supplemented by Wealth Management through a related entity. These core services are delivered across twelve specialized industry verticals including Construction, Financial Institutions, Government and Nonprofit, Healthcare, Manufacturing and Wholesale, Government Savings, Oil and Gas, Professional Services, Real Estate, Retail, Trucking and Transportation, and Farm Accounting. The firm operates from 8 offices across Arkansas and Arizona serving clients nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Services In-depth analysis of business operations and records providing expert opinion on the accuracy of financial reports, including asset allocation, business process evaluation, due diligence, fraud investigation, and mergers and acquisitions support.
• Accounting and Bookkeeping Services Comprehensive bookkeeping and outsourced accounting services including account reconciliations, accounts payable/receivable, general ledger accounting, payroll processing, and QuickBooks training and support for business owners.
• Tax Planning and Management Services Year-round tax planning and management including business structure planning, charitable giving, corporate restructuring, tax credits and incentives, estate planning, and federal and state tax return preparation for businesses and individuals.
• Business Consulting Services Strategic business advisory services including agreed-upon procedures, expert witness services, internal control evaluation, internal audit outsourcing, and examination engagements for business owners.
• Bond Arbitrage Services Bond compliance services including arbitrage rebate calculations, parity calculations, refunding bond escrow verifications, and yield restriction calculations to maintain tax-exempt bond portfolio compliance for government and public-sector clients.
• Employee Benefit Plan Audit Services Specialized audit services for employee benefit plans including 401(k), profit sharing, health and welfare plans, 403(b), ESOP, and defined benefit pension plans.
• Forensic Accounting Services Fraud detection and prevention services including compliance audits, forensic accounting expert witness services, financial statement audits, and internal control evaluation for SOC-1 engagements.
• Wealth Management Services Wealth management services offered through a related entity, mylandmarkfinancial.com, for high-net-worth individuals including estate planning services.
• Real Estate Industry Accounting Services Real estate industry services including land development, commercial, residential and multi-family development and leasing, tax credits, and USDA and HUD audits, serving 800+ real estate clients annually.
• Government and Nonprofit Accounting Services Accounting and audit services for government entities and nonprofit organizations including 990 preparation, grant reporting, compliance attestation, and governance consulting, supported by 61+ staff members with government and nonprofit expertise.
• Healthcare Accounting Services Healthcare industry accounting including budgeting, compensation strategies, financial reporting, internal controls assessment, and strategic planning, serving 250+ healthcare clients annually.
• Construction Industry Accounting Services Construction industry-specific accounting including bid and estimating control, job cost control, bonding and insurance assistance, and financial performance analysis, serving 150+ construction clients annually.
• Financial Institution Accounting Services Specialized services for banks and financial institutions including regulatory examinations, directors' examinations, call report preparation, and merger/acquisition evaluation, serving 100+ financial institution clients annually.
• Wholesale and Manufacturing Accounting Services Manufacturing and wholesale industry services including cost segregation studies, financing facilitation, technology planning, and research and experimental tax credit studies, serving 120+ wholesale and manufacturing clients annually.
• Retail Industry Accounting Services Retail industry accounting including auto dealerships, restaurants, and food service businesses with budgeting, financial projections, and internal control evaluation, serving 255+ retail clients annually.
• Professional Services Industry Accounting Accounting for professional service providers including entity type selection, payroll, cash flow analysis, succession planning, and wealth management, serving 450+ professional service clients annually.
• Oil and Gas Accounting Services Oil and gas industry services including exploration and production accounting, energy trading and risk management, corporate finance, and shareholder value analysis, serving 65+ oil and gas clients.
• Farm Accounting Services Specialized accounting services for agricultural clients including budgeting, cash flow planning, farm financial statement audits, and USDA/FDA/EPA compliance, serving 50+ agriculture clients.
• Trucking and Transportation Accounting Services Transportation and trucking industry services including benchmarking, performance measurement, information systems, and succession planning.
• Government Savings Services Specialized audit and accounting for state savings plans including 529 education savings audits, ABLE account auditing, and state-facilitated retirement plan audits across 20+ states, backed by 21 years as a leader in government savings audits.

Named customers3 records

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators20 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Plante Moran: Direct peer: top-20 US CPA firm with multi-state presence, broad industry coverage (including manufacturing, healthcare, financial institutions, and government), and a partner-led service model directly comparable to Landmark's positioning.
• FORVIS: Direct peer: large US regional CPA firm formed via merger of BKD and Dixon Hughes Goodman, with similarly broad industry specializations, multi-state presence, and partner-led service model—directly comparable in scope to Landmark's positioning as a top-tier regional practice.
• Wipfli: Direct peer: rapidly growing regional CPA and advisory firm with deep industry verticals (including healthcare, manufacturing, and financial services) and a comparable mix of tax, audit, and outsourced accounting services.
• Baker Tilly US: Direct peer: mid-tier national CPA firm offering tax, audit, and advisory services across multiple industries with a similar geographic footprint and client profile (middle-market and government entities) to Landmark.
• Eide Bailly: Direct peer: Top-25 US CPA firm providing tax, audit, and advisory services across multiple industries from a regional base, mirroring Landmark's multi-office, industry-specialized model and partner-led approach to middle-market clients.
• CBIZ: Direct peer: US accounting, tax, and advisory firm providing financial services to business owners and government entities across multiple industries, with a similar partner-led delivery model and middle-market client focus.
• Marcum LLP: Direct peer: top-20 US CPA firm with strong industry specialization (construction, real estate, healthcare, financial services, government) and geographic expansion via M&A—operationally and strategically similar to Landmark's approach.

Broad incumbents

• RSM US: Broad incumbent: significantly larger US accounting and consulting firm targeting middle-market clients across many of the same industries (financial institutions, real estate, healthcare, government), posing competitive pressure on mid-market and enterprise engagements.
• Grant Thornton Advisors LLC: Broad incumbent: large global accounting and advisory organization with strong US middle-market practice across financial services, real estate, government, and energy—representing the upper bound of mid-market competitive pressure on Landmark.
• Crowe LLP: Broad incumbent: top-10 US accounting firm with deep financial services, government, and healthcare practices; competes for similar mid-market and government audit mandates that Landmark serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/LandmarkCPAs

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 Landmark