Puryear & Noonan

What Puryear & Noonan does

Puryear & Noonan, CPAs is a privately held, partnership-structured accounting firm headquartered in Nashville, Tennessee, at 40 Burton Hills Boulevard in the Green Hills submarket. The firm was formed on January 1, 2019 through the merger of Puryear, Hamilton, Hausman & Wood (tracing its roots to William Puryear's 1962 practice in Downtown Nashville) and McKerley & Noonan (founded in 1999 by Michael McKerley and Spike Noonan). It delivers four core service lines: Tax Services (preparation, planning, and projections for businesses, individuals, nonprofits, and trusts/estates), Audit & Assurance (audits, reviews, compilations, and agreed-upon procedures including nonprofit and Tennessee contractor license work), Accounting & Bookkeeping (full-service back office including reconciliations, payroll, sales tax, financial statements, and 1099 reporting), and Mergers & Acquisitions Advisory (due diligence and tax planning for transactions). The tax department alone comprises approximately 35 professionals, with additional staff across audit and accounting functions, and the firm has been recognized by the Nashville Business Journal as a Best Places to Work honoree.

The firm runs on a standard professional services technology stack — QuickBooks Desktop, QuickBooks Online, and Xero for client accounting systems, plus Gusto, ADP, and Paychex for payroll processing — with no proprietary AI or data assets disclosed. Service delivery is relationship-based, relying on referrals, free initial consultations, content marketing via a blog and social channels, and direct client engagement from a single Nashville office serving the broader Middle Tennessee corridor (Nashville, Franklin, Brentwood, Belle Meade, Cool Springs). Justin Schellenberg serves as CEO with Sean Queener leading Tax, Jami Pope as Partner/CFO leading attest services, Stephanie Richerson as Partner/CPO leading Audit, Kerri Maynard as COO, and Michael McKerley as Tax Partner.

Revenue is generated primarily through fee-for-service engagements (tax compliance and advisory, audit, M&A due diligence) supplemented by recurring monthly bookkeeping and accounting packages. Pricing is custom and not publicly disclosed, with services offered as quote-based packages that can include "as little or as much as desired." Customer segments are horizontally diversified across small businesses (SMBs), nonprofits (a stated specialty with dedicated tax and audit departments), individuals (including high-net-worth and those with rental properties, vacation homes, or trusts), and Tennessee contractors needing license audits and reviews. The firm is positioned as one of the top twenty locally owned CPA firms in the Nashville market.

Name

Puryear & Noonan

Legal name

Puryear and Noonan, CPAs

Website

https://pn-cpas.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

11–50 employees

Short description

Puryear & Noonan is a privately held, full-service CPA firm headquartered in Nashville, Tennessee, formed in 2019 by merging two legacy practices tracing back to 1962. It provides tax, audit, accounting/bookkeeping, and M&A advisory services to small businesses, nonprofits, individuals, and contractors across Middle Tennessee.

Ownership category

akta.pro rank

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax preparation, planning, and projections for businesses, individuals, and nonprofits. Includes business taxes, personal taxes, nonprofit 990 preparation, and trust and estate tax services. Revenue is generated through service fees for tax compliance and advisory work.
2. Audit & Assurance Services: Audits, reviews, compilations, and agreed-upon procedures for nonprofits, businesses, and contractors. Includes nonprofit audits required for Tennessee charitable solicitations, contractor license audits/reviews, and financial statement reviews.
3. Accounting & Bookkeeping: Full-service accounting back office including account reconciliations, bookkeeping, payroll processing, sales tax filing, financial statement preparation, local business taxes, and 1099 reporting. Offered as customized monthly packages.
4. Mergers & Acquisitions Advisory: Due diligence services and tax planning for business acquisitions, mergers, and sales. Includes analysis of accounting systems, tax liability risks, internal controls, and financial accuracy.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Puryear & Noonan is a full-service CPA firm providing tax preparation, planning, and projections; audit and assurance services; outsourced accounting and bookkeeping; and due diligence for mergers and acquisitions. The firm serves small businesses, nonprofits, individuals, trusts and estates, and contractors across Middle Tennessee, offering customized monthly packages and Tennessee-specific compliance expertise.

Product overview

Puryear & Noonan is a full-service CPA firm offering a unified portfolio of four core service lines: Tax Services, Audit & Assurance, Accounting & Bookkeeping, and Mergers & Acquisitions. The Tax Services module covers business taxes, personal taxes, nonprofit tax and 990 preparation, and trusts and estates. Audit & Assurance provides independent audits, reviews, compilations, and agreed-upon procedures for nonprofits, businesses, and contractors. The Accounting & Bookkeeping module delivers back-office services including account reconciliations, payroll, sales tax filing, and financial statement preparation. The Mergers & Acquisitions service provides due diligence and tax planning for business transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation, planning, and projections for businesses, individuals, and nonprofits, including business taxes, personal taxes, nonprofit 990 preparation, and trust and estate tax services.
• Audit & Assurance

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• KraftCPAs: Nashville-based full-service CPA firm of comparable size serving small businesses, individuals and nonprofits across Middle Tennessee. Closest direct local peer to Puryear & Noonan with overlapping service lines (tax, audit, bookkeeping, advisory) and identical customer segments.
• Crosslin & Associates: Nashville-headquartered CPA firm offering tax, audit, advisory and bookkeeping services to SMBs, individuals and nonprofit clients in Middle Tennessee. Direct local competitor for the same client base that Puryear & Noonan targets.
• HORNE LLP: Regional mid-market CPA and advisory firm with offices across the Southeast serving SMBs, individuals, and government entities. Comparable in scale and service mix to Puryear & Noonan, with similar concentration in tax, audit and advisory work for owner-operated businesses.
• Elliott Davis: Southeast and Southwest U.S. regional CPA and advisory firm offering tax, audit, consulting and technology services to mid-market and family-owned businesses. Directly comparable size, service breadth, and SMB/private client orientation.
• Cherry Bekaert: Top-30 U.S. accounting and advisory firm with comparable full-service offerings across tax, audit, advisory and accounting technology. Larger peer operating in similar SMB-to-mid-market segments with significant Southeast U.S. presence.
• Aprio: Atlanta-based national advisory and CPA firm serving SMBs, individuals, and growing businesses across the Southeast. Comparable four-line service model and middle-market client focus with a documented growth-by-merger strategy.
• CapinCrouse: National CPA firm exclusively focused on nonprofits, higher education, and faith-based organizations with deep audit and tax-compliance expertise. Closest specialist peer for Puryear & Noonan's nonprofit practice, although P&N's nonprofit work is one vertical rather than the entire firm.
• Whitley Penn: Texas-based regional full-service CPA firm of similar scale offering tax, audit, advisory and wealth services to private businesses and individuals. Comparable mid-market regional CPA model with similar reliance on local referrals and SMB client relationships.

Broad incumbents

• LBMC: Larger Tennessee-based professional services firm spanning audit, tax, advisory and technology services. Larger incumbent in the Nashville market with overlapping SMB and nonprofit client work, but broader portfolio including technology staffing and healthcare consulting.
• FORVIS: Top-10 U.S. accounting firm formed from the merger of FORVIS and BKD, with national footprint and full tax, audit and advisory capabilities. Represents the large-firm incumbent tier that competes with Puryear & Noonan for middle-market and nonprofit engagements in Tennessee.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PuryearNoonanCPAs
• LinkedInlinkedin.com/company/pn-cpas
• Instagraminstagram.com/puryearnoonancpas
• Xx.com/mckerleynoonan

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Puryear & Noonan