Davis Brown & Company

What Davis Brown & Company does

Davis, Brown & Company PLLC is a privately held CPA and business advisory firm headquartered at 100 Country Club Drive STE 202 in Hendersonville, Tennessee, with a secondary office in Portland, Tennessee. The firm traces its origins to Carl Davis's 2005 public practice and was formally organized as a PLLC in 2008 when Craig Brown joined as Partner; it now operates with four partners (Carl Davis, Craig Brown, Matt Denney, Sonja Schuette) plus roughly nine additional CPAs, accountants, and operational staff. The firm delivers an integrated stack of services — recurring tax planning and preparation, monthly or quarterly bookkeeping and accounting, three-tier payroll processing via FirstPay, QuickBooks Online setup and support, business valuation in partnership with Patton & Associates, wealth management and retirement planning in partnership with Archer Funds, and estate and transition planning — to growth-oriented small business owners, select high-net-worth individuals, and entrepreneurs in Hendersonville and the broader Sumner County market of Middle Tennessee.

The firm's technology footprint is a conventional professional services stack rather than a proprietary platform: clients access documents and communication through a Qount-powered client portal, with QuickBooks Online, FirstPay (employer and employee portals), Bill.com AP automation, and Zoho Assist remote support integrated into the client center. Pricing is quote-based and not publicly disclosed; revenue is generated primarily through subscription-recurring engagements (tax, accounting, payroll) supplemented by professional services fees for business consulting, valuation coordination, and wealth management referral economics.

The firm is entirely founder- and partner-owned with no external private equity or institutional investment, has no parent company, and reports no funding rounds, acquisitions, or subsidiaries. Go-to-market is sales-led and relationship-driven: advisory consultations via Calendly, ongoing retainer-style engagements, organic SEO and content marketing through a blog and weekly email newsletter, social media presence on Facebook and LinkedIn, and word-of-mouth referrals from the existing client base and Sumner County professional network.

Name

Davis Brown & Company

Legal name

Davis, Brown & Company PLLC

Website

https://davisbrowncpas.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Davis, Brown & Company PLLC is a privately held CPA and advisory firm in Hendersonville and Portland, Tennessee, providing recurring tax planning, bookkeeping, payroll, business valuation, and wealth management services to growth-oriented small business owners and select individuals in Sumner County.

Ownership category

akta.pro rank

Product category

CPA and Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Small business accounting
• Tax planning services
• Bookkeeping services
• Payroll processing
• Wealth management advisory

Headquarters

HQ city

Hendersonville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning and Preparation Services: Ongoing tax planning, preparation, and advisory services for small businesses and individuals. Revenue generated through annual engagements and year-round advisory relationships.
2. Accounting and Bookkeeping Services: Monthly or quarterly accounting, bookkeeping, and financial statement preparation. Includes general ledger management, income statements, and balance sheets.
3. Payroll Services: Three-tier payroll processing service levels including comprehensive payroll, online processing, and ancillary payroll support. Includes tax reporting, W-2/1099 processing, and compliance services.
4. Business Consulting and Advisory: Business valuation, entity structure analysis, succession planning, and strategic consulting engagements.
5. Wealth Management and Investment Advisory: Integrated wealth management, retirement planning, and investment advisory services. Partners with Archer Funds for investment management.
6. QuickBooks Services: Setup, training, and ongoing support for QuickBooks accounting software.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Davis Brown & Company PLLC is a CPA firm providing outsourced bookkeeping, monthly and quarterly accounting, tax planning and preparation, payroll processing, business valuation, QuickBooks setup and support, business formation advisory, estate planning, retirement planning, and wealth management services. The firm targets growth-oriented small business owners in Middle Tennessee with an advisory-led, year-round tax strategy model supplemented by select individual services for clients with complex needs.

Product overview

Davis Brown & Company PLLC is a CPA firm offering professional accounting, tax, and wealth management advisory services. The firm operates as a unified service business rather than a software platform, organized into four primary service lines: (1) Tax Services encompassing Investment Tax Strategies, Retirement Planning, Tax Planning, and Wealth Management; (2) Business Services including Accounting Done For You, Business Valuation (via Patton & Associates partnership), Business Tax Return Preparation, Payroll Services (with FirstPay), QuickBooks Services, and Starting a Business guidance; (3) Individual Services covering Estate Planning, Individual Tax Preparation, and Investment Advisory & Retirement Planning (in partnership with Archer Funds); and (4) Client Resources including a Financial Calculator gallery and Refund Tracker. The firm integrates with QuickBooks Online, FirstPay, Zoho Assist, Bill, and Qount as client portal and operational tools.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Clients pay the least amount of taxes allowable by law through proactive tax planning strategies
• +2 more outcomes

Segments4 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

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Patton & AssociatescoreStrategic or Co-development PartnerStrategic partnership with Patton & Associates, one of the most respected valuation firms, for business valuation services. Patton & Associates handles valuation work while Davis, Brown & Company provides financial guidance and coordinates with wealth management and retirement planning services. This collaboration provides faster, smoother process with accurate and defensible valuations at lower overall cost.
• QuickBooks Online (Intuit)coreTechnology or IntegrationCertified QuickBooks Online ProAdvisor partner providing setup, training, and ongoing support services. Firm offers QuickBooks certification for staff (Shannon Gibson is QuickBooks Online Certified) and provides integration services for client bookkeeping.
• FirstPaycoreTechnology or IntegrationPayroll processing platform providing employer and employee payroll portals. Marianne Murphy, Director of Payroll Operations, joined First Pay in 2023.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Whitley Penn: Texas-based regional CPA firm providing tax, audit, advisory, and wealth management services to closely held businesses and individuals — similar recurring-service business model with a comparable partner-led culture.
• HORNE LLP: Southeast-focused regional CPA and advisory firm providing tax, audit, wealth management, and advisory services to SMBs — direct comparable in geographic footprint and service line breadth.
• Wipfli LLP: Top-25 U.S. regional CPA and advisory firm serving small and mid-market businesses with tax, accounting, and outsourced CFO services — closely comparable business model and SMB client focus.
• LBMC: Tennessee-based CPA and business advisory firm headquartered in Nashville that provides accounting, tax, advisory, and wealth management services to closely held businesses and individuals — directly comparable in service mix and Tennessee geography, but at substantially larger scale.
• KraftCPAs: Nashville-headquartered CPA firm offering tax, audit, advisory, and wealth management services to SMBs and individuals — operates in the same Tennessee regional market and competes for the same small business client base.
• Carr Riggs & Ingram: Top-30 U.S. regional CPA firm providing tax, accounting, audit, and advisory services to small and mid-sized businesses across the Southeast — comparable service mix, with a roll-up-driven growth model that illustrates the consolidation path Davis Brown could pursue.
• Pillar CPA Group (formerly Dermody, Burke & Brown): Mid-Atlantic regional CPA firm offering tax, accounting, payroll, and advisory services to small businesses and individuals — comparable recurring-service business model and SMB client focus.
• Dent Moses: Nashville-based accounting and advisory firm serving individuals and small-to-mid-market businesses with tax, accounting, and consulting services — a direct Tennessee-region competitor with overlapping advisory-led positioning.

Broad incumbents

• Forvis (formerly BKD): Top-10 U.S. accounting firm formed via the BKD–DHG merger, providing tax, audit, and advisory services to mid-market clients — broad incumbent that competes for the upper end of Davis Brown's SMB segment and adjacent Nashville/Middle Tennessee clients.

Others

• Archer Investment Corporation: Registered investment adviser that is already a strategic partner of Davis Brown for investment management services — comparable as the wealth management arm embedded in the same integrated offering Davis Brown delivers to clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/davisbrowncpas
• LinkedInlinkedin.com/company/davisbrowncpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Davis Brown & Company