BOS

What BOS does

BOS — formally Burch Oxner Seale Co., CPA's, PA, doing business as BOSCPA — is a full-service accounting and consulting firm headquartered at 1341 W Alice Dr, Florence, South Carolina, serving the Pee Dee region since 1963. The firm originated as a branch of Raymon R. Finch & Company in Columbia, SC, evolved through several name changes between 1968 and 1985, and adopted its current name on January 1, 1986 when shareholders Edwin L. Oxner, Roy F. Burch Jr., and Fred R. Seale incorporated the practice as a professional corporation. Today the firm employs more than twenty professionals across audit, tax, and small-business services, with three current shareholders (Tracy S. Huggins, Alison M. Benson, and James M. Sheehy) following the April 2023 retirement of Donald E. Oxner.

The firm delivers three core service lines. Tax Services include return preparation and year-round tax planning for individuals, high-net-worth clients, closely held businesses, and non-profits. Audit Services include audits, reviews, and compilations for for-profit, not-for-profit, governmental, and employee benefit plan clients, alongside internal-controls evaluations. Business Services span small-business accounting, payroll processing, new business formation, succession planning, non-profit and 501(c)(3) advisory, and QuickBooks setup/management supported by multiple QuickBooks Pro Advisor-certified staff. There is no proprietary technology platform; engagements are delivered through standard tax, audit, and accounting software plus an in-house client portal for invoicing and an online bill-pay channel.

BOS operates a referral-driven, sales-led GTM with no external funding, no acquisitions, and no geographic expansion beyond its single Florence, SC office. Pricing is quote-based, customized per engagement, and billed annually or per engagement. The firm is a member of the AICPA Division for CPA Firms (most recent peer review completed in 2024) and the South Carolina Association of CPAs, and it draws clients from a horizontal mix of individuals, small businesses, non-profits, governmental entities, and employee benefit plans, with a recognized specialty servicing high-net-worth clients in the healthcare industry.

Name

BOS

Legal name

Burch Oxner Seale Co., CPA's, PA

Website

https://boscpa.com

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

11–50 employees

Short description

BOS (Burch Oxner Seale Co., CPA's, PA) is a privately held, full-service CPA firm in Florence, South Carolina, serving individuals, small businesses, non-profits, governmental entities, and employee benefit plans across the Pee Dee region since 1963 with tax, audit, and business advisory services.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

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

Keywords

• Tax preparation services
• Audit and assurance
• Small business accounting
• Payroll processing services
• Succession planning consulting

Headquarters

HQ city

Florence

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax preparation and planning services for individuals and businesses, including income tax planning and consulting
2. Audit Services: Audits, reviews, and compilations for for-profit, not-for-profit, governmental entities, and employee benefit plans
3. Business Services: Small business accounting, payroll processing, bookkeeping, QuickBooks setup and management, new business formation, and succession planning
4. Non-Profit Organization Services: Tax-exempt status setup and maintenance, Form 990 preparation, 501(c)(3) applications, and non-profit financial statement preparation

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

BOS (Burch Oxner Seale Co., CPA's, PA) is a full-service CPA firm providing tax preparation and tax planning, audits and reviews, internal controls evaluation, small business accounting, payroll processing, succession planning, new business formation, non-profit organization services, and QuickBooks setup/management. The firm serves individuals, high-net-worth clients, small businesses, closely held businesses, non-profits, governmental entities, and employee benefit plans in the Pee Dee region of South Carolina.

Product overview

BOS (Burch Oxner Seale Co.) is a full-service CPA firm offering professional accounting and consulting services to individuals and businesses in the Pee Dee region of South Carolina. The firm operates as a single-service business model rather than a platform-plus-modules architecture. Services are organized into three main divisions: Tax Services (Tax Preparation and Tax Planning), Audit Services (Audits/Reviews and Internal Controls), and Business Services (Small Business Accounting, Payroll, Succession Planning, New Business Formation, Non-Profit Organizations, and QuickBooks Setup/Management). The firm has served clients since 1963 and employs over twenty professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Income tax return preparation for individuals and businesses, reviewed using computer software to identify potential IRS issues.
• Tax Planning Proactive year-round tax planning service that recommends tax-saving strategies to minimize client tax liability, including representation before taxing authorities.
• Audits and Reviews Formal audit, review, and compilation engagements providing assurance on financial statements for for-profit, not-for-profit, governmental, and employee benefit plan clients, including third-party verifications and physical inspections.
• Internal Controls Evaluation of company operations to ensure appropriate internal controls are in place for proper handling of resources and protection from employee theft.
• Small Business Accounting Monthly and quarterly bookkeeping services including bank reconciliation, income statements, balance sheets, and general ledger maintenance for small business clients.
• Payroll Payroll processing services with three options: Comprehensive Payroll Services, After-the-Fact Payroll, and Online Payroll Processing.
• Succession Planning Planning services for family business transitions including business valuation, restructuring, tax consequence analysis, and retirement projections.
• New Business Formation Advisory and administrative assistance for starting a new business including business plan preparation, startup capital needs, structure selection, and regulatory compliance.
• Non-Profit Organizations Tax-exempt status setup and maintenance for non-profit organizations including Form 990 preparation, 501(c)(3) applications, and non-profit accounting and financial statement preparation.
• QuickBooks Setup/Management QuickBooks software setup, installation, chart of accounts design, and ongoing training and review services for client staff.

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreOthersFirm is a member of the Division for CPA Firms of AICPA, undergoing peer reviews every three years for compliance with professional standards. Team members are individual members of AICPA.
• South Carolina Association of Certified Public Accountants (SCACPA)coreOthersFirm and team members are members of SCACPA. Tracy Huggins served as past President of the Pee Dee Chapter of SCACPA.

Scale indicators3 records

Recent moves10 records

Expansion highlights4 records

Direct peers

• Elliott Davis: Top-30 US CPA and advisory firm headquartered in Greenville, SC, serving Southeast businesses with tax, audit, advisory, and technology services — directly comparable regional Southeast peer with a similar full-service CPA model.
• WebsterRogers: Mid-Atlantic/Southeast regional CPA firm offering tax, audit, accounting, and advisory services to closely-held businesses, non-profits, and individuals — closely mirrors BOS's service mix and client base.
• GreerWalker: Charlotte, NC-based regional CPA and advisory firm providing tax, audit, wealth management, and consulting for closely-held businesses and high-net-worth individuals — comparable in scope, geography, and clientele to BOS.
• Mauldin & Jenkins: Southeast regional CPA firm (Georgia roots) providing tax, audit, advisory and consulting services to businesses, non-profits, governmental entities, and employee benefit plans — directly comparable service mix including governmental and ERISA audits.
• Cherry Bekaert: Top-25 US CPA and advisory firm with strong Southeast presence offering tax, assurance, advisory, and digital transformation services — comparable regional full-service CPA competitor in adjacent geographies.
• Dean Dorton: Kentucky/Southeast regional CPA and advisory firm providing tax, audit, business consulting, and technology services to closely-held businesses and non-profits — comparable regional peer with similar service mix.
• Carr Riggs & Ingram: Top-25 US accounting and advisory firm with strong Southeast footprint offering audit, tax, advisory, and technology services — directly comparable as a regional full-service CPA competitor pursuing consolidation strategy.

Broad incumbents

• Forvis (formerly Dixon Hughes Goodman): Top-10 US CPA firm formed via the merger of Dixon Hughes Goodman (Charlotte, NC roots) and BKD; operates broadly across the Southeast with the same service lines (tax, audit, advisory) — larger incumbent competitor in BOS's geography.
• BDO USA: Top-5 US accounting and advisory network serving mid-market and larger clients across all major Southeast metros — broader incumbent competitor with overlapping services for mid-size businesses.
• Grant Thornton: Top-7 US audit, tax, and advisory firm serving dynamic mid-market clients — broader incumbent competitor in the regional accounting space where BOS operates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/boscpa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 BOS