Taylor White

What Taylor White does

Taylor White is a US-based, founder-led professional services firm specializing in finance and accounting talent and advisory solutions. Founded in 2000 and headquartered in Tampa, Florida with a secondary office in Plano, Texas, the firm operates across three core service lines: Permanent Placement (direct hire recruitment for finance and accounting professionals from entry-level accountants to CFOs), Interim & Project Staffing (flexible coverage for transitions, peak workloads, and specialized projects), and Office of the CFO Advisory (Finance Transformation, M&A Advisory, Systems/Finance Infrastructure, and Record to Report Optimization). Across 25 years of operation, Taylor White reports more than 7,500 successful placements and serves a buyer base composed of CFOs, private equity sponsors and their portfolio companies, family offices, and growth-stage to mid-market corporations across industries including manufacturing, SaaS, distribution, and middle-market services.

The firm does not operate a proprietary technology platform; its delivery model combines a recruiter and consultant bench (predominantly CPAs with Big 4 backgrounds from Deloitte, PwC, EY, and Grant Thornton) with third-party finance and consolidation tools such as Planful (EPM), Tipalti (AP automation), and Fathom (consolidation), implemented within client advisory engagements. Taylor White is privately held with no disclosed institutional or external private equity ownership; founders Jim Bassil and Tony Linguanti remain active as Senior Business Advisors, and CEO Rob Robinson (formerly a minority partner at Horn Solutions, acquired by BGSF in 2022) leads the current leadership team. GTM is relationship-based enterprise field sales targeting CFOs and PE deal teams, supported by direct employer portals, content marketing through The Leader's Edge blog, and a documented case study library. Revenue is not publicly disclosed.

Name

Taylor White

Legal name

Taylor White

Website

https://taylorwhite.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Taylor White is a US-based, founder-led finance and accounting talent and advisory firm offering permanent placement, interim staffing, and Office of the CFO advisory services to CFOs, private equity sponsors, family offices, and growth-stage companies across Florida and Texas.

Ownership category

akta.pro rank

Product category

Finance and Accounting Recruitment and Advisory Services

NAICS

Employment Placement Agencies (561311), Employment Placement Agencies and Executive Search Services (56131), Management Consulting Services (54161)

SIC

Services-Employment Agencies (7361)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Finance accounting recruitment
• Cfo advisory services
• Interim finance staffing
• Permanent placement staffing
• Mergers acquisitions advisory

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Permanent Placement Recruitment: Direct hire recruitment fees for placing finance and accounting professionals from entry-level accountants to CFOs in permanent positions at corporations, PE firms, family offices, and growth-stage companies. Fees are typically structured as a percentage of the placed candidate's first-year compensation.
2. Interim & Project Staffing: Flexible temporary staffing for transitions, peak workloads, and specialized finance projects. Provides interim CFOs, controllers, and accounting professionals on a project basis.
3. CFO Advisory Services: Hands-on consulting across reporting, FP&A, M&A, financial systems, and transformation. Includes Systems advisory (ERP implementation, reporting architecture), M&A advisory (due diligence, integration), Finance Transformation, and Record to Report optimization services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Taylor White is a specialized finance and accounting recruitment and advisory firm that places finance professionals (from entry-level accountants to CFOs) on a permanent, interim, and project basis through its Permanent Placement and Interim & Project Staffing lines. It also delivers an Office of the CFO Advisory practice that provides hands-on consulting across FP&A, M&A financial integration, ERP and EPM systems implementation, and finance transformation for corporations, private equity firms, family offices, and growth-stage companies.

Product overview

Taylor White is a finance and accounting recruitment and advisory firm offering a unified portfolio of talent and consulting solutions. The core offerings include Permanent Placement (direct hire recruitment) and Interim & Project Staffing (flexible coverage for transitions and specialized projects). The Office of the CFO Advisory practice encompasses Finance Transformation, Mergers and Acquisitions Advisory, Systems Finance Infrastructure and Operational Enablement, and Record to Report Optimization. These services work together to address the full lifecycle of finance talent acquisition and advisory needs, from executive placement to operational transformation and transaction support.

Differentiator

Problem solved

Functional benefit

Products and services

• Permanent Placement Direct hire recruitment service placing finance and accounting professionals (from entry-level accountants through CFOs) in permanent roles at corporations, private equity firms, family offices, and growth-stage companies.
• Interim & Project Staffing Flexible temporary staffing coverage for finance and accounting transitions, peak workloads, and specialized projects, including interim CFO, controller, and project accounting placements on a contract or temp-to-perm basis.
• Finance Transformation Advisory service modernizing finance processes, reporting frameworks, and strategic capabilities to transform finance functions into high-performing, strategically aligned operations. Part of the Office of the CFO Advisory practice.
• Mergers and Acquisitions Advisory Financial integration and transaction readiness services supporting due diligence preparation, post-deal integration, and M&A execution for buyers, sellers, and growing firms. Part of the Office of the CFO Advisory practice.
• Systems: Finance Infrastructure and Operational Enablement Finance technology advisory service modernizing ERP systems, reporting architecture, and automated workflows to support scalable finance operations. Includes EPM implementations (e.g., Planful) within client engagements. Part of the Office of the CFO Advisory practice.
• Record to Report Optimization Optimization of month-end and quarter-end close workflows, reconciliations, controls, and financial reporting processes to strengthen accuracy and reduce cycle times. Part of the Office of the CFO Advisory practice.
• Quality of Earnings Analysis Sell-side and buy-side Quality of Earnings reviews including general ledger cleanup, EBITDA adjustments documentation, and transaction support for due diligence. Delivered under the Office of the CFO Advisory practice.
• Interim CFO Leadership Deployment of experienced interim CFO professionals to stabilize finance functions, lead audit readiness, and implement reporting improvements during leadership transitions. Delivered via the Interim & Project Staffing and Office of the CFO Advisory practices.
• Post-Acquisition Integration Enterprise-level Office of the CFO build-out, financial statement conversion to GAAP, and integration leadership supporting multi-entity acquisitions and buy-and-build strategies for private equity sponsors and their portfolio companies. Part of the Office of the CFO Advisory practice.

Quantifiable outcome

• 7,500+ professionals successfully placed in finance roles
• +2 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered supporting.

• TipaltisupportingTechnology or IntegrationTipalti AP automation platform implemented for centralized AP processing and streamlined invoice and payment workflows in post-acquisition integration engagement.
• FathomsupportingTechnology or IntegrationFathom consolidation tool implemented for simplified management reporting and financial analysis in multi-entity enterprise integration.
• PlanfulsupportingTechnology or IntegrationPlanful EPM solution selected and implemented for accelerated monthly close, standardized reports, and enterprise budgeting and workforce planning.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Robert Half International: Largest specialized staffing firm for finance and accounting talent in the US, offering permanent placement, contract staffing, and consulting through its Accountemps and Robert Half Management Resources divisions. Directly competes with Taylor White on the same finance/accounting candidate pool and employer clients.
• BGSF (formerly BGSF): NYSE-listed professional staffing provider whose 2022 acquisition of Horn Solutions (where Taylor White CEO Rob Robinson was minority partner) directly expanded its finance and accounting staffing footprint. Competes head-to-head for finance talent placement contracts.
• Ledgent Finance & Accounting (Roth Staffing): Specialized finance and accounting staffing and recruiting brand under Roth Staffing Companies, providing temporary, temp-to-hire, and direct-hire placement across US markets. Closely comparable niche focus and service mix to Taylor White.
• Accounting Principals (Hollister): Specialized staffing firm focused on accounting and finance roles across contract, contract-to-hire, and direct-hire placements. Operates as part of the Hollister parent and competes for the same candidate pools and employer relationships.
• Parker + Lynch (Adecco): Finance and accounting direct-hire and contract staffing brand under the Adecco Group, placing controllers, CFOs, and senior accountants. Backed by a global staffing parent and competes nationally against Taylor White for senior finance placements.
• Lucas Group: Executive search and placement firm acquired by Korn Ferry, with deep expertise placing senior finance, accounting, and operational leaders including CFOs. Directly comparable in targeting senior finance talent for permanent placement.
• CFGI: Specialized accounting and finance advisory firm supporting private equity and corporate clients on technical accounting, QoE, transaction advisory, and finance function buildouts — directly overlaps Taylor White's OCFO advisory practice. Several Taylor White leaders have prior CFGI experience.
• Beacon Hill Staffing Group: Specialized staffing firm with dedicated accounting, finance, and consulting divisions offering contract, contract-to-hire, and direct-hire placements. Comparable mid-market focus and service model to Taylor White.
• Horn Solutions (BGSF division): Texas-based finance and accounting staffing firm acquired by BGSF in 2022, placing senior accountants, controllers, and CFOs. Operates in the same Texas geography as Taylor White's Plano office and competes for the same regional finance talent pool.

Broad incumbents

• Korn Ferry: Global organizational consulting firm with a significant executive search practice placing CFOs and finance leaders, plus adjacent advisory and RPO services. Larger and more diversified than Taylor White but competes for senior finance permanent placement mandates.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/twstaffing
• YouTubeyoutube.com/@taylorwhiteaccountingandfi6031
• Facebookfacebook.com/taylor-white-accounting-finance-placement-161989623825034
• LinkedInlinkedin.com/company/taylor-white
• Instagraminstagram.com/twstaffing/?hl=en

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 Taylor White