James, Hardy & Haley

What James, Hardy & Haley does

James, Hardy & Haley is a privately-held Certified Public Accounting firm founded in 1988 and headquartered in Shreveport, Louisiana. The firm operates with a small team of nine professionals across two office locations in Shreveport, LA and Frisco, TX, providing tax, accounting, assurance, and consulting services to clients in all 50 U.S. states through both in-person and virtual delivery.

The firm's core service lines span tax preparation and planning, accounting and assurance (audit, review, and compilation engagements), and business consulting, supplemented by a secure online client portal (Mangoshare) for document management and CPACharge for online payments. Staff are proficient in QuickBooks, and the firm uses digital document management, encrypted communications, and virtual meeting tools to support remote engagements. The team collectively holds over 93 years of combined public accounting experience, anchored by partners Phillip R. Haley, Jr. and Kevin Trimble.

Revenue is generated through professional services fees billed per engagement, with no publicly disclosed pricing tiers. The firm employs a sales-led go-to-market approach and markets primarily through its website, quarterly newsletter, professional memberships (AICPA, LCPA, TSCPA), and local Chamber of Commerce affiliations. It serves a diversified mix of small and mid-sized businesses, high net-worth individuals, and nonprofit organizations across more than a dozen industry verticals, including healthcare, oil and gas, real estate and construction, agriculture, retail and e-commerce, and hospitality.

Name

James, Hardy & Haley

Legal name

James, Hardy & Haley CPAs

Website

https://jameshardy.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

James, Hardy & Haley is a privately-held CPA firm founded in 1988, providing tax, accounting, assurance, and consulting services from offices in Shreveport, Louisiana and Frisco, Texas to small and mid-sized businesses and individuals nationwide.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services (CPA Practice)

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHADAC

M&A Advisory (Buy-side/Sell-side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYFSAEAGAA

Sell-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Cpa services
• Tax preparation
• Audit assurance
• Bookkeeping services
• Business consulting

Headquarters

HQ city

Shreveport

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

Revenue model

1. Tax Services: Corporate taxation compliance, estate/gift/trust taxation, family wealth services, income tax planning and projections, individual taxation compliance and planning, nonprofit compliance and reporting, payroll tax services, retirement planning, state and local taxation, tax planning and strategy, tax research, and transaction advisory services. Revenue is generated through professional service fees billed per engagement or on a retainer basis.
2. Accounting and Assurance Services: Audit, review, and compilation engagements; accounts payable/receivable; account reconciliations; bookkeeping services; financial statement preparation; fixed asset management; forensic accounting; general business consulting; internal control analysis; month-end closing. Revenue generated through professional service engagements.
3. Consulting Services: Bankruptcy and reorganization, benefit and compensation planning, business performance, business planning, elder care services, information technology services, management advisory and business optimization, mergers and acquisitions, policy and procedure consulting, strategic planning, and training services. Revenue generated through consulting engagements.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

James, Hardy & Haley is a Certified Public Accounting firm providing tax preparation, compliance, and planning; accounting and assurance services including audits, reviews, and compilations; and business consulting covering M&A, strategic planning, and management advisory. The firm serves businesses across more than 12 industry verticals plus high net-worth individuals and family groups, with year-round advisory support rather than seasonal-only tax filing.

Product overview

James, Hardy & Haley operates as a full-service Certified Public Accounting (CPA) firm offering an integrated suite of accounting, tax, and consulting services. The firm's core offerings span three interconnected practice areas: Tax Services (corporate and individual tax preparation, planning, compliance, estate/trust taxation, payroll taxes, and transaction advisory), Accounting and Assurance Services (audit, review, compilation engagements, bookkeeping, financial statement preparation, forensic accounting, and internal controls), and Consulting Services (business planning, mergers and acquisitions, strategic planning, bankruptcy advisory, and management optimization). The firm supplements its core services with a secure client portal providing digital document management and communication capabilities. This multi-service model enables the firm to serve clients across the full lifecycle of their financial and business needs from compliance through strategic advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Accounting and Assurance Services
• Consulting Services
• Client Portal (Mangoshare)
• Retirement Planning

Segments14 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• American Institute of Certified Public Accountants (AICPA)coreOthersProfessional membership organization providing credibility, standards, and resources for CPA firms. The firm is a member and team members maintain AICPA affiliations.
• Louisiana Society of Certified Public Accountants (LCPA)coreOthersState-level professional membership for CPAs in Louisiana, providing networking, education, and advocacy. Most team members maintain LCPA membership.
• Texas Society of Certified Public Accountants (TSCPA)coreOthersState-level professional membership for CPAs in Texas, providing networking, education, and advocacy for the Texas accounting profession.
• Shreveport-Bossier Chamber of CommerceminorOthersLocal business membership organization supporting the Shreveport-Bossier business community through networking and advocacy.
• Frisco Chamber of CommerceminorOthersLocal business membership organization supporting the Frisco, Texas business community through networking and advocacy.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• LaPorte CPAs & Business Advisors: Louisiana and Texas-based CPA firm with comparable size and service mix, including tax, audit, advisory, and industry-focused practices. Direct regional peer serving overlapping client verticals.
• Broussard Poché: Louisiana-based CPA firm offering tax, audit, and advisory services with a similar vertical mix including oil & gas, healthcare, and real estate. Direct comparable in size, geography, and service scope.
• Heard McElroy & Vestal: Shreveport, Louisiana-based CPA firm of similar size, serving oil & gas, healthcare, and construction clients across the Gulf South. Direct local competitor with comparable service mix and client verticals.
• Postlethwaite & Netterville: Louisiana-headquartered full-service CPA and business advisory firm with multiple offices across the Gulf South. Comparable in service offering (tax, audit, consulting) and regional focus on the same industries.

Regional players

• E. Cohn & Co. Multi-office regional CPA firm operating in the South Central U.S., providing tax, assurance, and consulting to mid-market clients in similar industries. Comparable size and service model.

Broad incumbents

• Carr, Riggs & Ingram (CRI): Large Top-25 U.S. accounting and advisory firm with significant presence in the Gulf South and Texas. Offers the same tax, audit, and advisory services to overlapping client verticals at greater scale.
• Wipfli: Top-20 U.S. accounting and consulting firm serving mid-market businesses nationwide with tax, audit, and advisory services. Represents the broader incumbent tier that competes for the same client relationships.
• Moss Adams: Top-15 U.S. accounting, tax, and consulting firm with national coverage and deep industry practices. A larger incumbent competing for the same mid-market clients across the same verticals.
• BDO USA: Global accounting and advisory network with a large U.S. practice serving mid-market and growth-stage clients across healthcare, real estate, oil & gas, and technology—the same verticals JH&H serves.

Emerging players

• Pace Harmon (now part of Stambaugh Ness): Mid-sized advisory and accounting firm focused on M&A transaction advisory and business consulting. Comparable to JH&H's consulting arm for clients seeking transaction-related services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JamesHardyHaley
• LinkedInlinkedin.com/company/james-hardy-haley-cpa

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 James, Hardy & Haley