Vaughn & Associates

What Vaughn & Associates does

Vaughn Associates Services, Inc. was a US-based professional services firm that provided outsourced accounting, bookkeeping, and CFO advisory services to clients. Its core offerings consisted of Client Accounting Services (ongoing bookkeeping and accounting support) and CFO Advisory + Outsourcing Services (financial leadership, planning, and operational support). The firm operated on a people-delivered professional services model, with no disclosed technology platform, proprietary software, or pricing structure.

In 2024, Vaughn Associates Services, Inc. merged into KLR Outsourcing, a division of Kahn Litwin (KLR), a regional accounting and advisory firm. The transaction was completed as a strategic partnership/merger in which KLR absorbed Vaughn's client relationships and personnel. Following the merger, former Vaughn clients transitioned to KLR's broader service portfolio, gaining access to tax, business valuation, IT consulting, information security, digital transformation, and additional advisory lines. The combined entity is led by Paul Oliveira as CEO. Vaughn Associates Services, Inc. no longer operates as an independent entity; its business is now a sub-line within KLR's CFO Advisory + Outsourcing division.

Name

Vaughn & Associates

Legal name

Vaughn Associates Services, Inc.

Website

https://vaughnassociatespc.com

Company type

Private

Founded year

1995

Operating status

Acquired

Headcount range

1–10 employees

Short description

Vaughn Associates Services, Inc. was a US-based outsourced accounting and CFO advisory firm that has merged into KLR Outsourcing (Kahn Litwin), with former clients now serviced through KLR's broader professional services platform.

Ownership category

akta.pro rank

Product category

Outsourced Accounting & Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Outsourced accounting services
• CFO advisory services
• Client accounting services
• Bookkeeping and financial reporting
• Business financial consulting

Headquarters

HQ city

Braintree

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Vaughn Associates Services, Inc. was a professional services firm that provided outsourced accounting and CFO advisory services to clients. The firm delivered ongoing client accounting, bookkeeping, and financial leadership support, and has merged with KLR Outsourcing, a division of Kahn Litwin (KLR), extending its clients access to KLR's broader professional services network.

Product overview

Vaughn Associates Services, Inc. was an outsourced accounting and CFO advisory services firm that has merged into KLR (Kahn Litwin). Following the merger, former Vaughn Associates clients now receive the same personalized accounting and financial services while gaining access to KLR's expanded network of professionals and broader range of services including tax, IT consulting, information security, and digital transformation. The product portfolio consists primarily of CFO Advisory and Client Accounting Services, now integrated into KLR's service offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO Advisory + Outsourcing Services
• Client Accounting Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• KLR OutsourcingcoreStrategic or Co-development PartnerVaughn Associates Services, Inc. has joined forces with KLR Outsourcing as part of a strategic partnership. The union combines Vaughn Associates' client relationships with KLR's expanded network of professionals and broader range of services. Clients of Vaughn Associates now have access to KLR's comprehensive professional services including accounting, tax, business valuation, and CFO advisory services. The partnership emphasizes shared values, personalized service, and commitment to helping clients achieve their financial and business goals.

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Plante Moran: Large US accounting and consulting firm with dedicated outsourced accounting and CFO advisory capabilities serving closely held and middle-market clients.
• KLR (Kahn Litwin): Multi-office accounting and advisory firm that acquired Vaughn Associates Services, Inc. KLR is the parent platform absorbing Vaughn's outsourced accounting and CFO advisory book, with overlapping service lines and shared client base.
• BDO USA: Large US accounting and advisory network offering outsourced accounting and CFO advisory services to mid-market clients, directly overlapping Vaughn's core offerings.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm providing outsourced accounting, CFO advisory, and back-office finance services to SMBs and middle-market companies — a close functional analog.
• Marcum LLP: National accounting and advisory firm with significant outsourced accounting and CFO advisory practices serving closely held businesses and middle-market clients.
• Wipfli: Top-25 US accounting and consulting firm offering outsourced accounting and fractional CFO services to SMB and mid-market clients — direct functional overlap.

Direct peers

• Kreischer Miller: Regional accounting and business advisory firm offering outsourced accounting, CFO advisory, and tax services to mid-market and closely held companies.
• Aprio: Accounting and business advisory firm with a dedicated outsourced accounting and CFO services practice, serving a similar mid-market client profile as Vaughn.
• PKF O'Connor Davies: Accounting and advisory firm providing outsourced accounting, CFO advisory, and business consulting services to closely held and middle-market businesses.
• Withum: Accounting and advisory firm with a strong outsourced accounting and CFO advisory practice serving closely held businesses, family offices, and mid-market companies.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• YouTubeyoutube.com/user/KahnLitwin
• Facebookfacebook.com/KLRCPA
• LinkedInlinkedin.com/company/klr
• Instagraminstagram.com/klr_cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Vaughn & Associates