Bolinger, Segars, Gilbert & Moss

What Bolinger, Segars, Gilbert & Moss does

Bolinger, Segars, Gilbert & Moss, L.L.P. (BSGM) is a privately held, full-service Certified Public Accounting firm organized on April 1, 1954 and headquartered at 8215 Nashville Ave, Lubbock, Texas. The firm is structured as a Texas limited liability partnership with 21 active partners and a total headcount in the 101–250 range. From a single Lubbock office, BSGM delivers audit, tax, business advisory, and training/education services to clients nationwide, with no disclosed international footprint.

The firm operates on a partner-led engagement model organized around eight industry specializations: Electric Utilities/Cooperatives (its primary vertical), Financial Institutions, Governmental Entities, Telecommunications, Schools, Nonprofit Organizations, Employee Benefit Plans, and Agriculture. Service lines include financial statement audits, reviews, compilations, agreed-upon procedures, federal and state income tax preparation, tax planning, payroll compliance, bookkeeping and remote CFO services, internal control design, and customized training and speaking engagements. BSGM maintains memberships in AICPA, its Governmental Audit Quality Center (GAQC) and Employee Benefit Plan Audit Quality Center (EBPAQC), the Private Companies Practice Section (PCPS), and the Texas Society of CPAs (TXCPA), and its partners hold leadership roles at NSAC, TXCPA, and AICPA committees.

BSGM generates revenue through traditional professional services billing — hourly rates or fixed fees based on engagement scope — with no publicly disclosed pricing. Pricing transparency is not provided, and revenue is not reported publicly. Distribution is entirely direct: clients engage the firm via phone, website, or client/payment portals (ShareFile and CPACharge). Marketing is conducted primarily through industry-association participation, community involvement (South Plains Food Bank, Habitat for Humanity, BS Open golf tournament), and basic social media presence on LinkedIn, Facebook, and Twitter. Technology is limited to standard productivity and web tools; there is no proprietary platform, API, SDK, or AI/ML capability disclosed.

Name

Bolinger, Segars, Gilbert & Moss

Legal name

Bolinger, Segars, Gilbert & Moss, L.L.P.

Website

https://bsgm.com

Company type

Private

Founded year

1954

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Lubbock

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit/Assurance Services: Financial statement audits, reviews, compilations, and agreed-upon procedure engagements for clients in multiple industries including utilities, governmental, financial institutions, and nonprofits.
2. Tax/Accounting Services: Federal and State Income Tax Return preparation, tax planning, payroll tax, and accounting services for individuals, businesses, corporations, trusts, estates, partnerships, and non-profits.
3. Business Advisory Services: Bookkeeping/monthly accounting services, remote CFO services, internal control design and implementation, and on-site staff training.
4. Training/Education Services: Customized training programs, in-house and on-site training, and speaking engagements for various organizations including cooperatives and trade associations.

Distribution channels1 record

Marketing channels3 records

Core offering

BSGM is a full-service CPA firm providing Audit/Assurance (financial statement audits, reviews, compilations, and agreed-upon procedure engagements), Tax/Accounting (federal and state income tax return preparation, tax planning, payroll tax, and accounting services), Business Advisory (bookkeeping, remote CFO services, internal control design, and on-site training), and Training/Education services (customized industry training and speaking engagements). The firm applies these services across eight specialized industry verticals: agriculture, electric utilities/cooperatives, financial institutions, governmental entities, nonprofits, telecommunications, employee benefit plans, and schools.

Product overview

Bolinger, Segars, Gilbert & Moss (BSGM) is a full-service CPA firm organized on April 1, 1954, offering a unified portfolio of professional accounting and advisory services. The firm's core offerings include Audit/Assurance Services, Tax/Accounting Services, Business Advisory Services, and Training & Education Services. These services are complemented by specialized industry practices covering Agriculture, Electric Utilities, Financial Institutions, Governmental entities, Nonprofits, Telecommunications, Employee Benefit Plans, and Schools. The firm serves clients nationwide from its Lubbock, Texas headquarters, positioning itself as a one-stop provider of traditional accounting services with deep industry-specific expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit/Assurance Services
• Tax/Accounting Services Federal and state income tax return preparation, tax planning, payroll compliance, and accounting services for individuals, businesses, corporations, trusts, estates, partnerships, and non-profits. Includes QuickBooks Pro Advisor assistance for client bookkeeping support.
• Business Advisory Services Bookkeeping and monthly accounting assistance, remote CFO services, internal control design and implementation, and on-site staff training to help clients with daily accounting functions or high-level financial oversight.
• Training and Education Services Industry-specific training programs, on-site training, and speaking engagements for groups of various sizes covering accounting, finance, tax, and governance topics, delivered to cooperatives, trade associations, and other organizations.
• Electric Utility Industry Services Specialized audit, tax, and advisory services for electric utilities, including rural electric cooperatives, with expertise in diversified business lines, complex entity structures, and industry-specific tax situations.
• Telecommunications Industry Services Specialized audits, tax services, and advisory for telecommunications companies and rural telephone cooperatives with diversified business lines and multiple entity complexity.
• Financial Institutions Services Financial statement audits, Bank Secrecy Act compliance evaluations, ACH compliance evaluations, and supervisory/director's examinations for banks and credit unions ranging from small institutions to multi-office billion-dollar organizations.
• Governmental Services Audit and advisory services for governmental entities including cities, counties, municipal utilities, appraisal districts, water districts, and economic development corporations, with expertise in TEA accounting and compliance requirements.
• Schools Industry Services Audits of Texas Independent School Districts, Regional Educational Service Centers, and other educational institutions with expertise in TEA accounting and compliance requirements and significant single audit experience.
• Nonprofit Services Audit, review, and advisory services for nonprofit organizations receiving funding from various donors, with expertise in 501(c)(3) tax filings, fund accounting, donor accountability, and HUD housing projects.
• Agriculture Industry Services Audit, review, and tax preparation services for agriculture industry clients including cotton gins, fuel and supply companies, trade associations, and other agricultural organizations.
• Employee Benefit Plan Services Auditing services for employee benefit plans including 401(k) Defined Contribution Plans, Defined Benefit Plans, 403(b) Plans, ESOP Plans, and Health and Welfare Plans, compliant with ERISA and EBPAQC quality requirements.

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• American Institute of Certified Public Accountants (AICPA)coreOthersFirm is a member of AICPA and its Governmental Audit Quality Center (GAQC) and Employee Benefit Plan Audit Quality Center (EBPAQC). Firm also participates in AICPA's Private Companies Practice Section for external quality control reviews. Partners serve on national AICPA committees.
• Texas Society of Certified Public Accountants (TXCPA)coreOthersFirm is a member of TXCPA. Partners have served as treasurer, state director and board member for the South Plains Chapter of TXCPA. Firm attends Texas Society's Annual Texas School District Auditing and Accounting Conference.
• National Society of Accountants for Cooperatives (NSAC)coreOthersPartners serve as National Director and Secretary/Treasurer for the Electric Cooperative Chapter of NSAC. Firm personnel make presentations at NSAC conferences on Accounting, Finance, Tax and Governance topics.
• National Rural Electric Cooperative Association (NRECA)minorOthersPersonnel from the firm have been invited to speak at NRECA events and conferences.
• Plains Cotton Cooperative AssociationminorOthersListed as industry resource/link on firm's agriculture industry page.
• CoBankminorOthersListed as industry resource/link on firm's agriculture industry page.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• FORVIS (formerly BKD / Dixon Hughes Goodman): Top-10 U.S. accounting firm formed via recent merger, with strong governmental and utility practices — direct competition for the same regulated-vertical RFPs BSGM targets, but at much larger scale.
• Moss Adams LLP: Large regional CPA firm with energy, communications (telecom), and nonprofit industry groups that overlap BSGM's electric-utility and telecom specialization.
• CliftonLarsonAllen (CLA): Large U.S. accounting firm with dedicated government, nonprofit, and financial-institution practices — overlapping industry focus with BSGM at significantly larger scale.
• Plante Moran: Larger U.S. regional accounting firm serving cooperatives, financial institutions, and government; broader geographically but overlaps BSGM's regulated-vertical audit practice.
• Crowe LLP: Large national accounting firm with industry groups serving financial institutions, government, and energy utilities — comparable offering to BSGM but at significantly greater scale and geographic breadth.

Direct peers

• Wipfli LLP: Mid-to-large regional accounting and advisory firm with industry-specific practices in cooperatives, financial institutions, and government — closely comparable scale and vertical exposure to BSGM.
• Doeren Mayhew CPAs and Advisors: Mid-sized regional CPA firm with comparable audit, tax, and advisory services to government, nonprofit, and financial-institution clients — close size-and-scope match to BSGM.
• Eide Bailly LLP: Top-20 U.S. regional CPA firm of comparable employee scale, providing audit, tax, and advisory to governmental, ag, and financial-institution clients — directly mirroring BSGM's vertical mix.
• Carr, Riggs & Ingram (CRI): Large regional CPA firm with a comparable mix of governmental, nonprofit, financial-institution, and benefit-plan audit practices — directly overlaps BSGM's regulated-vertical specialization.
• Weaver and Tidwell LLP: Texas-headquartered CPA firm with strong governmental, energy, and nonprofit audit practices — directly comparable given shared Texas geography, utilities expertise, and mid-size regional positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/bsgm_llp
• Facebookfacebook.com/bsgmllp
• LinkedInlinkedin.com/company/bsgmllp

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 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 Bolinger, Segars, Gilbert & Moss