Howard, Howard and Hodges

What Howard, Howard and Hodges does

Howard, Howard and Hodges (operating as HHH CPAs) is a privately held, full-service CPA firm founded in 1961 and headquartered in Lake Mary, Florida, with additional offices in Sarasota and Winter Springs. The firm delivers accounting, bookkeeping, payroll processing, tax preparation and year-round tax planning, business consulting, Virtual CFO advisory, and employee benefits/retirement plan administration, primarily to small businesses across Florida and secondarily to mid-sized corporations, large enterprises, and individual clients. Its client base spans verticals including healthcare, food service, construction, non-profits, automotive, retail, landscaping, and e-commerce, with multiple disclosed relationships exceeding 20 years.

The firm operates on a sales-led, consultative go-to-market model relying on local SEO targeting Florida metros, client referrals, free consultations, and three physical offices, with a NetClient CS portal and mobile app (Apple/Android) for client self-service. Revenue is generated through recurring subscription-style flat fees for the Small Business Accounting Services Package (weekly rates starting at $104), per-pay-period payroll processing, professional services fees for tax preparation and consulting, and managed-services fees for Virtual CFO advisory. The underlying technology stack is entirely third-party — Certified QuickBooks ProAdvisor tools and Thomson Reuters NetClient CS — with no proprietary AI, data, or platform assets disclosed. The firm has been an active PASBA member since 1997 (named PASBA's Accounting Firm of the Year in 2015) and in 2025 completed mergers with Complete CPA and Lanier and Company alongside the launch of a refreshed brand identity, indicating an active consolidation phase.

Name

Howard, Howard and Hodges

Legal name

Howard, Howard and Hodges

Website

https://howardcpas.com

Company type

Private

Founded year

1961

Operating status

Operating

Headcount range

11–50 employees

Short description

Howard, Howard and Hodges (HHH CPAs) is a privately held Florida CPA firm founded in 1961 that delivers accounting, bookkeeping, payroll, tax planning, and Virtual CFO advisory services primarily to small businesses via three Florida offices.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

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

SIC

Services-Management Services (8741)

akta.pro primary industry

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

akta.pro secondary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Small business accounting
• Tax preparation services
• Bookkeeping services
• Payroll processing
• Business consulting

Headquarters

HQ city

Lake Mary

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Small Business Accounting Services: Comprehensive accounting and bookkeeping services provided on a recurring basis with flat fee pricing. Services include monthly bookkeeping, financial statement preparation, and ongoing accounting support.
2. Payroll Processing Services: Payroll management including employee payments, tax withholdings, deductions, and compliance with payroll laws. Processed on a per-pay-period or monthly basis.
3. Tax Planning and Preparation: Year-round tax planning and preparation services including business tax filing, personal taxes, and IRS problem resolution. Can include one-time preparation fees plus ongoing planning retainer.
4. Virtual CFO Advisory Services: Part-time/outsourced CFO services for businesses that cannot afford full-time CFOs. Includes strategic planning, financial analysis, and business advisory.
5. Business Consulting: Advisory services for business growth, financial strategy, and operational improvement.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Howard, Howard and Hodges is a full-service CPA firm providing outsourced accounting, bookkeeping, payroll processing, tax preparation and planning, virtual CFO advisory, and business consulting services to small and mid-sized businesses, with industry-specific expertise in healthcare, food service, construction, non-profit, automotive, retail, and real estate. Services are delivered through three Florida offices (Lake Mary, Sarasota, Winter Springs) and a NetClient CS secure client portal, using flat-fee pricing rather than hourly billing.

Product overview

Howard, Howard and Hodges is a full-service CPA firm offering a comprehensive suite of accounting, tax, payroll, and advisory services primarily for small and mid-sized businesses. The core offering centers on their Small Business Accounting Services Package and Tax Preparation & Planning services, supplemented by dedicated Payroll Processing, Bookkeeping, and Business Consulting. Higher-end advisory services include Virtual CFO Advisory & Controller Services for businesses needing strategic financial leadership, and Employee Benefits Consulting & Retirement Plan Administration for talent-attracting benefits programs. The firm also provides specialized QuickBooks ProAdvisor Services, Financial Technology Services, and Personal CPA Services as supporting modules. All services are delivered through a network of Florida-based offices with QuickBooks and Thomson Reuters' NetClient CS as integrated technology platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Services Full-service outsourced accounting and bookkeeping for small businesses, including financial statement preparation, bank reconciliation, accounts receivable/payable management, and monthly reporting to help business owners make informed decisions.
• Tax Preparation & Planning Year-round tax planning, preparation, and filing services for individuals, small businesses, corporations, partnerships, LLCs, and enterprises, including IRS tax problem resolution and strategic tax-saving strategies.
• Payroll Processing Small business payroll processing and management, including employee payment administration, tax withholdings, deductions, direct deposits, quarterly and annual payroll filings (W-2s, 940s), and new hire reporting.
• SBA Packages (Small Business Accounting Services Bundle) A bundled small business accounting services package that combines accounting, bookkeeping, payroll, and tax services into a flat-fee weekly package (rates from $104/week), allowing business owners to focus on operations while the firm manages financial tasks.
• Virtual CFO Advisory & Controller Services Outsourced virtual CFO and controller services providing strategic financial planning, cash flow analysis, business metrics and KPI analysis, mergers and acquisitions support, financial systems design, and interim CFO services for startups, small, and mid-sized businesses.
• Business Consulting Financial and business advisory services including cash flow forecasting, budgeting, strategic planning, financial decision-making guidance, and growth-oriented consulting for small and mid-sized businesses.
• QuickBooks ProAdvisor Services Certified QuickBooks ProAdvisor services including QuickBooks setup, configuration, staff training, and ongoing support for small businesses using QuickBooks Online or desktop editions.
• Bookkeeping Day-to-day financial record-keeping including transaction recording, bank reconciliation, expense tracking, and monthly reporting to maintain accurate and organized financial records.
• Employee Benefits Consulting & Retirement Plan Administration Employee benefits consulting and retirement plan administration services covering defined contribution profit sharing plans, cash balance plans, traditional and Roth IRAs, SIMPLE-IRAs, plan design, implementation, compliance, and documentation for small businesses.
• Personal CPA Services Personal CPA services for individuals including personal tax filing, tax investment guidance, and wealth management planning.

Quantifiable outcome

• Weekly rates as low as $104 for small business accounting services
• +1 more outcomes

Named customers5 records

Segments12 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Eleven partnerships are on record, tiered core, key, supporting and major.

• PASBA (Professional Association of Small Business Accountants)coreStrategic or Co-development PartnerActive member since 1997. PASBA is a nationwide network of CPAs and accountants serving small business clients. Using this collective resource, members offer clients a level of service and expertise that individual practices cannot rival. The firm is actively involved in supporting small business owners through this network.
• AICPA (American Institute of Certified Public Accountants)coreStrategic or Co-development PartnerMember of the AICPA, demonstrating adherence to professional standards and access to resources of the national CPA organization.
• FICPA (Florida Institute of Certified Public Accountants)coreStrategic or Co-development PartnerMember of the Florida state CPA institute, providing local professional development, networking, and advocacy for CPAs in Florida.
• QuickBooks (Intuit)keyTechnology or IntegrationCertified QuickBooks ProAdvisors providing QuickBooks setup, support, and training services to clients. Expertise in QuickBooks Online and desktop versions.
• Thomson Reuters (NetClient CS)keyTechnology or IntegrationUses Thomson Reuters NetClient CS platform for client portal services, including mobile apps for Apple and Android devices for secure client access to documents and information.
• APA (American Payroll Association)supportingStrategic or Co-development PartnerMember of American Payroll Association demonstrating specialized expertise in payroll processing and compliance.
• TPG (The Payroll Group)supportingStrategic or Co-development PartnerMember of The Payroll Group, a network for payroll professionals providing resources and best practices for payroll management.
• NAEA (National Association of Enrolled Agents)supportingStrategic or Co-development PartnerMember of NAEA representing Enrolled Agents who specialize in tax matters and represent taxpayers before the IRS.
• FSEA (Florida Society of Enrolled Agents)supportingStrategic or Co-development PartnerMember of Florida state organization for Enrolled Agents, providing tax expertise and advocacy at the state level.
• Complete CPAmajorStrategic or Co-development PartnerComplete CPA has merged with Howard, Howard and Hodges, bringing their team and clients into the HHH family, expanding service capacity and client base.
• Lanier and CompanymajorStrategic or Co-development PartnerLanier and Company has merged with Howard, Howard and Hodges, expanding the firm's capabilities and client base.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Eide Bailly LLP: Top-25 regional CPA firm serving SMBs, mid-market, and closely-held businesses with tax, audit, and advisory services. Directly comparable service mix and client profile, though with broader geographic coverage across the Mountain West and Midwest.
• Marcum LLP: Top-20 U.S. accounting and advisory firm with strong SMB and middle-market practice. Comparable full-service offering (tax, accounting, advisory) including outsourced CFO services, with similar multi-vertical industry specialization.
• Withum: Top-30 U.S. CPA and advisory firm with strong SMB and middle-market practice plus a Virtual CFO offering. Comparable in service breadth, target client, and growth strategy, though at a larger scale.
• Cherry Bekaert LLP: Top-30 U.S. CPA and advisory firm offering tax, accounting, and advisory services to SMBs and mid-market companies. Comparable to HHH in its full-service CPA model and SMB focus, though at significantly larger scale and with national footprint.
• James Moore & Company: Florida-based regional CPA and advisory firm serving businesses and individuals across the state. Closely comparable in geography (Florida HQ), service mix (tax, accounting, advisory), and SMB client focus, making it a direct regional competitor.
• Padgett Business Services: National franchise network of CPAs and accounting professionals serving small businesses with tax, bookkeeping, payroll, and advisory services. Closely comparable in target market (SMBs), service offering, and flat-fee pricing model.
• Carr, Riggs & Ingram (CRI): Top-25 U.S. accounting firm with significant Florida presence and a strong SMB/middle-market practice. Direct geographic and service-line overlap with HHH across tax, accounting, and advisory services.

Broad incumbents

• BDO USA: Top-10 global accounting network with significant U.S. SMB and middle-market practice. Overlaps with HHH's full-service accounting, tax, and advisory capabilities but at substantially larger scale and with broader industry coverage.

Emerging players

• 1-800Accountant: Virtual accounting and tax services firm serving SMBs and individuals nationwide. Comparable in SMB target market and core tax/bookkeeping/payroll offerings, but with a tech-enabled, distributed-delivery model rather than office-based CPA model.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services platform targeting startups and SMBs. Represents the technology-enabled model competing with traditional CPA firms like HHH for the same SMB customer segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100063683704535
• LinkedInlinkedin.com/company/howard-howard-and-hodges
• Xx.com/cpashoward

Compliance2 records

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 Howard, Howard and Hodges