Harris, Harvey, Neal & Co.

What Harris, Harvey, Neal & Co. does

Harris, Harvey, Neal & Co. LLP is a privately held, full-service public accounting firm headquartered in Danville, Virginia, operating since 1950 under its founders' names. The firm delivers integrated accounting, tax, assurance, payroll, and advisory services to individual and small-to-mid-business clients across Southern Virginia and the North Carolina border region, distributed through four physical offices in Danville, Chatham, Martinsville, and South Boston. Service lines span audits/reviews/compilations, bookkeeping and write-up, tax planning and preparation, IRS representation, sales tax, payroll, estate and trust tax preparation, business succession planning, buying/selling a business advisory, financial/retirement/estate planning, management advisory, and pension and profit-sharing plan administration. Specialized depth includes a Tax Credits & Financial Incentives practice (federal, state, and local incentive programs) and a Certified QuickBooks Pro Advisor offering.

The firm's revenue model is professional-services fee-based, with quote-based engagement pricing (no publicly published rate cards) executed through in-person service delivery at branch offices, supplemented by digital intake forms for new client acquisition and an online payment gateway (FluidPay, capped at $7,500 per check transaction) for existing clients. Underlying technology is a standard third-party stack — QuickBooks for client bookkeeping, Microsoft Forms for intake, FluidPay for payments, Adobe Acrobat for tax form distribution — with no proprietary software platform. Marketing relies on content (newsletters/tax alerts), interactive financial calculators, and a Facebook presence; there is no digital advertising, no paid acquisition, and no software product revenue.

Go-to-market is sales-led and relationship-driven, with each branch office led by an on-site partner and centralized leadership held by Managing Partner Katherine D. McDaniel, CPA. The firm employs 40 professionals including eight equity partners; there are no external investors, parent entities, or PE ownership structures in place. The strategic posture is that of a stable, multi-generational regional practice prioritizing personalized service, local reputation, and multi-office accessibility over growth-at-all-costs scaling.

Name

Harris, Harvey, Neal & Co.

Legal name

Harris, Harvey, Neal & Co. LLP

Website

https://hhncpa.com

Company type

Private

Founded year

1950

Operating status

Operating

Headcount range

11–50 employees

Short description

Harris, Harvey, Neal & Co. LLP is a privately held regional CPA firm founded in 1950, serving individual and business clients across Southern Virginia and the North Carolina border through four offices (Danville, Chatham, Martinsville, South Boston) with 40 professionals including eight partners.

Ownership category

akta.pro rank

Headquarters

HQ city

Danville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Full-service public accounting firm providing professional services to individual and business clients including accounting, tax preparation, audit/review/compilation services, payroll services, and consulting. Revenue generated through professional service fees for ongoing and project-based engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Harris, Harvey, Neal & Co., LLP is a traditional public accounting firm that provides professional accounting, tax preparation, audit/review/compilation, payroll, bookkeeping, and business consulting services to individual and business clients across southern Virginia. The firm complements these core compliance services with financial planning, retirement planning, estate planning, business succession planning, and IRS representation delivered by CPA-certified partners and staff from four physical office locations.

Product overview

Harris, Harvey, Neal & Co. is a traditional CPA firm offering a unified suite of professional accounting and tax services rather than a software product platform. The firm's core offerings include accounting services, audits/reviews/compilations, bookkeeping, tax planning and preparation, IRS representation, payroll services, and business consulting. These are delivered as integrated professional services with no standalone software products. The firm also provides supplemental advisory services including estate planning, retirement planning, financial planning, and business succession planning. A Certified QuickBooks Pro Advisor designation enables bookkeeping support, and approximately 50 interactive financial calculators are offered as complementary tools. The service portfolio is designed for individual and business clients seeking comprehensive financial expertise from a relationship-driven, personalized service model.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Tax planning and preparation services for individuals and businesses that leverage current tax laws and legislation to optimize tax outcomes.
• Audits, Reviews and Compilations Financial reporting assurance at three levels—audit (highest assurance), review (limited assurance), and compilation (for internal use)—for businesses requiring formal or informal financial reporting.
• Accounting Services Full-range accounting services including general ledger and financial statement preparation, accounting system setup, and business tax return preparation for small businesses.
• Bookkeeping/Write-Up Ongoing day-to-day bookkeeping, write-up, and financial record organization services that keep small business operations running efficiently.
• Payroll Services Outsourced payroll administration covering control implementation, system development, and preparation of payroll tax returns for employers.
• IRS Representation Professional representation before federal and state tax agencies during audits, examinations, and tax disputes on behalf of individual or business clients.
• Sales Tax Services Multi-jurisdiction sales tax compilation and return preparation for businesses required to collect and remit sales taxes.
• Estate & Trust Tax Preparation Estate and gift tax planning and preparation services that support orderly asset transfer, business continuity, and succession planning.
• Estate Planning Estate planning services designed to enable orderly transfer of assets, provide for surviving spouse security, and support business continuity.
• Financial Planning Financial planning services that assess client financial needs and develop strategies for goals and long-term financial security.
• Retirement Planning Retirement planning with implementation and periodic review to support financial independence across working years and retirement.
• Pension & Profit Sharing Plans Qualified retirement plan design and administration for closely held businesses and self-employed individuals, covering defined-contribution, defined-benefit, Keogh, and SEP plans.
• Business Succession Planning Coordination of business transitions to successors, including complex business continuation planning for closely held businesses.
• Buying & Selling a Business Structural guidance for business acquisitions and dispositions, covering cash flow analysis and tax planning considerations.
• Business Entity Selection Evaluation of business entity types (S corporation, sole proprietor, LLC, etc.) and their tax implications to determine the most advantageous structure for a business.
• Management Advisory Services Objective advisory feedback for management teams on long-term objectives and growth strategies for established businesses.
• Business Consulting Identification of areas negatively affecting business profitability and development of practical, technically sound solutions for owners.
• QuickBooks Pro Advisor Services Certified QuickBooks Pro Advisor services covering QuickBooks setup, training, and reporting assistance for small business and individual users.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• RSM US: Top-5 U.S. accounting and advisory firm with a national middle-market focus — competes with regional CPA firms like HHN for growing mid-market clients that have outgrown a smaller firm.
• BDO USA: Top-10 global accounting and advisory network with significant Mid-Atlantic presence — competes for mid-market engagements and offers cross-border tax capabilities that exceed a regional CPA firm's scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm focused on private and mid-market clients across industries — directly addresses the SMB and individual advisory segments HHN serves, with broader resources.
• Forvis: Large Top-10 U.S. accounting and advisory firm (formed from the Dixon Hughes Goodman and BKD merger) with significant Mid-Atlantic presence — a broader competitor pursuing the same SMB and mid-market client base HHN serves.

Direct peers

• Brown Edwards: Virginia-headquartered CPA firm providing tax, audit, accounting, and advisory services to individuals, businesses, and nonprofit clients across the Mid-Atlantic — directly comparable in scope, geography, and client type.
• Cherry Bekaert: Mid-Atlantic-anchored Top-30 U.S. accounting and advisory firm serving middle-market businesses with tax, audit, advisory, and industry-specialized services — adjacent peer given overlapping Virginia footprint and SMB/mid-market focus.
• Yount Hyde & Barbour (YHB): Mid-Atlantic CPA and advisory firm with strong Virginia presence, offering tax, audit, wealth management, and business advisory — directly comparable to HHN's full-service regional CPA model.
• PBMares: Mid-Atlantic CPA and advisory firm with offices across Virginia and North Carolina — overlapping exactly with HHN's geographic footprint, serving the same individual and middle-market business clients with comparable tax, audit, and advisory services.
• Keiter: Virginia-based CPA and business advisory firm serving individuals and mid-market businesses with accounting, tax, audit, and consulting services — directly comparable to HHN's client segments and service mix in a similar regional market.
• GRF CPAs & Advisors: Mid-Atlantic CPA and advisory firm serving nonprofits, small businesses, and individuals with audit, tax, and outsourced accounting services — a close structural peer to HHN's diversified individual/business practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/hhncpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Harris, Harvey, Neal & Co.