Gilliam Bell Moser LLP

What Gilliam Bell Moser LLP does

Gilliam Bell Moser LLP is a privately held Certified Public Accounting firm founded in 1946 and headquartered in Greensboro, North Carolina, with a second office in Burlington. The firm operates as a partnership with eleven partners and a credentialed team of CPAs, CFEs, and three QKA (Qualified 401(k) Administrator)-designated specialists, and falls within the 101-250 employee headcount range. GBM delivers accounting, auditing, business taxation, business valuation, consulting, employee benefit plan audit, financial monitoring, and retirement plan administration and consulting services. Its practice is organized around three industry verticals: manufacturing, not-for-profit organizations, and privately held or family-owned businesses, with additional services to high-net-worth individuals tied to its business clients.

Revenue is generated through engagement-based professional services fees quoted per scope, with no publicly disclosed pricing. The firm does not operate any proprietary technology platform; its workflow stack is built on third-party tools including QuickBooks Desktop and Online, Right Networks, Suralink, NetLinks Solution, and SafeSend. Client delivery is direct, with no resellers or third-party distribution channels, supported by secure client portals for document exchange. Distribution is regional, concentrated in North Carolina's Piedmont/Triad region (Alamance and Guilford counties), with international reach enabled by its membership in the Allinial Global association of independent accounting and consulting firms.

The go-to-market motion is relationship-led and built on multi-decade client engagements; client relationships of 40-50+ years are documented in published case studies across manufacturing (Royal Textile Mills, Crawford Knitting, Piedmont Precision Machine), healthcare (Rex Health Care), professional services (Lewis & Roberts PLLC), nonprofit (Greensboro Historical Museum, Gateway Research Park), and individual wealth (Rose Ann Gant). Marketing is content-driven through the gbmcpas.com website, segmented email newsletters, regular blog articles, and an active social media presence on LinkedIn, Facebook, X, and Instagram, supplemented by college recruiting pipelines at Elon, UNCG, and Appalachian State and community programs including a personal finance curriculum taught at local high schools.

Name

Gilliam Bell Moser LLP

Legal name

Gilliam Bell Moser LLP

Website

https://gbmcpas.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

101–250 employees

Short description

Gilliam Bell Moser LLP is a privately held North Carolina CPA firm founded in 1946, with offices in Greensboro and Burlington, serving manufacturing, not-for-profit, and privately held businesses across the Triad region with accounting, tax, audit, consulting, and retirement plan services.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

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

Keywords

• Public accounting services
• Business tax consulting
• Employee benefit plan audits
• Retirement plan administration
• Business valuation services

Headquarters

HQ city

Burlington

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Revenue is generated through professional services including accounting and auditing, business taxation, business valuations, consulting, employee benefit plan audits, and retirement plan administration and consulting. Services are provided to manufacturing companies, privately held businesses, and not-for-profit organizations in North Carolina and beyond. The firm does not disclose specific pricing; fees are quoted based on scope of engagement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Gilliam Bell Moser LLP is a Certified Public Accounting firm providing accounting and auditing, business taxation, business valuations, consulting, employee benefit plan audits, financial monitoring and accounting services, and retirement plan administration, consulting, and EPCRS corrections. Services are delivered to manufacturing companies, privately held/family-owned businesses, and not-for-profit organizations in North Carolina and beyond, with international capability through the Allinial Global network. Revenue is generated through engagement-based professional service fees, with no proprietary software or technology product sold.

Product overview

Gilliam Bell Moser LLP is a Certified Public Accounting firm offering a comprehensive suite of professional services through multiple practice areas. The firm operates as a services-based practice rather than a product-based company, providing core offerings including Accounting & Auditing Services, Business Taxation Services, Business Valuations, Consulting Services, Employee Benefit Plan Audits, Financial Monitoring & Accounting Services (FMAS), and Retirement Plan Services (with sub-services for administration, consulting, and EPCRS corrections). The firm specializes in three key industry verticals: Manufacturing, Not-for-Profit, and Privately Held Businesses. Additional auxiliary services include online payment processing via third-party platforms. All services are delivered through offices in Burlington and Greensboro, North Carolina, with support from the Allinial Global international network.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Auditing Services
• Business Taxation Services Tax preparation, planning, and consulting for individuals, corporations, partnerships, estates, trusts, and gifts, including state and local tax (SALT) services and specialty services such as cost segregation, tax credit consulting, and international taxation.
• Business Valuations Independent business valuations for gift, estate and income tax, succession planning, mergers and acquisitions, corporate planning, and buy-sell agreements.
• Consulting Services Advisory services including business valuation, tax strategies, cost segregation, multistate taxation, employee benefit consulting, retirement planning, internal controls consulting, cash flow and profitability studies, forensic services, forecasts and projections, succession planning, and private equity transaction consulting.
• Employee Benefit Plan Audits Specialized audits for employee benefit plans including 401(k) plans with more than 120 eligible participants, ensuring compliance with IRS and DOL requirements for Form 5500 filing.
• Financial Monitoring & Accounting Services (FMAS) Ongoing financial statement review, trend analysis, bookkeeping assistance, and accounting process support with QuickBooks integration.
• Retirement Plan Services Third-party administration, consulting, and corrections for qualified retirement plans including 401(k), profit sharing, 403(b), multiple employer plans, and EPCRS corrections. Services include plan design, compliance testing, Form 5500 preparation, and IRS Voluntary Correction Program submissions.
• Manufacturing Industry Services Specialized accounting, tax, audit and consulting services for manufacturing companies including operational efficiency analysis, inventory management, tax considerations for various entities, internal control risks, forecasting, and international tax practice addressing inbound and outbound transactions.
• Not-for-Profit Services Accounting, assurance, and consulting for not-for-profit organizations including Form 990 tax return preparation, exemption applications, restricted net asset accounting, fraud risk assessment, charitable solicitation licensing, and UBIT planning.
• Privately Held Business Services Advisory services for privately held and family-owned businesses throughout their lifecycle from startup through sale or succession, including business advisory, succession planning, and general accounting and tax services.
• Online Payment Services Secure payment options including credit/debit card processing (3.0% fee) and ACH bank transfers (no fee) via QuickClick and CollectCheckout platforms.

Quantifiable outcome

• 401(k) plan savings: A law firm saved more than enough to cover plan administration fees through a platform switch recommended by GBM
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreStrategic or Co-development PartnerGilliam Bell Moser is a member of Allinial Global, an award-winning association of independent accounting and consulting firms. This affiliation provides access to top-quality firms in every business sector on nearly every continent, enabling cross-border client service and specialized expertise. Allinial Global provides ongoing professional development through conferences, webinars, and exclusive training programs. Member firms collaborate extensively to solve complex business problems and provide round-the-clock support with dedicated regional liaisons.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bernard Robinson & Company LLP: North Carolina-based regional CPA firm headquartered in Greensboro — sharing GBM's Triad geography and serving overlapping manufacturing, nonprofit, and family-owned business clients. Closest direct peer given the near-identical target market and service mix in the same regional footprint.
• Cherry Bekaert LLP: Top 30 U.S. CPA firm headquartered in Raleigh, NC with deep Southeast presence and strong practice serving manufacturing, privately held businesses, and nonprofit clients. Direct competitor for mid-market engagements across North Carolina and an obvious Allinial/peer-firm benchmark.
• Elliott Davis LLC: Charlotte, NC-based Top 50 U.S. accounting and advisory firm serving closely held and family-owned businesses across the Southeast. Highly comparable to GBM in target client profile (manufacturing, family business, nonprofit) and service breadth (tax, audit, advisory, valuation).

Broad incumbents

• Forvis LLP: Top 10 U.S. CPA firm formed via merger of Dixon Hughes Goodman and BKD, with major NC Triad presence. Competes for the same manufacturing and family-business clients as GBM but operates at far greater scale and geographic breadth, including a Southeast hub that overlaps GBM's territory.
• RSM US LLP: Top 5 U.S. accounting firm focused on the middle market with significant NC presence. Competes with GBM for upper-middle-market manufacturing and family-owned business engagements and offers the same core tax, audit, and consulting suite at greater scale.
• CliftonLarsonAllen (CLA): Top 10 U.S. accounting and professional services firm serving private businesses, nonprofits, and middle-market clients nationwide. Targets overlapping manufacturing, nonprofit, and closely held business segments with a comparable advisory service mix.
• Wipfli LLP: Top 25 U.S. accounting and consulting firm with strong manufacturing and private business practice. Competes for similar mid-market engagements nationally and has a presence in the Southeast; an obvious consolidator peer for regional CPA firms like GBM.
• BDO USA: Top 5 global accounting firm with a substantial U.S. practice serving manufacturing, closely held businesses, and nonprofits. Competes for larger clients within GBM's target segments, particularly those requiring international tax or cross-border transaction services.

Regional players

• Blackman & Sloop CPAs: Greensboro, NC-based regional CPA firm serving small to mid-sized businesses, nonprofits, and individuals in the Triad. Highly local competitor with overlapping service offerings (tax, audit, consulting) and a similarly relationship-driven GTM motion.

Others

• Allinial Global: International association of independent accounting and consulting firms of which GBM is a member. Not a direct competitor but a network affiliate that GBM leverages for cross-border capabilities — relevant context for understanding GBM's positioning versus other Allinial member firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gbmcpas
• Facebookfacebook.com/Gbmcpas?fref=ts
• LinkedInlinkedin.com/company/gilliam-bell-moser-llp
• Instagraminstagram.com/gbmcpas/?hl=en

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 Gilliam Bell Moser LLP