Watkins Uiberall, PLLC

What Watkins Uiberall, PLLC does

Watkins Uiberall, PLLC is a privately-held certified public accounting firm headquartered in Memphis, Tennessee, with a secondary office in Tupelo, Mississippi. Founded in 1971, it is the largest locally-owned accounting firm in Memphis and operates six core service lines: Auditing & Attestation, Tax Compliance & Planning, Consulting, Client Accounting Services (CAS), WU Business Intelligence Solutions, and Retirement Plan Administration. The firm maintains a wholly-owned subsidiary, Plan Administration & Consulting, LLC, established in 2002, which delivers retirement plan design and third-party administration services.

The firm serves eight primary verticals — healthcare, nonprofit organizations, financial institutions, government entities, construction, manufacturing, family-owned businesses, and employee benefit plans — alongside individual and high-net-worth clients across Tennessee, Mississippi, and the broader Mid-South region. Its service portfolio spans traditional compliance (audits, tax returns, Yellow Book and Single Audits), advisory (M&A assistance, succession planning, fraud investigation), and outsourced back-office accounting (bookkeeping, payroll tax reporting, controller services). WU Business Intelligence Solutions extends the offering into data analytics using Microsoft Power BI to build customized dashboards from disparate client data sources.

Watkins Uiberall operates a relationship-driven, sales-led professional services model. Pricing is engagement-based and not publicly disclosed. The firm leverages a CAS technology stack integrating QuickBooks Online, BILL, A2X, Saasant, Fullbay, and Hubdoc, and uses SuraLink (SureLink) and IChannel secure portals for client document exchange. Memberships in the AICPA's Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center support its specialized audit practice. With over 90 professionals across its two offices, the firm generates revenue primarily through professional services fees and recurring CAS managed-services engagements.

Name

Watkins Uiberall, PLLC

Legal name

Watkins Uiberall, PLLC

Website

https://wucpas.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

101–250 employees

Short description

Watkins Uiberall, PLLC is a Memphis-based, privately-held certified public accounting firm serving healthcare, nonprofit, financial institution, government, and other Mid-South clients with audit, tax, consulting, outsourced accounting, business intelligence, and retirement plan administration services.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Risk, Controls & Governance (GRC) Platforms (FSAFAOAG)

akta.pro secondary industry

Third-Party Risk, Vendor Due Diligence & Supply Chain Compliance (BPAEAPAG)

Keywords

• Public accounting services
• Audit and attestation
• Tax compliance planning
• Client accounting services
• Retirement plan administration

Headquarters

HQ city

Memphis

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. Auditing & Attestation Services: Provides all levels of attestation services including audited, reviewed, and compiled financial statements, Yellow Book audits, Single Audits, SEC surprise examinations, and internal control evaluations.
2. Tax Compliance & Planning: Comprehensive tax services including tax consulting and planning, individual and business tax compliance, state & local tax compliance, and tax credits and incentives identification.
3. Consulting Services: Advisory services including review of accounting processes, internal audit services, fraud investigation, litigation support, M&A assistance, succession planning, and strategic planning.
4. Client Accounting Services (CAS): Outsourced accounting support including back-office accounting, reconciliation, financial reporting, bill payment, payroll tax reporting, and controller services.
5. Retirement Plan Administration: Through subsidiary Plan Administration & Consulting, LLC, provides retirement plan design, consulting, and third-party administration services.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Watkins Uiberall, PLLC is a certified public accounting firm that provides auditing and attestation, tax compliance and planning, business consulting, outsourced client accounting services (CAS), Microsoft Power BI-based business intelligence, and retirement plan administration (via its subsidiary Plan Administration & Consulting, LLC). It serves individuals, government entities, nonprofits, financial institutions, family-owned businesses, and other organizations primarily across the Mid-South region.

Product overview

Watkins Uiberall, PLLC is a full-service certified public accounting firm offering six core service lines: Auditing & Attestation, Tax Compliance & Planning, Consulting, Client Accounting Services (CAS), WU Business Intelligence Solutions, and Retirement Plan Administration. The firm operates on a platform of personalized service with deep expertise, providing tailored accounting, tax, auditing, and consulting solutions. Client Accounting Services is supported by integrations with cloud-based platforms including QuickBooks Online, BILL, A2X, Saasant, Fullbay, and Hubdoc. The WU Business Intelligence Solutions service leverages Microsoft Power BI for data visualization and analytics. Retirement Plan Administration is delivered through their affiliated subsidiary Plan Administration & Consulting, LLC.

Differentiator

Problem solved

Functional benefit

Brands

• WU Business Intelligence Solutions: Business intelligence and data analytics solutions using Microsoft Power BI, transforming business data into actionable insights.
• Plan Administration & Consulting, LLC

Products and services

• Auditing & Attestation

Named customers5 records

Segments9 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability2 records

Feature3 records

Partnerships

One partnership is on record.

• Plan Administration & Consulting, LLCcoreOthers · 1 January 2002Wholly-owned subsidiary of Watkins Uiberall, PLLC providing retirement plan services to all sizes of clients across a broad range of industries since 2002. Operates from planadministration.net.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Crowe LLP: Top-10 national accounting firm with significant Memphis-area presence and overlapping financial institution, healthcare, and government audit practices. Source of talent for Watkins Uiberall's leadership.
• FORVIS (formerly BKD Dixon Hughes Goodman): Top-10 national accounting firm resulting from BKD/DHG merger, with significant Memphis/Tennessee presence. Competes directly for healthcare, nonprofit, and financial institution audit engagements but with much broader geographic and service reach.
• Wipfli LLP: Top-25 national accounting and advisory firm serving similar mid-market healthcare, nonprofit, and financial institution clients. Larger and more geographically diverse but competes for the same regional accounts.
• Eide Bailly LLP: Top-25 regional CPA firm with comparable service lines (audit, tax, CAS, advisory) and overlapping industry verticals. Active acquirer of smaller CPA firms, a potential roll-up threat.

Direct peers

• HORNE LLP: Mississippi-headquartered regional CPA and advisory firm of comparable size serving the Mid-South. Direct competitor in healthcare, government, and nonprofit audit practices across the same geography.
• Carr, Riggs & Ingram (CRI): Large regional accounting firm with similar multi-vertical practice including healthcare, nonprofit, and government audit. Comparable in size and service mix, with similar Southeast geographic footprint.
• LBMC (Lattimore Black Morgan & Cain): Nashville-headquartered CPA and advisory firm of similar scale serving Tennessee and the Mid-South. Comparable across audit, tax, CAS, and business advisory with healthcare and manufacturing expertise.
• BMSS Advisors & CPAs: Birmingham-based regional CPA firm of similar size and vertical specialization (healthcare, government, nonprofit). Geographic peer in the broader Mid-South/Southeast region.
• Frazier & Deeter: Mid-sized regional CPA firm headquartered in Atlanta with similar vertical specialization and CAS offerings. Comparable in size and growth trajectory, serving similar Southeastern mid-market clients.
• Postlethwaite & Netterville (P&N): Louisiana-based regional CPA firm of comparable size serving similar Southern markets with similar vertical specialization (healthcare, government, nonprofit). Direct competitor for Mid-South engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/wucpas
• Facebookfacebook.com/wusocial1661
• LinkedInlinkedin.com/company/watkins-uiberall-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Subsidiaries1 record

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 Watkins Uiberall, PLLC