Gilliam & Associates

What Gilliam & Associates does

Gilliam & Associates, P.C. is a family-owned certified public accounting firm headquartered in San Antonio, Texas, founded in 1983 by Robert A. Gilliam and his two sons. The firm provides a comprehensive suite of accounting, tax, payroll, bookkeeping, audit protection, estate and trust planning, business advisory, and forensic accounting services to four primary verticals: medical and dental practices (the lead segment), law firms, technology businesses, and high net worth individuals, as well as small business owners. Its core productized offering is BOSS™ (Business Operations Support System), a proprietary outsourced accounting service in which the firm manages client financials end-to-end, complemented by tiered Outsourced Accounting subscriptions (Standard and Complete) that bundle reconciliation, payroll, tax, bookkeeping, and advisory into fixed monthly fees.

The firm delivers services through a cloud-based collaborative workspace built on third-party integrations including Canopy (practice management), QuickBooks Online and Desktop (accounting), ShareFile (document sharing), SafeSend (tax delivery), Stripe (payment processing), and Rightworks (cloud hosting powering the firm's website). Its technology posture is one of integrating established SaaS platforms rather than building proprietary AI or automation IP. Revenue mechanics are predominantly subscription-based recurring monthly fees for ongoing bookkeeping, payroll, and outsourced accounting services, augmented by project-based fees for tax preparation, estate/trust planning, and litigation support. Go-to-market is sales-led and relationship-driven, supported by a content marketing engine comprising 90+ educational articles, eBooks, annual tax guides, and a client-facing Refund Tracker tool.

The firm has operated continuously as an independent professional corporation for over 40 years with no external funding, no disclosed acquisitions, no parent company or subsidiary structure, and stable headcount in the 11-50 range. Current partners include Lance A. Gilliam, CPA and Perry Deckard. Geographic footprint is limited to a single San Antonio office serving the South Texas market.

Name

Gilliam & Associates

Legal name

Gilliam & Associates, P.C.

Website

https://gilliamcpapc.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Gilliam & Associates is a family-owned San Antonio CPA firm, founded in 1983, providing bookkeeping, payroll, tax, outsourced accounting, and advisory services primarily to medical and dental practices, with secondary verticals in law firms, technology businesses, and high net worth individuals.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Outsourced accounting services
• Tax preparation planning
• Bookkeeping payroll services
• Audit protection IRS representation
• Estate trust planning

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Accounting Services: Fixed monthly fee bundled services including bookkeeping, payroll, tax preparation, and business consulting delivered through an online collaborative platform
2. Bookkeeping Services: Fixed monthly fee for daily transaction classification, expense tracking, payroll, bill payment, invoicing, and financial reporting
3. Tax Preparation and Planning: Personal and business tax preparation services with year-round strategic tax planning support
4. Payroll Processing: Processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, and time tracking
5. Estate and Trust Services: Estate planning, trust administration, and tax matters coordination with attorney partnerships
6. Forensic Accounting and Litigation Support: Expert witness testimony, fraud investigations, IRS representation, and legal issue financial analysis

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gilliam & Associates is a family-owned CPA firm offering outsourced accounting, bookkeeping, payroll, tax preparation, audit protection, business advisory, and estate/trust services. Its flagship BOSS™ service handles end-to-end business financial operations, delivered through a cloud-based collaborative online workspace. The firm serves medical/dental practices, law firms, technology businesses, small businesses, and high net worth individuals.

Product overview

Gilliam & Associates is a family-owned CPA firm offering a comprehensive suite of accounting and financial services. Their core offering is the BOSS™ (Business Outsourcing Service) combined with Outsourced Accounting packages available in Standard and Complete tiers. The Standard tier includes account reconciliation, payroll, tax preparation, and financial statements, while the Complete tier adds full bookkeeping services. Additional services include Personal Income Tax preparation, Business Foundation Services (entity analysis, accounting setup, retirement planning), Business Management Services (CFO-level guidance), Estates & Trusts, Payroll, Bookkeeping, Tax, Audit Protection, Cash Management, and Litigation Support & Forensic Accounting. The firm also provides a client-facing Refund Tracker tool. Services are delivered through a collaborative online platform enabling real-time data access.

Differentiator

Problem solved

Functional benefit

Products and services

• BOSS™ (Business Operations Support System) Proprietary outsourced accounting service where Gilliam & Associates handles client business numbers and financial operations end-to-end.
• Outsourced Accounting Standard
• Outsourced Accounting Complete
• Bookkeeping
• Tax Preparation and Planning
• Payroll Processing
• Audit Protection
• Personal Income Tax
• Business Foundation Services
• Business Management Services
• Estates & Trusts
• Litigation Support & Forensic Accounting

Quantifiable outcome

• Firm has served clients for over three decades since 1983

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• CanopycoreTechnology or IntegrationTax and accounting practice management platform used for client login and document management. Enables secure client portal and workflow automation.
• QuickBooks (Intuit)coreTechnology or IntegrationAccounting software integration for bookkeeping, financial reporting, and payroll processing. Clients access QuickBooks Online through firm's platform.
• ShareFilecoreTechnology or IntegrationSecure file sharing and document management platform enabling encrypted transfer of sensitive financial documents between firm and clients.
• SafeSendcoreTechnology or IntegrationTax document automation and e-signature platform for streamlined tax return delivery and signature collection.
• RightworkscoreTechnology or IntegrationCloud-based accounting platform provider powering the firm's website and client collaboration workspace. Firm website is 'powered by Rightworks'.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Whitley Penn LLP: Texas-based full-service CPA and advisory firm with a strong healthcare practice serving physicians, dentists, and medical groups across the state. Directly comparable to Gilliam on geographic focus (Texas), vertical specialization (medical/dental), and outsourced accounting/bookkeeping services.
• Anders CPAs + Advisors: Mid-market CPA and advisory firm headquartered in St. Louis with a strong healthcare niche and bundled outsourced accounting/bookkeeping/tax services for SMBs and professional service firms. Comparable to Gilliam in service mix, vertical focus, and middle-market positioning.
• Eide Bailly LLP: Top-25 U.S. CPA and advisory firm serving healthcare practices, professional services firms, and HNW individuals with outsourced accounting, tax, and CFO advisory. Comparable service portfolio and healthcare vertical focus to Gilliam, at meaningfully larger scale.
• Cherry Bekaert LLP: Regional CPA and advisory firm with significant healthcare practice, outsourced accounting/bookkeeping, tax planning, and CFO services for SMBs. Directly competes in the same outsourced-finance-for-medical-practices niche as Gilliam.

Emerging players

• Botkeeper: AI-driven bookkeeping platform that pairs automation with human accountants, serving small businesses and CPA firms themselves as a white-label solution. Represents a structural threat to Gilliam's core bookkeeping revenue line as SMB clients adopt cheaper automated alternatives.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services company targeting SMBs and venture-backed startups with subscription pricing. Competes with Gilliam's outsourced accounting and bookkeeping tiers on price and digital experience, but targets different client profile (tech/startups vs. medical/legal professionals).

Broad incumbents

• Moss Adams LLP: Large West Coast-based CPA and advisory firm with a national healthcare practice offering outsourced accounting, tax, and CFO-level services to medical groups and dental practices. Operates at significantly larger scale than Gilliam with overlapping service offerings.
• BDO USA: Top-5 U.S. accounting and advisory firm with a dedicated healthcare practice and outsourced CFO/controller/bookkeeping services for physician practices. Comparable service lines but serves enterprise and mid-market segments Gilliam cannot reach.
• CliftonLarsonAllen (CLA): Large U.S. CPA and advisory firm serving healthcare practices, small businesses, and HNW clients with outsourced accounting, tax, and advisory. Comparable outsourced accounting focus but serves clients across all 50 states at far greater scale than Gilliam.
• FORVIS (formerly Dixon Hughes Goodman): Top-10 U.S. CPA firm resulting from the DHG-LarsonAllen merger, with significant Texas presence, healthcare industry group, and outsourced accounting/tax services for SMBs and physician practices. Overlaps with Gilliam in Texas geography and vertical focus, at much larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gilliam-associates-p-c/about
• Xx.com/GilliamCPASA

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 & Associates