Crockett Myers & Associates

What Crockett Myers & Associates does

Crockett Myers & Associates Inc. is a privately held accounting firm founded in 1981 in Glen Burnie, Maryland, providing tax planning and preparation, accounting, payroll, financial statement preparation, and advisory services to individuals, small and mid-sized businesses, and a specialized vertical in retail floristry. The firm operates on a team-based delivery model pairing senior partners, staff accountants, and support staff with each client, and offers a free initial consultation before bespoke engagement-based billing.

The firm's distinguishing technology asset is its proprietary Floral Analysis Software System, built specifically for retail florist cost centers (labor, COGS, occupancy, delivery, wire service, marketing). The software reformats client financial data into dynamic reports that benchmark performance and identify target gaps. Derrick P. Myers, who became partner in 1989, pioneered this system alongside his CPA, CFP, and Advanced Master Florist Manager (AMFM) credentials, which underpin the firm's floral-vertical authority.

Crockett Myers monetizes entirely through professional services fees, with no disclosed pricing tiers or subscription productization. Distribution is direct via a single Glen Burnie office supplemented by remote service delivery across 10+ U.S. states and a dedicated West Coast representative. Demand generation relies on referrals, testimonials, content marketing (Derrick's Blog, financial calculators, Floral Management Magazine column since 2012), and speaking engagements at national floral conferences. The firm holds QuickBooks ProAdvisor certification, embedding Intuit's platform into its service stack. Ownership remains with the founding principals and partners; no external investors or institutional funding are disclosed.

Name

Crockett Myers & Associates

Legal name

Crockett Myers & Associates Inc.

Website

https://crockettmyers.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Crockett Myers & Associates is a privately held Maryland-based CPA firm founded in 1981, serving individuals, SMBs, and a specialized retail florist vertical with tax, accounting, payroll, and advisory services supported by proprietary floral cost-center analytics software.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Accounting services
• Tax planning preparation
• Bookkeeping payroll services
• Floral industry accounting
• Business advisory services

Headquarters

HQ city

Glen Burnie

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Full-service accounting including bookkeeping, QuickBooks assistance, payroll services, and financial statement preparation. Services include chart of accounts setup, journal ledgers, debits and credits, petty cash, accruals, prepayments, expenses, bank reconciliation, and depreciation. QuickBooks ProAdvisor support for setup and training.
2. Advisory Services: Financial planning, retirement services, management advisory services, business consulting, estate and trust planning, entity selection and restructuring. Services include developing financial plans, money management, investment portfolios, business development, retirement and estate planning.
3. Floral Accounting Services: Specialized accounting and consulting for florists including quarterly meetings, tax planning and corporate tax filing, financial planning for executive officers, monthly financial statement preparation. Features proprietary floral analysis software.
4. Tax Planning and Preparation: Tax preparation and planning for individuals and businesses. Services include strategies to take advantage of new and existing tax laws, minimization of tax liability, multi-state tax filings, IRS representation, and proactive tax planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Crockett Myers & Associates is a private accounting firm delivering bookkeeping, payroll, financial statement preparation, QuickBooks support, tax planning and preparation, and management advisory services for individuals and small-to-mid-sized businesses. The firm operates a specialized Floral Accounting practice serving retail florists with quarterly reviews, tax filing, and proprietary cost-center analysis software. Services are delivered via a team approach through direct consultations, with offices on both U.S. coasts and a free initial consultation.

Product overview

Crockett Myers & Associates (CMA) is an accounting firm offering a portfolio of professional services rather than a unified software product. The core offerings consist of Accounting Services, Advisory Services, Tax Planning and Preparation, and a specialized Floral Accounting Software. The Floral Accounting Software is the firm's proprietary tool designed specifically for retail florists to manage cost centers and analyze business performance. All services are delivered through human consultation supported by accounting software tools like QuickBooks, with the firm emphasizing a team-based approach to client service.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive business accounting services including bookkeeping, QuickBooks assistance, payroll services, and financial statement preparation covering chart of accounts setup, journal ledgers, bank reconciliation, and depreciation. Services are delivered through a team approach with senior partners, staff accountants, and support staff for small businesses and established corporations.
• Tax Planning and Preparation Tax preparation and planning for individuals and businesses including strategies to leverage existing and new tax laws, tax liability minimization, multi-state tax filings, IRS representation, and proactive tax planning. Offered to individual taxpayers, family-owned businesses, and mid-sized companies.
• Advisory Services Financial advisory offerings including financial planning, retirement services, management advisory, business consulting, estate and trust planning, and entity selection and restructuring. Customized to individual client needs and goals with services spanning money management, investment portfolios, business development, and retirement/estate planning.
• Floral Accounting Specialized accounting and consulting practice for retail florist shops that includes quarterly financial review meetings, corporate and personal tax planning for shop owners, monthly financial statement preparation, and proprietary software-driven analysis of retail cost centers (labor, cost of goods, occupancy, delivery, wire service, marketing) to identify areas of concern and shift them into profits.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Eight partnerships are on record, tiered minor and core.

• 1-800 FlowersminorOthersAffiliation relationship as part of the floral industry network. Listed on the company's affiliations page indicating mutual industry association membership.
• Society of American Florists (SAF)coreOthersMajor floral industry association partnership. Company actively participates in SAF events and publishes advice column in SAF's Floral Management Magazine since 2012.
• FTD (Florists' Transnational Delivery Association)coreTechnology or IntegrationFTD University partnership providing advanced training and education. Company has achieved Advanced Master Florist Manager (AMFM) designation from FTD. Derrick Myers holds AMFM designation for working with floral clients.
• TelefloraminorOthersAffiliation relationship as part of the floral industry network. Listed on the company's affiliations page indicating mutual industry association membership.
• Flower Shop NetworkminorOthersAffiliation relationship as part of the floral industry network. Listed on the company's affiliations page indicating mutual industry association membership.
• Florists For ChangeminorOthersCompany participates in Florists For Change National Conference. Derrick Myers speaks at annual conferences discussing florist business topics.
• Intuit (QuickBooks)coreTechnology or IntegrationQuickBooks ProAdvisor partnership. Company has QuickBooks ProAdvisor on staff for client QuickBooks setup, training, payroll, and tax support.
• Maryland Society of Accountants (MSAACT)coreOthersProfessional accounting association membership. Company president Dave Crockett was past president of MSA. Scholarship award created in his honor by MSA.

Scale indicators2 records

Recent moves8 records

Expansion highlights4 records

Broad incumbents

• Moss Adams: A large U.S. CPA and business consulting firm with industry-specific service lines for SMB and middle-market clients. Comparable to CMA in offering accounting, tax, and advisory for SMBs with vertical nuance, but at significantly greater scale.
• Marks Paneth: A mid-sized CPA firm providing accounting, tax, and advisory services with industry specializations to SMBs, closely held businesses, and individuals. Comparable to CMA in service mix and client profile, with industry specialization as a differentiator.
• Cherry Bekaert: A mid-market CPA and advisory firm with industry-specialized practices serving SMBs and growth-stage businesses across the U.S. Comparable to CMA in offering tax, accounting, and advisory services, but at significantly larger scale and broader industry coverage.
• BDO USA: A global accounting and advisory firm with a U.S. middle-market practice offering tax, audit, and consulting services. Comparable to CMA in core service categories (accounting, tax, advisory) for SMB/middle-market clients, though at global scale.
• CBIZ: A national business advisory and accounting firm providing tax, advisory, and accounting services to SMBs and middle-market clients. Comparable to CMA in its SMB-focused accounting/tax/advisory mix, with broader national reach and corporate backing.
• Withum: A nationally-ranked CPA firm with a deliberate industry-specialization strategy (including niche verticals) and full advisory, tax, and accounting offerings. Comparable to CMA in the vertical-specialization approach but at substantially larger scale and geographic breadth.
• HORNE LLP: A mid-market CPA and advisory firm serving private businesses, individuals, and government clients with industry-specific practices. Comparable to CMA in targeting SMBs and individuals with tax, accounting, and advisory, though at greater scale.
• RSM US: A large U.S. audit, tax, and consulting firm focused on the middle market. Overlaps with CMA's accounting, tax, and advisory offerings but at vastly larger scale, broader industry coverage, and with significantly more technology investment.
• CliftonLarsonAllen (CLA): A large U.S. accounting and professional services firm focused on private SMBs, middle-market companies, and individuals. Comparable to CMA in client profile (SMBs and individuals) and core service mix, but at much larger scale and broader geographic reach.

Direct peers

• Padgett Business Services: A small-business-focused accounting, tax, and advisory firm network serving SMBs and individuals with a team-based delivery model. Directly comparable to CMA in size, client profile (SMB and individual), and service mix (bookkeeping, tax, advisory), making it one of the closest structural peers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/crockettmyers

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Crockett Myers & Associates