PSK

What PSK does

PSK LLP is a privately held certified public accounting firm founded in 1964 and headquartered in Arlington, Texas. From a single office at 3001 Medlin Drive, the firm provides a unified suite of professional services - accounting and outsourced bookkeeping, tax preparation and planning, financial statement audits and reviews, business consulting, and estate/trust work - to clients across more than 20 states. Its product portfolio is service-based rather than software-based: weekly payables, monthly reconciliations, annual financial statements, 1099 processing, audits, and sales/franchise tax filings are delivered by partner-led teams.

The firm concentrates on a defined vertical mix, with primary segments being churches and faith-based organizations, not-for-profit entities, and family-owned businesses, alongside secondary practices in manufacturing, construction, transportation, investor groups, and employee benefit plan audits (401(k) plans with 100+ participants). Domain specialization in non-profit/ministry compliance (501(c)(3), church audits) and multi-generational family business succession is a defining feature. Technology stack consists of mainstream accounting tools (QuickBooks), a payroll affiliate (Payroll Partners), and client-facing document tools (SafeSend Gather and Entity Taxpayer Experience); no proprietary platform is noted.

PSK generates revenue on a professional services fee model, with custom engagement-based pricing tied to scope and complexity, billed via multi-year relationships and project work. GTM is sales-led and relationship-driven, sourcing clients through referrals, the Greater Arlington Chamber of Commerce, and trade events such as The Church Network. Ownership is partner-held (e.g., Managing Partner Casey Campbell since 2011, with multiple 10-20+ year tenured partners), with no institutional investors, M&A activity, or parent company disclosed. Headcount is in the 51-100 range, with named engagements spanning multi-decade client relationships and named logos including Peyco Southwest Realty, Cross Church DFW, Andrews Logistics, and Home Zone Furniture.

Name

PSK

Legal name

PSK LLP

Website

https://pskcpa.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

51–100 employees

Short description

PSK LLP is a privately held Arlington, Texas CPA firm founded in 1964 delivering accounting, tax, audit, consulting, and estate/trust services to businesses, not-for-profits, churches, and family-owned clients across 20+ U.S. states.

Ownership category

akta.pro rank

Headquarters

HQ city

Arlington

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. Professional Services Fees: PSK generates revenue through fees for accounting, tax preparation, financial statement audits, consulting, and estate/trust services. Revenue is primarily project-based and recurring through annual engagement relationships with clients. The firm charges for specific services rendered, including audits, reviews, tax filings, and ongoing advisory work.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

PSK LLP is a certified public accounting firm that provides outsourced accounting and bookkeeping, federal and state tax preparation and planning, financial statement audits and reviews, 401(k) and employee benefit plan audits, business consulting (including succession planning), and estate and trust services. The firm primarily serves businesses, churches and faith-based ministries, not-for-profits, and family-owned entities across more than 20 U.S. states from its Arlington, TX headquarters.

Product overview

PSK LLP is a certified public accounting firm offering a unified suite of professional services rather than a modular software platform. The core offerings include Accounting and Payroll Services, Audits and Reviews, Tax Services, Business Consulting, and Estate and Trust Work. These services work together to provide comprehensive financial management—from day-to-day bookkeeping and payroll processing through annual audits, tax planning, strategic consulting, and wealth preservation planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Payroll Services Outsourced back-office accounting and bookkeeping for businesses and not-for-profits, including weekly payables, monthly reconciliations, annual financial statement preparation, accounts payable management, fixed asset tracking, and payroll processing coordinated through affiliate Payroll Partners.
• Audits and Reviews Financial statement audits and reviews providing comprehensive analysis and formal opinion on financial accuracy for businesses, not-for-profits, churches, and 401(k) employee benefit plans with 100+ participants requiring ERISA audit compliance.
• Tax Services Federal and state tax filing and planning, compliance, and strategy services for businesses, not-for-profits, churches, and individuals, covering income tax preparation, sales/franchise tax filings, 1099 processing, and strategic tax planning.
• Business Consulting Strategic consulting services including tax planning, succession planning, financial and operational efficiency management, multi-state tax guidance, and business advisory to help clients make informed decisions and drive better results.
• Estate and Trust Work Estate and trust management services for individuals, families, and attorneys, helping preserve wealth and ensure smooth generational wealth transitions.

Quantifiable outcome

• Long-term client retention spanning decades - some clients have been with PSK for 40+ years
• +2 more outcomes

Named customers9 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Payroll PartnerscoreImplementation/ SI/ Consulting PartnerPSK's affiliate company providing seamless payroll and payroll-related tax filing services. PSK refers clients requiring payroll services to Payroll Partners, creating an integrated service offering for clients needing both accounting and payroll services.
• Mission ArlingtonminorOthersLocal not-for-profit organization supported through PSK's Community Partnership Initiative. PSK team members participate in quarterly service projects supporting this organization.
• Texans on MissionminorOthersMission organization supported through PSK's Community Partnership Initiative with quarterly service projects.
• SOS InternationalminorOthersInternational relief organization supported through PSK's Community Partnership Initiative.
• Carter BloodCareminorOthersBlood donation organization supported through PSK's Community Partnership Initiative with quarterly service projects.
• Greater Arlington Chamber of CommercecoreGTM or Marketing PartnerPrimary business organization partnership. PSK actively participates in Chamber activities, Women's Alliance, and community events. Marketing Director Donna Ryan leads PSK's involvement with the Chamber.
• Greater Arlington Chamber of Commerce Women's AllianceminorGTM or Marketing PartnerPSK participates in the Chamber's Women's Alliance group, supporting professional women in the Arlington business community.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Whitley Penn: DFW-based full-service CPA firm of similar regional size serving middle-market businesses, non-profits, and family-owned companies with audit, tax, and advisory services - the closest comparable to PSK by geography and service mix.
• Carr, Riggs & Ingram (CRI): Mid-sized regional CPA firm in the Southeast/Mid-South serving construction, non-profit, and closely-held business clients with comparable audit, tax, and advisory services.
• Lane Gorman Trubitt: Dallas-based regional CPA firm offering accounting, audit, tax, and consulting to closely-held businesses, non-profits, and high-net-worth individuals - a direct mid-sized regional competitor to PSK.
• TravisWolff (now FORVIS): DFW-anchored mid-market CPA and advisory firm (now part of FORVIS) serving private businesses, non-profits, and faith-based organizations with comparable service lines to PSK.
• Capin Crouse: National CPA firm exclusively focused on non-profits and faith-based organizations, including churches, providing audit, tax, and advisory - directly comparable to PSK's church and 501(c)(3) specialty.

Regional players

• Withum: Northeast-based mid-market accounting and advisory firm with strong non-profit and construction practices - comparable service mix to PSK but operating in a different primary geography.

Broad incumbents

• Eide Bailly: Top-20 U.S. accounting firm with a strong non-profit and construction practice and multiple offices - a broader incumbent competing for the same middle-market and non-profit clients as PSK.
• FORVIS (formerly BKD): Top-10 U.S. accounting firm with deep non-profit, manufacturing, and construction practices offering the same suite of audit, tax, and consulting services - a scaled incumbent that regional firms increasingly compete against for talent and clients.
• Plante Moran: Large U.S. mid-market accounting and advisory firm with non-profit, manufacturing, and family-business practices - a broader competitor for PSK's industrial and non-profit segments.

Others

• Payroll Partners: PSK's affiliate for payroll and payroll-tax services - an adjacent/back-office capability that enables PSK's bundled offering and that competing CPA firms increasingly need to replicate or partner around.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/psk-llp
• Xx.com/pskcpa
• Facebookfacebook.com/pskcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 PSK