Collier, Jernigan, Eastman & Zublick

What Collier, Jernigan, Eastman & Zublick does

Collier, Jernigan, Eastman & Zublick, P.A. is a privately held certified public accounting firm headquartered at 550 NE 25th Avenue in Ocala, Florida, with a secondary office in Dunnellon, FL. Founded in 1978 by Daryl L. Collier (a former Price Waterhouse accountant and Florida State University graduate), the firm has evolved from its original name (Collier, Jernigan & Goedert, P.A.) into a five-partner CPA partnership. It serves individuals and small-to-mid-size businesses across a broad vertical mix — construction, mining, manufacturing, professional services, retail/wholesale, healthcare, restaurants, nonprofits, automobile dealerships, and equine/agriculture operations — with services in tax preparation and planning (federal, state, payroll, sales, trust, and tangible personal property), monthly/quarterly/annual accounting and bookkeeping, and business consulting (financial record design, decision support, long-range planning).

The firm's underlying technology stack is deliberately modest: a QuickBooks Solution Provider relationship with Intuit, including Advanced Certified ProAdvisor staff, QuickBooks Enterprise Solutions integration, and a structured training catalog (Fundamentals at $75 per person, plus Advanced, Inventory, and Job Costing courses). A secure client portal handles document exchange for existing clients. There is no proprietary software, no API, no SDK, and no AI/ML capability disclosed; the firm's principal "technology differentiator" is its certified-ProAdvisor status and integration expertise with Intuit's ecosystem.

Commercially, the firm runs a sales-led, referral-driven model with a free one-hour initial consultation, direct partner-led engagement, and word-of-mouth as the primary acquisition channel. Marketing spend appears minimal: a LinkedIn corporate page, a basic content site (with an empty blog), and community involvement. Pricing is pay-as-you-go across services (per-engagement tax and consulting, per-seat QuickBooks classes, free consultation), with no publicly disclosed rates beyond training. The firm is wholly partner-owned, with no institutional investors, parent company, or M&A activity in evidence, and operates as a Florida professional association. Bilingual (Spanish) service is offered, supporting its regional SMB and individual client base.

Name

Collier, Jernigan, Eastman & Zublick

Legal name

Collier, Jernigan, Eastman & Zublick, P.A.

Website

https://colliercpas.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

Collier, Jernigan, Eastman & Zublick, P.A. is a privately held CPA firm founded in 1978 in Ocala, Florida, delivering tax, accounting, advisory, and QuickBooks training services to individuals and small-to-mid-size businesses across Marion County and surrounding areas.

Ownership category

akta.pro rank

Headquarters

HQ city

Ocala

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Services: Tax return preparation and planning for individuals and businesses including federal, state, and local returns. Services include LLC, S Corp, C Corp filings, payroll and sales tax reports, trust returns, and tangible personal property tax returns.
2. Accounting/Bookkeeping Services: Monthly, quarterly, and annual accounting services. Full-service experience or assistance in getting organized and managing accounts via QuickBooks or other software. Includes adjustment of account balances.
3. Business Consulting: Strategic consulting services including financial record design, decision-making support, contract negotiation, and long-range planning. One-hour free initial consultation.
4. QuickBooks Software and Training: QuickBooks software sales with 60-day money-back guarantee. Training classes including Fundamentals ($75 per person), Advanced, Inventory, and Job Costing courses. One-on-one assistance and customized training at client location.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Collier, Jernigan, Eastman & Zublick, P.A. is a certified public accounting firm that provides tax preparation and planning, monthly/quarterly/annual bookkeeping and accounting, business consulting, and QuickBooks software sales and training. The firm serves both individuals and small-to-mid-size businesses across diverse industries including construction, manufacturing, healthcare, equine, agriculture, restaurants, and nonprofits in the Ocala/Marion County, Florida area.

Product overview

Collier, Jernigan, Eastman & Zublick, P.A. is a CPA firm offering a unified suite of professional accounting and business services. The core offerings consist of Tax Services (federal and state tax return preparation and planning), Accounting Services (monthly/quarterly/annual bookkeeping), and Business Consulting (financial analysis and strategic planning). The firm also serves as a QuickBooks Solution Provider, offering QuickBooks Software and Training as a specialized service track that includes software sales, customized installation, training (Fundamentals, Advanced, Inventory, Job Costing classes), and ongoing support through certified ProAdvisors. The products are designed to work together—accounting records support tax preparation and inform consulting recommendations, while QuickBooks training enables clients to manage their own systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and planning services for businesses and individuals including Federal and State Returns (Individual, Business, LLCs, S Corps, C Corps), payroll and sales tax reports, trust returns, and tangible personal property tax returns.
• Accounting Services Monthly, quarterly, and annual accounting and bookkeeping services including adjustment of account balances. Provides full-service experience or assistance in organizing and managing accounts via QuickBooks or other software.
• Business Consulting Strategic consulting services including financial record analysis, system evaluation, goal setting, contract negotiation, and development of strategies for business growth and profitability improvement. Includes a one-hour free initial consultation.
• QuickBooks Software and Training QuickBooks Solution Provider offering software sales (with 60-day money-back guarantee), customized installation, training classes (Fundamentals at $75/person, Advanced, Inventory, Job Costing), and support through Advanced Certified QuickBooks ProAdvisor Program Members.

Quantifiable outcome

• Year-round client engagement rather than seasonal tax preparation only
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Withum: Mid-tier national CPA and advisory firm with strong presence along the East Coast and Southeast, including Florida. Competes in tax, accounting, and advisory for SMB and mid-market clients similar to Collier Jernigan.
• RSM US: U.S. member of RSM International, a top-5 global accounting network with significant middle-market focus. Competes in tax, audit, and consulting for SMB and mid-market companies across the Southeast including Florida.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with offices across the Southeast. Overlaps with Collier Jernigan in middle-market tax preparation, advisory, and outsourced accounting services.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm with strong Southeast presence including Florida offices. Larger scale but directly competes for mid-market tax, audit, and advisory work in the same geographies as Collier Jernigan.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services startup serving SMB and startup clients. Represents the emerging AI-driven automation threat to traditional regional CPA firm bookkeeping services.
• Bench: Online bookkeeping and accounting platform for SMBs pairing proprietary software with dedicated bookkeepers. Emerging competitor for monthly bookkeeping and basic accounting services offered by traditional CPA firms.

Direct peers

• Warren Averett: Southeast U.S. regional CPA and advisory firm with offices across Florida, Alabama, Georgia, and Tennessee. Competes in the same SMB tax, accounting, and advisory space with comparable client mix.
• Carr, Riggs & Ingram: Top-25 U.S. accounting firm with deep Southeast regional presence spanning Florida, Alabama, Georgia, Louisiana, and Mississippi. Offers tax, audit, advisory, and consulting services to SMB and mid-market clients - directly comparable service set and customer profile.
• Mauldin & Jenkins: Southeast U.S. regional CPA and advisory firm headquartered in Atlanta with Florida offices, competing for the same SMB and mid-market clients across tax, audit, and consulting. Comparable size and full-service model aligned to Collier Jernigan.
• Thomas Howell Ferguson: Florida-based regional CPA firm serving SMBs statewide with similar tax, accounting, and QuickBooks advisory services. Direct competitor in the Florida regional CPA market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/collier-jernigan-eastman-zublick-pa
• Facebookfacebook.com/colliercpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Collier, Jernigan, Eastman & Zublick