What Mccullough & Associates does

McCullough & Associates, LLC is a privately held, full-service CPA firm founded in 1992 by Terry L. McCullough and headquartered at 820 E. Primrose in Springfield, Missouri. The firm serves individuals and small-to-medium businesses across multiple verticals including transportation, banking, wholesale and retail distribution, services, and construction and land development. Its service portfolio spans tax management, accounting and payroll, assurance and advisory, estate and trust planning, QuickBooks support, IRS representation, entity selection, employee benefits/pension/profit-sharing plans, debt advising, financial projections, and reviews/compilations. Delivery is relationship-driven through five named CPAs and support staff, with secure file exchange handled via an SSL-encrypted client portal with mirrored off-site backups.

The firm's revenue model is professional services billing against bespoke client engagements, with no publicly disclosed pricing or recurring subscription tier. Go-to-market is sales-led and direct-to-consumer: the firm's website, monthly and quarterly newsletters, free tax resources, and presence on Facebook and LinkedIn serve as top-of-funnel channels, while the client portal functions as a bottom-of-funnel self-service touchpoint. The technology stack is standard for the profession — QuickBooks is the named integration with formal installation, setup, training, and ongoing support wrapped around it — and there is no proprietary platform, API, or AI/ML capability. The firm operates an affiliated wealth management and insurance entity (mcculloughandassociatesinv.com) as a sub-brand that extends the relationship into long-term financial planning under a separate corporate identity.

The firm carries no disclosed institutional investment, no parent company, no subsidiaries, no funding history, and no M&A activity. It maintains active memberships in the AICPA, Missouri Society of CPAs, Association of Certified Fraud Examiners, and Springfield Area Chamber of Commerce. Geographic footprint is limited to the Springfield, Missouri market, and there are no disclosed plans for geographic or segment expansion.

Name

Mccullough & Associates

Legal name

McCullough & Associates, LLC

Website

https://mcculloughandassociatescpa.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

McCullough & Associates, LLC is a privately held Springfield, Missouri CPA firm founded in 1992, delivering tax, accounting, payroll, QuickBooks support, and advisory services to individuals and SMBs across multiple verticals, with an affiliated wealth management sub-brand.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Trusts, Estates, and Agency Accounts (52592), Other Management Consulting Services (541618)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Professional accounting services
• Tax preparation services
• Bookkeeping and payroll
• QuickBooks support
• Small business advisory

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Management Services: Tax planning and preparation services for individuals and businesses, including tax planning strategies to minimize liabilities and ensure compliance with tax laws and regulations.
2. Accounting Services: Accurate record-keeping, financial statement preparation, bookkeeping, payroll processing, and financial reporting services for businesses from start-ups to established enterprises.
3. Assurance and Advisory Services: Reviews, compilations, business valuations, financial projections, business succession planning, and strategic advisory services.
4. Estate and Trust Planning: Estate and trust planning and tax preparation services to facilitate asset transfer and minimize beneficiary tax liability.
5. Payroll Services: Payroll processing services including developing and implementing computerized payroll systems for timely payment and tax return preparation.
6. Investments and Insurance: Customized financial solutions and investment services through affiliated entity mcculloughandassociatesinv.com for long-term financial success.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

McCullough & Associates, LLC is a full-service CPA firm providing tax planning and preparation, accounting and bookkeeping, payroll processing, assurance and advisory, estate and trust planning, and QuickBooks support services. The firm serves both individuals and small-to-medium businesses across multiple industries in the Springfield, Missouri region, and operates an affiliated entity offering wealth management and insurance solutions.

Product overview

McCullough & Associates, LLC is a full-service professional accounting firm offering a unified portfolio of services centered on tax management, accounting and payroll processing. The core offerings include Tax Management Services and Accounting Services, supplemented by Assurance and Advisory Services, Estate and Trust Planning, and specialized add-on modules such as QuickBooks support, Payroll Services, Employee Benefits/Pension/Profit-Sharing Plans, Financial Projections, Debt and Finance Advising, IRS Representation, Entity Selection/Restructuring, and Reviews/Compilation. The firm also provides a secure Client Portal for encrypted file exchange. A separate affiliated company, McCullough & Associates Investments, handles Wealth Management and Insurance under a distinct brand.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Management Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• American Institute of Certified Public Accountants (AICPA)coreOthersProfessional membership organization providing standards, resources, and credentials for CPAs. McCullough & Associates team members maintain membership.
• Missouri Society of Certified Public AccountantscoreOthersState-level professional association for CPAs in Missouri. Firm maintains active membership.
• Association of Certified Fraud ExaminersminorOthersProfessional organization providing anti-fraud training and certification. Firm maintains membership.
• Springfield Area Chamber of CommerceminorOthersLocal business organization supporting the Springfield business community. Firm is a member.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Global accounting and advisory network with significant U.S. mid-market practice; offers overlapping tax, accounting, and advisory services to businesses in Missouri and competing for the same client profile.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm serving private businesses, individuals, and SMBs with tax, advisory, and wealth services; overlaps with McCullough across tax and advisory, but at substantially larger scale and national reach.
• RSM US: Large mid-market-focused accounting and advisory firm providing tax, audit, and consulting to U.S. private businesses; competes for the same Springfield SMB clients at a larger resource base.
• KPMG US: Big Four professional services firm with private-enterprise tax and advisory practice; provides adjacent tax and advisory services to businesses in the same Midwest SMB market.

Direct peers

• Brown Smith Wallace: Regional full-service CPA firm providing tax, assurance, advisory, and outsourced accounting to closely held businesses; very similar in service mix and target clients to McCullough & Associates.
• Anders CPAs + Advisors: Mid-size regional CPA firm offering tax, accounting, advisory and wealth services to individuals and businesses; comparable in service mix, target segments, and practitioner-led model to McCullough & Associates.

Emerging players

• Bench Accounting: Tech-enabled bookkeeping service for small businesses providing monthly bookkeeping and financial statements; represents the digital-native category pressuring traditional firms like McCullough on the bookkeeping, write-up, and basic accounting lines.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services firm targeting small and mid-sized businesses; competes for the same outsourced bookkeeping, payroll, and tax-prep clients with a scalable, software-led model.
• Intuit QuickBooks Live: Intuit's online bookkeeping and tax service connecting small businesses with QuickBooks-certified experts; directly competes with McCullough's QuickBooks support and bookkeeping/write-up offerings, with national scale and brand.

Regional players

• EA Bonham + Co CPAs: Springfield, Missouri-based CPA firm serving individuals and businesses with tax, accounting, audit, and consulting; the closest same-market direct competitor to McCullough & Associates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/McCulloughandAssociates
• LinkedInlinkedin.com/company/mccullough-and-associates-llc

Compliance5 records

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 Mccullough & Associates