Haddox Reid Eubank Betts

What Haddox Reid Eubank Betts does

Haddox Reid Eubank Betts is a privately held professional services firm operating in the Southeast United States, providing tax, accounting, audit, business advisory, payroll, technology, and wealth management services to over 10,000 clients across 50 states. Established in 1958 and headquartered in Jackson (with operational headquarters indicated across Alabama and Mississippi markets), the firm has grown to 318+ professional staff and 125+ CPAs across eight office locations, making it one of the largest locally-owned CPA practices in its region. The firm employs a member-owned ownership structure and serves 13 specialized industry verticals including Government Contracting (with DCAA support), Healthcare, Construction, Oil & Gas, Real Estate, Technology & Software, Manufacturing, Nonprofits, Financial Services, and Film & Entertainment.

The firm's service portfolio is organized around five core pillars — Tax, Accounting & Auditing (including Assurance, EBP Audits, and SOC reporting), Business Advisory (including CFO Advisory, Transaction Advisory, Valuations, Forensics, HR, and AI Advisory), Payroll & Benefits, Technology & Data, and Wealth Management — delivered through a family-of-companies model spanning Abacus Technologies, BMSS Wesson Wealth Solutions, and Payroll & Benefit Solutions. Technical delivery relies on standard professional services technology platforms alongside an AIwyn-based client portal for digital engagement. Specialized practices include EOS (Entrepreneurial Operating System) implementation, Continuing Professional Education for CPAs, and Government Contracting services with DCAA compliance and contract administration advisory.

The business model is engagement-based professional services revenue, with pricing quoted on scope of engagement rather than published rates. Go-to-market is sales-led and direct, combining eight physical offices for face-to-face client engagement with content marketing, industry events, newsletters, webinars, and professional association leadership positions to generate leads and reinforce credibility. Distribution relies on direct professional engagement plus subsidiary channels for technology, wealth management, and payroll delivery. The firm maintains no disclosed parent company, no institutional or private equity ownership, and no public listing.

Name

Haddox Reid Eubank Betts

Legal name

BMSS, LLC

Website

https://haddoxreid.com

Company type

Private

Founded year

1958

Operating status

Operating

Headcount range

101–250 employees

Short description

Haddox Reid Eubank Betts is a privately held Southeast US accounting and advisory firm delivering tax, audit, business advisory, payroll, technology, and wealth management services to 10,000+ clients across 13 industry verticals through 318+ staff and eight regional offices.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Business consulting
• Wealth management

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Revenue: BMSS generates revenue through providing professional accounting, tax, audit, and advisory services to businesses and individuals. Revenue streams include business advisory consulting, assurance/audit services, tax preparation and planning, payroll and benefits administration, wealth management, and outsourced accounting/CFO services.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Haddox Reid Eubank Betts (operating as BMSS Advisors & CPAs) is a Certified Public Accounting and advisory firm providing tax, audit/assurance, business advisory, outsourced client accounting, payroll and benefits administration, technology and data advisory, and wealth management services to businesses and their owners. Services are organized across seven core pillars and delivered through a family of companies that includes Abacus Technologies, BMSS Wesson Wealth Solutions, and Payroll & Benefit Solutions.

Product overview

BMSS Advisors & CPAs is a Certified Public Accounting and advisory firm offering a comprehensive suite of professional services across the Southeast U.S. The portfolio centers on five core service pillars: Tax, Accounting & Auditing (including Assurance, EBP Audits, and SOC reporting), Business Advisory (including CFO Advisory, M&A/Transaction Advisory, Valuations, Forensics, HR, and AI Advisory), Payroll & Benefits, Technology & Data, and Wealth Management (via BMSS Wesson Wealth Solutions). These are delivered alongside a family of companies including Abacus Technologies, Payroll & Benefit Solutions (PBS Pay), and BMSS Wesson Wealth Solutions. The firm also embeds specialized practices such as EOS (Entrepreneurial Operating System), Government Contracting Services (with DCAA support and Contract Administration Advisory), Client Accounting Services (outsourced bookkeeping), and Continuing Professional Education for CPAs. A client-facing portal (AIwyn) provides online bill payment and account access.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Tax planning and preparation services for businesses, individuals, estates and trusts, and state and local tax matters.
• Financial Reporting / Accounting & Auditing Assurance and audit services including financial statement audits, employee benefit plan audits, peer review, and System & Organization Controls (SOC) reporting.
• Business Advisory Consulting services spanning strategic planning, business restructuring and turnaround, outsourced CFO/controller advisory, business and asset valuations, transaction advisory (M&A due diligence), forensic accounting, HR advisory, AI advisory, and EOS (Entrepreneurial Operating System) implementation.
• Client Accounting Services Outsourced accounting and bookkeeping services for businesses that need external finance and accounting support.
• Payroll & Benefits Payroll processing and employee benefits administration services delivered through the wholly owned subsidiary Payroll & Benefit Solutions.
• Technology & Data Technology and data advisory services supporting business operations and digital transformation, delivered in coordination with subsidiary Abacus Technologies.
• Wealth Management Wealth management and financial planning services delivered through the wholly owned subsidiary BMSS Wesson Wealth Solutions.
• Government Contracting Services Specialized accounting, advisory, DCAA support, and contract administration services for government contractors.
• Client Portal (AIwyn) Online client portal built on the AIwyn platform that enables clients to pay bills and access financial services online.

Quantifiable outcome

• Serving 10,000+ clients across 50 states

Named customers5 records

Segments13 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• EOS (Entrepreneurial Operating System)minorStrategic or Co-development PartnerBMSS has a relationship with EOS Worldwide, with Mark Waters listed as an EOS provider. The firm offers EOS (Entrepreneurial Operating System) as one of its business advisory services, helping entrepreneurs implement the EOS model for business growth.
• National Association of Certified Valuation Analysts (NACVA)minorStrategic or Co-development PartnerDalton Hopper, CFE, CVA, ABV, Senior Manager at BMSS, has been named Chair of the NACVA Standards Board, indicating a professional association relationship and industry leadership position.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Elliott Davis: Southeast-based Top-50 CPA and advisory firm with similar vertical specialization (construction, government, healthcare, real estate) and comparable full-service tax/audit/advisory model. Direct competitor for mid-market Southeast clients.
• Dixon Hughes Goodman (DHG): Top-20 U.S. accounting firm with deep Southeast presence and comparable full-service offerings including advisory, audit, tax, and wealth management. Now part of the FORVIS combination; relevant precedent for large Southeast CPA consolidation.
• Mauldin & Jenkins: Southeast-based (Atlanta, Birmingham) Top-100 CPA firm with comparable service mix including audit, tax, advisory, and industry specializations like government and healthcare. Directly comparable in size, geography, and vertical focus.
• Warren Averett: Alabama-headquartered Top-30 U.S. accounting and advisory firm with comparable service breadth including tax, audit, advisory, wealth management, and payroll. Most directly comparable peer given shared Alabama roots, multi-office Southeast footprint, and similar mid-market client focus.
• Cherry Bekaert: Top-25 U.S. accounting firm with strong Southeast presence and similar industry-vertical model (government contracting, healthcare, real estate, technology). Comparable in scale and service breadth to BMSS.
• Aprio: Top-30 U.S. accounting and business advisory firm with strong Southeast presence, full-service offerings including wealth management and advisory, and a comparable client base spanning industries. Similar family-of-services positioning.
• Carr, Riggs & Ingram (CRI): Top-25 U.S. CPA and advisory firm with a strong Southeast regional presence and similar vertically-organized service model covering tax, audit, advisory, and technology services. Comparable in scale and client mix to BMSS.

Broad incumbents

• Wipfli: Top-20 U.S. accounting and advisory firm with comparable mid-market focus and broad service offerings including technology, outsourcing, and industry specialization. Larger incumbent competing in adjacent geographies and verticals.
• FORVIS: Top-10 U.S. accounting firm formed from the merger of BKD and Dixon Hughes Goodman, with significant Southeast presence and broader national scale. Relevant as a larger incumbent competing for the same mid-market clients and as a model for scale-driven consolidation.

Regional players

• Whitley Penn: Texas-based Top-50 U.S. CPA and advisory firm with similar industry vertical model (oil & gas, construction, government contracting, real estate) and comparable mid-market client focus. Regional peer with highly analogous service specialization, though operating in a different primary geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/haddox_reid
• Facebookfacebook.com/HaddoxReidEubankBetts

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 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 Haddox Reid Eubank Betts