Blackman & Sloop

What Blackman & Sloop does

Blackman & Sloop is a regional CPA and advisory firm headquartered in Chapel Hill, North Carolina, with a secondary office in Greensboro. Founded in 1973 and operating for over 50 years, the firm delivers three integrated service lines: Audit & Assurance (independent assessment and reporting processes), Tax Services (proactive tax planning and compliance), and Client Accounting + Advisory Services (outsourced accounting and management consulting). It serves approximately 300 clients across seven primary verticals — closely-held and family businesses, construction, manufacturing and distribution, nonprofit, pharmacy, real estate, and restaurants and retail — with closely-held businesses identified as the primary segment.

The firm operates under an alternative practice structure in which Balance & Strategy Advisors, CPA's LLP provides attest services while Blackman & Sloop Advisors, Inc. provides tax, advisory, and other non-attest services. It is a member of the BDO Alliance USA, providing access to a national CPA network for engagements beyond local capacity. The technology stack is described as standard for CPA firms, with named client-facing integrations limited to ShareFile (document portal) and QuickFee (online payments). There is no disclosed AI/ML capability, proprietary product platform, or funded technology initiative in the source material.

Revenue is generated entirely through professional services engagements billed annually on a custom, quote-based pricing model with no public rate cards. Distribution is sales-led and relationship-driven, relying on direct outreach, industry-specific content marketing (blog, In The Know newsletter, online financial tools), and two physical offices in the North Carolina Triangle and Piedmont Triad markets. The firm reports a Net Promoter Score of 88 from its most recent client survey, citing it as comparable to customer-service benchmarks at Amazon, Southwest Airlines, and Zappos.

Name

Blackman & Sloop

Legal name

Blackman & Sloop Advisors, Inc.

Website

https://b-scpa.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

Blackman & Sloop is a regional North Carolina CPA and advisory firm, founded 1973, providing audit, tax, and outsourced accounting services to approximately 300 closely-held, family business, and SMB clients across seven industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Chapel Hill

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Audit & Assurance Services: Objective, independent assessment services for clients of every size, implementing reporting processes for more profitable operations.
2. Tax Services: Proactive tax planning and compliance services, staying current on new tax laws and legislation to identify key tax planning strategies that minimize current and future tax liabilities.
3. Client Accounting + Advisory Services: Tailored consulting and management services designed to support unique business goals and drive success, including ongoing advisory engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blackman & Sloop is a regional CPA firm providing professional accounting, tax, and advisory services to closely-held businesses, family-owned companies, and organizations across multiple industry verticals. The firm delivers three integrated service lines: Audit & Assurance (independent assessment and financial reporting), Client Accounting + Advisory Services (outsourced accounting and management consulting), and Tax Services (compliance and proactive tax planning).

Product overview

Blackman & Sloop is a CPA firm providing professional accounting and advisory services through three integrated service lines: Audit & Assurance (independent assessment and financial reporting), Client Accounting + Advisory Services (outsourced accounting and management consulting), and Tax Services (compliance and strategic tax planning). The firm serves clients across multiple industry verticals including closely-held businesses, construction, manufacturing, not-for-profit organizations, pharmacy, real estate, and restaurants/retail. The three core services are designed to work together holistically, with a focus on proactive guidance and building long-term client relationships rather than purely backward-looking compliance.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Net Promoter Score of 88 from client survey
• +3 more outcomes

Named customers4 records

Segments8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• BDO AlliancecoreStrategic or Co-development PartnerBlackman & Sloop is a member of the BDO Alliance USA, a national association of CPA firms that provides access to resources, expertise, and support from one of the largest accounting networks in the United States. This alliance allows the firm to serve clients needing services beyond their local capabilities.

Scale indicators5 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Dixon Hughes Goodman (now FORVIS): Large Southeast-rooted CPA and advisory firm (now part of FORVIS) with deep specialty practices in healthcare, manufacturing, and nonprofit, competing for the same Triangle mid-market clients as Blackman & Sloop but at materially greater scale.
• RSM US: Leading U.S. provider of audit, tax, and consulting services to the middle market with a significant Southeast presence, competing for closely-held and family business engagements in the Triangle.
• BDO USA: Top-five U.S. accounting firm and parent network of the BDO Alliance USA, of which Blackman & Sloop is a member. BDO's Triangle office competes for the same mid-market clients while also providing referral overflow to alliance members.
• Plante Moran: Large U.S. mid-market-focused CPA and advisory firm serving closely-held businesses, manufacturing, and nonprofit clients across multiple regions; competes for the same target customer profile with a much larger specialty bench.

Regional players

• Elliott Davis: Southeast regional CPA and advisory firm with offices in the Carolinas serving closely-held businesses, real estate, and nonprofit clients, offering comparable service lines to Blackman & Sloop in overlapping geographies.
• Bernard Robinson & Company: North Carolina-based regional CPA firm serving closely-held businesses, real estate, and construction clients in the Triangle and Triad, overlapping with Blackman & Sloop's geography and several core verticals.

Direct peers

• Marks Paneth: Northeast-based mid-market CPA and advisory firm serving closely-held businesses, nonprofit, real estate, and professional services clients, with a similar vertical-focused service portfolio and relationship-led engagement model.
• Cherry Bekaert: Mid-Atlantic and Southeast-focused CPA and advisory firm with a strong Raleigh presence serving closely-held businesses, nonprofits, and construction clients, directly overlapping Blackman & Sloop's industry verticals and Triangle market.
• Whitley Penn: Mid-market-focused CPA and advisory firm offering audit, tax, and advisory services to closely-held businesses and family enterprises, with a comparable vertical-specialization strategy and similar relationship-driven GTM model.
• Hughes Pittman & Gupton (HPG): Long-standing Raleigh-based CPA firm serving closely-held and mid-market Triangle businesses with audit, tax, and advisory services, making it a direct local competitor to Blackman & Sloop in the same geography and client segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/BlackmanSloop

Revenue estimate

Valuation estimate

Number of profiles

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 Blackman & Sloop