SGA & SGA Consulting

What SGA & SGA Consulting does

SGA & SGA Consulting is a privately held certified public accounting partnership headquartered in Fort Worth, Texas, that has operated continuously since 1972. The firm operates under two legal entities — Stovall, Grandey & Allen, LLP (the partnership) and SGA Consulting LLC (formed specifically to deliver financial-institution services) — and is led by managing partner David G. Stovall alongside partners Carol T. Allen (audit) and Brenda Young (financial institutions), with no parent company or external investors.

The firm's revenue is generated through professional service engagements spanning tax preparation, tax projections and planning, audit and assurance work for financial institutions, governmental entities, nonprofits, and employee benefit plans, day-to-day bookkeeping and payroll (including QuickBooks setup and support), and specialized consulting for financial institutions that includes tax planning, strategic planning facilitation, board training, compensation consulting, operational process improvements, M&A consulting, management reviews, IT audits, and credit administration reviews. Client engagements run year-round rather than seasonally and are delivered on quote-based, multi-year contract terms.

The primary client-facing technology is a Secure Portal built on Wing FTP Server that enables clients to upload and retrieve documents such as QuickBooks files and scanned receipts; the firm otherwise relies on conventional CPA practice tools, association memberships (AICPA, Texas State Society of CPAs, IBAT, CBW), and the partners' industry experience — including former bank-controller and national-firm audit experience — as the core of its service delivery. Acquisition is relationship-driven via direct outreach and the firm's contact channels, with no evidence of digital marketing, external funding, or significant geographic expansion beyond single-office U.S. coverage.

Name

SGA & SGA Consulting

Legal name

SGA & SGA Consulting

Website

https://sga-cpas.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

SGA & SGA Consulting is a Fort Worth, Texas-based CPA partnership operating since 1972, providing tax, audit, bookkeeping, and consulting services to small/mid-size businesses, financial institutions, governmental and nonprofit entities, and individuals across the United States.

Ownership category

akta.pro rank

Product category

Accounting and Auditing Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Certified public accounting
• Tax preparation services
• Financial institution auditing
• Bookkeeping and payroll
• Small business advisory

Headquarters

HQ city

Fort Worth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Auditing Services: Professional accounting, auditing, and assurance services provided to businesses and individuals on a recurring engagement basis.
2. Tax Services: Tax preparation, planning, and projection services including federal and state income tax, payroll tax, and sales tax compliance. Includes proactive tax planning and transaction structuring.
3. Bookkeeping and Payroll Services: Day-to-day bookkeeping tasks, payroll preparation, and report processing for small business clients. Includes QuickBooks setup, processing, and reporting assistance.
4. Financial Institution Consulting: Specialized consulting services for financial institutions including tax planning, strategic planning facilitation, board training, compensation consulting, operational process improvements, M&A consulting, management reviews, IT audits, and credit administration reviews.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

SGA & SGA Consulting is a Fort Worth-based certified public accounting firm (Stovall, Grandey & Allen, LLP and SGA Consulting LLC) that delivers year-round accounting, tax, audit, bookkeeping/payroll, and consulting services to small and mid-size businesses, community banks and other financial institutions, governmental and nonprofit entities, and individuals throughout the United States. The firm sells recurring professional engagements covering tax preparation and planning, financial statement audits, QuickBooks support, and bank-specialized advisory work (strategic planning, board training, IT audit, M&A, ALLL/credit administration reviews), supported by a secure online portal for client document exchange.

Product overview

SGA & SGA Consulting is a certified public accounting firm offering a portfolio of professional services primarily for businesses, individuals, and financial institutions. The core offerings include a Secure Portal (FTP) for secure document exchange, Tax Services (encompassing preparation, projections, and planning), Financial Institution Services (including audit, tax, and consulting for banks), and Bookkeeping/Payroll Services with QuickBooks support. The Secure Portal serves as the primary client-facing digital product for document exchange, while the remaining services are professional service offerings delivered by certified accountants.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Year-round tax preparation, projections, and planning services covering federal and state income tax, payroll tax, and sales tax compliance for businesses, financial institutions, and individuals. Includes estimation for unusual taxable events (e.g., stock option vesting, sale of a business or rental property, large gains on stock sales), transaction structuring to minimize tax consequences, and year-end planning.
• Financial Institution Services Specialized services for banks and other financial institutions, delivered through SGA Consulting LLC: tax planning, preparation and compliance; strategic planning facilitation; board of director training; compensation consulting; operational process improvements; M&A consulting; management reviews; information technology audits; and credit administration reviews (including ALLL methodology, internal grading processes, other real estate processes, policies, and loan portfolio stress testing). Also includes a sample policies and procedures library for banking clients.
• Bookkeeping and Payroll Services Day-to-day bookkeeping tasks, monthly bookkeeping/write-up services, payroll preparation, financial statement preparation, and report processing for small business clients.
• QuickBooks Support Services QuickBooks setup, processing, and reporting assistance provided by Certified QuickBooks ProAdvisors to help small business clients with specific transactions or processes.
• Secure Portal (FTP) A secure web-based portal (https://secure.sga-cpas.com) powered by Wing FTP Server that enables clients to upload and retrieve important financial documents, scanned receipts, and large databases such as QuickBooks files from any location with internet access. Facilitates secure exchange for tax return preparation, audits, and other engagements; also serves banking clients with a sample policies and procedures library.

Quantifiable outcome

• Some clients served for more than thirty-five years

Named customers1 record

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

Partnerships

Six partnerships are on record, tiered core and minor.

• AICPA (American Institute of Certified Public Accountants)coreOthersSGA participates in the AICPA peer review process. The firm is a member of the AICPA Audit Quality Center, Governmental Audit Quality Center, and Employee Benefit Audit Quality Center. All partners and professional staff are members of AICPA.
• Texas State Society of CPAscoreOthersAll partners and professional staff are members of the Texas State Society of CPAs.
• Independent Bankers of Texas (IBAT)coreOthersSGA is an associate member of the Independent Bankers of Texas (IBAT).
• Community Bankers of Washington (CBW)coreOthersSGA is an associate member of the Community Bankers of Washington (CBW).
• United WayminorOthersCommunity involvement through United Way charitable giving and volunteer initiatives.
• YWCA (Santa Accountants Program)minorOthersSGA staff participate in the Santa accountants program which provides toys to underprivileged children through the YWCA.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Eide Bailly LLP: Top-25 regional CPA and business advisory firm with a financial institutions group serving community banks across the Midwest and West. Comparable service mix (audit, tax, consulting), bank-specialty focus, and mid-market client scale.
• Weaver: Texas-headquartered accounting firm (formerly Weaver Tidwell) with significant energy, financial services, and public-sector practices. Comparable in Texas regional roots, multi-vertical services for middle-market clients, and bank/community-institution client mix.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm with a long-standing, nationally recognized financial institutions practice serving community banks. Directly comparable in core services (bank audit, tax, ALLL, IT audit, consulting) and bank-specialty positioning.
• Doeren Mayhew: Mid-sized regional CPA firm known for its community-bank practice and broader advisory services. Comparable in bank-specialty depth, regional positioning, and core service overlap (audit, tax, consulting for financial institutions).
• Whitley Penn: Fort Worth-based full-service CPA and advisory firm with a strong financial institutions practice serving community and middle-market banks. Directly comparable in geography, scale (a few hundred professionals), and bank-specialty focus to SGA's bank consulting LLC.

Broad incumbents

• Plante Moran: Top-15 U.S. accounting and business advisory firm with a recognized Financial Services practice serving community banks. Comparable on bank-specialty services and core CPA offerings but at significantly larger scale and broader geographic footprint.
• RSM US LLP: Top-10 U.S. audit, tax, and consulting firm with a Financial Institutions practice serving middle-market banks. Overlaps with SGA on bank tax and audit, but RSM's scale and global reach place it as a broad incumbent competitor.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm serving closely held businesses, banks, and credit unions. Comparable client segments and core service offerings, but operates at materially larger scale than SGA.
• Forvis (formerly BKD + Dixon Hughes Goodman): Top-10 U.S. accounting and advisory firm formed from the BKD–DHG merger, with a substantial financial institutions practice serving community and middle-market banks. Larger scale and broader portfolio than SGA, but directly overlaps on bank audit, tax, and consulting services.
• Crowe LLP: Top-10 U.S. public accounting and advisory firm with a dedicated Financial Services practice serving banks and credit unions. Comparable on bank-specialty services but at national scale and broader industry coverage than SGA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

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 SGA & SGA Consulting