Coffman and Company

What Coffman and Company does

Coffman & Company, P.C. is a regional Certified Public Accounting firm founded in 1987 and headquartered at 2005 N. Westwood Blvd., Poplar Bluff, Missouri, operating as a professional corporation under Missouri law. The firm delivers a comprehensive suite of accounting and advisory services organized into seven service lines: Accounting and Auditing (audits, agreed-upon procedures, financial statement compilations and reviews), Accounting Outsourcing (accounts receivable/payable, bookkeeping, sales/use tax returns, financial statement preparation), Consulting (business structure analysis, financial forecasts, internal control analysis, QuickBooks consulting, business start-up assistance), Specialized Services (affordable housing/LIHTC tax credits, cost certifications, draw applications, historical tax credits), Payroll Services (live payroll, direct deposit, payroll tax returns), Tax Services (business, individual, estate/trust/gift, state and local), and Tax Advisory (trust/estate, risk management, social security, education, cash flow, tax allocation planning). The firm serves a diversified client base spanning twelve industry verticals including agriculture, car dealerships, construction contractors, consumer directed services (CDS) program vendors, governmental entities, health services, manufacturing, multi-family housing (LIHTC projects), non-profits, restaurants/hospitality, small businesses, and individuals, with primary geographic focus on Missouri and Arkansas.

The firm's revenue model is built on professional services engagements supplemented by recurring subscription-style work. Core accounting/audit, tax, and consulting services are delivered as project-based engagements, while Accounting Outsourcing and Payroll Services generate recurring revenue under ongoing service agreements. Pricing is custom and engagement-based, with a free consultation offered for new clients; no pricing is publicly disclosed. Distribution is direct-to-client only — no intermediaries, resellers, or digital marketplaces — delivered via in-person meetings, phone, and email from the single Poplar Bluff office. The firm uses a third-party secure client portal (NetLink NextGen) for document exchange and invoice payment, and maintains social profiles on Facebook, LinkedIn, and Twitter alongside its cac.cpa website and blog as marketing channels. No proprietary technology platform or AI/ML capabilities are disclosed; "technology" appears limited to standard CPA tooling.

The go-to-market motion is sales-led and relationship-driven, consistent with traditional small/mid-market CPA practice: client acquisition relies on direct engagement, community involvement, professional networking, and organic word-of-mouth in the Missouri/Arkansas region. The firm is privately held with no parent company, no institutional investment, no subsidiaries, and no disclosed funding. Employee headcount is stated at 1-10, indicating a sole-practitioner or small-partnership operating model. Ownership commentary indicates the firm is founder-owned and operated, consistent with its 35+ year continuous presence.

Name

Coffman and Company

Legal name

Coffman & Company, P.C.

Website

https://coffmanandcompany.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Coffman & Company, P.C. is a regional CPA firm founded in 1987 in Poplar Bluff, Missouri, providing accounting, tax, audit, payroll, consulting, and LIHTC specialty services to small businesses, individuals, and organizations across twelve industry verticals in Missouri and Arkansas.

Ownership category

akta.pro rank

Headquarters

HQ city

Poplar Bluff

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Auditing Services: One-time and recurring engagements providing audits, financial statement compilations, reviews, and agreed-upon procedure engagements for clients.
2. Tax Services: Business tax, individual tax, estate/trust/gift planning, and state/local tax preparation services. Primarily project-based with potential for recurring annual relationships.
3. Accounting Outsourcing: Ongoing bookkeeping, accounts payable/receivable, and financial statement preparation outsourced to the firm for small businesses. Recurring revenue stream based on ongoing service agreements.
4. Payroll Services: Payroll processing including direct deposit, payroll tax returns, and related compliance services. Recurring service model.
5. Consulting Services: Business structure analysis, financial forecasts, internal control analysis, QuickBooks consulting, and business start-up assistance. Project-based engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Coffman and Company is a CPA firm providing accounting and auditing, tax preparation and advisory, payroll processing, accounting outsourcing, and business consulting services to small businesses, individuals, non-profits, and governmental entities in the Missouri and Arkansas region. Services are delivered through direct professional engagements rather than via a software platform.

Product overview

Coffman & Company, P.C. is a CPA firm offering a comprehensive suite of professional accounting and advisory services. The firm operates as a single-service architecture organized around distinct service lines rather than a unified software product. Services include Accounting and Auditing Services (audits, compilations, reviews, agreed-upon procedures), Accounting Outsourcing (AR/AP management, bookkeeping, tax returns), Consulting (business planning, QuickBooks consulting, financial forecasts), Specialized Services (affordable housing tax credits, cost certifications), Payroll Services (direct deposit, tax filing), Tax Services (business and individual tax preparation), and Tax Advisory (estate planning, risk management, cash flow planning). These services are delivered through professional engagements rather than a software platform, serving clients in Missouri and Arkansas since 1987.

Differentiator

Problem solved

Functional benefit

Segments12 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Frost PLLC: Texas-based mid-size CPA and advisory firm offering tax, audit, advisory, and industry-specialized services. Comparable in mid-tier regional CPA positioning with similar multi-vertical and SMB focus.
• Porte Brown LLC: Small Illinois-based CPA firm offering tax, audit, accounting, payroll, and advisory services to small businesses, individuals, and non-profits. Comparable in scale (similar small-team regional CPA) and service mix.
• Anders CPA + Advisors: St. Louis-based mid-size CPA and advisory firm serving businesses and individuals across multiple verticals including construction, healthcare, manufacturing, and non-profit. Comparable as a Missouri-anchored multi-vertical regional CPA with similar service mix.
• Whitley Penn LLP: Texas-based regional CPA and advisory firm serving middle-market and small businesses across multiple industries. Comparable as a mid-size full-service regional CPA with similar client profile and service breadth.
• Mueller Prost LC: St. Louis/Missouri-based CPA and business advisory firm providing tax, audit, accounting, payroll, and consulting to small and mid-market businesses. Comparable as a Missouri-headquartered multi-service CPA serving regional clients.
• Lane Gorman Trubitt LLP: Dallas-based mid-size CPA firm offering tax, audit, advisory, and consulting to small/mid-sized businesses, non-profits, and individuals. Comparable in regional CPA positioning, full-service model, and SMB-heavy client base.
• Kemper CPA Group LLP: Illinois-based regional CPA firm offering tax, audit, accounting outsourcing, payroll, and advisory to small and mid-sized businesses. Comparable due to similar size range, full-service accounting/outsourcing model, and Midwest regional footprint.
• HoganTaylor LLP: Mid-size regional CPA firm with offices across Arkansas, Oklahoma, and Texas offering audit, tax, advisory, and industry-specific services. Directly comparable due to overlapping Arkansas service geography and similar multi-vertical regional CPA positioning.

Broad incumbents

• Eide Bailly LLP: Top-25 U.S. CPA and business advisory firm with significant Midwest and Plains presence including Missouri offices. Comparable as a regional CPA competitor with broader capabilities and deeper bench than the subject firm.
• FORVIS (formerly BKD + Dixon Hughes Goodman): Top-10 U.S. accounting firm formed by BKD (Springfield, MO heritage) merger. Directly comparable as the largest regional CPA competitor with deep Missouri presence, healthcare and manufacturing expertise, and full-service platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/coffmanCPAS
• Facebookfacebook.com/pages/Coffman-and-Company-PC/125304797534023
• LinkedInph.linkedin.com/company/coffman-and-company-p-c-

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 Coffman and Company