What Kinney & Associates does

Kinney & Associates, PLLC is a family-owned professional services firm headquartered in Oxford, Mississippi, founded in 1997 by Laura Kinney, CPA. The firm delivers accounting, bookkeeping, payroll, tax preparation, business valuation, litigation support, and financial advisory services to established businesses, start-ups, high-net-worth individuals, and businesses in transition (M&A, shareholder disputes, marital dissolution) across North Mississippi. The practice is led by founder Laura Kinney alongside her son Cliff Kinney, CPA/CVA (joined 2014), with the team sized at 1–10 employees and a third named accountant, Ashley Furby, who joined in 2013. A formal sub-brand, Kinney Valuation Services, PLLC, houses the firm's business valuation and litigation support work.

The firm's core service lines are Business Services (accounting, bookkeeping, payroll, tax preparation for established and start-up businesses), Individual Services (personal tax planning, estate and gift tax planning, financial statement preparation), Business Tax Services (federal/state/local tax planning, IRS issue resolution, audit assistance), Business Planning and Development (consulting, succession planning, capital procurement packaging, projections), and Valuation Services (buy/sell agreements, M&A, damages calculation, lost profits analysis, shareholder disputes, marital dissolution, expert testimony). The technology stack is standard professional services tooling: a secure client portal (ssportal.com) for document exchange and a website built on Squarespace — no proprietary platform, AI features, API, or disclosed integrations.

The business model is straightforward fee-for-service professional services with quote-based pricing per engagement, no publicly disclosed rates, and no subscription or productized offering. Go-to-market is sales-led and relationship-driven: client acquisition through direct outreach, referrals, and local reputation, with marketing limited to the firm website and a "Best of Oxford 2022" recognition. The firm is bootstrapped, privately held, jurisdictionally domiciled in Mississippi, and has no disclosed investors, funding rounds, or parent company. Geographic scope is single-market (North Mississippi) with no remote or multi-state expansion indicated.

Name

Kinney & Associates

Legal name

Kinney & Associates, PLLC

Website

https://kinneypllc.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Kinney & Associates, PLLC is a family-owned accounting, tax, and business valuation firm founded in 1997 in Oxford, Mississippi. The firm serves established businesses, start-ups, individuals, and companies in transition across North Mississippi.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Portfolio Management and Investment Advice (52394), Other Management Consulting Services (541618)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Accounting services
• Tax preparation
• Business valuation
• Bookkeeping services
• Litigation support

Headquarters

HQ city

Oxford

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services Fees: Fee-for-service professional services model providing accounting, bookkeeping, payroll, tax preparation, and financial consulting to businesses and individuals. Services are delivered through ongoing advisory relationships and project-based engagements for business valuation and litigation support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Kinney & Associates PLLC is a professional services firm providing accounting, bookkeeping, payroll, and tax preparation services to established and start-up businesses, alongside tax planning, estate and gift tax planning, personal financial statement preparation, and financial consulting for individuals. The firm also operates a business valuation practice (Kinney Valuation Services, PLLC) that delivers buy/sell agreement valuation, M&A support, shareholder dispute analysis, marital dissolution valuation, lost profits analysis, and expert litigation testimony.

Product overview

Kinney & Associates is an accounting and financial advisory firm offering a portfolio of interconnected service modules. The core offerings include Business Services (accounting, bookkeeping, payroll, tax preparation), Individual Services (personal tax planning, estate planning), Valuation Services (business valuation, M&A support, litigation support), and Business Planning and Development (consulting, succession planning). The services are delivered through certified professionals (CPAs, CVAs) and leverage client portal tools for secure document exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Services Accounting, bookkeeping, payroll preparation and reporting, sales tax preparation and reporting, financial statement preparation, and tax preparation services for established businesses; also includes consulting, financial analysis, projections, and forecasts for start-up businesses.
• Individual Services Tax planning and preparation, estate and gift tax planning, personal financial statement preparation and compilation, and personal financial consulting and planning for individuals and families.
• Valuation Services Business valuation for buy/sell agreements, mergers and acquisitions, calculation of damages, lost profits analysis, shareholder disputes, marital dissolution, and litigation support and expert testimony.
• Business Tax Services Federal, state, and local tax planning and preparation for businesses, including IRS and state communication, issue resolution, audit assistance, and business entity selection.
• Business Planning and Development Consulting and start-up assistance, succession planning, financial analysis, loan and capital procurement package development, and projections and forecasts.

Segments4 records

Ideal customer profiles4 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 highlights2 records

Broad incumbents

• Wipfli LLP: Top-20 U.S. accounting and advisory firm with tax, valuation, and M&A practices. Comparable on service portfolio and mid-market focus, though at materially larger scale.
• BDO USA: Global accounting and advisory network with significant presence in the U.S. Overlaps with Kinney & Associates on valuation, M&A, and tax services, but serves larger enterprise clients.
• Eide Bailly: Top-25 U.S. accounting firm with full tax, advisory, and valuation services. Comparable on service mix and target mid-market clients, though operating across many states.
• RSM US: Top-tier US middle-market accounting and advisory firm. Comparable on tax, valuation, and M&A advisory services, but operates at significantly larger scale and serves much bigger clients.
• Plante Moran: Top-15 U.S. accounting and advisory firm with specialty tax, valuation, and business consulting practices. Comparable on service line breadth, though at significantly larger scale and broader geographic footprint.
• Forvis (formerly Dixon Hughes Goodman): Top-10 U.S. accounting firm resulting from a recent merger, providing tax, audit, and advisory services. Comparable for valuation and M&A advisory overlap, though much larger and broader than Kinney & Associates.
• UHY US: National accounting and advisory network focusing on middle-market clients. Comparable on tax, valuation, and advisory services, though operates at meaningfully larger scale than Kinney & Associates.

Direct peers

• HORNE LLP: Mississippi-headquartered CPA and advisory firm with full tax, accounting, and valuation services. Directly comparable as a Mississippi-rooted accounting and advisory practice, though significantly larger than Kinney & Associates.
• Carr, Riggs & Ingram (CRI): Large regional CPA firm serving the Southeast U.S. with accounting, tax, and advisory services. Comparable as a regional consolidator that acquires small CPA practices and offers overlapping services to Kinney & Associates' target market.
• HadleyCPA: Mississippi-based CPA firm providing tax, accounting, and advisory services to businesses and individuals. Closely comparable to Kinney & Associates in size, geography, and service mix within the Mississippi market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Kinney & Associates