Paul Cox & Todd

What Paul Cox & Todd does

Paul Cox & Todd is a regional certified public accounting firm headquartered in Winston-Salem, North Carolina, founded in 1999. The firm provides tax preparation and planning, accounting and advisory, and bookkeeping services to small and mid-sized businesses and individuals across Winston-Salem, the Piedmont Triad, and Northwest North Carolina.

The firm's service offering is built on standard professional services infrastructure: licensed North Carolina CPAs supported by senior associates, associates, tax staff, and office administrators. The technology stack is intentionally commodity — QuickBooks Online and Desktop, Xero for cloud accounting, and a client portal for secure document exchange — positioning the firm to serve clients on whichever platform they already operate. QuickBooks ProAdvisor certification provides a recognized credential for SMB advisory work. The leadership bench combines decades of regional practice experience (founding partner David Todd, 35+ years; James Connolly, 30 years) with Big Four pedigree from Director Elizabeth Cline, a former Ernst & Young professional.

The business model is professional services fee-for-engagement, with revenue generated through recurring annual tax compliance, ongoing bookkeeping and write-up work, and project-based advisory engagements. Go-to-market is local and relationship-driven, with no digital customer acquisition channel evident beyond the firm's website and portal. Customer concentration and revenue mix are not disclosed.

Name

Paul Cox & Todd

Legal name

Paul, Cox & Todd PLLC

Website

https://pctcpa.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Paul Cox & Todd is a Winston-Salem, North Carolina CPA firm founded in 1999 that provides tax, accounting, advisory, and bookkeeping services to small and mid-sized businesses and individuals across the Piedmont Triad region.

Ownership category

akta.pro rank

Headquarters

HQ city

Winston Salem

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Revenue: CPA firm generates revenue through professional services including tax planning and preparation, accounting and bookkeeping, business advisory, financial statement preparation, payroll services, and consulting. Services provided year-round with ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Paul Cox & Todd is a CPA firm in Winston-Salem, North Carolina, providing tax planning and preparation, accounting and bookkeeping, business advisory, financial statement preparation, QuickBooks consulting and support, new business formation consulting, exit planning, and payroll guidance to individuals, small businesses, and mid-sized business owners. The firm combines traditional compliance work with advisory and consulting engagements aimed at long-term client relationships.

Product overview

Paul, Cox & Todd PLLC is a Winston-Salem-based CPA firm offering a unified suite of professional accounting and advisory services rather than a software product. The firm's core service portfolio centers on Business Advisory Services, Accounting & Bookkeeping, Tax Planning & Preparation, QuickBooks Consulting & Support (via QuickBooks ProAdvisor certification), Financial Statement Preparation (compilations and reviews), New Business Formation Consulting, Exit Planning & Business Succession, and Payroll Guidance & Process Coordination. These services are delivered through licensed CPAs using industry-standard accounting platforms including QuickBooks (Online and Desktop) and Xero, supplemented by secure client portal access. The firm does not offer a proprietary software product but rather professional expertise services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Year-round tax planning combined with preparation of federal, state, and local returns for individuals and businesses.
• Accounting & Bookkeeping Outsourced general ledger maintenance, reconciliations, and monthly bookkeeping for small and mid-sized businesses.
• Business Advisory Services Strategic advisory support for business owners covering planning, performance review, and decision support.
• Financial Statement Preparation Preparation of compiled or reviewed financial statements for business clients, lenders, and other stakeholders.
• QuickBooks Consulting & Support QuickBooks setup, training, troubleshooting, and ongoing support delivered by ProAdvisor-certified professionals for small business clients.
• New Business Formation Consulting Entity selection, setup, and foundational accounting/tax process consulting for new business owners.
• Exit Planning & Business Succession Planning support for business owners preparing to exit or transition ownership, including succession strategy and tax considerations.
• Payroll Guidance & Process Coordination

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

One partnership is on record.

• QuickBooks (Intuit)coreTechnology or IntegrationFirm includes Certified QuickBooks ProAdvisors who are trained and certified by Intuit. Provides QuickBooks setup, training, file review, and cleanup services for both QuickBooks Online and Desktop users.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Bench.co: Online bookkeeping service combining software with dedicated bookkeepers for SMBs—directly competes with PCT's bookkeeping and basic accounting offering at lower price points.
• Pilot.com: Tech-enabled bookkeeping and accounting firm serving SMBs with software-driven service delivery—competes for the same bookkeeping and tax prep segment with a fundamentally different, lower-cost operating model.

Regional players

• Bernard Robinson & Company: Established CPA firm headquartered in Greensboro, NC serving the Triad region with similar full-service tax, audit, and advisory offerings for SMBs and individuals—directly comparable market, services, and client base to Paul Cox & Todd.
• Forensic & Valuation Services: Mid-Atlantic regional CPA firm offering specialty tax, valuation, and advisory services—comparable size and SMB-focused service mix with overlapping North Carolina client work.
• Smith Leonard PLLC: High Point, NC-based regional CPA firm providing accounting, tax, audit, and advisory services to SMBs across the Piedmont Triad region—similar geographic overlap, client size, and service portfolio.

Broad incumbents

• H&R Block: National tax preparation chain with growing small-business tax and bookkeeping services (Block Advisors)—overlaps with PCT's individual and small business tax preparation offerings.
• Cherry Bekaert: Mid-Atlantic and Southeast regional accounting firm with NC offices serving SMBs and middle-market companies across tax, assurance, and advisory—a larger peer operating in similar verticals.
• Liberty Tax Service: National retail tax preparation franchise serving individuals and small businesses—competes for the same individual tax and SMB tax preparation client base, particularly at the lower price-point segment.
• Dixon Hughes Goodman: Top-20 US accounting firm with significant North Carolina presence providing tax, audit, and advisory to mid-market businesses—competes for the same client base but at a much larger scale and broader geographic footprint.

Direct peers

• Hughes, Snell & Co: Winston-Salem-based CPA firm offering tax, accounting, and advisory services to local businesses and individuals—operating in the same immediate market with comparable SMB focus and full-service model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Paul Cox & Todd