Certified Public Accountants · Advisory · Consulting

The full range of a traditional firm. The access of a boutique.

Bennett & Company serves individuals and growing companies nationwide — tax, audit and assurance, accounting, and advisory under one roof. You work directly with the people doing the work, not a queue.

Nationwide
Virtual-first, all 50 states
40+ yrs
Combined accounting
& finance experience
All industries
With deep sector
experience
Senior-led
Partner attention
on every engagement
What we do

Compliance, assurance, and advisory in one place.

Most firms make you choose between technical depth and being able to reach someone. We don't work that way.

Tax preparation & planning

Proactive, year-round strategy for individuals and businesses — not a once-a-year filing exercise.

Audits & financial statement reviews

Independent assurance that stands up to investor, lender, and regulator scrutiny.

Accounting & bookkeeping

Clean, current books, closed on a schedule you can plan around — so decisions rest on real numbers.

Advisory & consulting

Quality of earnings and transaction support, fractional CFO and controller coverage, and fractional FP&A.

IRS representation

Experienced advocacy through notices, examinations, and resolution. You don't take those calls alone.

Forensic & litigation support

Forensic accounting and fraud examination for the situations where the numbers are the whole argument.

Full service detail →

Where we're different

Deal-grade finance help, without a full-time hire.

Most boutique CPA firms stop at compliance. We also do the work companies usually have to hire a banker or an interim executive for — because our partners have spent their careers on that side of the table, in valuation modeling, FP&A, pricing, and transactions.

Quality of earnings & transaction advisory

Buy-side and sell-side support: normalized earnings, working capital, revenue quality, and the diligence questions before someone else asks them.

Fractional CFO & controller

Senior financial leadership at the fraction of a seat you actually need — close discipline, cash management, lender and board reporting.

Fractional FP&A

Budgets, forecasts, and models that survive contact with a board — plus the analysis to know which levers matter.

Built for capital-raising companies

The audits and reviews your offering requires.

We provide the financial statement audits and reviews that Regulation A and Regulation CF offerings require, so emerging and growth-stage companies can meet their reporting obligations without a scramble before filing.

Because independence rules keep attest work separate from accounting work, we serve as either your independent auditor and reviewer or your outsourced tax and accounting partner — whichever role fits better. We'll tell you plainly which one we can take.

Why clients stay

Boutique by design, not by limitation.

Nationwide reach

Virtual-first from the start, with a footprint in North Carolina and Michigan. Where you're based doesn't change how well you're served.

Direct access

You reach the person doing your work, and you get an answer in hours. No ticket queue, no annual handoff to a new associate.

Full service under one roof

Compliance, assurance, and advisory from one team, so nobody has to be re-briefed on your business every time the question changes.

Senior people on the work

Engagements are led by partners with decades of audit, tax, and corporate finance experience — not delegated and reviewed at the end.

Who we are

Two partners, and no committee.

Between us: 40+ years across public accounting and corporate finance, and more than 5,000 business owners and professionals trained nationwide.

S. A. Bennett, CPA, MBA
Managing Partner · Assurance, Compliance & Advisory

A public accounting firm owner for seventeen years, built entirely on referrals. Audit and assurance specialist, peer reviewer, and national speaker, and an early adopter of the technology that lets a firm scale without giving up service quality.

Adrian Williams
Partner · Operations, Finance & Integration

Finance and operations executive with fifteen-plus years across accounting, FP&A, valuation modeling, pricing strategy, and national account leadership at publicly traded and PE-backed companies. He leads the firm's transaction advisory and fractional finance work.

Talk to us

Tell us what you need. We'll tell you if we're the right fit.

A short conversation, no charge and no pitch. If the work isn't ours, we'll say so and point you somewhere useful.

Goes straight to the partners · Reply within one business day

Thank you — we've got it.

One of the partners will reply personally within one business day, usually sooner.

S. A. Bennett, CPA, MBA
Managing Partner
sab@bennettwilliams.cpa
586.840.6494 ext. 101
Adrian Williams
Partner, Operations & Finance
aw@bennettwilliams.cpa
919.491.5054

Own a firm and thinking about what's next?

We acquire accounting, tax, and advisory practices as owner-operators and run them for the long term. $500K–$5M+ in revenue, anywhere in the U.S. Confidential from the first conversation.

For firm owners & brokers →