2016 RANKING OF TOP ACCOUNTING FIRMS

Finding the Top Accounting Firm in Jacksonville, Florida

Residents and businesses in Jacksonville, Florida are lucky as they have one of the lowest tax burdens in the country. Despite this luxury, taxes still need to be paid off, books still need to be balanced, and people and companies still need the help of top accountants in Jacksonville, Florida.

In this comprehensive article, you will be presented with a list of the highest-ranking accounting firms in Jacksonville, Florida. AdvisoryHQ undertook hours of investigative research and analysis in order to find the cream of the crop when it comes to the top Jacksonville accounting firms.

Top Accountants in Jacksonville, Florida-min



AdvisoryHQ’s List of the Best Accounting Firms in Jacksonville

List is sorted alphabetically (click any of the names above to go directly to the detailed review section for that firm)

Related (Please Review):

Top 9 Best Accounting Firms in Jacksonville, Florida

Firm Location
Dixon Hughes Goodman LLP Jacksonville
Ennis, Pellum & Associates, CPAs Jacksonville
Farmand, Farmand & Farmand, LLP Jacksonville
GunnChamberlain, P.L. Jacksonville
Johnson Lambert LLP Jacksonville
Kresge, Platt & Abare, CPA Jacksonville
Patrick & Robinson, LLC. Jacksonville
Swindell, Bohn, Durden & Phillips (SBDP) Jacksonville
The LBA Group Jacksonville

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Methodology for Selecting Accounting Firms in Jacksonville, FL

What methodology did we use in selecting this list of best accounting firms in Jacksonville, Florida?

Using publicly available sources, AdvisoryHQ identified a wide range of accounting firms that provide services in Jacksonville and the surrounding areas.

We then applied AdvisoryHQ’s “Breakthrough Selection Methodology” to identify the final list of top accounting firms that provide services to communities in and around Jacksonville, Florida.

Click here for a detailed review of our methodology: Methodology for Selecting Top Accounting Firms



Detailed Review – Top Ranking Accounting Firms in Jacksonville, Florida

 Below, please find the detailed review of each firm on our list of top accounting firms in Jacksonville, Florida. We have highlighted some of the factors that allowed these Jacksonville accounting firms to score so high in our selection ranking.



Dixon Hughes Goodman LLP Review


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Dixon Hughes Goodman LLP (DHG LLP) is by and large one of the oldest accounting firms to be featured in this guide. Founded all the way back in 1932 as “M. Lu Goodman,” it has grown to become one of the top 20 largest accounting firms in the United States. While it has grown internationally, it has excelled in the 12 U.S. states that it currently serves.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Dixon Hughes Goodman LLP to rank as one of 2016’s top accounting firms in Jacksonville, Florida.

Strong Catering to Women

A common complaint about the financial and accounting industries is that they are heavily dominated by men. In recognition of this, DHG LLP has started Women Forward to help “recruit, develop, and retain best-in-class women at DHG and to further advance and support women in their communities and beyond through learning and leadership.”

An Interactive and Engaging CEO

When it comes to finding CPA firms, Jacksonville, Florida has them in overwhelming abundance. One of the ways in which DHG LLP promotes transparency is through its CEO’s blog platform.

Matt Snow is the chief executive officer of Dixon Hughes Goodman LLP, and every single month, he writes a transparent journal entry on a valuable lesson that he has learned.

Whether it is through a company achievement or reflecting on the firm’s best practices, Snow delivers insights that provide a bird’s eye view into the management of finances.

This process is very refreshing as it provides clients with a personalized touch from the firm’s senior management.

Clearly Defined Values

One of the most important things that any firm can do for itself is to define its values.

Values are integral in understanding what the company will and will not stand for. It also allows for easier decision-making among employees. If something does not fit within the firm’s values, it simply doesn’t do it.

Dixon Hughes Goodman LLP’s values include:

  • TRUST: Uncompromising integrity, commitment to excellence, accountability
  • RELATIONSHIPS: Teamwork & respect, serving communities, being a trusted advisor
  • PASSION: Living ethical standards, investing in careers, excellent client service, achieving healthy life/career integration
  • INNOVATION: Think creatively, embrace change, profitably grow

Diverse Availability of Services

If you need a top tax accountant in Jacksonville, Florida or a top assurance and advisory firm, Dixon Hughes Goodman LLP makes a great choice.

The firm’s services can be broken down into three simple categories: assurance, tax, and advisory.

Dixon Hughes Goodman Services-min

Whether your company needs a simple bookkeeping service or a full-scale effort to manage every single aspect of your finances,  DHG LLP is one of the top accounting firms in Jacksonville, FL that can help provide a timely service.

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Ennis, Pellum & Associates, CPAs Review


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Ennis, Pellum & Associates, CPAs has been providing services since 1978 and is ranked one of the best CPA firms in Jacksonville, Florida.

Robert Ennis, co-founder of the firm and shareholder, has had the privilege of conducting audit and tax work across a variety of financial subsectors. Decades of experience has allowed him to set a vision for the firm and its employees that allow them to enjoy the level of success the firm has today.

Ron Pellum, president of the firm, has volunteered his spare time towards providing novel tax strategies and legislation within various events and conferences. The firm sees itself as both a game-changer and an educator amongst its local and national competitors!

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Ennis, Pellum & Associates, CPAs to be rated as one of 2016’s top accounting firms in Jacksonville, Florida.

Scale of Services Provided

"Scale of Services" is a selection filter that AdvisoryHQ applies when choosing top rated firms, including top accounting firms in Jacksonville, Florida. In general, AdvisoryHQ favors accountancies that provide a full range of accountancy, audit, tax, booking, corporate, and business support services across different industries.

A broad level of expertise – across various industries – is highly essential in supporting clients throughout every stage of the client's personal, business, and organizational growth.

Ennis, Pellum & Associates, CPAs provides an extensive level of services to support clients in managing their business operations.

The firm’s extensive scale services include:

Accounting:

  • Bookkeeping
  • Payroll
  • Outsourced accounting
  • Federal contractor accounting

Audit:

  • Employee benefit plan audits
  • FDOT audit
  • Audits – reviews – compilations

Tax:

  • Tax planning and preparation
  • Trust and estate tax
  • Tax problems and strategies

Technology Consulting:

  • Software solutions
  • Technology services
  • Industry solutions
  • Technology resources

Wide Range of Industries

In addition to the scale of services provided, Ennis, Pellum & Associates, CPAs also scored highly on the above selection filter based on its capability in serving a wide range of industries, including:

  • Construction
  • Employee benefits plans
  • High-net-worth individuals
  • Investment funds
  • Manufacturing, distribution & retail
  • Real estate
  • Service businesses
  • Technology
  • Trusts & estates

Collection of Prestigious Awards

A CPA designation in Jacksonville, Florida is generally regarded as the bare minimum. Everybody needs to have it, and your firm needs to provide something beyond a certification if you hope to attract clients and succeed in the long term.

The name of the financial game tends to be well-recognized awards, and this firm provides them in no short supply.

Ennis, Pellum & Associates, CPAs has been recognized over several years as one of the best places in Northeast Florida to work and one of the best firms overall in the nation.

Prestigious corporations, such as the Jacksonville Business Journal and Accounting Today, continue to recognize Ennis, Pellum & Associates, CPAs’ services year after year.

Monthly Newsletter

Tax preparation in Jacksonville, Florida can be one of the most confusing things if you don’t have the education to know what needs to be done. Any tips and strategies in relation to changing rules and regulations will save any individual or company hours of wasted time!

That’s why Ennis, Pellum & Associates, CPAs makes the proactive effort to send out an educational monthly newsletter to its clients and employees. You will be treated with well-written articles that guide you through the financial process that is currently relevant to your situation.  Whether you’re ahead of the game or have some catching up to do, there is something for everybody in this newsletter!

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Farmand, Farmand, & Farmand, LLP Review


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Started all the way back in 1975, Farmand, Farmand & Farmand, LLP is a Certified Public Accounting firm in Jacksonville that caters exclusively to clients within the Northeast Florida area.

Although Farmand, Farmand & Farmand, LLP is a relatively small (staff members) accounting firm, it believes in providing personalized services to its clients that match the quality and expertise seen at much larger corporate and wealth management firms!

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Farmand, Farmand, & Farmand, LLP to be rated one of this year’s top accounting firms in Jacksonville, Florida.

Staying in Touch

Anybody who has handled finances can attest to how easy it can be to forget about important financial dates that could end up making or breaking the calendar year.

This is why the firm sends out monthly updates to its clients with dates regarding submission of certain information, and strong recommendations to start taking certain actions at a given time.

Many clients have learned the hard way to take these recommendations seriously!

100+ Online Financial Calculators

One of the hardest parts about calculating your finances can be finding and using the equations and formulas that are most relevant towards your current needs.

Tax preparation in Jacksonville, Florida can be complex enough for businesses and individuals alike, and Farmand, Farmand, &Farmand, LLP has come up with a clever idea of providing online calculators that clients can use at home!

Farmand, Farmand, & Farmand Online Calculator-min

Pictured above is a sample calculator from its website that allows you to determine the worth of your 401(k).

As you can see, no details are left behind, and it puts you in a position to have your information organized and accessible. No other online resource is as comprehensive as what Farmand, Farmand, & Farmand, LLP provides when it comes to financial calculations!

Wealth Management Services

Most accounting firms in Jacksonville, Florida will stop at providing basic bookkeeping and tax accounting. Many companies and individuals just want to offload the burden of financial monitoring towards an established firm they know will get the job done. Yet, most firms do not tap into the next stage of financial success. Once the basics have been covered, how do you expand yourself and grow your company every quarter?

Farmand, Farmand, & Farmand, LLP aims to distinguish itself from its competition by providing a separate yet connected wealth management service! Its unique approach to achieving wealth management goals involves understanding the client’s needs, monitoring the asset and the  current market, and implementing the client’s desired strategies to ensure minimal risk and maximum growth. 

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GunnChamberlain, P.L. Review


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Marshall Gunn founded GunnChamberlain, P.L. in 1978, with the chief aim of providing national-level accounting and tax services in a personalized fashion seen among local firms.

Like many top accounting firms in Jacksonville, Florida, GunnChamberlain, P.L. has embraced the value of connecting with clients and providing customized situations.

GunnChamberlain, P.L. is composed of a mere 18 employees in total, but don’t be fooled – their collective experience and education span over 200 years! Each GunnChamberlain, P.L. employee is an official member of the Florida and American Institutes of CPAs.

This level of membership, designation, and industry involvement allows clients to feel more comfortable that their accounting needs are being handled by trained professionals that have a high success rate!

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled GunnChamberlain, P.L. to rank as a top 2016 accounting firm in Jacksonville, Florida.

“No Surprises” Flat Fee

One of the biggest complaints about CPA firms in Jacksonville, Florida or anywhere in the United States are the surprise fees that come with services.

These are fees that are not directly mentioned upfront, but end up in the final payment. When a significant amount of assets is managed, this can result in a lot of extra fees!

GunnChamberlain, P.L. recognizes this and puts a “no surprises” flat fee guarantee on its service quotes and consultations.

“No hidden fees, no tricks, no catches!” It’s nothing more than the top-tier service promised by its consultants. This level of transparency is key to future long-term business with clients.

Useful Compilation of Regulations & Rules

Rather than have clients jump from website to website in order to find the relevant tax regulations, the firm has taken the trouble to compile all of them in one convenient, easy-to-access webpage.

All you have to do is visit this webpage, click on the sites that correspond to your financial needs, and leave with the required knowledge in seconds. It has never been easier to follow the laws!

Personal Testimonials from Real Clients

As much as awards show the prestige and competency of a firm, prospective clients like to read testimonials from current or previous clients.

That is why GunnChamberlain, P.L. has publicly displayed and collected all of the reviews that clients have left them, with real names and dates posted.

This allows for individuals to see that this top Jacksonville accounting firm isn’t merely presenting the positive reviews while disregarding the bad ones.

3-Tier Service

There are three levels of services provided by GunnChamberlain, P.L. that are dependent on each client’s needs. Clients are provided with the option of choosing anywhere from a single tier to all three of the available services:

  • COMPLIANCE – Tax planning and preparation for individuals and corporations
  • PERFORMANCE – Financial analysis and business growth 
  • ATTESTATION – Audited financials, prevention of fraud and theft

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Johnson Lambert LLP Review


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Johnson Lambert LLP is distinctly different from the Jacksonville accounting firms in this article in that it has become the nation’s largest insurance-focused accounting firm. By focusing exclusively on the insurance niche, it has developed a level of expertise that is unmatched by any other firm that attempts to provide this kind of focused service.

Founded in 1986 by Larry Johnson and Debbie Lambert, these two founding partners aimed to expand upon their experience as former Ernst & Whinney employees in the form of providing audit, tax, and advisory services to niche markets within the insurance sector.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Johnson Lambert LLP to rank as one of 2016’s top accounting firms in Jacksonville, Florida.

A Clearly Defined Mission & Vision

It is vital that any company in this day and age has its mission and vision clearly defined. This allows it to determine if each and every one of its actions is bringing it closer or further away from its fundamental values.

It also provides clients with an open and honest look into the goals and priorities of the firms.

Here are the mission and vision of this firm:

  • VISION: To support each client and our people in meeting their goals and reaching their full potential.
  • MISSION: To provide the highest quality audit, tax, and advisory services within the distinct industry markets we serve, and to earn our clients’ trust as a valued business partner. To be the choice employer for our profession’s most innovative and dedicated talent.

Broad Range of Services

Despite its niche focus, Johnson Lambert LLP is still able to provide a wide range and diverse set of financial services to customers and clients that include:

  • Financial statement audit
  • Tax services
  • Regulatory services
  • Regulatory services
  • Risk assurance services
  • Advisory services
  • IT consulting

Transparent Publishing of Peer-Reviewed Reports

Johnson Lambert System Review Report-min

One of the selling points offered by Johnson Lambert LLP is its legitimacy.

As part of the AICPA Peer Review Program, Johnson Lambert LLP subjects itself every 3 years to a peer review of its accounting and auditing practices by an independent evaluator.

This inspection is conducted to validate that Johnson Lambert LLP is growing without violating any federal, state or local laws pertaining to the services it provides.

Unique Services Tailored Towards Not-for-Profit Organizations

Not for profits can be a very difficult audience to tailor financial services towards, due to the unique rules and regulations that apply to them. Johnson Lambert LLP actively supports this select audience by providing them with specialized auditory and tax services.

Over the past 25 years, it has refined its technical expertise and has gone as far as to provide free educational webinars for not-for-profit organizations on how to audit their finances and prevent banking fraud.

Regular Attendance at Key Industry Events

If you are unable to see professionals during a personal consultation, you can always catch them at one of the many conferences and hosted events that their employees attend.

Whether they are listening to a presentation or giving one, customers and clientele are presented with the opportunity to meet these  consultants one-on-one and pick their brains for valuable advice.

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Kresge, Platt, & Abare, CPAs Review


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Kresge, Platt, & Abare CPAs is one of the youngest firms to be featured on this list, having been found by Kenneth Kresge and his partners in 1989.

With an impressive degree of certifications and achievements, including being a CFO for a billion-dollar organization, it is clear that the firm is directed by highly qualified management.

With only two locations, in Jacksonville and St. Augustine, Kresge, Platt, & Abare, CPAs obviously aims to serve a local population.

Its team of less than 15 people allows for an individualized one-on-one consultation service that helps clients feel at home while discussing their financial goals.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Kresge, Platt, & Abare, CPAs to rank as one of 2016’s best accounting firm in Jacksonville, Florida.

Decades of Experience in Providing Multiple Services

It’s one thing for a firm to provide a broad array of services, but can it do each of them at a high level of competency? With over 40 years of active service, Kresge, Platt, & Abare, CPAs has successfully provided the following to its clients with a large majority coming back for repeat business:

  • Tax preparation
  • Tax planning
  • Business valuation
  • Litigation support
  • Entrepreneurial services
  • Accounting information services
  • Forensic accounting
  • Attestation services
  • Trust and estate management
  • Financial management
  • IRS representation

Coverage Across Several Sectors

Like any established CPA firm in Jacksonville, Florida, this firm has ensured that it has covered several bases in order to account for the diversity of industries that its clients come from.

Here is a sample of the sectors it has successfully served and continues to serve today:

  • Agriculture
  • Construction
  • Energy
  • Hospitality
  • Professional services
  • Real estate
  • Nonprofit
  • Health care

High Level of Community Involvement

This firm has developed a strong reputation among the Jacksonville community for giving back in the form of volunteer events and donations.

A cursory look at its News page shows that it has donated to valuable causes, volunteer its staff for annual community events, and makes a  personal difference for many struggling families. This is a firm that recognizes that its services extend far beyond saving a couple of thousand dollars!

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Patrick & Robinson, LLC. Review


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Patrick & Robinson, LLC. has been a CPA-certified accounting firm since it was founded in 1976 by Mark Patrick and Adam Robinson. After a decade of experience practicing in local firms, the two founders decided to establish their own practice.

To this date, the firm has become infamous for helping clients prepare themselves for the future.

While other firms are more concerned with bookkeeping of past records, this firm is focused on the upcoming trends and the preparation clients will have to take in order to meet their goals and protect their bottom line.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Patrick & Robinson, LLC. to be rated as one of 2016’s top accounting firms in Jacksonville, Florida.

Fully CPA-Certified Services Provided to Nonprofits and Individuals

Patrick & Robinson, LLC. has managed to separate itself from all of the other accountants in Jacksonville, Florida by providing CPA-certified services that are specifically oriented to nonprofits and entrepreneurs.

The following is a list of the services provided at Patrick & Robinson, LLC.:

  • Tax planning & preparation
  • Estate planning
  • Payroll services
  • Audits, reviews & compilations
  • Bookkeeping & write-up
  • CFO services
  • Cash flow & budget forecasting
  • Business consulting

Helpful Publications

It is often said, “Give a man a fish, and you feed him for a day. Teach a man to fish, and you have fed him for a lifetime.”

That’s the approach taken by this firm when educating its clients on the basics of financial auditing and accounting. It has an entire web page dedicated entirely to the most important facts and numbers that people will need to know for the current year.

With all of its information properly cited, clients will know exactly where the data is coming from and can double-check to confirm that the education materials are legitimate and well-constructed.

Professional Associations

Patrick & Robinson Professional Associations-min

Patrick & Robinson, LLC. may tell you that it is a legitimate organization, but don’t take its word for it! Listen to the several professional organizations that have officially endorsed this firm and welcome them back year after year as a trusted member.

More important than magazine awards are accreditations and recognition from some of the most credible financial groups within the state of Florida!

Service Provided Towards Government-Regulated Industries

Many of the accounting firms in Jacksonville reviewed in this article have provided consultation and services towards individuals, small businesses, and large corporations.

There remains an untapped niche within the government sector, and the staff of Patrick & Robinson, LLC. has successfully carved a top spot for itself as the forefront experts in this domain.

Here are the government industries successfully served by Patrick & Robinson, LLC.:

  • Construction
  • Health care & medical
  • Manufacturing & distribution
  • Nonprofit 
  • Transportation & logistics

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Swindell, Bohn, Durden, & Phillips (SBDP) Review


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Jim Swindell and Lynt Tyson founded Swindell, Bohn, Durden & Phillips (SBDP) in the early 1980s, with the intention of simplifying the lives of individuals and small businesses.

Having been through the trials and tribulations of financial planning and preparation, they knew they could make a large impact by making the process of tax preparation and accounting a user-friendly process.

SBDP employs a “listen first, ask questions later” philosophy when it comes to consultations with its clients.

It is one of the few Jacksonville accounting firms to do this which sets it apart from most of the other accounting firms in Jacksonville, FL. This allows it to create viable solutions and coach its clients step by step until their financial goals have been achieved.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled Swindell, Bohn, Durden & Phillips to be rated one of this year’s top accounting firms in Jacksonville, Florida.

Next-Generation Technology Services

SBDP is one of the few CPA firms in Jacksonville, Florida that has successfully leveraged technology to the advantage of itself and its clients.

It provides an advanced technology platform that allows clients to have real-time access to their financial information and their assigned consultant. With availability on iOS, Android, and the web, asset management and communication with the firm can be done anywhere, any time.

Financial Services for Small Businesses & Entrepreneurs

As previously mentioned, SBDP understands how difficult it can be for small businesses and entrepreneurs to perform accounting and tax duties when making their companies profitable.

To save them significant stress and time, it provides the bare essentials of what is needed in order to avoid calls and nagging requests from the IRS and other tax organizations:

  • Small business accounting
  • Compilation, review, and audits of financial statements
  • Tax planning and preparation for individuals and businesses
  • Business consulting
  • Business performance review

Specialized Accounting Services for Dental Professionals

Health care services have been discussed among some of the firms, but SBDP is one that provides customized accounting services for dental practices. SBDP has taken on consultants that have decades of experience in the accounting and final sales of many successful dental practices. It has helped every kind of practice, from start-up to retirement, with the following accounting services:

  • Practice performance management
  • Practice management processes & issues
  • Accounting system design & maintenance
  • Dentist compensation structure & calculations
  • Overhead/cost analysis
  • Staffing efficiency analysis
  • Budget formulation with report integration 
  • Cost segregation services

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The LBA Group Review


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The LBA Group is the second oldest firm in this comprehensive guide, having been founded in 1966.

Over the past 50 years it has managed to grow into the largest CPA consulting firm within Northeast Florida and continues to grow in scope. However, it has made it abundantly clear that it wishes to exclusively operate as a Jacksonville firm.

This makes it the only featured firm that is singularly located in Jacksonville.

Over the past decade, it has begun to expand its outreach towards wealth and asset management for high-net-worth individuals. This falls in line with its philosophy of being geographically local yet intellectually international.

Key Factors That Enabled This Firm to Rank as a Top 2016 Accounting Firm

Below are key factors that enabled The LBA Group to rank as a top 2016 accounting firm in Jacksonville, Florida.

Specialized Health Care Consulting Services

The firms featured up to this point have mentioned health care as one of the industries that have been served. However, The LBA Group has gone one step further and provided specialized accounting, consulting, and wealth management services for physicians, dental practices, veterinarians, and hospitals. This has resulted in a deep level of competency and experience within the health care sector that no other firm is able to provide.

Active YouTube Channel

One of the biggest mistakes made by accounting firms in Jacksonville, Florida is the lack of social media engagement. In an era where businesses are taking advantage of media platforms, such as Facebook and YouTube, financial firms have surprisingly failed to maximize the benefits they provide. The LBA Group is the only firm in this list to have an active YouTube channel that provides video interviews of its staff and interactive tutorials on how to plan for taxes and manage assets.

Broad Range of Industries Served

In spite of having a special level of technical competence in the health care sector, this firm still recognizes the value of many other industries that its clients belong to. It hassuccessfully expanded into industries such as:

  • Manufacturing
  • Construction
  • Real estate
  • Not for profit
  • Professional services
  • Transportation and logistics
  • Technology

Conclusion – Top 9 Accounting Firms in Jacksonville, Florida

Now that you have had the opportunity to review this best accounting firms in Jacksonville, Florida article, the choice is ultimately up to you to decide which one is best oriented towards helping you achieve your financial goals.

As the analysis has clearly shown, each of these CPA firms in Jacksonville, Florida has different specialties that make it more suitable for certain individuals.

This is the point where you have to ask yourself what your needs are. Are you a growing organization that seeks the services of a top accounting firm? Are you looking for basic financial services that every individual needs regardless of occupation? Are you part of an industry that requires taxes and accounting to be done in a very particular fashion?

These and many other questions are important to ask before you choose one of the Jacksonville accounting firms featured in this article.

The majority of accounting firms will allow first-time clients to call and schedule a free consultation to see if their services are right for them.

Be prepared with a list of comprehensive questions to make sure that they meet each and every one of your needs. In the worst case scenario, you will be redirected towards a firm that is better suited for your particular circumstance!


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