Company lists · Data refreshed September 2026
Top 14 Accounting firm succession planning consultants based in Austin, United States
RevenueBase identified 26 accounting firm succession planning consultants headquartered in Austin, United States as of September 2026 and tracks 147 professional contacts across them, including 46 with verified work emails. Across the United States, New York is the largest hub for this category (78 companies); Austin has 26.
This list covers accounting firm succession planning consultants headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest accounting firm succession planning consultants based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 54 contacts → | ||||
Strong evidence “Cox Consulting Network (CCN) is a Texas-based finance and accounting consulting firm, founded in 2018 on a simple premise: better-paid, better-supported consultants do better work…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 contacts → | ||||
Partial evidence “We are a leading Austin CPA firm in tax, accounting, and wealth management strategy and consulting.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong evidence “We are an Austin, Texas based public accounting firm serving a broad range of clients, primarily focused on matters of taxation, financial health, and strategic planning.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Partial evidence “Insogna CPA delivers an integrated team of experts dedicated to helping small businesses under $20M with year-around accounting, tax strategy and wealth building.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “Five experts in business development, finance, sales, investment and growth have teamed up to become a beacon of light for small to medium-sized businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Partial evidence “Lolley & Associates is a firm of certified public accountants and management consultants with an office in Austin, Texas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Indirect evidence “US & Co.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Partial evidence “At Pierre Accounting, we are diligent in protecting and growing the financial legacies of our clients by providing expert navigation, an abundance of leverage, and solving the…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “At the Succession Institute, we believe that there are core, foundational principles to follow that will help you successfully and profitably manage your business and your people.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Hollis CPA Firm provides a broad range of accounting, tax, bookkeeping, and consulting services to individuals and small businesses in various industries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “Bounds Chatelain and Pharr, PC is an Austin, TX based full service public accounting firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “Founded in 2011, Capital Bookkeeping and Consulting is a professional services firm that helps start-ups to growing mid-market companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Partial evidence “We are the CPA at your side that helps you finalize your numbers and understand them without intimidating accounting jargon.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “Finn Advisory leverages its advisors' professional experience to help you resolve business and accounting challenges through a customized approach and assists clients navigating…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm succession planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm succession planning consultants.
- Partial evidence
- Its own public description names part of accounting firm succession planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm succession planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 14 of 26 accounting firm succession planning consultants based in Austin, United States
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Accounting firm succession planning consultants based in Austin, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 26 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm succession planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Austin, United States whose own description of what they do matches “accounting firm succession planning consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm succession planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm succession planning consultants, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 46 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm succession planning consultants by metro in the United States
- Accounting firm succession planning consultants in New York78
- Accounting firm succession planning consultants in Chicago49
- Accounting firm succession planning consultants in Houston49
- Accounting firm succession planning consultants in Atlanta47
- Accounting firm succession planning consultants in Los Angeles34
- Accounting firm succession planning consultants in Dallas30
- Accounting firm succession planning consultants in Miami29
- Accounting firm succession planning consultants in Charlotte26
- Accounting firm succession planning consultants in Portland25
- Accounting firm succession planning consultants in San Diego25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm succession planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm succession planning consultants are there based in Austin, United States?
RevenueBase identified 26 accounting firm succession planning consultants headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
COX Consulting Network, headquartered in Austin, tops this list with the largest team on record.
Which city in the United States has the most accounting firm succession planning consultants?
New York leads the United States with 78 headquartered companies, followed by Chicago (49) and Houston (49). Austin has 26.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 46 verified decision-maker contacts tracked across these 26 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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