Smith Leonard PLLC - Accountants & Consultants

Overview

Smith Leonard PLLC is a full-service accounting firm located in the Piedmont Triad of North Carolina. Founded in 2007, the firm offers a wide range of services, including tax compliance, assurance, and advisory services. With offices in High Point, Winston-Salem, Lexington, and Greensboro, Smith Leonard serves clients across various industries such as manufacturing, construction, real estate, and not-for-profit organizations.

As an independent member of the BDO Alliance USA, the firm provides access to extensive resources and expertise. It emphasizes personalized service and values client relationships, viewing them as partnerships. Services include accounting and auditing, corporate financing, financial planning, and transaction advisory. The team is dedicated to helping clients achieve their goals through tailored solutions and expert guidance.

Basic Information

Contact Details

• Phone: +1 336-883-0181
• Website: smith-leonard.com
• LinkedIn: linkedin.com/company/smith-leonard-pllc

Key Focus Areas & Initiatives

• Business consulting and advisory services
• International services and cross-border tax planning
• Mergers & acquisitions support
• Family wealth and succession planning
• Regulatory compliance and risk management
• Audit and assurance for real estate, manufacturing, and non-profit sectors
• Employee benefit plan consulting
• Outsourced client accounting, bookkeeping, and payroll services

Technologies Used

• AddThis
• Google Tag Manager
• Gravity Forms
• Mobile Friendly
• Nginx
• Outlook
• Remote
• Route 53
• Slack
• Typekit
• WP Engine
• WordPress.org
• YouTube
• reCAPTCHA

Buyer Teams to Target

Accounting & Assurance

• Audit Manager
• Assurance Partner
• Senior Accountant
• Tax Manager
• Accounting Supervisor
• Assurance Associate

Consulting & Advisory

• Consulting Principal
• Transaction Advisory Director
• Business Valuation Lead
• Risk Advisory Manager
• Business Growth Consultant
• Client Services Advisor

Finance & Operations

• Chief Financial Officer
• Practice Operations Manager
• Controller
• Payroll Specialist
• Finance Manager
• Bookkeeping Lead

Business Development & Marketing

• Director of Business Development
• Marketing Manager
• Client Relationship Manager
• Partnerships Lead
• Growth Strategist
• Digital Marketing Specialist

What They Buy

• Audit and assurance software platforms
• Cloud-based accounting and tax preparation tools
• Document management and e-signature solutions
• Client relationship management (CRM) systems
• Cybersecurity and compliance solutions
• Payroll and HR software
• Professional learning and certification services

Signals to Watch

• 📆 New job postings for accounting or advisory roles
• 💻 Adoption of new audit or cloud technology platforms
• 🤝 Announced partnerships with industry associations
• 🚀 Expansion into new service lines or geographic markets
• 🫂 Changes in executive leadership or managing partners
• 📊 Participation in large client mergers or acquisitions