Market Research Report for Puryear & Noonan

Company Overview

Name and Mission

Name: Puryear & Noonan

Mission: To create great experiences for our clients and team.

Founding

Founded by: William Puryear offering public accounting services in Downtown Nashville in 1962.

Merged: McKerley & Noonan founded by Michael McKerley & Spike Noonan in 1999, merged with Puryear, Hamilton, Hausman & Wood to become Puryear & Noonan on January 1, 2019.

Key People

Justin Schellenberg, CPA - CEO

Stephanie Richerson, CPA - Audit Partner, CPO

Susan Keffer, CPA - Partner-in-charge of Tax

Michael McKerley, CPA - Tax Partner

Jami Pope, CPA - Audit Partner, CFO

Ron Wood, CPA - Partner Emeritus

Sean Queener, CPA - Tax Partner

Jeff Hausman, CPA - Partner Emeritus

Headquarters

Location: 40 Burton Hills Boulevard, Green Hills, Nashville, TN

Employees

Number of Employees: No information is available

Revenue

Revenue: No information is available

Known For

Puryear & Noonan is known for offering public accounting services, including tax, audit, compliance, bookkeeping, consulting, and exit strategy needs for nonprofits, individuals, and businesses.

Products and Services

Tax Services

Description: Tax preparation, planning, and projections for businesses, individuals, and non-profits.

Key Features: Confidence with accurate tax returns and future projections, knowledge of Tennessee tax code.

Audit & Assurance

Description: Audits, reviews, compilations, and agreed-upon procedures for businesses, nonprofits, and contractors.

Key Features: High-quality assurance, valuable feedback, minimal disruption, use of latest techniques and technology.

Accounting & Bookkeeping

Description: Comprehensive handling of books, sales tax, business tax, and compliance.

Key Features: Focus on tax savings, future profits, and growth.

Mergers & Acquisitions

Description: Guidance on buying or selling a business with due diligence.

Key Features: Expertise in navigating the potential tax minefield, ensuring clarity on the whole picture.

Recent Developments

Recent Developments in the Company

No specific recent developments regarding Puryear & Noonan as a whole are documented.

New Products Launched

The Paycheck Protection Program Flexibility Act (PPPFA): Recent legislative changes to the PPP program, affecting business expense allocations and forgiveness terms.

New Features Added to Existing Products

Technology Integration: Utilizing apps to facilitate remote document submission efficiently.

New Partnerships

No information is available

Conclusion

Puryear & Noonan continues to maintain its status as a leading CPA firm dedicated to providing robust accounting services. The firm's historical roots and commitment to client satisfaction underline its proficiency in catering to a diverse clientele, with particular strengths in tax services and audit & assurance. Despite limited access to specific financial metrics, Puryear & Noonan's established service portfolio and strategic innovations like the PPPFA adjustments position it well in the competitive landscape.