More Than Crunching Numbers

We may be numbers people, but our audit, assurance and advisory services go beyond the facts and figures to identify missed opportunities, manage risk and maximize performance.

Since we believe in making the most of your opportunities and time, here are a few key qualities you can expect from our team:

  • Professional services delivered in a personalized manner
  • Vigilant, detail-oriented accuracy and leading industry expertise
  • Well-planned and coordinated delivery
  • Proficiency in the use of artificial intelligence (we use MindBridge Ai)
  • Efficiencies using technology including IDEA® Data Analysis Software, Smartsheet™, Sharefile™ and CaseWare

We also have extensive experience in mergers and acquisitions — working hand-in-hand with management, buyers, sellers and third-party advisors to ensure you are informed at every step of the process. Our support begins with the acquisition and carries over into sell-side due diligence. This approach helps us to keep deal-related matters at the forefront of your audit each year.

In all of our work, we take a forward-thinking approach designed to keep you prepared and minimize surprises. Above all, we value long-term client relationships that allow us to truly know and understand each other — because like we said, it’s about more than just the numbers.

Personalized Attention

We tailor our audit approach to the needs and characteristics of each client and invest time to become familiar with each client’s business and accounting systems.

Preparation and Planning Preparation & Planning: LBMC’s service model begins with detailed planning and agreed to timelines to ensure that deadlines and expectations are met. LBMC commits to meeting with our clients on a monthly or quarterly basis.
Collaboration Collaboration: The LBMC audit team partners with you as an extension of your own internal resources, acting as not merely a service team, but as an advisor to the operation of your enterprise.
Responsiveness Responsiveness: As an extension of your internal resources, the LBMC audit teams are committed to providing timely and accurate solutions and are able to pivot quickly to meet the needs of your business.

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Why Our Auditors Love LBMC

Employee Benefit Plan Audit Services

Employee Benefit Plan Audit Services

LBMC audits approximately 300 employee benefit plans annually, and we are a Top 1% benefit plan auditor in the nation. Our in-depth knowledge includes ongoing training and annual CPE requirements, guaranteeing a keen understanding of the latest technical and financial requirements. As a top 25 benefit plan auditor in the nation, we have the experience that allows us to tailor our audit approach to the needs and characteristics of each client.

Employee Benefit Plan Audit Services

Internal Audit

Internal Audit

Internal audit services can be used throughout a company’s operations. The primary purpose of internal audit services is to help identify and assess operational, financial and compliance risks that a company faces, and then identify and assess the internal controls in place to mitigate those risks. Internal audit services involve both process and system reviews.

Internal Audit

Lease Accounting Services

Lease Accounting Services

The new lease accounting guidance presents an opportunity to proactively implement new processes and policies while simultaneously taking inventory of your company’s lease populations, in order to assess the impact on future financial reporting.

Services include data extraction, process mapping, internal controls, change management, software advisory, software readiness, financial impact modeling, and impact analysis on debt covenant calculations.

Lease Accounting

Sarbanes-Oxley Compliance Services

Sarbanes-Oxley Compliance Services

LBMC has extensive experience with both Section 404 of the SOX Act, the COSO Framework as well as external auditing standards. We have assisted numerous companies of various sizes and in a variety of industries with their SOX compliance requirements since the initial year of SOX compliance for accelerated filers in 2004.

Sarbanes-Oxley Compliance

System & Organization Control (SOC) Audits

System & Organization Control (SOC) Audits

Service organizations that provide key third-party outsourcing services often need to be accountable to the clients they serve. These organizations include claims processors, application service providers, benefits administrators, payroll companies, data centers, and many others. System and Organization Control Reports (SOC 1, SOC 2, SOC 3 reports) provide three new reporting vehicles developed for service organizations to respond to demands for uniform reporting and review—expanding service organizations’ ability to report on financial controls, non-financial controls and, with SOC 3, become certified trusted system service organizations.

SOC Audits

Who is LBMC?

Initially founded as a traditional accounting firm in 1984, LBMC has become the largest professional services solutions provider in Tennessee. Beyond our tax, audit and advisory services, we’ve become industry leaders in accounting and finance, human resources and recruiting, technology, risk and information security, procurement, and wealth advisory services for both businesses and individuals. We can be your one-stop-shop for all your business needs.

We primarily work with the following companies and industries:

Our History


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Learn about our history from two of our founders.

Tennessee Audit CPA Firm Locations

Nashville (Brentwood)

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Knoxville

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Chattanooga

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LBMC’s Team of Tennessee Auditors

Link to John Mark Audit & Assurance

John Mark McDougal

Shareholder, Practice Leader Audit and Advisory

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Link to Courtney Audit & Assurance

Courtney Bach

Shareholder, Audit and Advisory

phone icon email icon Chattanooga Nashville
phone icon email icon Chattanooga Nashville
Link to Andrew Audit & Assurance

Andrew Bissonnette

Shareholder, Practice Leader Healthcare

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phone icon email icon Nashville
Link to Mark Audit & Assurance

Mark Blackburn

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Brad Audit & Assurance

Brad Bonde

Shareholder, Healthcare Services

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phone icon email icon Nashville
Link to Jim Audit & Assurance

Jim Callihan

Shareholder, Audit and Advisory

phone icon email icon Chattanooga
phone icon email icon Chattanooga
Link to Jennifer Audit & Assurance

Jennifer Costello

Shareholder, Audit and Advisory

phone icon email icon Nashville
phone icon email icon Nashville
Link to Paul Audit & Assurance

Paul Demastus

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Nick Audit & Assurance

Nick Hill

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Bill Audit & Assurance

Bill Kelso

Shareholder, Audit and Advisory

phone icon email icon Knoxville
phone icon email icon Knoxville
Link to Jim Audit & Assurance

Jim Meade

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Chad Audit & Assurance

Chad Milom

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Mark Audit & Assurance

Mark Neighbors

Shareholder, Audit and Advisory

phone icon email icon Chattanooga
phone icon email icon Chattanooga
Link to Lisa Audit & Assurance

Lisa Nix

Shareholder, Practice Leader Transaction Advisory Services

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phone icon email icon Nashville
Link to Matt Audit & Assurance

Matt Smith

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Brian Audit & Assurance

Brian Tate

Shareholder, Audit and Advisory

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phone icon email icon Nashville
Link to Marc Audit & Assurance

Marc Tolleson

Shareholder, Audit and Advisory

phone icon email icon Knoxville
phone icon email icon Knoxville
Link to Mark Audit & Assurance

Mark Waters

Shareholder, Audit and Advisory

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phone icon email icon Knoxville

Better
Connections

We’re happy to answer any questions you may have. Please send us an email using the form and one of our professionals will get back to you promptly.

Headquarters (Nashville, TN):
201 Franklin Road
Brentwood, TN 37027

Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

Chattanooga, TN:
605 Chestnut Street
Chattanooga, TN 37450
423-756-6585

Knoxville, TN:
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000

Complete this form to have an LBMC expert contact you.