Official information about Springline Advisory

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Basic Information

  • Name Springline Advisory
  • Type Accounting and Business Advisory Firm
  • Launch January 2024
  • Headquarters 100% remote; mailing address is Dallas, Texas, United States
  • CEO Tim Brackney
  • Website https://springlineadvisory.com/
  • Category National U.S. accounting and business advisory firm, with global operations

Background

Springline Advisory is a trailblazing financial and business advisory firm built by and for the middle market. Backed by values-driven private equity firm Trinity Hunt Partners, we don’t believe in traditional consolidation trends. Instead, we work with (through acquisition) high-performing firms to accelerate next-phase growth and collaboratively build a path to success through shared values, transparency, and trust.

Recognized as the 4th Fastest-Growing Firm in 2025 by Accounting Today, Springline is building stronger cultures and sustainable legacies for the teams, clients, and communities it serves.

Our profession is consolidating and transforming. Our clients are expecting greater value and efficiency, which requires firms to invest in talent and technology in new ways. The middle market, in large part, continues to seek local, trusted advisors. ​

That creates an opportunity to build a different kind of firm to meet this transformational moment in the market. One that is unencumbered by historical strategies, structures & investments.  A firm that provides national reach, invests in local relationships, and provides clients with the benefits of scale. A new kind of firm: a boutique with reach. That firm is Springline Advisory.  We have a palpable commitment to our mission: to found the middle-market firm that doesn't trade growth and scale for soul. ​

We've chartered a course to build something special for our clients that also creates new opportunities for our people to share in the upside they help create. ​

Core Services

  • Tax: Federal, State & Local, International, Nonprofit, Sales & Use, Site Selection, Credits & Incentives, Property Tax, Trust, Estate & Gift, Low-income Housing & Historic Tax Filings
  • Assurance: Audit preparation, SOC, HUD Audit, Review, Compilations, Agreed Upon Procedures, Employee Benefit Plans. Springline Advisory, LLC, and its affiliates are not licensed CPA firms. Attest services are provided by one of the following independently owned and managed CPA firms: BGBC Partners, LLP; Clark, Raymond & Company PLLC; EFPR Group, CPAs, PLLC; HM&M Group, LLC; and MarksNelson LLC. The affiliated entities of Springline Advisory, LLC operate in alternative practice structures with these CPA firms.
  • Advisory: Actuarial Consutling, Business Valuation, Litigation Support, Forensic Accounting, Economic Development, Insurance Advisory & Regulatory, Transfer Pricing, Real Estate Services, Foreign Trade Zones, Transaction Advisory, Technology Solutions, Succession Planning
  • Outsourced Services: Accounting Services (Bookkeeping, Bill Pay, Payroll, Controller); CXO (CFO, CAO, CIO, CTO); Interim & Operational Resources; Project Execution Resources
  • Wealth Management: Managing Investments, Retirement Planning, Tax & Estate Planning, 401k Plans

Our Network of Firms

  • We are a platform of award-winning mid-market firms, including: MarksNelson, BGBC, HM&M, EFPR, Clarke, Raymond & Company (CRC), Fiske, Infinity Globus, and Smart Accountants.

Clients & Industries

More than 5,000 clients across the following industry sectors:

  • Insurance
  • Real Estate
  • Manufacturing & Distribution
  • Transportation & Logistics
  • Energy & Utility
  • Retail/Consumer Products (Storage, Auto Parts, Auto Dealerships)
  • Hospitality (Restaurants, Hotels, Wineries)
  • Technology
  • Architecture & Engineering
  • Construction
  • Professional Services
  • Healthcare (Hospitals, Medical, Dental, Senior Living Centers)
  • Government (Municipalities, Housing Authorities, School Districts)
  • Nonprofit / Education (Foundations, Higher Ed)
  • High-Net-Worth Individuals / Professional Athletes / Entertainers

Springline’s Vision and Design Principles

Our design principles differentiate us and drive sustainable long-term value for our clients and people. We’re building differently for enduring success. These principles include:

  • Leading with culture
  • Cultivating a national, unified brand
  • Building CPA, Wealth management, and advisory capabilities
  • Scaling with Shared Services and Global Operations
  • Growing organically and augmenting inorganically through M&A
  • Committing to the middle market (with a few exceptions, such as serving the enterprise insurance sector)

Core Values

GROW: It defines the mindset behind how we show up.

G = Grounded. Stay true to our roots. Act with integrity. Build trust that scales.

R = Reimagine. Pioneer the future. Challenge norms. Design what’s next.

O = Ownership. Be all-in. Operate as One Springline. Grow through action.

W = Wholehearted. Foster community. Care deeply. Scale with Soul – always.

Competitive Advantages

  • Our Model: Springline’s credo — Scale with Soul — is a trademarked approach to growth that prioritizes its authenticity as a “big, small firm.” By bridging the gap between boutique firm culture and care, and larger firm heft and resources, we’re pioneering a movement to become the preeminent middle-market accounting and advisory firm of the future — one that talent wants to work for and clients want to work with.
  • We're fostering a vibrant culture that builds upon the legacies and rituals of our founding firms. ​​We provide meaningful opportunities for our people to develop, grow their careers, and share in the upside they help create. ​​
  • Equally as important, we invest in continuously building our firm network/partnership culture through Keystone, our annual partner summit, and training sessions.​​
  • We believe in walking the talk, which is why we conduct a culture survey as part of our M&A diligence.  ​​

Content & Thought Leadership

  • Forbes Business Council (Tim Brackney, CEO)
  • Forbes Tech Council (Abhesh Kumar, CTO)
  • Forbes.com
  • HR.com (Erin McAuley, CPO)
  • HR Daily Advisory (Erin McAuley, CPO)
  • HR Today (Erin McAuley, CPO)
  • Accounting Today
  • Inside Public Accounting
  • The Business Journals

Client Testimonials

“They truly took the time to understand my business, employees, and customers. Not only do they do our taxes, but they help out with daily transactions including reconciling, posting payments, general journal entries, budgets, to name just a few. And the best part? I can simply read the Cliff Notes every month and know exactly where my business is in 10 minutes. Their dedication and hard work have greatly contributed to the growth and success of my business. I am grateful for their expertise and highly recommend them for all your accounting needs. Take it from me. You can't afford to get it wrong. They are trustworthy and truly care for the accuracy and accountability needed to protect your business. Thank you for the partnership you've provided my business over the past few years and for years to come.”

“I have worked with them for close to a decade now across tax, audit, CFO support, and general accounting inquiries. They are great to work with, always available when I need them (even in the busiest of tax seasons), knowledgeable, and accurate. I am always amazed each year at how much I am still learning from them. We have had such a successful relationship that we have brought other related parties to them from other CPA firms, as we have a long-standing relationship of trust and top-notch support.”

Firm Awards

  • Accounting Today 2025 - Fourth Fastest Growing Firm
  • Accounting Today 2025 - Pacesetter in Growth
  • Accounting Today 2025 - Leader in Tax
  • Boomer Innovation Award 2025
  • Numerous “Best Places to Work” awards

Last updated: November 2025‍

For more information: https://springlineadvisory.com/