Ennis, Pellum & Associates, CPAs

10/22/2026

Client Accounting & Advisory Services isn’t just about clean books—it’s about giving your business a real-time financial picture you can actually use. And when that picture connects to your tax planning instead of staying separate, everything changes: earlier strategy, fewer surprises at filing time, and decisions based on numbers you trust.

Travis Ouimet, CPA, our CAAS Partner, wrote about what that connection looks like in practice, and why treating accounting and tax as one function, not two, makes a real difference for the businesses we work with.

➡️ Read the full article: https://jaxcpa.com/why-accounting-and-tax-work-better-together/

If your accounting and tax feel more disconnected than they should, we’d welcome a conversation.

By Travis Ouimet, CPA · Partner, Client Accounting & Advisory Services It’s a common pattern. A business’s tax bill doesn’t match what they expected, usually because day-to-day accounting and tax planning were never really connected. Here’s what that usually looks like. The tax return is pr...

10/08/2026

Last week, Brooks Southerland, CPA and Owen Berry, CPA had the opportunity to speak at the Business Owner Strategy Summit hosted by Pinnacle Financial Partners, sharing insights on "Maximizing After-Tax Value in an M&A Transaction."

When it comes to buying or selling a business, the headline price is only part of the story. How a deal is structured and how early the planning starts can make a meaningful difference in what an owner ultimately keeps.

Thank you to Chris Sivley, CFP® and Ryan Tiedeberg for coordinating such a thoughtful event, and to everyone who joined the conversation.

We're grateful to be part of a community that invests in its business owners. If a transaction is somewhere on your horizon, we're always happy to talk it through.

09/30/2026

🔔 New SBA rule alert for anyone buying or selling a business.

SBA lenders must now obtain an independent Quality of Earnings report on certain 7(a) acquisitions of $3M or more, for loans numbered on or after October 1, 2026.

This changes the financing timeline for:
◦ Business owners planning an SBA-financed sale
◦ Buyers financing an acquisition
◦ Lenders, brokers, and M&A attorneys

Sellers who get their numbers scrubbed early can avoid late-stage surprises that affect price or loan size. Our TAS team is happy to talk through what this means for your deal.

➡️ Contact us to learn more: https://jaxcpa.com/about/meet-our-team/brooks-southerland/

09/21/2026

📢 We're hiring a Client Success Coordinator in Jacksonville, FL!

Ennis Pellum is looking for a highly organized, service-minded professional to be the go-to person for our clients. As a key point of contact for non-technical client needs, you’ll support onboarding, tracking deadlines, and making sure every client feels taken care of from day one.

🔹 Full-time, on-site
🔹 First point of contact for clients and prospects
🔹 Proficiency with Microsoft Word, Excel, and Outlook is required
🔹 Growth-minded firm that invests in its people
🔹 Recognized as a Best Place to Work 12 years running

We’re looking for someone who is reliable, detail-oriented, professional, proactive, comfortable with technology, and eager to learn. If you take pride in delivering excellent service and enjoy being part of a collaborative team, we’d love to hear from you.

👉Apply now — https://jaxcpa.bamboohr.com/careers/104

09/15/2026

We're excited to announce that Brooks Southerland, CPA, has been admitted as Partner at Ennis, Pellum & Associates, CPAs!

Brooks brings over fourteen years of accounting experience, including twelve years in public accounting, with dual specialization in and Transaction Advisory Services ( ). His background includes experience at national firms PricewaterhouseCoopers (PwC) and BDO, giving him deep expertise in M&A advisory, Quality of Earnings analysis, and services across a wide range of industries.

Please join us in congratulating Brooks on this well-deserved milestone! 🎉

🔗 Learn more: https://jaxcpa.com/about/meet-our-team/brooks-southerland/

09/02/2026

Ennis Pellum CPAs is honored to be named one of the Best Companies to Work For in Florida for 2026 by Florida Trend Media Company!

► Read more: https://www.floridatrend.com/feature/2026/07/31/best-small-companies/

08/27/2026

We're excited to share that Ennis Pellum CPAs has been named one of Accounting Today’s 2026 Best Accounting Firms to Work For!

Thanks to our incredible team for making this achievement possible. Looking for your next opportunity? Visit our careers page to learn more: https://jaxcpa.com/careers/

08/11/2026

📚 Giving back to our community!

Our team recently joined the Jacksonville Public Education Fund and First Coast News for "Stuff the Bus," supporting the Full Service Schools initiative — which provides critical resources to 87 DCPS schools and more than 57,000 students.

Nearly 40% of households in our community are ALICE (Asset Limited, Income Constrained, Employed) — working hard every day but still struggling to afford basic necessities. Making sure local classrooms have what they need starts with all of us pitching in.

Proud of our team for showing up for Jacksonville's students and teachers. 🚌✏️

08/06/2026

𝗕𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗦𝗵𝗲𝗲𝘁: 𝗢𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿 𝘄𝗶𝘁𝗵 𝗙𝘂𝗹𝗹 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗧𝗲𝗮𝗺

An out-of-state client came to us managing 6 operating businesses—and needed more than a Controller. They needed a full back office while they focused on other strategic initiatives.

Here's what that looked like in practice:
→ Daily A/R and A/P support
→ Full month-end close across all entities, on their deadline
→ Weekly check-ins on obstacles and financials
→ A team of 2 accountants plus a Controller, keeping pace with volume
→ Support running 2 concurrent ERP systems during a software conversion
→ Management of Ramp, Bill, QBO, and their industry-specific work order system

This is what Client Accounting & Advisory Services looks like when a business needs real bandwidth.

💡See how we can help → https://jaxcpa.com/services/accounting/

08/05/2026

We're proud to share that Ennis, Pellum & Associates, CPAs has been named to the 2026 IPA 500 by Inside Public Accounting.

This recognition reflects the dedication of our team and the trust our clients place in us every day. As we continue to grow, we remain committed to being your partners for success — delivering the guidance and support that help our clients thrive.

Thank you to everyone who's been part of this journey.

🔗 See the full 2026 IPA 500 rankings: https://insidepublicaccounting.com/ipa-top-500-firms/