About Lawrence J Beardsley CPA, PLLC
<p>Founded in 1992 in Arlington, in the Dallas–Fort Worth metro, Lawrence J Beardsley CPA, PLLC (LJB CPA) works with clients across more than 30 states.</p> <p>Led by CEO Brian Wing, the firm provides audit and accounting support along with tax work, cost reporting, and CFO consulting. Its work spans multiple industries and often involves helping organizations keep up with financial reporting and regulatory requirements.</p> <p>LJB CPA describes its approach as “conscious capitalism,” and ties day-to-day client service to values around quality, reliability, and service. A practical differentiator is the mix of audit and cost reporting experience alongside outsourced CFO support, which can help clients keep related work under one roof.</p> <p>For inquiries, contact Jennifer Giannini at 817.469.6800 or visit ljbcpa.com.</p> <ul> <li>CPA firm and <a href="/auditors/401k">401(k) auditors</a> support</li> <li>Financial statement audits</li> <li>Tax services</li> <li>Cost reporting</li> <li>CFO consulting</li> </ul>
Website: https://www.ljbcpa.com
Founded: 1992
Office Locations
- Arlington, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $32.6M
- 401(k): 6 plans, $32.6M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| LAKE SURGICAL HOSPITAL 401(K) RETIREMENT PLAN | LAKE SURGICAL HOSPITAL SLIDELL, LA | $13M | 143 |
| CIS GROUP, LLC 401(K) PLAN | CIS GROUP, LLC, TX | $9M | 167 |
| DIMONT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | DIMONT & ASSOCIATES, LLC, TX | $4M | 66 |
| WILBANKS TRUCKING SERVICES, LLC 401(K) PROFIT SHARING PLAN | WILBANKS TRUCKING SERVICES, LLC, NM | $3M | 125 |
| THREE OAKS HOSPICE 401(K) PLAN | THREE OAKS HOSPICE, INC., TX | $3M | 775 |
| 401(k) Retirement Plan | Healthcare Sponsor, CO | $2M | 367 |
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