Opelousas, LA Office

Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, ongoing portfolio management, and retirement plan consulting to individuals, trusts, estates and pension/profit-sharing plans. The firm manages about $160.8 million in discretionary assets across roughly 324 client relationships and offers both standalone financial planning and implementation services for clients who elect ongoing portfolio management.

The firm develops a Financial Profile and an Investment Plan for each client and generally manages accounts on a discretionary, long-term buy-and-hold basis using mutual funds, ETFs, fixed income and individual securities consistent with those plans. It also offers a full suite of retirement-plan services — including non‑discretionary advice, investment monitoring and the ability to act as an ERISA fiduciary or discretionary plan manager — and conducts at least quarterly reviews of managed portfolios.

Going CPAs is notable among peer team firms for its integrated accounting-advisory model: the principals operate an accounting practice and many advisory staff hold CPA and Personal Financial Specialist/CFP credentials, which informs tax-aware planning and business-oriented services such as bookkeeping, tax compliance and QuickBooks support. The firm also discloses limited insurance sales activity by a partner and follows procedures to disclose and avoid conflicts (for example, not collecting both a commission and an advisory fee on the same assets), reflecting its blended accounting and wealth-advice operations that are uncommon for firms of this size.