What Boyd Group Services does

Boyd Group Services is a privately held B2B financial services firm headquartered in Fort Collins, Colorado, founded in 2009 by Chad Davidson. The company delivers four core service lines to small business owners: accounting and bookkeeping, fractional/outsourced/interim/virtual CFO services, year-round tax planning, and business tax preparation. Its offering is structured around a proprietary 4-step methodology (Create Cash Flow, Optimize Your Business, Focus on Growth, Scale Your Company) and is positioned around claims of saving clients 30-50% on prior-year tax liability through proactive planning and strategic financial guidance. The firm reportedly engages with over 500 business owners annually and operates physical service locations in Fort Collins, Colorado Springs, and Denver. With 11-50 employees and no disclosed external investment or parent company, Boyd Group Services functions as a founder-led, boutique professional services firm targeting the Colorado small-business segment.

The underlying technology is human-delivered professional services with no proprietary software, platform, or AI tooling disclosed in the source data; product descriptions emphasize process methodology rather than technology. Revenue mechanics are based on engagement-based professional services fees (tax preparation, ongoing accounting, fractional CFO retainers) with no publicly disclosed pricing, subscription tiers, or contract values. The go-to-market is primarily founder-led sales and referral-driven within the Colorado small-business community, supplemented by content marketing (blog posts, a free tax-strategy e-book) and a lead-conversion mechanism offering a free 45-minute strategy session. No customers are named in the source material, and customer concentration is not disclosed.

Name

Boyd Group Services

Legal name

Boyd Group Services LLC

Website

https://boydgroupservices.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Boyd Group Services is a privately held Fort Collins, Colorado-based B2B financial services firm founded in 2009 that delivers accounting, bookkeeping, fractional CFO, tax planning, and tax preparation services to small businesses across Colorado.

Ownership category

akta.pro rank

Product category

Small Business Financial Advisory & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Small business accounting
• Fractional CFO services
• Business tax planning
• Bookkeeping services
• Tax preparation services

Headquarters

HQ city

Fort Collins

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Collision Repair Services: Collision repair services revenue generated from auto body repair and auto glass services across a network of 1,301 locations in North America. Revenue is recurring in nature as it is driven by accident-related repair demand and insurance referrals.
2. Third-Party Administrator Services: The company also provides third-party claims administrator services for insurance-related claims processing.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Boyd Group Services LLC provides outsourced accounting, bookkeeping, fractional/interim/virtual CFO services, year-round tax planning, and business tax preparation to small businesses, primarily in Colorado. Services are delivered through a proprietary 4-step methodology — Create Cash Flow, Optimize Your Business, Focus on Growth, and Scale Your Company — and are positioned to reduce client tax liability by 30–50% and provide executive-level financial oversight without a full-time CFO hire.

Product overview

Boyd Group Services is a B2B financial services firm offering a comprehensive suite of professional services for small businesses. The company provides four core service offerings: Accounting & Bookkeeping, CFO Services (available as fractional, outsourced, interim, or virtual engagements), Tax Planning, and Tax Preparation. These services are delivered through a proprietary 4-step methodology—Create Cash Flow, Optimize Your Business, Focus on Growth, and Scale Your Company—designed to help business owners reduce tax liability, improve financial management, and achieve sustainable business growth. The firm specializes in serving small business owners who are paying 30-50% more than necessary in taxes and need strategic financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Services Professional accounting and bookkeeping services providing accurate financial records, balance sheet preparation, and month-end close support for small businesses in Colorado.
• CFO Services (fractional, outsourced, interim, or virtual) Chief Financial Officer services delivered on a fractional, outsourced, interim, or virtual basis, providing financial planning, modeled forecasts, KPI tracking, growth strategy, and executive-level financial oversight for small businesses that do not have a full-time CFO.
• Tax Planning Services Year-round tax planning and tax strategy services designed to reduce taxable income, with the firm claiming most clients save 30–50% on taxes versus their prior year through proactive planning and compliance management.
• Tax Preparation Services Business tax preparation services ensuring accurate and timely filing of income tax returns, with comprehensive support for federal, state, and local tax obligations for small businesses.

Quantifiable outcome

• Q4 2025 EPS of C$1.24 on revenue of C$1.04 billion
• +2 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Joe Hudson's Collision Center (acquired)coreStrategic or Co-development Partner · 9 January 2026Acquired Joe Hudson's Collision Center for approximately US$1.3 billion, adding 258 locations across the US Southeast and increasing North American footprint by 25%. The deal was financed through a combination of equity, debt, and credit facility drawings. Joe Hudson's was the fifth-largest collision repair operator in North America.

Scale indicators9 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Bench.co: Online bookkeeping service paired with tax filing and financial reporting for small businesses. Comparable to Boyd Group's accounting/bookkeeping + tax preparation bundle, with a software-led delivery model.
• Pilot.com: Tech-enabled bookkeeping, tax, and fractional CFO services for SMBs and startups. Directly comparable to Boyd Group Services' integrated accounting + CFO + tax offering, but with national reach and proprietary software.
• CFO Share: Fractional CFO and outsourced accounting firm for SMBs. Closely comparable to Boyd Group's fractional/interim/virtual CFO service offering.
• Acuity CFO Services: Fractional CFO and financial advisory firm for small and mid-sized businesses. Comparable in target customer, service type, and delivery model to Boyd Group's CFO practice.
• Ignite Spot Accounting Services: Outsourced bookkeeping, tax, and CFO services firm serving U.S. small businesses. Directly comparable service stack to Boyd Group Services, with a similar fractional-CFO component.
• Mod CFO: Fractional CFO and outsourced finance services for small and mid-sized businesses. Comparable fractional-CFO positioning and target customer profile.
• TGG Accounting: Outsourced accounting, CFO advisory, and tax services for SMBs. Directly comparable multi-service model to Boyd Group Services.
• SmartBooks Corp: Outsourced bookkeeping, accounting, and CFO services for SMBs. Comparable bundled service offering to Boyd Group Services.

Emerging players

• MainStreet: Tech-enabled platform helping SMBs capture tax credits and manage financial operations. Comparable in serving small businesses with financial optimization, but with a software-first model targeting tax credits.

Broad incumbents

• 1-800Accountant: National accounting and tax services platform serving small businesses across all U.S. states. Comparable in service mix (tax, bookkeeping, advisory) to Boyd Group but at significantly larger scale and broader geographic reach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boyd Group Services