HBL CPAs

What HBL CPAs does

HBL CPAs, P.C. is a Tucson, Arizona-based professional services firm founded in 1973 that delivers a full-service public accounting practice: accounting and advisory, tax preparation and planning, outsourced CFO services (branded HBL 360 and billed on a monthly subscription retainer of approximately $1,500-$5,000+), and revenue operations support. The firm sells through a consultative, sales-led motion with free initial consultations and direct engagement via phone, website, or in-person meetings; pricing is quote-based and not publicly disclosed. It serves thousands of clients described as spanning Tucson, nationwide, and 'worldwide', with named relationships such as Southern Arizona Escrow and Title and an anonymous base of SMBs, mid-market businesses, and 501(c)(3) nonprofits.

The firm organizes its practice around five industry verticals — Construction, Estates & Trusts, Healthcare, Nonprofits, and Real Estate (four flagged primary) — providing specialized services such as job costing and Section 179 deductions (construction), Form 990 compliance (nonprofits), 1031 exchange planning (real estate), and healthcare practice profitability advisory. Underlying technology is delivered entirely through third-party SaaS: QuickBooks and MIP Fund Accounting for ledger and fund accounting, Bill.com for AP/AR, Avalara for sales/use tax, Basecamp for project and client communication, and RightSignature and ShareSafe for documents and risk management. HBL does not develop proprietary technology products.

HBL CPAs is an independently operated Arizona professional corporation with no disclosed parent, subsidiaries, funding rounds, or institutional investors. It is a member of CPAmerica for peer resources and continuing education. The firm has accumulated third-party recognition including the 2025 Forbes Best-In-State Top CPAs list, the 2025 Arizona Daily Star Reader's Choice award, and the 2023 Inside Public Accounting Top 500 ranking, and it has been recognized for long client tenures (multiple seven-year relationships cited in testimonials).

Name

HBL CPAs

Legal name

HBL CPAs, P.C.

Website

https://hblcpa.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

HBL CPAs is a Tucson-based public accounting firm (founded 1973) providing tax, accounting, outsourced CFO (HBL 360), and revenue operations services to SMBs, mid-market businesses, and 501(c)(3) nonprofits across Construction, Healthcare, Nonprofits, Real Estate, and Estates & Trusts verticals in Arizona and nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Tucson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Accounting & Advisory Services: Ongoing accounting services including financial statement preparation, bookkeeping oversight, and advisory consultations. Services provided on a retainer or hourly basis depending on client scope.
2. Tax Preparation & Planning: Tax return preparation and year-round tax planning services for individuals and businesses. Revenue generated through fixed fees for preparation and hourly or fixed fees for planning engagements.
3. Outsourced CFO (HBL 360): Fractional CFO services provided on a monthly retainer basis. HBL 360 provides ongoing financial strategy, forecasting, and executive-level guidance. Retainers scale with complexity and company size, ranging from $1,500 to $5,000+ per month.
4. Revenue Operations: Expertise to help clients manage financials and exceed revenue expectations through operational alignment and financial process optimization.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

HBL CPAs is a certified public accounting firm founded in 1973 in Tucson, Arizona, that provides accounting, tax, audit and assurance, and outsourced CFO (HBL 360) services to businesses and organizations. The firm serves clients across industries including construction, estates and trusts, healthcare, non-profits, and real estate, delivering compliance, advisory, and ongoing financial operations support.

Product overview

HBL CPAs is a full-service CPA firm offering a unified portfolio of professional accounting and advisory services. The core offerings include Accounting & Advisory, Tax Preparation & Planning, Outsourced CFO (branded as HBL 360), and Revenue Operations. The HBL 360 sub-product provides structured pricing for fractional CFO engagements. These services are delivered across specialized industry practices including Construction, Estates & Trusts, Healthcare, Non-Profits, and Real Estate. The firm positions itself as an integrated advisory practice where tax, accounting, and strategic financial guidance work together under one roof.

Differentiator

Problem solved

Functional benefit

Brands

• HBL 360: The firm's outsourced CFO service offering that provides financial leadership of a seasoned CFO for organizations' accounting needs.

Products and services

• Tax Preparation and Planning

Quantifiable outcome

• Clients have achieved significant savings on tax liabilities through expert planning and amended return assistance
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Five partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks accounting software integration. HBL CPAs uses QuickBooks for client accounting and bookkeeping services, providing seamless data sharing and financial reporting for clients.
• Bill.comcoreTechnology or IntegrationBill.com payment processing and accounts payable/receivable automation. Enables HBL to manage client payment workflows efficiently.
• AvalaracoreTechnology or IntegrationAvalara tax compliance software for sales tax calculation and compliance. Used for multi-state tax research and nexus determination.
• MIP Fund AccountingcoreTechnology or IntegrationMIP Fund Accounting software for nonprofit organizations. Provides specialized financial management for nonprofit clients with fund accounting needs.
• CPAmericacoreStrategic or Co-development PartnerCPAmerica is an association of CPA firms providing resources, continuing education, and peer networking for independent accounting firms. HBL CPAs is a member, gaining access to national resources and best practices.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Anders CPAs & Advisors: Anders is a Midwest-based, mid-tier CPA and advisory firm providing tax, audit, accounting, and outsourced CFO services to businesses and high-net-worth individuals. Comparable to HBL for its mid-market regional CPA positioning, vertical specialization, and advisory-led value proposition.
• Eide Bailly LLP: Eide Bailly is a Top 25 U.S. accounting and advisory firm offering tax, audit, advisory, and outsourced finance services across the Mountain West and nationally. Comparable to HBL for its full-service mid-market CPA positioning, industry-specialized practice model, and growing outsourced CFO arm.
• Henry+Horne LLP: Henry+Horne is a Mesa-based regional CPA firm providing tax, audit, advisory, and wealth management services across Arizona. Strong comparable to HBL given its similar in-state focus, full-service CPA portfolio, and comparable mid-market client base.
• BeachFleischman PLLC: BeachFleischman is a Tucson-based mid-sized CPA and advisory firm serving businesses and individuals across Arizona. It is the most directly comparable peer to HBL CPAs, competing head-to-head in the same Tucson market with overlapping tax, accounting, advisory, and outsourced CFO services.
• The CFO Center: The CFO Center is a national network of fractional/outsourced CFOs serving SMBs with strategic finance leadership on a part-time, retainer basis. Highly comparable to HBL's HBL 360 outsourced CFO offering in business model, target customer, and monthly retainer pricing structure.

Broad incumbents

• CliftonLarsonAllen (CLA): CLA is a Top 10 U.S. accounting and advisory firm with a strong outsourced accounting and CFO practice. Comparable to HBL as a much larger peer operating the same outsourced-finance and vertical-specialization playbook for mid-market clients across multiple regions.
• Moss Adams LLP: Moss Adams is a Top 15 U.S. CPA and advisory firm with deep industry specialization in healthcare, real estate, construction, and nonprofits. Comparable to HBL for its industry-vertical expertise directly overlapping with two of HBL's primary verticals (healthcare and construction).
• Wipfli LLP: Wipfli is a Top 25 U.S. accounting and advisory firm serving mid-market organizations with tax, audit, outsourced accounting, and CFO services. Comparable to HBL for its mid-market positioning, full-service CPA portfolio, and outsourced finance leadership offering.
• FORVIS: FORVIS is a Top 10 U.S. accounting and advisory firm formed from the merger of BKD and Dixon Hughes Goodman. Comparable to HBL in its mid-market focus, vertical specializations including healthcare and real estate, and growing outsourced finance leadership services.
• Plante Moran: Plante Moran is a Top 15 U.S. accounting and business advisory firm serving middle-market businesses across industries. Comparable to HBL for its mid-market positioning, vertical specialization, and integrated tax, accounting, and outsourced CFO services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/HBLCPAs

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 HBL CPAs