Batten Accountancy

What Batten Accountancy does

Batten Accountancy, Inc. is a privately held, full-service CPA firm headquartered at 4696 Greene Street in San Diego, California. Founded in 2007 by Jere Batten, CPA and Certified Fraud Examiner, the firm delivers accounting, tax planning and preparation, financial statement preparation, fraud prevention and investigation, and consulting services to closely held and family-owned businesses, nonprofit organizations, and individuals with complex tax situations. Service delivery is conducted through direct client engagement—phone, website contact form, and in-person consultations—with custom engagements structured to client priorities and timetables, supported by quarterly client reviews.

The firm's service portfolio is organized around four core lines: small business accounting (including QuickBooks setup and training, financial statement preparation, audits, reviews, and compilations), nonprofit accounting (with grant compliance and board education), fraud prevention and investigation (delivered under the founder's CFE credential), and public speaking/education. The firm does not operate a proprietary technology platform, does not offer an API, and has no disclosed software products; QuickBooks is the only third-party integration referenced. There are no patents, no funding rounds, no subsidiaries, and no parent company. Distribution is entirely direct-to-client within the San Diego market, supplemented by referral, public speaking, and a USPS-mailed newsletter.

The business model is professional services fee-for-engagement, with annual billing cadence and no publicly disclosed pricing. The firm relies on Jere Batten's dual CPA/CFE credentials, public speaking presence, and partner-style client relationships as its principal competitive differentiators. Headcount is reported at 1-10 employees, ownership is founder-held, and no institutional investors or external capital are evident in the available record.

Name

Batten Accountancy

Legal name

Batten Accountancy, Inc.

Website

https://battenaccountancy.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Batten Accountancy is a privately held San Diego CPA firm founded in 2007 that provides accounting, tax, fraud prevention, and consulting services to small/family businesses, nonprofit organizations, and individuals with complex tax issues, led by founder Jere Batten, CPA and Certified Fraud Examiner.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

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, Technology or R&D

Revenue model

1. Accounting and Tax Services: Professional accounting services including tax planning, tax return preparation, financial statement preparation, and ongoing accounting support for businesses, individuals, and nonprofit organizations. Engagements are customized to meet client needs, priorities and timetable, suggesting project-based or retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Batten Accountancy is a full-service CPA firm delivering accounting, tax planning and preparation, financial statement preparation, fraud prevention and investigation, and consulting services to closely held small businesses, nonprofit organizations, and individuals. Engagements are customized to client needs, priorities, and timetables, with a partnering relationship and quarterly client reviews as core delivery characteristics. The firm is led by a CPA and Certified Fraud Examiner (CFE) and serves the San Diego, California market.

Product overview

Batten Accountancy is a full-service accounting firm that provides a unified portfolio of professional services rather than a software product. The core offering consists of Small Business Accounting Services (including tax planning, bookkeeping, and financial statement preparation), Nonprofit Accounting Services (with grant compliance and board education), Fraud Prevention and Investigation Services (delivered by a CFE), and Public Speaking/Education Services. All engagements are customized to client needs and delivered through direct professional relationships rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business Accounting Services Comprehensive accounting services for closely held businesses including software support, QuickBooks setup and training, financial statement preparation, audits, reviews, compilations, tax planning, fraud prevention, and management reporting. Targeted at small businesses and family-owned enterprises in the San Diego market.
• Nonprofit Accounting Services Specialized accounting services for not-for-profit organizations including accountability to constituents and funding sources, staff accounting simplification, board oversight support, board and director education, and grant compliance requirements. Targeted at San Diego-area nonprofits requiring specialized donor and grant accountability.
• Fraud Prevention and Investigation Services Fraud prevention, detection, and investigation services including vulnerability assessment, discreet investigations, internal controls implementation, and litigation support, performed by a Certified Fraud Examiner (CFE). Targeted at businesses seeking to prevent, identify, or respond to employee theft and other occupational fraud.
• Tax Planning and Return Preparation Tax planning and tax return preparation services to help clients minimize tax liability and ensure compliance. Targeted at small businesses, individuals with complex tax issues, and nonprofit organizations in the San Diego area.
• Public Speaking and Education Services Presentation services on accounting topics tailored to groups, businesses, or organizations, covering business goals, fraud prevention, nonprofit management, and financial literacy. Some presentations may qualify for continuing education credits. Targeted at community groups, industry associations, and organizations seeking accounting education.

Quantifiable outcome

• To cover $10,000 in employee theft, a business with 10% profit margin must generate an additional $100,000 in revenue

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Four partnerships are on record, tiered minor.

• Association of Certified Fraud Examiners (ACFE)minorOthersListed as a professional association membership in footer links. Jere Batten is a member and President of the San Diego Chapter.
• American Institute of Certified Public Accountants (AICPA)minorOthersListed as a professional association membership in footer links. Jere Batten is a member of this organization.
• BBB (Better Business Bureau)minorOthersBatten Accountancy Inc. has a BBB Business Review, indicating accreditation or listing with the Better Business Bureau.
• California Society of Certified Public AccountantsminorOthersJere Batten is a member of the California Society of Certified Public Accountants.

Scale indicators1 record

Recent moves3 records

Broad incumbents

• Plante Moran: Plante Moran is a large US accounting and business advisory firm serving middle-market, family-owned, and nonprofit clients — overlapping with Batten's SMB and nonprofit value proposition.
• Withum: Withum is a mid-market accounting and advisory firm with significant SMB, nonprofit, and forensics practices, positioning it as a similarly diversified but much larger peer to Batten Accountancy.
• RSM US: RSM US is the leading US middle-market accounting firm providing audit, tax, and consulting to closely held businesses and nonprofits — a scaled peer to Batten's full-service SMB model.
• Eide Bailly: Eide Bailly is a top-40 US accounting firm serving nonprofits, closely held businesses, and individuals with tax, audit, and advisory services — a scaled peer in Batten's target segments.
• BDO USA: BDO USA is a top-five global accounting network with strong middle-market, nonprofit, and forensic accounting practices, representing a direct competitor for larger San Diego engagements.
• Moss Adams: Moss Adams is a major West Coast-headquartered CPA and advisory firm with strong nonprofit and middle-market practices, providing tax, audit, and consulting services that directly compete for similar San Diego clients.
• Crowe: Crowe is a top-10 US accounting firm serving middle-market, family-owned, and nonprofit clients with tax, audit, advisory, and risk services — overlapping materially with Batten's core segments.
• Wipfli: Wipfli is a top-20 US accounting and advisory firm with deep SMB and nonprofit practices, including QuickBooks support, fraud and forensic services, and outsourced accounting — closely paralleling Batten's full-service SMB/nonprofit offering at much greater scale.
• CliftonLarsonAllen (CLA): CLA is one of the largest US accounting firms serving SMBs, family businesses, and nonprofit organizations with advisory, tax, audit, and outsourced accounting services — the closest scaled analog to Batten's core client base.

Direct peers

• Your Part-Time Controller: YPTC specializes in outsourced accounting and controllership services for nonprofit organizations — directly comparable to Batten's nonprofit accounting offering and competing for the same client segment nationwide.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/batten-accountancy-inc.

Compliance3 records

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 Batten Accountancy