Accounteam

Name

Accounteam

Legal name

Accounteam

Website

https://accounteam.us

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Accounteam is a California-based accounting and HR professional services firm offering bookkeeping, non-profit (501(c)(3)) accounting, business and personal tax preparation, and HR consulting to small businesses, non-profits, and individuals using QuickBooks Online and non-profit platforms including Blackbaud, eTapestry, and Neon CRM.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Tax preparation services
• Nonprofit accounting
• Small business accounting
• HR consulting services

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Ongoing bookkeeping, accounting, and financial management services delivered by qualified professionals. Revenue is generated through service engagements that may be project-based or ongoing retainer arrangements.
2. Tax Preparation and Filing Services: Tax preparation and filing for individuals and businesses including Form 1040, Form 1120, Form 990, extensions, amended returns, and IRS audit support. Also includes estate tax preparation and FBAR filing.
3. HR Consulting Services: Comprehensive human resources services including payroll setup, compliance review, employee onboarding/offboarding, policy development, HRIS setup guidance, and ongoing HR support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Accounteam is a professional services firm delivering four integrated service lines: bookkeeping for small businesses, accounting services for 501(c)(3) non-profits, business and personal tax preparation, and HR consulting support. Engagements are delivered by qualified professionals including CPAs, IRS Enrolled Agents, and HR consultants, primarily serving clients in California through quote-based engagements.

Product overview

Accounteam is a professional services firm offering a suite of integrated financial and human resources services. The company operates four interconnected core service lines: (1) Bookkeeping Services and Solutions for Small Businesses, providing expert bookkeeping including QuickBooks support, ongoing data entry, reconciliation, and financial reporting; (2) Non-Profit Accounting Services for 501(c)(3) organizations, including donation tracking, fund management, grant accounting, and IRS Form 990 preparation; (3) Business and Personal Tax Preparation Services, covering tax preparation, filing, audit support, and company registration; and (4) Human Resources (HR) Consulting Services, including payroll setup, compliance review, employee onboarding/offboarding, and HRIS guidance. Together, these services enable Accounteam to provide end-to-end financial and HR support to small businesses, non-profits, and individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services and Solutions for Small Businesses Expert bookkeeping services for small businesses, including QuickBooks reviews, assessments, clean-up, initial setup, ongoing data entry, monthly reconciliation, diagnostic reporting, CPA reviews, financial statements, business forecasting, budgeting, cash flow management, and personalized bookkeeping coaching.
• Non-Profit Accounting Services Comprehensive financial services for 501(c)(3) non-profit organizations, including bookkeeping, donation tracking, restricted and unrestricted fund management, budget creation and analysis, board meeting financial reports, grant accounting and reporting, IRS Form 990 preparation, and RRF1 filing support.
• Business and Personal Tax Preparation Services Tax preparation and filing services for individuals and businesses, including Form 1040, corporate tax returns (C Corp, S Corp, LLC), Form 990, income tax advising, quarterly estimated payments, estate tax planning, IRS audit support, FBAR filing, sales tax, payroll tax, company registration, and business close-out services.
• Human Resources (HR) Consulting Services and Support Comprehensive HR consulting services including initial payroll setup, ongoing payroll support, HR compliance review, employee onboarding and offboarding, policy development, annual HR audits, HRIS setup guidance, recruitment strategies, employee training, and retention strategies.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• Intuit (QuickBooks)coreTechnology or IntegrationAccounteam is a QuickBooks Advanced ProAdvisor Certified firm, providing expert QuickBooks Online bookkeeping services. The partnership enables the firm to offer specialized QuickBooks support including review, assessment, clean-up, and training services to clients.
• BlackBaudcoreTechnology or IntegrationAccounteam provides accounting software support for BlackBaud CRM platform, assisting non-profit clients with account setup and management for donor management, fundraising, and non-profit operations.
• eTapestrysupportingTechnology or IntegrationAccounteam offers support for eTapestry CRM software for non-profit clients, assisting with donor management and fundraising operations.
• Neon CRMsupportingTechnology or IntegrationAccounteam provides accounting services support for Neon CRM platform for non-profit organizations, including account setup and management assistance.
• CalCPAsupportingOthersAccounteam maintains membership in the California CPA Society, demonstrating professional credentials and staying connected with the accounting professional community.

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench: Digital-first bookkeeping and accounting service for small businesses, pairing dedicated bookkeepers with software. Directly comparable to Accounteam's SMB bookkeeping offering, though Bench operates at greater scale and with proprietary technology.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services primarily for startups and SMBs. Comparable to Accounteam in core bookkeeping and tax support but serves a higher-growth, venture-backed client base at larger scale.
• 1-800Accountant: National accounting and tax services firm serving SMBs and individuals with bookkeeping, tax, and advisory support. Closely mirrors Accounteam's SMB/individual tax preparation and bookkeeping scope, but at a national scale with centralized delivery.
• Bookkeeper360: Cloud-based bookkeeping and accounting firm for SMBs with Xero/QuickBooks expertise, offering tax, payroll, and CFO advisory. Directly comparable in QuickBooks-centric bookkeeping plus bundled tax/HR-adjacent services.

Emerging players

• Botkeeper: AI-assisted bookkeeping service combining machine learning with human accountants for SMBs. Comparable service model to Accounteam's bookkeeping line, with a differentiated automation-led approach targeting similar SMB and accounting-firm-reseller channels.
• Rippling: Unified HR, payroll, and IT platform with accounting-adjacent expense management for SMBs. Partial overlap with Accounteam's HR consulting line, representing a tech-enabled substitute for the firm's payroll setup and HR administration services.

Broad incumbents

• QuickBooks Live (Intuit): Intuit's on-demand bookkeeping and tax service staffed by QuickBooks experts, bundled directly inside QuickBooks Online. A direct competitor to Accounteam's QuickBooks-led bookkeeping offering, leveraging Intuit's massive SMB customer base.
• Andersen Tax: National tax, accounting, and advisory firm serving individuals, SMBs, and non-profits. Comparable across personal/business tax, non-profit compliance, and advisory, but operates at significantly larger scale with national reach.
• Wave Accounting: Free/low-cost cloud accounting platform for SMBs and sole proprietors with optional paid bookkeeping services. Comparable target customer and bookkeeping scope, with a software-led rather than professional-services-led delivery model.
• BDO USA: Top-tier accounting and advisory firm with a non-profit industry group serving 501(c)(3) clients. Comparable to Accounteam's non-profit vertical, but serving larger organizations at national scale with audit and tax capabilities beyond a small firm's scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

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 Accounteam