Curran & Associates

What Curran & Associates does

Curran & Associates is a privately held, boutique certified public accounting (CPA) firm founded in 2014 and headquartered in San Jose, California. The firm operates with a small team of approximately 10 employees distributed across California, Colorado, Pennsylvania, and Georgia, indicating a remote-friendly operating model. Its core offering is structured as an integrated 'trifecta' of services: tax preparation and planning, accounting (including bookkeeping and financial reporting), and advisory services targeted at small and medium-sized businesses, entrepreneurs, startups, and individuals.

The firm does not operate a proprietary technology platform; its service delivery relies on standard industry accounting software combined with a client onboarding flow built on JotForm, which captures prospect information through an online discovery questionnaire that funnels leads into scheduled consultations. There is no indication of internal product development, software-as-a-service offering, or in-house engineering capability. The technology footprint is therefore that of a traditional professional-services practice augmented by basic cloud-based intake automation.

The business model is fee-for-service professional services, with revenue generated from tax engagements, recurring accounting retainers, and project-based advisory work for SMB clients. The go-to-market approach is primarily referral-driven, supported by word-of-mouth within the Bay Area SMB and founder community and amplified by an accessible online booking pathway. No external funding has been disclosed, and the firm appears to be founder-owned and self-financed, with no reported acquisitions, partnerships, or material leadership changes since founding.

Name

Curran & Associates

Legal name

Curran & Associates, P.C.

Website

https://curranassociatescpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Curran & Associates is a boutique San Jose-based CPA firm founded in 2014 that provides integrated tax, accounting, and advisory services to small and medium-sized businesses, entrepreneurs, startups, and individuals via a distributed remote team.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation services
• Accounting services
• Business advisory services
• Bookkeeping services
• CPA firm services

Headquarters

HQ city

San Jose

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. Tax Services: Tax return preparation and planning services including income tax, sales tax, estimated tax calculations, tax projections, local tax compliance, and informational returns. Revenue generated through professional service fees for tax preparation and ongoing tax advisory engagements.
2. Accounting Services: External controller services, bookkeeping (monthly/quarterly/annually), quarterly/annual accounting close, compiled and signed financial statements, and accounting system setup for new businesses.
3. Business Advisory Services: Strategic advisory including tax and accounting strategy, accounting procedure design, business entity selection, tax incentives, retirement plan selection, financial statement insights, financial and tax review meetings, executive summaries, and business acquisition and sale due diligence.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Curran & Associates, P.C. is a boutique CPA firm that provides integrated advisory, tax preparation and planning, and outsourced accounting services to small and mid-sized businesses, entrepreneurs, and startups. Engagements cover ongoing bookkeeping, financial statement preparation, tax compliance and planning, and higher-level advisory on growth, structure, and back-office financial operations.

Product overview

Curran & Associates offers an integrated suite of business advisory, tax preparation and planning, and accounting services as a boutique accounting firm serving small to medium-sized businesses and entrepreneurs since 2014. The firm operates as a single unified service offering rather than a platform with separate modules; all three service areas (Advisory Services, Tax Return Preparation & Planning, and Accounting Services) are delivered together as an integrated trifecta of financial services to help clients level-up their financial picture.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Higher-level business and financial advisory work for small and mid-sized businesses, entrepreneurs, and startups, covering strategic, structural, and growth-related questions. Delivered by the firm's founders and senior staff alongside tax and accounting engagements.
• Tax Return Preparation & Planning Preparation of federal, state, and local tax returns combined with year-round tax planning for SMB, entrepreneur, and individual clients. Includes multi-entity and multi-state planning for businesses scaling beyond a single jurisdiction.
• Accounting Services Ongoing outsourced accounting and bookkeeping for small and mid-sized businesses and startups, including transaction recording, monthly closes, financial statement preparation, and FP&A support, executed on cloud-based accounting platforms.

Named customers5 records

Segments3 records

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.

• Internal Revenue Service (IRS)minorOthersGovernment regulatory body. The firm provides links to IRS resources for clients including EFTPS login portal for electronic federal tax payments. Relationship is regulatory/compliance oriented rather than commercial partnership.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Armanino LLP: California-headquartered CPA and business advisory firm with strong SMB and tech-adjacent client base. Directly comparable in regional footprint, target client size, and integrated tax/accounting/advisory offerings.
• BPM LLP: West Coast-based CPA firm serving SMBs and middle-market clients with tax, accounting, and advisory services. Comparable in size tier, service mix, and California-centric footprint.

Broad incumbents

• Moss Adams LLP: Top-15 US CPA firm headquartered in the West Coast with strong SMB and private client practice. Larger than Curran but serves substantially overlapping clients and has a similar integrated service approach.
• Eide Bailly LLP: Top-20 US accounting firm with a dedicated SMB and private business practice. Comparable in serving entrepreneur-led companies with tax, accounting, and advisory services, though larger and broader geographically.
• CliftonLarsonAllen (CLA): Major US accounting firm with one of the largest SMB practices in the country. Comparable client profile and integrated service model, but significantly larger scale and broader geographic footprint.
• Withum: Large US CPA and advisory firm with strong SMB and entrepreneurial client focus. Similar integrated service trifecta (tax, accounting, advisory) but with materially greater scale and geographic reach.
• BDO USA: Top-5 global accounting network with a substantial US SMB and middle-market practice. Competes for the same entrepreneur and growth-stage client base, though at a much larger scale and with deeper specialty benches.

Emerging players

• CFOshare: Outsourced CFO and accounting services firm serving SMBs and startups. Comparable in serving founder-led businesses with bundled financial leadership, though structured around fractional CFO engagement rather than tax-led relationships.
• GreenGrowth CPAs: Boutique CPA firm serving small businesses and startups with tax and accounting services. Comparable boutique scale and SMB focus, though with a more sustainability-oriented niche.
• Pilot.com: Tech-enabled outsourced bookkeeping and accounting firm focused on SMBs and startups. Competes with Curran for the same client base but differentiates through software-driven delivery and a startup-services focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

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 Curran & Associates