MOD Ventures

What MOD Ventures does

MOD VENTURES LLC is a privately held, bootstrapped outsourced accounting and financial advisory firm headquartered in Tucson, Arizona, with a secondary office in Phoenix and active clients across 12 U.S. states. Founded in 2004 by CEO Gabrielle Luoma (CPA, CGMA), the firm delivers three integrated service lines: Outsourced CFO Services, Client Accounting + Advisory Services (CAS), and Business Tax Preparation. Services are sold to small and mid-sized businesses in the $1M-$20M revenue range, with sector-specific extensions (MOD+ for Healthcare, MOD+ for Construction) layered onto the core offering.

The firm's technology stack is intentionally lean: cloud-based accounting systems and a secure client portal for document exchange and engagement letter management, with no public API, no proprietary platform IP, and no mobile application. Differentiation rests on team-based delivery (bookkeeper through fractional CFO), the founder's CPA credentials, published authorship, and speaking presence in the CPA community. The firm combines over 20 years of team experience and reports analyzing 16,000+ financials over four years while processing $21M in payments annually on behalf of CAS clients.

MOD Ventures generates revenue primarily through monthly retainer engagements ranging from $3,000 to $12,000+ per client, supplemented by project-based work at $200-$500 per hour and tax preparation engagements. GTM is consultative, anchored on a free 30-minute "Profit Power call" and supported by content marketing (blog, newsletter, SEO). The firm has remained entirely founder-owned and has taken no external capital, consistent with a profitable, slow-growth professional services profile.

Name

MOD Ventures

Legal name

MOD VENTURES LLC

Website

https://modventuresllc.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

MOD Ventures is a bootstrapped Tucson-based outsourced accounting and fractional CFO firm serving SMBs ($1M-$20M revenue) across 12 U.S. states. It integrates bookkeeping, controller, CFO advisory, and tax services into monthly retainer engagements led by a 10-person team.

Ownership category

akta.pro rank

Product category

Outsourced Accounting and Financial Advisory Services

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Outsourced accounting services
• Fractional CFO services
• Client advisory services
• Business tax preparation
• Financial controllership

Headquarters

HQ city

Tucson

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced CFO/Financial Leadership Services: Monthly retainer engagements providing ongoing fractional CFO support, financial strategy, forecasting, cash flow management, and executive reporting. Most clients are on monthly retainers for consistent strategic support.
2. Project-Based Engagements: One-time strategic projects including financial cleanup, forecasting setup, fundraising preparation, audit prep, and M&A due diligence support. Typically priced hourly or at fixed project fees.
3. Tax Preparation Services: Business tax preparation including compliance filings, audit preparation, tax planning, and document management through secure online portal. Turnaround policy for all communication is 24 hours.
4. Client Accounting + Advisory Services (CAS): Ongoing accounting services including accounts payable/receivable management, accounting system setups and updates, financial reporting, and advisory support. Mix-and-match service packages available.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

MOD Ventures delivers outsourced accounting, controllership, tax preparation, and fractional CFO services to growing U.S. businesses in the $1M–$20M revenue range. Its three core offerings — Outsourced CFO Services, Client Accounting + Advisory Services (CAS), and Business Tax Preparation — are delivered virtually through cloud-based systems and a secure client portal, providing bookkeeping, controller oversight, strategic financial leadership, and tax compliance as an integrated team engagement.

Product overview

MOD Ventures offers a unified suite of outsourced accounting and financial advisory services for growing businesses. The core offering consists of three integrated service lines: (1) Outsourced CFO Services providing strategic financial leadership and decision support, (2) Client Accounting + Advisory Services (CAS) combining bookkeeping, controller oversight, and strategic guidance, and (3) Business Tax Preparation covering tax filing, planning, and audit support. All services are delivered virtually through cloud-based systems and secure client portals, enabling access from any location. The company serves clients across multiple U.S. states with a team combining over 20 years of financial expertise, managing $21M in annual payments for CAS clients. Industry-specific advisory programs (MOD+ for Small Business, MOD+ for Healthcare, MOD+ for Construction) extend the core services with sector-focused financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced CFO Services Virtual fractional CFO services providing part-time, strategic financial leadership for businesses that have outgrown basic bookkeeping but are not ready for a full-time CFO. Includes cash flow analysis, forecasting, budgeting, financial strategy, and decision support delivered remotely.
• Client Accounting + Advisory Services (CAS) Ongoing accounting and advisory support combining bookkeeping, controller-level oversight, and strategic guidance. Manages accounts payable/receivable, accounting system setup and updates, financial reporting, and industry-specific advisory for small business, healthcare, and construction sectors via MOD+ programs.
• Business Tax Preparation Virtual, streamlined business tax preparation and filing services including tax planning, audit preparation, and compliance. Features a secure online client portal for document exchange with a 24-hour communication turnaround policy.

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pilot: Pilot.com is a virtual bookkeeping, accounting, tax, and CFO services platform purpose-built for startups and SMBs. Direct overlap with MOD Ventures' CAS + fractional CFO offering, with a tech-enabled delivery model and broader geographic reach.
• Bench: Bench is a virtual bookkeeping and financial reporting service for small businesses, pairing software with dedicated bookkeepers. Closely comparable to MOD Ventures' bookkeeping + reporting layer of CAS.
• 1-800Accountant: 1-800Accountant is a virtual accounting, tax, and advisory firm serving SMBs and small-business owners nationwide. Highly comparable to MOD Ventures in delivery model, customer segment, and integrated tax + accounting offering.
• Ignite Spot Accounting Services: Ignite Spot is an outsourced bookkeeping, controller, and CFO firm targeting SMBs with recurring monthly engagements. Directly comparable service mix, retention model, and SMB positioning to MOD Ventures.
• CFO Share: CFO Share provides fractional and interim CFO services to growth-stage and middle-market companies. Highly comparable on the fractional CFO layer of MOD Ventures' service stack.
• AccountingDepartment.com: AccountingDepartment.com provides outsourced bookkeeping, controller, and part-time CFO services to SMBs across the U.S. Direct peer in delivery model, recurring monthly engagements, and target customer profile.

Emerging players

• Paro: Paro is a marketplace/platform matching SMBs with fractional finance talent (bookkeepers, controllers, CFOs). Comparable in client outcome (fractional finance leadership for SMBs), though enabled via a talent marketplace model rather than an in-house firm like MOD Ventures.

Broad incumbents

• BDO USA: BDO USA is a top-tier national accounting and advisory firm offering bookkeeping-adjacent outsourced accounting, controller, and CFO advisory through its BDO Digital/Outsourced Finance practice. Overlaps with MOD Ventures at the upper end of its SMB segment while serving much larger clients.

Others

• Belay Solutions: Belay is a virtual staffing provider pairing SMBs with U.S.-based bookkeepers and accountants; adjacent rather than direct, but addresses the same SMB finance talent gap through a different (staffing) model.
• LiveFlow: LiveFlow is a financial management software platform connecting QuickBooks/Xero to Google Sheets for real-time reporting. Not a direct competitor but adjacent infrastructure increasingly used by both MOD Ventures and its SMB clients for the reporting layer.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Xx.com/GabrielleLuoma
• Facebookfacebook.com/modventuresllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 MOD Ventures