Kurtz Fargo

What Kurtz Fargo does

Kurtz Fargo LLP is a Boulder, Colorado-based certified public accounting firm founded in 2010 that delivers assurance and accounting, tax preparation and advisory, and business advisory services to emerging growth, small, and mid-sized businesses. Its client base spans technology companies, startups, closely held and family businesses, private equity and investment funds, ultra-high net worth individuals, professional services and creative agencies, real estate, and manufacturing and distribution clients. The firm positions itself as a personalized, hands-on boutique alternative to Big Four firms, emphasizing entrepreneurial, relationship-based engagement and proactive strategic guidance beyond compliance.

The firm operates three offices in Colorado (Boulder headquarters, Denver, and Durango) and is an independent member of Morison Global, an international association of accounting and advisory firms, which extends its capability to serve clients with cross-border needs. Go-to-market is sales-led and referral-driven, with strategic relationships into corporate attorneys, bankers, venture capitalists, private equity, angel investors, and accelerators that route clients to the firm. No proprietary technology stack, AI/ML capabilities, or pricing tiers are publicly disclosed; pricing is engagement-based and quote-driven.

Revenue is not publicly disclosed. The firm was recognized by Accounting Today and Best Companies Group as one of the Best Small Firms to Work For in the U.S. in 2024, and the firm uses that employer brand to compete for talent against larger competitors. Operating geographies are concentrated in Colorado, with no public claims of international service delivery beyond the Morison Global affiliation.

Name

Kurtz Fargo

Legal name

Kurtz Fargo LLP

Website

https://kurtzfargo.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Kurtz Fargo LLP is a Boulder, Colorado-based boutique accounting firm offering assurance, tax, and advisory services to emerging growth, small, and mid-sized businesses across multiple verticals in Colorado.

Ownership category

akta.pro rank

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance and Accounting Services: Professional assurance services including audit, review, and compilation of financial statements, internal control reviews, and employee benefit plan audits. Revenue is generated through professional service fees for these engagements.
2. Tax Preparation and Advisory Services: Tax return preparation, tax planning, multi-state tax compliance, merger/acquisition advisory, and stock option planning services. Generates recurring and project-based professional service fees.
3. Business Advisory Services: Strategic advisory including business plan review, cash flow projections, choice of business entity, merger/acquisition analysis, CFO services, and financial due diligence/quality of earnings. Revenue from advisory consulting engagements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Kurtz Fargo is a boutique certified public accounting firm providing three core service lines: (1) Assurance + Accounting Services such as audits, reviews, compilations, internal control reviews, and employee benefit plan audits; (2) Tax Preparation + Advisory Services covering tax return prep, planning, multi-state compliance, M&A tax advice, stock option planning, and transaction due diligence; and (3) Business Advisory Services including business plan review, cash flow projections, CFO services, and quality of earnings reviews. The firm's clients are primarily emerging growth, small, and mid-sized businesses in Colorado.

Product overview

Kurtz Fargo is a Boulder, Colorado-based accounting firm offering three integrated service lines: Assurance + Accounting Services, Tax Preparation + Advisory Services, and Business Advisory Services. These services work together to provide comprehensive financial support for emerging growth, small, and mid-sized businesses, combining audit and compliance functions with strategic tax planning and advisory capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance + Accounting Services Provides audit, review, and compilation of financial statements; development of forecasts and projections; special reports on contract compliance; internal control reviews; and employee benefit plan audits for emerging growth, small, and mid-sized businesses in Colorado.
• Tax Preparation + Advisory Services Delivers tax return preparation, tax planning and counseling to minimize taxes, analysis of alternative business decisions, merger/acquisition/reorganization/liquidation advice, stock option planning, financial and tax transaction due diligence, multi-state tax compliance and planning, and pass-through entity tax services for businesses and individuals.
• Business Advisory Services Offers business plan review and analysis, cash flow projections, choice of business entity guidance, merger/acquisition/buy-sell analysis, client advisory and CFO services, financial due diligence and quality of earnings reviews, and financial operations advisory for emerging growth, small, and mid-sized businesses.

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Morison GlobalcoreStrategic or Co-development PartnerKurtz Fargo is an independent member of Morison Global, an international association of independent accounting and advisory firms. This membership provides the firm with access to global resources, international expertise, and the ability to serve clients with cross-border needs while maintaining its independent, boutique firm identity.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Moss Adams: Large West Coast and Mountain West CPA firm with a Denver presence, focused on middle-market, private equity, and technology clients. Overlaps with Kurtz Fargo's startup, tech, and PE advisory practices in the same Colorado geography.
• Eide Bailly: Top-25 U.S. accounting and advisory firm with a significant Denver office and strong middle-market focus. Directly comparable to Kurtz Fargo in serving emerging growth and mid-sized businesses in Colorado, but at meaningfully larger scale with broader service lines.

Broad incumbents

• BDO USA: Major global mid-tier accounting network with substantial U.S. presence, including Denver and Boulder-area offices. Targets middle-market and PE-backed companies, directly overlapping with Kurtz Fargo's core segments while offering international reach.
• RSM US: Leading mid-tier global accounting firm with a major U.S. middle-market focus, including significant private equity and technology client practices. Competes with Kurtz Fargo for the same growth-stage and mid-market clients but offers international scale and dedicated industry practices.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm focused on serving small and mid-sized businesses, including closely held and family-owned companies — a primary Kurtz Fargo segment. Offers broader capabilities and scale advantages while serving the same client types.
• Plante Moran: One of the largest U.S.-based accounting firms, serving middle-market and emerging growth companies across multiple industries. Comparable to Kurtz Fargo in client profile (mid-market, growth-stage) but operating at much greater scale and with a broader service portfolio.
• Wipfli: Top-20 U.S. accounting and consulting firm with strong middle-market and growth-company practices. Comparable to Kurtz Fargo in target client profile (small and mid-sized businesses) but with a national footprint and broader advisory capabilities.
• Crowe LLP: Top-10 U.S. public accounting and consulting firm with deep middle-market and PE client relationships. Overlaps with Kurtz Fargo in growth-company advisory and assurance services but operates at national scale with broader industry specialization.

Regional players

• Boulder CPA Group: Boulder-based boutique CPA firm providing tax, accounting, and advisory services to small businesses and individuals. Comparable to Kurtz Fargo in geographic footprint and service offering but with a smaller-scale, more local orientation.
• Anton Collins Mitchell: Boulder-based boutique CPA and advisory firm serving closely held businesses, startups, and high-net-worth individuals in Colorado. Highly comparable to Kurtz Fargo in size, geography, and service mix, making it a close local competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kurtz-fargo-llp
• Instagraminstagram.com/kurtzfargo
• Xx.com/kurtzfargo
• Facebookfacebook.com/kurtz-fargo-llp-328248933869781

Revenue estimate

Valuation estimate

Number of profiles

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 Kurtz Fargo