Cooper Norman
Cooper Norman is a privately held regional CPA and business advisory firm founded in 1954, operating across six offices in Idaho and Utah. It serves SMB and mid-market clients in agriculture, construction, healthcare, manufacturing/retail, and growth businesses with tax, audit, accounting, valuation, and fractional CFO services.
- Company typePrivate
- Founded1954
- HeadquartersTwin Falls, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Cooper Norman does
Cooper Norman is a privately held regional CPA and business advisory firm founded in 1954 in Idaho. The firm employs 101-250 people across six physical offices — five in Idaho (Idaho Falls as headquarters, Twin Falls, Pocatello, Rexburg, Blackfoot) and one in Utah (Pleasant Grove) — with a 2025 expansion into the Utah market via utah.coopernorman.com. It delivers services across five formal industry verticals: Agriculture, Construction, Healthcare, Manufacturing & Retail, and Growth Businesses. Revenue is generated entirely through professional services fees, including tax preparation and planning, audit and assurance, client accounting and bookkeeping, business valuation, fractional CFO services, business transition and exit planning, construction accounting, and real estate fund accounting. Pricing is engagement-based and quote-driven: individual tax returns range $300-$700, small business returns $750-$2,500, advisory $150-$400/hour, and audits starting around $5,000; 3.5% credit card processing fees apply (waived for ACH). The firm uses a standard professional services technology stack — QuickBooks, Sage, Toast, Dext, Shopify, Thomson Reuters, CCH (Wolters Kluwer) for tax/research, ShareFile for document exchange, and Aiwyn for payments — with no proprietary technology or AI capabilities. Go-to-market is sales-led, relying on local office presence, SEO-optimized location landing pages, content marketing (blog), LinkedIn/Facebook social engagement, and a Utah-only referral program called 'The Front' Ambassador Program. The firm is privately held with no disclosed external investors, PE ownership, or M&A history.
Cooper Norman firmographics
Firmographics- Name
- Cooper Norman
- Legal name
- Cooper Norman, PC
- Website
- https://coopernorman.com
- Company type
- Private
- Founded year
- 1954
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Cooper Norman is a privately held regional CPA and business advisory firm founded in 1954, operating across six offices in Idaho and Utah. It serves SMB and mid-market clients in agriculture, construction, healthcare, manufacturing/retail, and growth businesses with tax, audit, accounting, valuation, and fractional CFO services.
- Ownership category
- akta.pro rank
Where Cooper Norman is headquartered
LocationHeadquarters
- HQ city
- Twin Falls
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Cooper Norman business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Tax Preparation and Filing Services: Traditional tax return preparation for individuals and businesses across Idaho and Utah, likely representing a significant portion of recurring revenue from annual engagements.
- Audit and Assurance Services: Financial audits, reviews, and compilations for businesses requiring independent verification of financial statements.
- Client Accounting and Bookkeeping Services: Ongoing accounting, payroll, and CFO services delivered as recurring engagements or per-project basis.
- Business Advisory and Valuation Services: Strategic advisory, business valuation, and transition planning services delivered as project-based or retainer engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Individual Tax Return Preparation |
| One time/ perpetual license | Pay-as-you-go | Small Business Tax Return Preparation |
| Other | Pay-as-you-go | Advisory and Planning Services |
| Other | Multi-year contract | Audit Engagements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Cooper Norman product offering
Product offeringCore offering
Cooper Norman is a regional CPA and business advisory firm that delivers tax preparation, audit and assurance, client accounting, business valuation, fractional CFO, and business transition planning services. The firm serves clients across five industry verticals — agriculture, construction, healthcare, manufacturing and retail, and growth businesses — primarily through six office locations in Idaho and Utah.
Product overview
Cooper Norman is a regional CPA and business advisory firm offering a comprehensive suite of professional services across Idaho and Utah. The firm operates as a unified service offering rather than a modular software platform, delivering accounting, audit, tax, business valuation, and advisory services through multiple industry-specific practice areas. Core services include Client Accounting Services (payroll to CFO-level support), Audit and Assurance Services, Tax Services, Business Transition Planning, and Idaho Business Valuation Services. The firm also provides specialized Fractional CFO Services, Construction Accounting (both Idaho and Utah markets), and Real Estate Fund Accounting. For Utah clients, additional services include Growth & Exit Advisory, Estate Planning & Succession, and The Front Ambassador Program. The practice serves five primary industry verticals: Agriculture, Construction, Healthcare, Manufacturing & Retail, and Growth Businesses.
Differentiator
Problem solved
Functional benefit
Brands
- Cooper Norman Wealth: Wealth management and advisory services offered as a separate entity, accessible via coopernormanwealth.com
Products and services
- Tax Services Comprehensive tax planning and preparation utilizing a multidisciplinary team across federal, state, and multi-state tax compliance and strategy, for individuals and businesses.
- Audit and Assurance Services High-level audit and assurance expertise including full audits, reviews, and compilations, designed to provide stakeholder confidence and a valuable, painless audit experience.
- Client Accounting Services Full-service accounting team providing payroll processing, full accounting staff augmentation, and CFO-level advisory services using third-party accounting tools and software.
- Business Transition Planning Full-service business succession and exit planning to ensure smooth transitions, preserve legacy, and minimize tax exposure for business owners.
- Business Valuation Services
Companies that use Cooper Norman
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles2 records
Cooper Norman technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Cooper Norman partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Cooper Norman competitors and assessment
Company assessmentDirect peers
- Harris CPAs: Mid-sized regional CPA firm with comparable full-service offerings (tax, audit, advisory) and a similar multi-office regional model. Closely comparable in size and positioning.
- Eide Bailly: Top-25 U.S. CPA and advisory firm with a strong Mountain West presence including Idaho offices. Directly comparable in size, full-service offerings (tax, audit, advisory), and regional mid-market focus.
- Wipfli: Large regional CPA and advisory firm serving mid-market and SMB clients across multiple industries including construction and manufacturing. Comparable in service mix and vertical specialization approach.
- Moss Adams: Pacific Northwest-rooted CPA and advisory firm with industry practices in construction, healthcare, and agribusiness. Directly comparable in regional mid-market positioning and vertical industry model.
- Plante Moran: Large U.S. CPA and advisory firm known for serving middle-market companies across manufacturing, healthcare, and construction verticals. Comparable in full-service, industry-specialized model.
- Wiggins CPAs: Regional CPA and advisory firm with multi-office presence and industry-focused practices serving small and mid-market businesses in the Mountain West. Comparable in scope and target market.
Broad incumbents
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm with extensive industry specialization and a national footprint. Overlaps with Cooper Norman across tax, audit, advisory, and vertical industry practices but at meaningfully larger scale.
- RSM US: Global mid-market-focused audit, tax, and consulting firm. Competes for the same middle-market clients Cooper Norman serves but with broader capabilities, deeper specialty benches, and a national brand.
- BDO USA: Major national accounting and advisory firm targeting middle-market companies with industry-focused service lines. Provides direct competition for advisory and assurance work in the Mountain West.
- FORVIS: Top-tier U.S. CPA and advisory firm formed from the BKD and Dixon Hughes Goodman merger, with strong industry specialization including construction and healthcare. Competes for the same mid-market and industry-specialized engagements.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Cooper Norman social profiles
Digital presenceCooper Norman compliance and trust
Trust signalCompliance6 records
Cooper Norman financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cooper Norman leadership team
Management profileNumber of profiles
Profiles4 records
Cooper Norman funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cooper Norman M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cooper Norman
What does Cooper Norman do?
Cooper Norman is a regional CPA and business advisory firm that delivers tax preparation, audit and assurance, client accounting, business valuation, fractional CFO, and business transition planning services. The firm serves clients across five industry verticals — agriculture, construction, healthcare, manufacturing and retail, and growth businesses — primarily through six office locations in Idaho and Utah.
Is Cooper Norman a public or private company?
Cooper Norman is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cooper Norman founded?
Cooper Norman was founded in 1954. It employs 101 to 250 people.
Where is Cooper Norman based?
Cooper Norman is headquartered in Twin Falls, United States, in the North America region.
How does Cooper Norman make money?
Four revenue lines are on record. Tax Preparation and Filing Services are the primary driver. The others are audit and Assurance Services, client Accounting and Bookkeeping Services and business Advisory and Valuation Services.
Who are Cooper Norman's main competitors?
Direct peers on record are Harris CPAs, Eide Bailly, Wipfli, Moss Adams, Plante Moran and Wiggins CPAs. Broad incumbents are CliftonLarsonAllen (CLA), RSM US, BDO USA and FORVIS.
Does Cooper Norman have an API?
No public API is recorded for Cooper Norman.