What The Quantify Group does

The Quantify Group is a Pennsylvania-based outsourced accounting firm that exclusively serves 501(c)(3) nonprofit organizations in the United States with at least $250,000 in annual funding. Founded in 2012 by CPAs Dave Ashworth and Alex Steinberg after they left public accounting, the firm delivers three tiers of service — bookkeeping, controller, and CFO advisory — covering bank reconciliation, accounts payable, payroll processing, monthly accrual financials, cash flow forecasting, budget creation, restricted fund and grant tracking, custom board reporting, and audit and Form 990 support.

The firm's core technology stack is built on commodity SaaS rather than proprietary infrastructure: QuickBooks Online serves as the primary accounting platform, Bill.com handles accounts payable, and the firm operates through cloud-based access (including read-only bank connections) and a Financial Cents client portal. Its principal proprietary asset is the Calculated Growth Model (CGM), a three-pronged decision-evaluation methodology layered on top of standard service delivery.

Quantify generates revenue through monthly fixed-fee subscriptions, with pricing scaled to client organization size, accounting complexity, transaction volume, and selected services, augmented by a-la-carte add-ons. Distribution is entirely direct: a consultative inside-sales motion driven by a Calendly-based discovery call, content marketing through a nonprofit-focused blog and SEO, and founder-led referrals. The firm operates from Exton, PA, with a stated footprint spanning the Mid-Atlantic (Delaware, Maryland, New Jersey, New York, Pennsylvania) and more recently the Southeast.

Name

The Quantify Group

Legal name

The Quantify Group, LLC

Website

https://thequantifygroup.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

The Quantify Group is an outsourced accounting firm that provides bookkeeping, controller, and CFO services exclusively to U.S. 501(c)(3) nonprofits with $250k+ in annual funding, operating on a monthly fixed-fee model across the Mid-Atlantic and Southeast.

Ownership category

akta.pro rank

Headquarters

HQ city

Exton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Fixed-Fee Accounting Services: The company operates on a monthly fixed-fee model for bookkeeping, controller, and CFO services. Fees are determined by the size of the organization, complexity of accounting needs, number of monthly transactions, and agreed-upon services. This model provides predictable billing and allows clients to scale services as their business grows. The company also offers additional a-la-carte services beyond the base monthly package.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

The Quantify Group is an outsourced accounting firm that exclusively serves 501(c)(3) nonprofit organizations, providing bookkeeping, controller, and CFO services on a monthly fixed-fee model. Its engagements are grounded in a proprietary methodology called the Calculated Growth Model (CGM), which structures financial management for tax-exempt organizations. The firm was founded in 2012 and is headquartered in Exton, Pennsylvania.

Product overview

The Quantify Group offers an integrated suite of outsourced accounting services for non-profit organizations built on three core tiers: Bookkeeping Services (transaction recording and day-to-day financial management), Controller Services (internal controls, reconciliation, and financial oversight), and CFO Services (strategic planning, forecasting, and board-level reporting). These core offerings are supplemented by specialized sub-products including Cash Flow Forecasting, Custom Board Reporting, Budget Creation and Tracking, Restricted Donation and Expense Tracking, Audit and 990 Support, and Grant Management. The firm also employs a proprietary Calculated Growth Model (CGM) methodology. Services are delivered through a monthly fixed-fee model using QuickBooks (QBO) as the primary accounting platform and Bill.com for accounts payable management. The firm exclusively serves 501(c)(3) organizations based in the United States with annual funding of $250k or more.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Bookkeeping Services Recurring monthly bookkeeping service for 501(c)(3) nonprofit organizations, covering day-to-day transaction recording, reconciliations, and financial record maintenance. Delivered on a fixed-fee subscription-style basis rather than hourly billing.
• Outsourced Controller Services Recurring outsourced controller service for 501(c)(3) nonprofits, providing oversight of accounting staff, monthly close, financial reporting, and internal controls typically performed by an in-house controller.
• Outsourced CFO Services Recurring outsourced CFO advisory service for 501(c)(3) nonprofits, providing executive-level financial leadership, budgeting, cash-flow strategy, and board-facing financial guidance on a fixed monthly fee.
• Calculated Growth Model (CGM) Proprietary advisory methodology developed by The Quantify Group that structures financial management, planning, and growth advisory engagements for 501(c)(3) nonprofit clients. Used as the framework for delivering the firm's bookkeeping, controller, and CFO services.

Quantifiable outcome

• Over 300 satisfied clients served
• +1 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Foundation Group: National outsourced accounting, bookkeeping and CFO services firm dedicated exclusively to 501(c)(3) nonprofits. Directly comparable vertical focus, subscription-style monthly fee model, and similar service tiers (bookkeeping, controller, CFO).
• CapinCrouse: National CPA firm exclusively serving nonprofit organizations, churches, and higher education institutions. Comparable in exclusive nonprofit focus and full-service accounting/audit offerings, but materially larger in scale.
• TGG Accounting: Outsourced bookkeeping and accounting firm serving nonprofits and small businesses using cloud-based platforms including QuickBooks Online. Comparable technology stack and service model for similar nonprofit clients.

Broad incumbents

• Wipfli LLP: Top-20 U.S. accounting and advisory firm with a dedicated nonprofit practice serving 501(c)(3) organizations across audit, tax, and outsourced accounting. Competes for the same nonprofit clients with broader geographic reach and deeper resources.
• Withum: Large U.S. accounting and advisory firm with a substantial nonprofit practice offering audit, tax, and outsourced services. Mid-Atlantic presence (including New Jersey and Pennsylvania offices) overlaps Quantify's target geography.
• Clark Naber PS: Northwest U.S. CPA firm with a notable nonprofit practice delivering audit, tax, and outsourced accounting to 501(c)(3) organizations. Comparable vertical expertise but different regional focus than Quantify.

Regional players

• Kreischer Miller: Mid-Atlantic–focused CPA and advisory firm with a dedicated nonprofit group serving 501(c)(3)s across audit, tax, and outsourced accounting. Direct competitor in Quantify's home geography with comparable mid-market client profile.
• Boyum Barenscheer CPAs: Minneapolis-based CPA firm with a dedicated nonprofit services group serving 501(c)(3)s in audit, tax, and outsourced accounting. Comparable niche vertical focus but operates in a different geography.

Emerging players

• The Hinge Group: Consulting and outsourced services firm focused on the nonprofit sector, including financial leadership, CFO services, and operational support. Closely comparable in target customer and CFO/advisory positioning, though with a different delivery emphasis.
• BooksTime: Cloud-based bookkeeping and accounting services provider using QuickBooks, targeting small businesses and nonprofits. Comparable technology-enabled delivery model, though more horizontally focused than Quantify's nonprofit-exclusive positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/QuantifyGroup
• Facebookfacebook.com/quantifygroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 The Quantify Group