What Keiter does

Keiter is an independent, privately-held Certified Public Accounting firm headquartered at 4401 Dominion Boulevard in the Innsbrook Corporate Center, Glen Allen, Virginia (Richmond metro). The firm serves mid-to-large privately-held businesses with $5M+ in revenue, nonprofit and exempt organizations with $1M+ in assets, and high-net-worth individuals and families requiring multigenerational tax, estate, and wealth planning. Operating across the Mid-Atlantic with selective national reach via the LEA Global network, Keiter runs six integrated service lines—Audit & Assurance, Tax, Cybersecurity & Risk Advisory, Valuation & Forensic Services, Transaction Advisory, and Client Accounting & Finance Services—delivered through industry-specialized teams across ten verticals including construction, financial services, healthcare, manufacturing, real estate, technology, and private equity. Engagements are delivered on a quote-based professional services model, with fixed-price arrangements for fractional CFO/controller work and payment plans via QuickFee for invoices above $5,000.

The firm’s technological footprint includes a proprietary HubSync client portal for document management and service delivery, an internally developed CMMC Compliance Tool that documents scoping, practices, gaps, POA&Ms, and body of evidence with permanent client data retention, and integrations with QuickFee for payments, Eventbrite for event registration, and SurveyMonkey for client feedback. Regulatory credentials include PCAOB registration, AICPA Employee Benefit Plan Audit Quality Center and Private Companies Practice Section membership, Center for Audit Quality membership, CMMC Registered Practitioner Organization status, and NASBA CPE Sponsor ID 146630. The Valuation and Forensic Services Practice is in its 25th year with 1,600+ projects across 220+ industries, the M&A team has 250+ engagements including 170 sell-side transactions, and the construction practice serves 140+ regional clients.

Revenue is generated through professional services billings across all six service lines, with engagement-based pricing on audit, tax, valuation, transaction advisory, and litigation support mandates, supplemented by subscription-style fractional CFO/controller engagements. The go-to-market is sales-led and relationship-driven, executed through direct client engagement, RFP submission, and consultation requests, supported by content marketing (700+ blog articles), industry-specific newsletters, NASBA-registered CPE seminars and webinars, and participation in trade associations such as CICPAC, ABC, and AGC. Distribution is concentrated in a single headquarters location serving clients regionally and selectively nationally, including a wholly-owned subsidiary, Keiter Advisors, providing foodservice distribution M&A advisory.

Name

Keiter

Legal name

Keiter

Website

https://keitercpa.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

101–250 employees

Short description

Keiter is a Glen Allen, Virginia-based CPA firm delivering integrated tax, audit, valuation, transaction advisory, cybersecurity, and fractional CFO services to mid-market privately-held businesses, high-net-worth families, and nonprofit organizations across the Mid-Atlantic and nationally.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Professional, Scientific, and Technical Services (541)

SIC

Services-Business Services, Nec (7389)

akta.pro primary industry

Internal Audit & SOX/ICFR Advisory (BPAHAFAD)

akta.pro secondary industries

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA), Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Tax compliance services
• Audit assurance services
• Business valuation services
• Transaction advisory services
• Fractional CFO services

Headquarters

HQ city

Glen Allen

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, Infrastructure

Revenue model

1. Audit & Assurance Services: Financial statement audits, reviews, agreed-upon procedures, SOC reporting, and employee benefit plan audits for businesses and nonprofits.
2. Tax Services: Business tax compliance and planning, private client tax services, state and local tax, tax credits including R&D, Historic, and Opportunity Zone credits, estate planning, and international tax services.
3. Cybersecurity & Risk Advisory: Cybersecurity consulting, CMMC services, risk advisory, internal audit, IT audits, and Sarbanes-Oxley assistance.
4. Valuation & Forensic Services: Business valuations, litigation support, forensic accounting, divorce valuations, economic damages analysis, and financial investigations.
5. Transaction Advisory: M&A advisory, due diligence, quality of earnings reports, tax structuring, and business succession planning.
6. Client Accounting & Finance Services: Fractional controller and CFO services, accounting and finance advisory provided on a fixed-price engagement model.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Keiter is a certified public accounting (CPA) firm delivering professional services through six core service lines: Audit & Assurance, Tax, Cybersecurity & Risk Advisory, Valuation & Forensic Services, Transaction Advisory, and Client Accounting & Finance Services (including fractional CFO/controller). The firm serves privately held businesses, high-net-worth individuals and families, nonprofits, and specialized industries such as construction, financial services, healthcare, real estate, manufacturing, and technology.

Product overview

Keiter is a Certified Public Accounting (CPA) firm providing professional services through a unified platform approach rather than discrete software products. The firm offers six core service lines: Audit & Assurance Services, Tax Services, Cybersecurity & Risk Advisory Services, Valuation & Forensic Services, Transaction Advisory Services, and Client Accounting & Finance Services. These service lines include multiple specialized sub-services such as SOC reporting, employee benefit plan audits, CMMC compliance services, business valuations, M&A advisory, and fractional CFO/controller services. The offering functions as an integrated professional services portfolio where clients can access multiple service types through a single firm relationship.

Differentiator

Problem solved

Functional benefit

Brands

• Keiter Advisors: Acquisition, strategic advisory, and sell-side advisory services specifically for the foodservice distribution industry.

Products and services

• Audit & Assurance Services

Quantifiable outcome

• State & Local Tax refund of $750,000 in overpaid use tax on advertising services
• +3 more outcomes

Named customers5 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• NASBA (National Association of State Boards of Accountancy)coreStrategic or Co-development PartnerKeiter CPAs is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. NASBA Sponsor Identification Number: 146630. This partnership enables the firm to offer CPE credits through its seminars and webinars for professional development.
• QuickFeeminorOthersPreferred payment processing partner for invoice payments. Offers ACH bank transfers, credit card processing (3% fee), and payment plan options (3-12 months) for invoices over $5,000. All payments processed securely through QuickFee/QuickFee Financing.
• CICPAC (Construction Industry CPAs and Consultants Association)coreStrategic or Co-development PartnerKeiter is a member of CICPAC, an association of construction industry CPAs working together to stay ahead of emerging issues including financial benchmarks, compensation challenges, operational best practices, and compliance considerations.
• ABC (Associated Builders and Contractors)minorStrategic or Co-development PartnerNational trade association membership supporting construction industry connections and professional development resources.
• AGC (Associated General Contractors of America)minorStrategic or Co-development PartnerNational construction industry association membership providing access to industry resources, networking, and best practices.
• CMMC AB (Cybersecurity Maturity Model Certification Accreditation Body)coreTechnology or IntegrationKeiter is a Registered Practitioner Organization (RPO) listed in the CMMC Marketplace. This status enables the firm to provide CMMC readiness assessments, gap analyses, and remediation assistance to DoD contractors seeking certification.
• AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)coreStrategic or Co-development PartnerMember of the AICPA Employee Benefit Plan Audit Quality Center demonstrating commitment to quality and compliance in employee benefit plan audits.
• Center for Audit Quality (CAQ)coreStrategic or Co-development PartnerMember of the Center for Audit Quality, supporting audit quality initiatives and professional standards in the public accounting profession.
• AICPA Private Companies Practice Section (PCPS)coreStrategic or Co-development PartnerMember of AICPA's Private Companies Practice Section providing access to resources, advocacy, and professional development for firms serving private companies.
• Keiter AdvisorscoreStrategic or Co-development PartnerSpecialized subsidiary providing acquisition, strategic advisory, and sell-side advisory services specifically for the foodservice distribution industry. Extends transaction advisory capabilities into specialized vertical.
• LEA GlobalminorChannel Partner/ Reseller/ DistributorInternational accounting firm network affiliation providing access to global resources and international service delivery capabilities for clients with cross-border needs.

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Broad incumbents

• CLA (CliftonLarsonAllen): Top-10 U.S. accounting and professional services firm providing audit, tax, advisory, and wealth management to privately held businesses, government, and HNW clients nationwide, serving as a larger but functionally comparable competitor to Keiter.
• Wipfli: Top-25 U.S. accounting and consulting firm serving privately held middle-market businesses across industries with technology-enabled advisory services, overlapping Keiter's service lines at a broader geographic scale.
• CBIZ: National professional services firm providing accounting, tax, advisory, and risk advisory services to privately held businesses, government, and nonprofit clients; competes directly with Keiter in mid-market assurance and advisory work.
• RSM US: National mid-market-focused audit, tax, and consulting firm serving privately held businesses across industries with both traditional and emerging advisory services; competing with Keiter for the same middle-market client profile at a larger scale.
• Crowe: Top-10 U.S. public accounting and consulting firm serving mid-market, public, and HNW clients with audit, tax, advisory, and technology services; competes with Keiter across multiple service lines including risk advisory and transaction services.

Direct peers

• Withum: Top-25 U.S. accounting and advisory firm serving privately held middle-market businesses across industries with audit, tax, and specialty advisory including cybersecurity, valuation, and transaction services—closely mirroring Keiter's six-line platform.
• Plante Moran: Large U.S. accounting and business advisory firm serving privately held middle-market companies, family businesses, and HNW clients with deep industry specialization in manufacturing, healthcare, and real estate, comparable in mid-market focus and breadth of advisory services.
• PBMares: Virginia-based regional CPA and advisory firm serving privately held businesses, nonprofits, and government entities across the Mid-Atlantic with audit, tax, and consulting services, overlapping directly with Keiter's regional footprint and client mix.
• Cherry Bekaert: Top-25 U.S. accounting firm headquartered in Richmond, VA, providing audit, tax, advisory, and risk services to privately held businesses, HNW individuals, and government/ nonprofit clients across the Mid-Atlantic and Southeast, making it Keiter's most direct regional competitor.
• Yount Hyde & Barbour (YHB): Mid-Atlantic CPA and business advisory firm providing accounting, tax, audit, and wealth advisory services to private companies, nonprofits, and HNW clients in Virginia and surrounding states, comparable in size and service mix to Keiter.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/keitercpa
• LinkedInlinkedin.com/company/55804
• Instagraminstagram.com/keitercpa
• Xx.com/keitercpa

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

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 Keiter