Gurian CPA

What Gurian CPA does

Gurian CPA is a privately held professional services firm (Gurian PLLC) headquartered in Addison, Texas, providing full-service accounting, tax preparation and planning, payroll, bookkeeping, business advisory, and IRS representation to small and mid-sized businesses. Founded in 2003, the firm operates two offices serving the Dallas-Fort Worth and Houston metropolitan areas, with service delivery supported by a cloud-based client portal (NetSolutions) for secure document sharing, payroll data entry, and remote financial access.

The firm monetizes through a fixed-fee subscription model with a 12-month initial commitment for new business clients, transitioning to month-to-month billing thereafter, layered with seasonal tax preparation, payroll processing, and project-based advisory work including outsourced CFO engagements. Its offering is organized across 10+ industry verticals, including construction, healthcare, law firms (with IOLTA trust accounting), manufacturing, real estate, restaurants and franchises, retail, staffing companies, technology and SaaS startups, and content creators, each with industry-specific accounting playbooks (e.g., restaurant prime cost reporting, construction job costing).

Gurian CPA positions itself as a concierge-style provider combining bookkeeping, monthly accounting, and proactive tax planning under one engagement, with stated differentiators including a 24-hour response guarantee, proactive year-end deduction and credit identification, and clean-book real-time financial clarity. The firm has been recognized in D Magazine's CPA Industry Leaders of 2023 and claims over 22 years of operating history. It is founder-led by Peter Gurian with no disclosed outside investment, acquisitions, or institutional ownership.

Name

Gurian CPA

Legal name

Gurian PLLC

Website

https://gurianco.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Gurian CPA is a privately held Texas-based CPA firm (founded 2003) providing bookkeeping, accounting, tax, payroll, and advisory services to SMBs across 10+ verticals from two offices in Dallas-Fort Worth and Houston, on a fixed-fee subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Dallas

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. Professional Accounting Services: Full-service accounting and bookkeeping including day-to-day transaction recording, monthly reconciliations, financial statement preparation, and general ledger management.
2. Tax Preparation and Planning: Federal and state tax return preparation for individuals, partnerships, corporations, estates, trusts, and nonprofit organizations, along with proactive tax planning services.
3. Payroll Processing Services: Complete payroll processing including W-2 and 1099 processing, direct deposit, printed checks, and payroll tax filing assistance.
4. Business Advisory Services: Strategic financial advisory, business planning, growth strategy development, and CFO-level guidance for businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Gurian CPA Firm provides integrated accounting, tax, and advisory services to small and mid-market businesses in the Dallas-Fort Worth and Houston metros. Core deliverables include monthly bookkeeping and reconciliations, financial statement preparation, federal and state tax preparation and planning, payroll processing, and strategic business advisory including outsourced CFO support, with industry-specific packages for sectors such as construction, healthcare, legal, manufacturing, real estate, restaurants, retail, staffing, and technology.

Product overview

Gurian CPA Firm is a professional services firm offering a unified portfolio of accounting, tax, and advisory services rather than a software product. The core offering combines three integrated service layers: day-to-day bookkeeping, monthly accounting with reconciliations, and proactive business tax preparation and planning. Specialized service packages address specific needs such as payroll processing, restaurant prime cost management, and outsourced CFO functions. The firm operates primarily in Dallas and Houston serving diverse industries including construction, healthcare, legal, manufacturing, real estate, restaurants, retail, staffing, and technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Accounting Services Full-service monthly financial management including day-to-day bookkeeping, monthly reconciliations, general ledger entries, financial statement preparation, and proactive advisory insights to help Dallas-Fort Worth and Houston businesses maintain accurate, timely financial information and make better decisions.
• Tax Services Comprehensive federal and state tax preparation and proactive planning for individuals, partnerships, corporations, estates, trusts, and nonprofit organizations, including strategies to minimize tax liabilities throughout the year rather than only at filing time.
• Business Advisory Strategic financial guidance and consulting for businesses looking to grow, streamline operations, and resolve pressing financial issues through partnerships built on trust and shared vision.
• Payroll Services Complete payroll processing including 1099 and W-2 processing, direct deposit, printed checks, payroll tax compliance, and custom payroll reports to meet government requirements for businesses.
• Bookkeeping Services Data entry, account classification, and reconciliation services performed by degreed accountants to ensure financial records are accurate and properly organized for business clients.
• Tax Problem Resolution IRS negotiation and resolution services including payment plans, offers in compromise, audit representation, collection due process hearings, and substitute for return reconsiderations for clients facing tax problems.
• Outsourced CFO Services Part-time or project-based CFO-level financial guidance including long-term forecasts, financial strategies, cash flow analysis, and compliance support for larger businesses that need executive financial leadership without a full-time hire.

Quantifiable outcome

• 60% of tax returns completed by end of January
• +2 more outcomes

Named customers10 records

Segments10 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NetSolutions (Client Portal)coreTechnology or IntegrationCloud-based client portal platform enabling secure document sharing, payroll data entry, and financial access for clients. The online portal offers flexibility and control over finances with password-protected access.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Bench (now part of Employer.com): Tech-enabled accounting and bookkeeping service combining software with dedicated bookkeepers for SMBs. Emerging direct competitor in the subscription-based SMB accounting segment, representing the digital-native threat to traditional CPA economics.
• Botkeeper: Automated bookkeeping platform providing AI-assisted accounting services to accounting firms and their SMB clients. Adjacent/emerging competitor that could disintermediate routine bookkeeping, the most commoditized layer of Gurian's service stack.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services company targeting startups and SMBs via a subscription model. Emerging player that represents the structural risk to traditional CPA firm economics by automating routine bookkeeping and tax work at lower price points.

Direct peers

• Whitley Penn: Top-30 U.S. CPA and advisory firm headquartered in Dallas with multi-vertical industry practices (construction, healthcare, real estate, restaurants, energy). Directly comparable as a Texas-rooted, multi-vertical CPA firm serving SMBs and mid-market; competes head-to-head in the same Dallas-Fort Worth market.
• MaloneBailey, LLP: Houston-based mid-market CPA firm specializing in accounting, tax, and advisory for SMBs with deep energy, technology, and startup exposure. Closest direct Houston competitor with overlapping vertical specialization (tech, energy, restaurants) and similar fixed-fee engagement model.
• Padgett Business Services: National accounting, tax, and payroll franchise network serving small businesses with a subscription-style monthly fixed-fee model. Directly comparable in business model (subscription recurring revenue, vertical SMB focus, payroll + bookkeeping + tax bundle) and competes in the same small-business segment.
• Lane Gorman Trubitt: Long-standing Dallas-based CPA firm offering tax, accounting, audit, and advisory services to closely held businesses and high-net-worth individuals. Directly competes with Gurian CPA in the Dallas SMB and middle-market segment with similar service mix and vertical focus.

Regional players

• Hein & Associates (now Eide Bailly): Denver-based mid-market CPA firm with significant Texas oil & gas and energy exposure, now part of Eide Bailly. Comparable in mid-market tax/accounting depth and energy industry exposure relevant to Houston clients; competing regional player expanding into Texas.

Broad incumbents

• Forvis (formerly BKD / DHG): Top-10 U.S. accounting firm resulting from BKD/DHG merger, with significant Texas presence and full-service tax, audit, and advisory capabilities. Broad incumbent offering overlapping services as part of a larger portfolio; competes primarily in the mid-market and upper-tier of Gurian's addressable market.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm with strong tax, assurance, and industry-specialized practices including construction, healthcare, real estate, and government contracting. Comparable multi-vertical industry coverage and SMB/mid-market positioning, with a broader geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gurianpllc

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 Gurian CPA