The Rehfeldt Group
The Rehfeldt Group is a privately held Bradenton, Florida CPA firm offering bundled bookkeeping, payroll, tax preparation, business management, and trust & estate services primarily to healthcare professionals, dentists, service-based businesses, and individuals in the Southeast US through tiered subscription packages.
- Company typePrivate
- Founded1996
- HeadquartersBradenton, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Rehfeldt Group does
The Rehfeldt Group, P.A. (operating as Rehfeldt Group CPAs) is a privately held professional services firm headquartered at 3201 26th St W, Bradenton, Florida, providing accounting, tax, bookkeeping, payroll, business management, and trust & estate services. Founded in 1996 by Terry E. Rehfeldt, CPA, the firm serves healthcare professionals, dentists, service-based businesses, estates and trusts, and general SMB clients primarily in the Manatee County and broader Southeast Florida market. Its core product is the Outsourced Accounting subscription platform, packaged in three tiers (Basic, Standard, Complete) that bundle bookkeeping, payroll, tax preparation, and advisory services at fixed monthly fees, supplemented by standalone modules including Personal Income Tax, Trusts & Estates, Business Foundation Services (entity analysis, accounting system setup, retirement plan analysis, credit card rewards), and Business Management Services providing CFO-level guidance.
Service delivery is built on a cloud-based technology stack centered on QuickBooks Online and QuickBooks Desktop for accounting, Liscio for secure client communication and document exchange, Zoom for virtual meetings, and Rightworks for website/hosting, enabling real-time financial data access and remote client servicing. The firm employs approximately 8 professionals including CPAs and support staff (with one CPA, Allison De Leeuw, working remotely from South Dakota since 2024), and operates a content-driven marketing approach through its blog, resources library, and LinkedIn/Facebook presence.
The go-to-market model is consultative, direct sales to SMB and individual clients via referrals, content marketing, and professional networks. Revenue is generated primarily through subscription-style recurring monthly fees for Outsourced Accounting packages and project/engagement-based pricing for tax preparation, trust & estate work, and business advisory. The firm has raised no external funding, has no parent company, and operates as a founder-owned professional corporation under Florida law, with no disclosed institutional investors or M&A activity.
The Rehfeldt Group firmographics
Firmographics- Name
- The Rehfeldt Group
- Legal name
- The Rehfeldt Group, P.A.
- Website
- https://rehfeldtgroupcpa.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Rehfeldt Group is a privately held Bradenton, Florida CPA firm offering bundled bookkeeping, payroll, tax preparation, business management, and trust & estate services primarily to healthcare professionals, dentists, service-based businesses, and individuals in the Southeast US through tiered subscription packages.
- Ownership category
- akta.pro rank
The Rehfeldt Group industry classification
Industry- Product category
- Accounting and Tax Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where The Rehfeldt Group is headquartered
LocationHeadquarters
- HQ city
- Bradenton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Rehfeldt Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Outsourced Accounting Services: Bundled monthly accounting services including bookkeeping, payroll, and tax preparation delivered at a fixed monthly fee for predictable budgeting.
- Tax Preparation and Planning: Personal and business tax preparation services with year-round support and strategic tax planning.
- Trust and Estate Services: Estate, trust, and tax matters including estate tax preparation, trustee assistance, and succession planning.
- Business Management Services: CFO-level financial guidance including budgeting, revenue/expense analysis, payroll analysis, cash flow analysis, and KPI tracking delivered through regular consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Outsourced Accounting Basic - Foundation package with core bookkeeping and reconciliation |
| Subscription | Monthly | Outsourced Accounting Standard - Basic plus payroll and quarterly consulting |
| Subscription | Monthly | Outsourced Accounting Complete - Full-service package with comprehensive bookkeeping |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The Rehfeldt Group product offering
Product offeringCore offering
The Rehfeldt Group is a CPA firm that bundles bookkeeping, payroll, tax preparation, and advisory support into fixed monthly Outsourced Accounting subscriptions (Basic, Standard, Complete tiers) for small and mid-sized businesses, supplemented by standalone engagements in personal income tax, trusts and estates, business management / CFO advisory, and business foundation services for new entities.
Product overview
The Rehfeldt Group is a CPA firm offering a bundled suite of accounting, tax, and advisory services primarily delivered through its Outsourced Accounting platform with three service tiers (Basic, Standard, Complete). The core offering is complemented by standalone service modules including Bookkeeping, Payroll, Tax Preparation, Personal Income Tax, Trusts & Estates, and Business Management Services. Business Foundation Services provides advisory support for new businesses through Entity Type Analysis, Accounting System Setup, Retirement Plan Analysis, and Credit Card Rewards optimization. The firm operates on a cloud-based platform providing clients real-time access to financial data, with integrations into QuickBooks (Online and Desktop), Liscio for client communication, and Zoom for video conferencing. A Refund Tracker tool is available for client self-service on tax refund status inquiries.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced Accounting Full-service bundled outsourced accounting package that combines bookkeeping, payroll, tax preparation, and advisory services into a fixed monthly fee for small and mid-sized businesses seeking predictable, hands-off financial operations. Available in Basic, Standard, and Complete tiers.
- Bookkeeping Standalone bookkeeping service for businesses: daily transaction classification, expense tracking, payroll processing, bill payment, invoicing, business tax planning/preparation, and financial reporting.
- Payroll Standalone payroll service handling scheduled payroll processing, employee setup, salary changes, payroll filings, W-2/1099 processing, and time tracking for businesses.
- Tax Business tax preparation and planning service with a seamless digital workflow from document gathering to electronic filing, including year-round support and strategic tax planning for businesses.
- Personal Income Tax Personal tax preparation and planning service for individuals, featuring a modern digital process, customized support, and year-round strategic tax advice.
- Trusts & Estates Estate, trust, and tax services for individuals and families covering estate tax return preparation, projections, revocable trust/will setup, trustee assistance, charitable remainder trust planning, succession planning, retirement planning, and valuation guidance.
- Business Foundation Services Advisory service for new business owners that bundles entity type analysis, accounting system setup, retirement plan analysis, and credit card rewards optimization to help launch businesses on the right financial footing.
- Business Management Services CFO-level business management service for growing businesses including budgeting, revenue and expense analysis, payroll analysis, COGS analysis, credit card fees analysis, cash flow analysis, industry KPI analysis, and tax planning delivered through regular consultations.
- Refund Tracker Free online tool enabling clients to self-check the status of their federal or state tax refunds.
Companies that use The Rehfeldt Group
Customer profileSegments5 records
Ideal customer profiles3 records
The Rehfeldt Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
The Rehfeldt Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- LisciocoreClient communication platform enabling secure messaging, document sharing, and client portal functionality. Integrated into the firm's digital service delivery workflow.
- QuickBooks OnlinecorePrimary online accounting platform used for client bookkeeping and financial management. Enables real-time financial data access and cloud-based workflow.
- ZoomcoreVideo conferencing platform used for client meetings, quarterly business reviews, and remote consultations.
- RightworkscoreWebsite platform provider that powers the firm's website and enables cloud-based practice management.
- American Institute of Certified Public Accountants (AICPA)minorProfessional membership organization for CPAs. Firm and individual team members maintain AICPA membership for professional development, resources, and credibility.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
The Rehfeldt Group competitors and assessment
Company assessmentDirect peers
- Padgett Business Services: Padgett is an outsourced accounting, tax, payroll and advisory franchise serving small and mid-sized businesses across the US, with subscription pricing and vertical-specific support. Closely comparable on business model, target customer and bundled recurring-fee pricing.
- 1-800Accountant: Virtual, subscription-based CPA and tax service for SMBs and individuals, delivered remotely with technology-enabled workflow. Comparable in subscription delivery model and small-business customer focus.
- Bench: Tech-enabled bookkeeping service for small businesses combining proprietary software with dedicated bookkeepers. Direct competitor on the outsourced bookkeeping and financial-reporting layer of the firm's offering.
- Pilot: Outsourced bookkeeping, tax and CFO services for SMBs delivered through a technology platform. Directly comparable on subscription outsourced-finance services for small and mid-sized business clients.
- AccountingDepartment.com: Outsourced accounting, bookkeeping and controller-level services for small and mid-sized businesses across the US. Comparable in recurring-fee outsourced accounting model and SMB target market.
Broad incumbents
- Kaufman Rossin: Large Florida-based CPA and advisory firm serving SMBs, high-net-worth individuals and middle-market companies with tax, assurance and advisory services. Comparable on service mix and Florida geographic overlap, but at much greater scale.
- Cherry Bekaert: Top-30 US accounting and advisory firm providing tax, assurance and advisory services to mid-market and SMB clients. Overlaps on tax preparation, bookkeeping partnerships and outsourced accounting offerings.
- Aprio: Large regional CPA and advisory firm serving SMB and middle-market clients across the Southeast with outsourced accounting, tax and CFO advisory services. Comparable service mix at significantly greater scale.
- Wipfli: Top-25 US accounting and consulting firm with a dedicated healthcare industry group serving practices of all sizes. Comparable on healthcare-vertical specialization and outsourced accounting/tax service lines.
- Marcum LLP: Top-15 US accounting firm providing tax, assurance and advisory services to SMB and middle-market clients nationally. Comparable on full-service CPA offerings spanning compliance, advisory and outsourced finance.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
The Rehfeldt Group social profiles
Digital presenceThe Rehfeldt Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Rehfeldt Group leadership team
Management profileNumber of profiles
Profiles7 records
The Rehfeldt Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Rehfeldt Group 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 The Rehfeldt Group
What does The Rehfeldt Group do?
The Rehfeldt Group is a CPA firm that bundles bookkeeping, payroll, tax preparation, and advisory support into fixed monthly Outsourced Accounting subscriptions (Basic, Standard, Complete tiers) for small and mid-sized businesses, supplemented by standalone engagements in personal income tax, trusts and estates, business management / CFO advisory, and business foundation services for new entities.
Is The Rehfeldt Group a public or private company?
The Rehfeldt Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Rehfeldt Group founded?
The Rehfeldt Group was founded in 1996. It employs 11 to 50 people.
Where is The Rehfeldt Group based?
The Rehfeldt Group is headquartered in Bradenton, United States, in the North America region.
How does The Rehfeldt Group make money?
Four revenue lines are on record. Outsourced Accounting Services are the primary driver. The others are tax Preparation and Planning, trust and Estate Services and business Management Services.
Who are The Rehfeldt Group's main competitors?
Direct peers on record are Padgett Business Services, 1-800Accountant, Bench, Pilot and AccountingDepartment.com. Broad incumbents are Kaufman Rossin, Cherry Bekaert, Aprio, Wipfli and Marcum LLP.
Does The Rehfeldt Group have an API?
No public API is recorded for The Rehfeldt Group.
What industry is The Rehfeldt Group in?
The Rehfeldt Group's product category is Accounting and Tax Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 8741.