Simons Bitzer & Associates

What Simons Bitzer & Associates does

Simons Bitzer & Associates, PC is a privately held professional services firm founded in 1995 by Greg Simons, CPA and headquartered in Indianapolis, Indiana. The firm delivers nine integrated service lines—Accounting, Cash Flow Forecasting, Outsourced CFO and Controllership, Family Office, Financial Reporting, Process Improvement and Internal Control, QuickBooks Services, Strategic Planning, and Tax Planning, Preparation and Compliance—to small and medium-sized businesses, family offices and ultra-high-net-worth families, nonprofits, and individual taxpayers in central Indiana. Its operational backbone relies on certified professional staff rather than proprietary software, with the trademarked SPIM (Strategize, Plan, Implement, Monitor) methodology serving as the firm's structured service delivery framework and Certified QuickBooks ProAdvisors providing software selection, setup, and support.

The firm operates a relationship-driven, sales-led go-to-market model anchored in personal CPA-to-client engagement, on-site fieldwork, and a secure client portal for document exchange. Revenue is generated entirely through custom, quote-based professional services engagements billed by scope and complexity, with no publicly disclosed rate cards or pricing tiers. Distribution is direct and domestic, supplemented by referral channels through the Greater Greenwood Chamber of Commerce (where the founder serves as Vice-Chair), co-marketing partnerships (notably with economic-incentives firm McGuire Sponsel), and content marketing via a blog, Tax Planning Insights newsletter, and social media presence on LinkedIn, X, and Facebook. Third-party integrations are limited to AffiniPay for client invoice payments.

The company is bootstrapped and founder-controlled, with no external institutional investment, parent company, subsidiaries, or public listing. The staff is small (11–50 employees per firmographics, with approximately a dozen named professionals including CPAs, tax accountants, a Family Office manager, bookkeeping and office support roles), and the founder remains actively involved in client-facing and strategic leadership. Competitive differentiation rests primarily on the founder's Big Four and Fortune 500 experience, the SPIM methodology, QuickBooks ProAdvisor certification, and long-tenured relationships with family-office clients—rather than on technology scale or AI capability, neither of which features in the firm's disclosed profile.

Name

Simons Bitzer & Associates

Legal name

Simons Bitzer & Associates, PC

Website

https://simonsbitzer.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Simons Bitzer & Associates is a privately held Indianapolis-based CPA firm, founded in 1995, delivering accounting, tax, outsourced CFO, family office, and strategic advisory services to small and medium-sized businesses and ultra-high-net-worth families in central Indiana.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Other Accounting Services (541219), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax planning
• Outsourced CFO
• Family office
• QuickBooks services

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting: Full-service accounting including bookkeeping, reconciliation, financial statements (compilations, reviews, audits), and accounting cleanup services.
2. Professional Services - Tax: Tax planning, tax preparation, and compliance services for individuals, businesses, nonprofits, and family entities.
3. Professional Services - Advisory: Outsourced CFO and controllership services, strategic planning, cash flow forecasting, and process improvement services.
4. Professional Services - Family Office: Comprehensive wealth management and family office services for ultra-high-net-worth families.
5. Professional Services - QuickBooks: QuickBooks software selection, setup, training, and ongoing support services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Simons Bitzer & Associates is a professional services firm delivering full-service accounting, tax planning and preparation, outsourced CFO and controllership, strategic planning, financial reporting, process improvement, QuickBooks advisory, and family office wealth management. Services are tailored to small and medium-sized businesses, ultra-high-net-worth families, nonprofits, and individual entrepreneurs across central Indiana.

Product overview

Simons Bitzer & Associates is a professional services firm offering a unified portfolio of accounting, tax, and advisory services rather than a software product platform. The core offering consists of nine integrated service lines: Accounting, Cash Flow Forecasting, Outsourced CFO & Controllerships, Family Office, Financial Reporting, Process Improvement & Internal Control, QuickBooks Services, Strategic Planning, and Tax Planning & Compliance. These services are designed to work together, with expertise spanning from day-to-day bookkeeping to strategic planning, allowing the firm to serve as a comprehensive financial partner for businesses and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

One partnership is on record.

• McGuire SponselcoreStrategic or Co-development PartnerMcGuire Sponsel is an Indianapolis-based firm specializing in economic incentives for businesses. Simons Bitzer regularly partners with McGuire Sponsel to assist their clients in obtaining state and local government economic incentives. The partnership helps businesses identify triggers for qualifying for incentives such as job additions, facility purchases, relocations, expansions, acquisitions, training incentives, and R&D investments.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• CLA (CliftonLarsonAllen): Large U.S. accounting and professional services firm serving SMBs, family businesses, and nonprofits with tax, audit, outsourced CFO, and advisory—broadly overlapping service portfolio at materially larger scale.
• Crowe LLP: Major U.S. accounting firm with significant Indianapolis presence offering audit, tax, advisory, and outsourced finance services—competes with Simons Bitzer for upper-middle-market and family-owned clients in central Indiana.
• Eide Bailly: Top-25 U.S. accounting firm offering tax, audit, outsourced CFO, and advisory services to SMB and middle-market clients—comparable service lines but at significantly greater scale and geographic reach.
• Plante Moran: Large U.S. accounting and advisory firm with a strong Midwest presence, providing tax, audit, CFO advisory, and consulting to privately held businesses—broader scope and scale, but overlapping client type and service mix.

Direct peers

• Anders CPAs + Advisors: Mid-sized CPA and advisory firm providing tax, accounting, CFO advisory, and family office services to closely held businesses and individuals—closely analogous service mix and SMB/UHNW client orientation.
• Somerset CPAs: Indianapolis-based accounting and advisory firm providing tax, accounting, CFO advisory, and business consulting to owner-operated businesses—directly overlapping Simons Bitzer's SMB-focused, relationship-driven model in central Indiana.
• Blue & Co. Indianapolis-headquartered regional CPA firm offering tax, audit, outsourced CFO, and advisory services to SMBs, nonprofits, and family-owned businesses—closely comparable in geography, service breadth, and target client profile.
• Whitley Penn: Mid-Atlantic and Southwest-based regional CPA firm providing tax, audit, advisory, and outsourced CFO services to middle-market and SMB clients—comparable diversified service platform for growing businesses.
• Harding Shymanski & Co. Indianapolis-based CPA firm serving closely held businesses, individuals, and nonprofit organizations with tax, audit, and advisory services—a direct regional competitor in the central Indiana market.
• Katz, Sapper & Miller: Indianapolis-based full-service CPA and advisory firm serving closely held businesses, family offices, and individuals with tax, audit, CFO, and wealth advisory services—directly comparable service mix and SMB/UHNW client base to Simons Bitzer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/SimonsBitzer
• Facebookfacebook.com/simonsbitzercpa
• LinkedInlinkedin.com/company/simonsbitzer

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Simons Bitzer & Associates