MacFarlane and Associates

What MacFarlane and Associates does

MacFarlane and Associates, P.C. is a privately held, family-operated Certified Public Accounting firm headquartered in The Woodlands, Texas, with a second office in Kingwood, TX. The firm provides a full suite of accounting, tax, and advisory services to small and medium-sized businesses, individuals, non-profits, corporations, and partnerships across the Texas Gulf Coast region. Its core offerings are organized into four service lines: recurring monthly/quarterly bookkeeping packages, tax planning and preparation (including IRS representation), preparation/compilation/review of financial statements, and QuickBooks and business consulting. The firm differentiates via Intuit's QuickBooks Advanced Certified ProAdvisor designation across all major versions, XERO certification, and the Ramsey Trusted Tax Provider endorsement.

The firm's business model combines a subscription-style recurring revenue component (low fixed monthly fees covering bookkeeping, payroll, sales tax filings, and unlimited consultations) with seasonal professional services revenue from tax preparation and financial statement engagements. Client acquisition is driven primarily by community involvement (Chambers of Commerce, Rotary, Lions Club, church leadership) and referral networks rather than digital marketing or paid acquisition. The three principals — Robert A. MacFarlane (Managing Director, CPA since 1978), Linda K. MacFarlane (Senior Director), and Michael J. MacFarlane (Senior Accounting Manager, Enrolled Agent) — collectively bring over 115 years of diversified accounting and consulting experience and constitute the firm's core leadership and ownership.

Operationally, the firm runs on conventional accounting infrastructure (QuickBooks Desktop/Online/POS/Enterprise, XERO, SmartVault client portal) with no disclosed proprietary technology, AI/ML capabilities, or third-party integrations beyond standard tools. There is no evidence of external capital, venture funding, acquisition activity, or institutional investors. The firm is BBB Accredited, Ramsey Trusted, and holds QuickBooks Advanced certification, but has no patents, trademarks, or registered intellectual property disclosed. The business operates entirely within Texas with no indication of geographic expansion, remote service delivery, or digital product strategy.

Name

MacFarlane and Associates

Legal name

MacFarlane and Associates, P.C.

Website

https://cpamac.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

MacFarlane and Associates is a family-owned Texas CPA firm serving small and medium-sized businesses, individuals, and non-profits from offices in The Woodlands and Kingwood with recurring bookkeeping, tax preparation, financial statements, and QuickBooks consulting services.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

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

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Small business accounting
• Tax preparation services
• Bookkeeping services
• Financial statement preparation
• QuickBooks consulting

Headquarters

HQ city

Kingwood

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. Monthly/Quarterly Bookkeeping Services: Recurring monthly or quarterly bookkeeping packages providing financial statements, payroll and sales tax return preparation, unlimited consultations, and tax planning.
2. Tax Preparation and Filing Services: Tax planning, preparation of federal and state tax returns for individuals, partnerships, corporations, and non-profits, including electronic filing and IRS representation.
3. Financial Statement Services: Preparation, compilation, and review of financial statements for loan documentation, third-party reporting, and business valuation.
4. Business and QuickBooks Consulting: Customized business consulting including process efficiency, software evaluation, profitability analysis, and QuickBooks setup/configuration services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

MacFarlane and Associates is a full-service Certified Public Accounting (CPA) firm that sells recurring bookkeeping packages (monthly or quarterly), tax planning and preparation for individuals and entities, preparation/compilation/review of financial statements, and QuickBooks setup and business consulting. Services are bundled into an affordable, low fixed monthly fee for small and medium size businesses.

Product overview

MacFarlane and Associates is a full-service certified public accounting (CPA) firm offering a unified suite of professional services: bookkeeping, tax preparation, financial statements (preparation, compilation, and review), and QuickBooks consulting and business consulting. These services are delivered as integrated offerings, with bookkeeping forming the operational foundation while tax preparation, financial statements, and consulting are layered on top to provide comprehensive accounting, finance, and tax management. The firm holds QuickBooks certifications across all major versions and Ramsey Trusted Tax Professional status.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Monthly/quarterly bookkeeping package for small and medium size businesses that includes profit & loss statements, balance sheets, payroll and sales tax return preparation, unlimited consultations, year-round tax planning, and secure document exchange via the SmartVault client portal.
• Tax Preparation Tax planning and return preparation for individuals, partnerships, corporations, estates, gifts, trusts, and non-profits, including Texas Corporation Franchise Tax returns, electronic filing, and representation before the IRS and state tax agencies.
• Financial Statements Preparation, compilation, and review of financial statements in accordance with professional accounting standards, with deliverables ranging from prepared statements to reviewed statements with limited CPA assurance, used for loan documentation, third-party reporting, and business valuation.
• QuickBooks & Business Consulting QuickBooks consulting, setup, and configuration across Online, Advanced Online, POS, Enterprise, and Desktop versions, combined with business consulting for operational efficiency, software evaluation, profitability analysis, and process improvement.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Dave RamseycoreGTM or Marketing PartnerDesignated as Ramsey Trusted Tax Provider, allowing use of Ramsey Trusted branding and access to Dave Ramsey's personal finance audience. Firm has been personally vetted by the Dave Ramsey team and can market services to Ramsey's user base.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Market position

Strengths4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CPAMACKW

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 MacFarlane and Associates