SSC

Accounting & Financial Advisory Servicesssccpas.com

Company typePrivate
Founded1984
HeadquartersTopeka, United States
Headcount101–250
GTM typeB2B and B2C
OfferingServices

SSC firmographics

Firmographics

Name: SSC
Legal name: SSC CPAs + Advisors
Website: https://ssccpas.com
Company type: Private
Founded year: 1984
Operating status: Operating
Headcount range: 101–250 employees
Ownership category
akta.pro rank

SSC industry classification

Industry

Product category: Accounting & Financial Advisory Services
NAICS: Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
akta.pro secondary industry: Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

Tax planning services
Audit and assurance
Business accounting services
ESOP advisory services
Wealth management services

Where SSC is headquartered

Location

Headquarters

HQ city: Topeka
HQ country: United States
HQ region: North America

Offices8 records

Markets served

SSC business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Tax Services: Federal, state, and local tax planning and preparation for businesses and individuals. Includes tax credits, cost segregation, sales and use tax compliance, and tax planning for business transactions.
Accounting Services: Financial statement preparation, CFO services, payroll processing, and accounts payable management for businesses.
Audit & Assurance: Financial statement audits, agreed-upon procedures, reviews, compilations, and employee benefit plan audits provided by SSC CPAs, P.A.
Wealth Management: Investment advisory and wealth management services delivered through partnership with Merit Financial Advisors, providing personalized advice for asset protection and growth.
Succession & Exit Planning: Business succession planning, exit strategies, ESOP advisory services, and business valuation for owners transitioning their enterprises.
M&A Advisory: CPA firm merger and acquisition advisory services, helping entrepreneurial CPA firm owners navigate transitions while protecting legacy.

Pricing tiers

Model	Billing	Price
Other	Project-based or ongoing retainer arrangements	Custom professional services engagement

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

SSC product offering

Product offering

Core offering

SSC CPAs + Advisors is a financial advisory firm that provides integrated tax planning and preparation, accounting, audit and assurance, financial planning (Blueprint by SSC), succession planning, and ESOP advisory services for businesses, alongside individual tax, retirement planning, estate and charitable giving strategies, and wealth management (delivered in partnership with Merit Financial Advisors). The firm also operates a mergers and acquisitions practice focused on CPA firm consolidation.

Product overview

SSC CPAs + Advisors is a financial advisory and wealth management firm offering a unified, full-service platform for businesses and individuals. The firm's product portfolio centers on six core service lines — Tax Services, Accounting Services, Audit & Assurance Services, Financial Planning (Blueprint by SSC), Succession Planning, and ESOP Advisory Services — supplemented by individual-focused offerings including Tax Services for Individuals, Retirement Planning, Estate & Charitable Giving Strategies, and Wealth Management (delivered in partnership with Merit Financial Advisors). The offering also includes a Mergers & Acquisitions practice focused on CPA firm consolidation. The portfolio is structured as a unified platform model where all services are integrated under one roof, enabling cross-referrals and holistic financial planning.

Differentiator

Problem solved

Functional benefit

Brands

Blueprint by SSC: Financial planning approach that unifies tax planning, retirement goals and wealth management into a streamlined blueprint for business owners.

Products and services

Business Tax Services Federal, state, and local tax planning and preparation for businesses, including cost segregation, sales and use tax compliance, tax credits, and tax planning for business transactions.
Business Accounting Services Full suite of business accounting services including timely financial statements, CFO services, accounts payable management, and payroll processing.
Audit and Assurance Services Financial statement audits, agreed-upon procedures, reviews, compilations, and employee benefit plan audits delivered by SSC CPAs, P.A.
Blueprint by SSC Financial Planning Proprietary holistic financial planning approach for business owners that unifies personal and business finances, aligning tax planning, retirement goals, and wealth management into a streamlined blueprint.
Business Succession Planning Business succession planning, exit strategies, business valuation, and leadership transition services to ensure smooth business transitions and protect owners' legacies.
ESOP Advisory Services Employee Stock Ownership Plan advisory services including corporate structure evaluation, employee rollout and education, ESOP feasibility analysis, plan and transaction assistance, and post-transactional services.
Individual Tax Services Complex individual tax returns for business owners, estate planning, and federal, state, and local income tax planning and preparation with multi-year projections.
Retirement Planning Retirement planning solutions including asset protection, charitable giving planning, estate and trust strategies, and fee-based financial planning.
Estate and Charitable Giving Strategies Estate and trust planning, charitable gift annuities, donor-advised funds, and multi-year gifting strategies to maximize tax benefits and build lasting legacies.
Wealth Management Personalized wealth management and investment advisory services offered through a partnership with Merit Financial Advisors, helping individuals secure and grow their assets.
Mergers and Acquisitions Advisory CPA firm merger and acquisition advisory services helping entrepreneurial CPA firm owners navigate transitions while protecting their legacy through SSC's employee-owned model.

Quantifiable outcome

Employee retention rate is twice the industry average
+2 more outcomes

Companies that use SSC

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles4 records

SSC technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

SSC partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

Merit Financial AdvisorscoreStrategic or Co-development Partner · 20 January 2026Strategic partnership bringing together complementary strengths across tax, advisory, and wealth management. SSC refers wealth management clients to Merit while Merit refers tax and accounting clients to SSC. Partnership provides SSC clients access to Merit investment platform while maintaining SSC's integrated planning model. Merit acquired SSC Wealth LLC division as part of the arrangement.
Harrison HendersoncoreStrategic or Co-development Partner · 1 January 2026Strategic merger bringing Harrison Henderson into SSC CPAs + Advisors, expanding presence into Oklahoma market. Represents thoughtful approach to growth combining two firms aligned in values, client service philosophy, and long-term vision. Added offices in Tulsa, Norman, and Perry, Oklahoma.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

SSC competitors and assessment

Company assessment

Direct peers

Anders CPAs + Advisors: Midwest-based full-service CPA and advisory firm (St. Louis) covering tax, accounting, audit, wealth management, and business advisory for closely-held businesses and HNW individuals. Direct comparable on integrated platform model and target client segments.
Blue & Co. Midwest-based CPA and advisory firm with offices across Indiana, Kentucky, Ohio and beyond. Comparable on regional full-service tax/accounting/audit/advisory offering to closely-held businesses and healthcare, construction and nonprofit niches.
Mize CPAs (Mize Houser & Company): Kansas-headquartered regional CPA firm providing audit, tax, accounting and consulting to SMB and nonprofit clients. Direct geographic peer operating in the same Kansas/Texas markets SSC serves.
AGH (Allen, Gibbs & Houlik): Kansas-headquartered regional CPA and advisory firm with comparable service lines (tax, audit, business advisory, wealth advisory). Closest like-for-like peer given shared Wichita-based home market and similar SMB/HNW client focus.
MarksNelson: Kansas City-based CPA and advisory firm offering tax, audit, business advisory, wealth management and outsourced accounting services. Highly comparable on Midwest geography, mid-market client base and full-service positioning.
RubinBrown: St. Louis-based regional CPA and advisory firm serving closely-held businesses, family offices and HNW individuals across tax, audit, advisory and wealth planning. Comparable Midwest regional CPA with integrated business + personal financial planning model.

Broad incumbents

Eide Bailly: Top-30 US accounting firm headquartered in the Midwest serving closely-held businesses, HNW individuals and government entities. Overlaps heavily on tax, audit, advisory and wealth services, with broader geographic reach and deeper specialty practices.
Wipfli LLP: Top-20 US accounting and advisory firm with a strong Midwest footprint. Competes with SSC on tax, audit, outsourced accounting and business advisory for mid-market and closely-held businesses.
Forvis (formerly BKD + Dixon Hughes Goodman): Top-10 US accounting and advisory firm with major presence across the Midwest and Plains states including Kansas. Competes for the same mid-market, healthcare, nonprofit and construction clients and offers overlapping advisory and wealth services.

Others

Merit Financial Advisors: Independent RIA that acquired SSC Wealth LLC and is SSC's strategic wealth-management partner. Relevant as the investment advisory arm extending SSC's HNW service stack, not a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

SSC financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SSC leadership team

Management profile

Number of profiles

Profiles10 records

SSC funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SSC M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SSC

What does SSC do?

Is SSC a public or private company?

SSC is a private company. It is classified as management employee owned and is currently operating.

When was SSC founded?

SSC was founded in 1984. It employs 101 to 250 people.

Where is SSC based?

SSC is headquartered in Topeka, United States, in the North America region.

How does SSC make money?

Six revenue lines are on record. Tax Services are the primary driver. The others are accounting Services, audit & Assurance, wealth Management, succession & Exit Planning and M&A Advisory.

Who are SSC's main competitors?

Direct peers on record are Anders CPAs + Advisors, Blue & Co., Mize CPAs (Mize Houser & Company), AGH (Allen, Gibbs & Houlik), MarksNelson and RubinBrown. Broad incumbents are Eide Bailly, Wipfli LLP and Forvis (formerly BKD + Dixon Hughes Goodman). Merit Financial Advisors is listed as an others.

Does SSC have an API?

No public API is recorded for SSC.

What industry is SSC in?

SSC's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 541211 and its SIC code is 6282.