SSC

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

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

Headquarters

HQ city

Topeka

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Accounting Services: Financial statement preparation, CFO services, payroll processing, and accounts payable management for businesses.
3. Audit & Assurance: Financial statement audits, agreed-upon procedures, reviews, compilations, and employee benefit plan audits provided by SSC CPAs, P.A.
4. Wealth Management: Investment advisory and wealth management services delivered through partnership with Merit Financial Advisors, providing personalized advice for asset protection and growth.
5. Succession & Exit Planning: Business succession planning, exit strategies, ESOP advisory services, and business valuation for owners transitioning their enterprises.
6. M&A Advisory: CPA firm merger and acquisition advisory services, helping entrepreneurial CPA firm owners navigate transitions while protecting legacy.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

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

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

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

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

• Xx.com/ssccpas

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&A1 record

Investments

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

Frequently asked questions about SSC