Agresta, Storms & O'Leary

What Agresta, Storms & O'Leary does

Agresta, Storms & O'Leary, PC is a privately held Indianapolis-based Certified Public Accounting firm founded in 2009 that delivers assurance, tax, business consulting, and outsourced accounting/CFO services to businesses, not-for-profits, and individuals across Indiana. The firm operates through six offices (Indianapolis, Greensburg, Columbus, Batesville, Martinsville, Seymour) with 34+ named professionals including nine partners, and serves verticals such as closely held businesses, entrepreneurial and start-up companies, manufacturing, construction, real estate, not-for-profits, employee benefit plans, and high-net-worth individuals. The technology stack is assembled from third-party platforms rather than proprietary products, integrating SafeSend Returns for electronic tax-return delivery with IRS-compliant e-signatures, ClientAxcess for client document exchange, Rightworks for cloud hosting, and tools such as QuickBooks, ADP, Gusto, and Bill.com for client-facing bookkeeping and payroll workflows.

Revenue is generated through professional-services engagements priced on a custom, scope-based model with annual billing cadence typical of CPA firms. The Business Entrepreneurial Accounting Services Team formalizes a recurring outsourced-CFO and accounting offering, layering managed-services revenue on top of seasonal assurance and tax work. Go-to-market is sales-led and relationship-driven, relying on professional-network referrals, direct client relationships, community involvement, and a digital presence (website, Facebook, LinkedIn). The firm maintains an active university recruiting pipeline at Ivy Tech Columbus, IUPUI, Marian University, and Purdue to feed a partner-promotion-from-within model that has produced five new partners since 2016. It has passed AICPA Peer Review, a required standard for firms performing audit services.

Name

Agresta, Storms & O'Leary

Legal name

Agresta, Storms & O'Leary, PC

Website

https://asocpa.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Agresta, Storms & O'Leary, PC is a privately held Indianapolis-based CPA firm founded in 2009 that delivers assurance, tax, business consulting, and outsourced accounting/CFO services to businesses, not-for-profits, and individuals across Indiana through six offices and 34+ professionals.

Ownership category

akta.pro rank

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance Services: Audit, review, and compilation services for organizations to improve financial reporting accuracy and create long-term stakeholder value
2. Tax Services: Tax compliance, planning, and preparation services including federal, state, local tax planning, and estate, gift, and trust services
3. Business Consulting: Consulting services including new business planning, compliance, merger and acquisition services, profit plans, budgets, succession planning, internal controls review, and board member recruitment
4. Business Entrepreneurial Accounting Services: Outsourced accounting and CFO solutions including weekly/monthly accounting assistance, cash flow planning, software selection, set-up and training

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Agresta, Storms & O'Leary, PC is a full-service CPA firm offering four core service lines: Assurance Services (audit, review, and compilation engagements), Tax Services (federal, state, and local compliance and planning, plus estate, gift, and trust services), Business Consulting (M&A, succession planning, profit plans and budgets, internal controls review), and Business Entrepreneurial Accounting Services (outsourced accounting and CFO solutions). The firm serves traditional and closely held businesses, entrepreneurial and start-up companies, not-for-profit organizations, manufacturers, construction companies, and individuals, primarily across Indiana.

Product overview

Agresta, Storms & O'Leary is a full-service accounting firm offering four core service lines: Assurance Services (audits, reviews, compilations), Tax Services (compliance, planning, estate/gift/trust), Business Consulting (M&A, succession planning, internal controls), and Business Entrepreneurial Accounting Services (outsourced CFO and accounting). The firm utilizes SafeSend Returns as a secure electronic delivery platform for tax return documents. The service portfolio is organized around professional expertise rather than a software platform architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audit, review, and compilation engagements, including agreed-upon procedures, forecasts, and projections, with paperless and technology-driven audit methods. Designed for organizations that need accurate financial reporting and stakeholder assurance.
• Tax Services Tax compliance, planning, and preparation services spanning federal, state, and local taxation, plus estate, gift, and trust tax services. Delivered to businesses, organizations, and individuals.
• Business Consulting Strategic consulting engagements covering new business planning, compliance, mergers and acquisitions, succession planning, profit plans, budgets, internal controls review, and board member recruitment.
• Business Entrepreneurial Accounting Services Outsourced accounting and CFO solutions including weekly or monthly accounting assistance, cash flow planning, accounting software selection, setup and training, chart-of-account evaluation, periodic financial reporting, and internal controls development. Targeted at start-ups and emerging businesses lacking in-house finance staff.

Quantifiable outcome

• Customized audit approach focused on highest risk areas with practical recommendations to improve internal controls
• +2 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• SafeSendcoreTechnology or IntegrationSafeSend Returns is a secure, electronic tax return delivery system offered to clients. Provides guided process for on-screen review of returns, IRS-compliant e-signatures, payment options, and automatic K-1 distribution for business clients. Enhances client experience with multi-factor identity verification.
• ClientAxcesscoreTechnology or IntegrationClient portal platform for secure document delivery and exchange between ASO and clients. Provides secure access to tax documents, financial statements, and firm communications.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Katz, Sapper & Miller: Indianapolis-based CPA and advisory firm of comparable size and service mix (audit, tax, consulting, outsourced accounting) serving closely-held businesses, not-for-profits, and individuals across Indiana — direct competitor for ASO's core segments.
• Somerset CPAs & Advisors: Indianapolis-headquartered full-service CPA firm offering audit, tax, advisory and outsourced CFO services to closely-held businesses, entrepreneurs, and not-for-profits — directly comparable in size, geography, and service portfolio to ASO.
• Blue & Co. Regional CPA and advisory firm with multiple Indiana offices providing assurance, tax, and consulting to closely-held businesses, healthcare, manufacturing, and not-for-profits — directly overlaps ASO's vertical mix.
• Harding, Shymanski & Company: Indiana-based CPA firm offering audit, tax, and consulting services to businesses, not-for-profits, and individuals — comparable mid-market Indiana competitor with similar client segments.
• Whitinger & Company: Indiana-headquartered CPA and business advisory firm serving closely-held businesses, not-for-profits, and individuals across central Indiana — comparable in scale and service offering to ASO.
• Greenwalt CPAs: Indianapolis-based CPA firm providing assurance, tax, and business advisory to closely-held businesses, entrepreneurs, and not-for-profits — directly comparable size and Indiana-market competitor.
• Dauby O'Connor & Zaleski: Indiana-based CPA firm offering tax, audit, and advisory services to closely-held businesses, real estate, and not-for-profit clients — comparable regional competitor in the Indiana market.
• Kemper CPA Group: Indiana-headquartered CPA firm with multiple offices offering audit, tax, and advisory services to small and mid-sized businesses — comparable regional competitor serving Indiana's secondary markets.

Broad incumbents

• FORVIS (formerly BKD): Top-10 national CPA and advisory firm with a substantial Indianapolis presence, serving larger mid-market, not-for-profit, and EBP clients that ASO also targets — represents the broader competitive set and acquisition pathway from above.
• Crowe LLP: Indianapolis-headquartered national accounting, consulting, and technology firm — significantly larger than ASO but competes in Indiana for assurance, tax, and advisory engagements and represents a potential M&A counterparty.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Agresta-Storms-OLeary-501498586671033
• LinkedInlinkedin.com/company/9242302

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Agresta, Storms & O'Leary