What Sloan Professional Services does

Sloan Professional Services is a privately held U.S. professional services firm, founded in 2004 and headquartered in Burbank, California, that delivers outsourced accounting, finance, human resources, and operations services to small and mid-sized businesses. The company packages its offering as a four-pillar 'one-stop shop' — Accounting (controller services, payroll, GAAP compliance, tax prep), Finance (outsourced CFO, budgeting, KPI dashboards, forecasting), Human Resources (outsourced HR, labor law compliance, onboarding, staffing), and Operations (CRM implementation, marketing automation, contract management, custom app development) — supported by certified expertise in QuickBooks and NetSuite and integrations with Shopify, DocuSign, and Gusto. The firm is led by CEO Brett Sloan II and serves roughly 100+ client companies across medical offices, restaurants, production companies, retail, fitness studios, and law firms, with six physical offices in Burbank, New York City, Nashville, Orlando, Tampa, and Dallas, and payroll coverage in nearly all 50 U.S. states.

The business model is a custom, quote-based managed services engagement billed monthly, with no publicly disclosed pricing, no self-service channel, and no marketplace or partner distribution. Go-to-market is sales-led and consultation-based, relying on the company website, organic social (Facebook, LinkedIn), free consultations, and client referrals — including public testimonials from Kip Forbes (Chairman, Forbes Media), Roy Eddleman (CEO, Spectrum Laboratories), TriNet, Squeeze, and Talent Rover. The firm has no disclosed outside investors, no funding rounds, no acquisitions, and a headcount of 1–10, indicating a founder-led, organically funded boutique. Technology is delivery-software rather than core IP: the value proposition rests on certified practitioner expertise, multi-discipline bundling, a domestic-only '100% American, never outsourced' positioning, and a 2023 rebrand that expanded the portfolio into Operations and Marketing services.

Name

Sloan Professional Services

Legal name

Sloan Professional Services, LLC

Website

https://sloanps.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Sloan Professional Services is a U.S.-based boutique firm providing outsourced accounting, CFO, HR, and operations services to 100+ small and mid-sized businesses across medical, restaurant, retail, production, fitness, and legal verticals, with offices in six U.S. cities and a founder-led, custom-engagement model.

Ownership category

akta.pro rank

Product category

Business Process Outsourcing / Professional Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416), Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Outsourced accounting services
• CFO advisory services
• HR outsourcing
• Business process automation
• Payroll management services

Headquarters

HQ city

Burbank

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Accounting Services: Complete outsourced accounting including financial reporting, month-end close, GAAP compliance, vendor management, and payroll management. Revenue generated through managed service contracts.
2. Finance and CFO Services: CFO services including financial statement preparation, budgeting, KPI dashboards, forecasting, and financial management. Delivered as ongoing advisory engagements.
3. Human Resources Outsourcing: Complete HR outsourcing including onboarding, labor law compliance, policies & procedures, corrective actions, and agency management.
4. Operations and Technology Implementation: Operations automation, CRM implementation, custom app development, sales process implementation, and internal compliance services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Sloan Professional Services provides outsourced accounting, finance/CFO, human resources, and operations services to U.S. small and mid-sized businesses across verticals such as medical offices, restaurants, production companies, retail, fitness studios, and law firms. Services are delivered by certified CPAs, QuickBooks, NetSuite, and SPHR-credentialed professionals on monthly managed-service engagements, with supplementary capabilities in custom application development, CRM implementation, marketing automation, and contract management.

Product overview

Sloan Professional Services is a business process outsourcing firm offering four integrated core service lines: Accounting, Finance, Human Resources, and Operations. The company operates as a unified professional services offering rather than a software platform, providing outsourced expertise across financial management, HR compliance, and operational technology. Services are delivered by certified professionals including CPAs, QuickBooks and NetSuite experts. The portfolio includes specialized sub-services such as Controller Services, CFO Services, KPI Dashboards, CRM Implementation, Custom App Development, Marketing Automation, and Contract Management. The company also offers Marketing Services including website development, print media, and digital campaigns. Sloan serves multiple industries including retail, restaurants, medical offices, production companies, fitness studios, and law firms.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Payroll managed for over 100 companies across almost all 50 states
• +1 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Pilot: Pilot provides bookkeeping, CFO services, and tax for SMBs and startups with a tech-enabled service model — a direct competitor to Sloan's outsourced accounting + CFO offering, but at significantly larger scale and with venture funding.
• Acuity CFO: Acuity CFO provides fractional and interim CFO services to SMBs and growth-stage companies — directly comparable to Sloan's CFO services line for businesses that need executive-level finance without a full-time hire.
• Bench: Bench offers monthly bookkeeping paired with financial software for small businesses — directly comparable to Sloan's outsourced accounting core service, with a similar SMB target customer.
• Bookkeeper360: Bookkeeper360 delivers bookkeeping, CFO advisory, and HR/benefits support on QuickBooks/Xero to SMBs — a very close analogue to Sloan's one-stop Accounting + Finance + HR model.
• 1-800Accountant: 1-800Accountant offers accounting, bookkeeping, and tax advisory services to SMBs via subscription — a direct peer in outsourced accounting for small businesses.
• Kruze Consulting: Kruze provides fractional CFO, bookkeeping, and tax services primarily to venture-backed startups — competing with Sloan in the outsourced CFO/finance niche for high-growth SMB clients.

Broad incumbents

• Aprio: Aprio is a Top-50 US accounting and advisory firm offering outsourced accounting, CFO, tax, and HR consulting to SMBs and mid-market — overlapping with Sloan's full service portfolio across multiple verticals.
• BDO USA: BDO is one of the largest global accounting/advisory firms and is Sloan's CEO Brett Sloan II's former employer (27 years). BDO competes broadly in audit, tax, and CFO advisory across every vertical Sloan serves, but at vastly larger scale.
• Cherry Bekaert: Cherry Bekaert is a national accounting and advisory firm providing outsourced accounting, CFO advisory, and HR consulting — comparable to Sloan across its four-pillar service model but at much greater scale and geographic breadth.

Emerging players

• Paro: Paro is a marketplace/AI platform that matches companies with fractional finance and accounting professionals — an emerging alternative to traditional outsourced firms like Sloan, with a tech-enabled delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sloanprofessionalservices
• LinkedInlinkedin.com/company/sloan-professional-services-llc
• Xx.com/Sloan_HR

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Sloan Professional Services