Badger CPA

What Badger CPA does

Badger CPA is a San Antonio, Texas-based professional accounting firm founded in 2014 that delivers outsourced accounting, fractional CFO and controller services, tax planning, advisory, and accounting software implementation to U.S. mid-market businesses with annual revenue of $1M or more. Its core vertical specializations are government contractors (DCAA/FAR compliance, indirect rate development, incurred cost submissions), nonprofit organizations (grant tracking, Form 990, regulatory reporting), construction and real estate (job costing, WIP reporting), technology companies, professional services (law firms, marketing agencies, healthcare providers), and educational institutions. The firm sells through consultative sales with free virtual consultations and structures engagements as recurring monthly subscriptions, with project-based revenue for software implementation and tax compliance.

The service portfolio spans core accounting (bookkeeping, payroll, month-end close, cost accounting, complex invoicing, budgeting and forecasting), executive-level services (fractional CFO, controller, business consulting), and advisory (tax strategy, indirect rate development, audit support, financial insights). Underlying technology relies on certified partnerships with Sage Intacct and Unanet — covering cloud ERP and GovCon-specific platforms respectively — plus Intuit QuickBooks, ADP, Bill.com, Expensify, and TSheets. Badger differentiates its software implementation work on the basis that the team operates the platforms daily as practitioners rather than acting as third-party technicians.

The business model is predominantly subscription-recurring for outsourced accounting and fractional services, with project-based fees for implementation, tax, and advisory work. Two acquisitions completed in 2022 — Libby King & Associates (Austin-based GovCon consulting) and Powers Professional Partners (recruiting and staffing) — extended service breadth and geographic reach into Austin. Recognition on the Inc. 5000 (2024), Aggie 100 (2021 and 2024), Forbes Councils, and Inc. Best Workplaces Austin (2026) suggests sustained growth and broadening market presence, though the firm remains privately held with no external institutional investment.

Name

Badger CPA

Legal name

Badger CPA

Website

https://badgercpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Badger CPA is a San Antonio-based accounting firm providing outsourced accounting, fractional CFO, advisory, and software implementation services to U.S. mid-market businesses ($1M+ revenue), with vertical specialization in government contracting, nonprofits, construction, technology, professional services, and education under a primarily recurring subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Accounting Services: Recurring outsourced accounting services including bookkeeping, financial reporting, payroll processing, and month-end close support. Services are tailored to client size and complexity with pricing based on scope of engagement.
2. Fractional CFO & Controller Services: Part-time executive-level financial leadership providing strategic planning, forecasting, cash management, investor relations support, and financial reporting oversight.
3. Government Contract (GovCon) Advisory: Specialized compliance and advisory services for government contractors including DCAA audit support, indirect rate development, incurred cost submissions, and FAR/CAS compliance.
4. Tax Planning & Compliance: Proactive tax strategy development, tax planning, and tax preparation services to minimize tax liability and ensure compliance.
5. Software Implementation Services: Implementation and migration services for Sage Intacct, Unanet, and QuickBooks including system setup, data migration, staff training, and ongoing optimization.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Badger CPA is a professional accounting firm providing outsourced accounting, fractional CFO and controller services, business advisory, tax planning, and accounting software implementation. The firm specializes in serving government contractors, nonprofits, construction/real estate firms, technology companies, and professional services businesses with $1M+ annual revenue. It operates as a certified Sage Intacct and Unanet implementation partner, combining CPA-led expertise with industry-specific compliance knowledge (DCAA/FAR for GovCon, Form 990 for nonprofits).

Product overview

Badger CPA is a professional accounting firm offering an integrated portfolio of outsourced accounting, fractional CFO/controller services, business advisory, and accounting system implementation. The core offering centers on outsourced accounting functions (bookkeeping, payroll, tax, GovCon accounting, nonprofit accounting) supported by executive-level financial leadership and specialized advisory services. The company operates as a Sage Intacct Partner and Unanet Partner, providing certified implementation and support for these accounting software platforms alongside their professional services. The service architecture combines a la carte modules (cost accounting, complex invoicing, budgeting, tax strategy, audit support) with bundled CAS (Client Accounting Services) offerings, all delivered with industry-specific expertise for government contracting, construction, real estate, nonprofits, professional services, technology, and education sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting Full-service outsourced accounting function providing bookkeeping, financial record management, payroll processing, month-end close support, and day-to-day accounting operations for businesses with $1M+ annual revenue.
• Government Contract (GovCon) Accounting Specialized accounting for federal government contractors covering DCAA/FAR compliance, incurred cost submissions, provisional and indirect rate development, timekeeping/labor distribution, and DCMA reporting.
• Nonprofit Accounting Accounting services for nonprofit organizations including grant tracking, funding cycle management, donations management, regulatory compliance, and IRS Form 990 preparation.
• Fractional CFO Services Part-time CFO-level financial leadership including annual planning, forecasting, growth strategies, investor relationships, capital raising support, and strategic financial oversight for growing businesses.
• Controller Services Oversight of all accounting processes and financial reporting production to ensure accurate, timely financial data for business decisions.
• Tax Planning & Compliance Proactive tax planning strategies, tax law compliance, and liability reduction services for businesses and individuals.
• Business Consulting

Quantifiable outcome

• Helped nonprofit receive hundreds of thousands in federal funds after improving financial management
• +2 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or IntegrationCertified Sage Intacct Partner providing implementation, migration, integration, and ongoing support services. Specializes in helping multi-entity organizations transition from QuickBooks to Sage Intacct with automated reconciliations, consolidated reporting, and real-time financial insights.
• UnanetcoreTechnology or IntegrationCertified Unanet Partner and holistic platform experts. Provides new system implementations, cost accounting setup, timekeeping/labor distribution, complex invoicing, provisional rate development, and ongoing system management for government contractors and project-based businesses.
• Intuit (QuickBooks)coreTechnology or IntegrationIntuit Certified Pro-Advisor for both QuickBooks Online and desktop versions. Provides implementation, optimization, and outsourced accounting services using QuickBooks platforms.
• C12 GroupminorStrategic or Co-development PartnerFaith-driven business leaders forum providing networking and growth resources for Christian business owners. Badger is a proud member supporting professional development and community building.
• NAWBO San AntoniominorGTM or Marketing PartnerNational Association of Women Business Owners San Antonio chapter. Badger supports this organization designed to give women-owned businesses a platform to thrive.
• Women's Energy Network (WEN) - South Texas ChapterminorGTM or Marketing PartnerInternational organization providing networking, leadership, and career development for women in the energy industry. Badger supports the South Texas Chapter.

Scale indicators3 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Eide Bailly: Top-25 mid-market accounting firm with full CAS, fractional CFO, Sage Intacct partnership, and construction/nonprofit/government contractor practices. Same size band and vertical coverage as Badger, with similar subscription-style engagements.
• WithumSmith+Brown (Withum): Mid-market CPA and advisory firm with tech-enabled outsourced accounting, fractional CFO, and a notable government contracting practice. Closely comparable peer across client segment size, verticals, and delivery model.
• Wipfli: Top-20 US accounting and consulting firm focused on middle-market clients with established outsourced accounting, Sage Intacct implementation, and GovCon practices. Closely comparable mid-market CAS + advisory + tech-enabled delivery model.
• Aprio: Mid-market-focused CPA and advisory firm combining traditional accounting with outsourced CFO/controller services across construction, nonprofit, government contracting, and tech verticals. Mirrors Badger's vertical-specialty + fractional CFO model with similar client size profile.
• Forvis: Top-10 US accounting firm formed from the merger of BKD and Dixon Hughes Goodman, serving mid-market companies in construction, nonprofit, and government contracting. Closest comparable to Badger CPA on account of overlapping mid-market CAS, fractional CFO, and GovCon specialty services.

Broad incumbents

• Baker Tilly US: Top-10 advisory firm with a dedicated GovCon consulting practice and outsourced CFO/controller services for government contractors. Competes with Badger in the DCAA/FAR compliance specialty at larger client sizes.
• BDO USA: Global mid-market accounting firm with full outsourcing, Sage Intacct, and GovCon services. Competes for the same scale-up client base as Badger and represents the natural 'graduation' path for Badger's largest accounts.
• RSM US: Major global mid-market audit/consulting firm with substantial outsourced accounting, government contracting, and Sage Intacct practices. Larger incumbent likely to compete for Badger's mid-market and GovCon clients as they scale.
• Crowe LLP: Top-10 accounting firm with deep government contracting (DCAA) and construction industry practices serving federal contractors. Larger incumbent serving the same GovCon vertical targets as Badger.

Regional players

• Whitley Penn: Texas-headquartered CPA and advisory firm ranked among the largest in the state, providing outsourced accounting, advisory, and audit services to construction, nonprofit, and government contractor clients across Texas. Direct regional competitor in Badger's home geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights8 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 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 Badger CPA