What TPP does

TPP Certified Public Accountants, LLC is a privately held, full-service professional services firm headquartered in Overland Park, Kansas, founded in 1981 and operating with approximately 40 employees. The firm is organized around three core service lines delivered through separate legal subsidiaries: (1) CPA Services covering tax preparation and planning, accounting and financial statement production, and business advisory; (2) Retirement Plan Specialists, LLC, providing third-party administration, daily recordkeeping, and consulting for 401(k), 403(b), 457, profit sharing, and defined benefit plans via a proprietary daily recordkeeping platform supporting more than 14,000 mutual funds and share classes; and (3) CFO & Accounting Resources, LLC, offering outsourced bookkeeping, controller, and CFO functions with recurring dashboard reporting.

The firm's underlying technology is anchored by the "Your Future is Daily" recordkeeping system, a PC-based platform enabling plan sponsors and third-party administrators to upload payroll data electronically, integrate with the firm's daily recordkeeping engine, and respond to participant inquiries. On the accounting side, TPP supports QuickBooks and Peachtree software through consultation, installation, and update services. The firm is a complimentary Financial Checkup program as a low-friction entry point for new clients.

TPP operates a sales-led, relationship-driven professional services model with quote-based pricing and no publicly disclosed tiers. Revenue is generated through project-based CPA engagements, recurring third-party administration fees, and ongoing managed CFO/accounting retainers. Customer acquisition is driven by partner-led business development, cross-selling across service lines, long-cycle referral relationships, and partnership channels via BDO Alliance USA and CPAmerica. The client base is concentrated in the Kansas City metropolitan area, spans SMB and mid-market segments across manufacturing, healthcare, professional services, construction, non-profit, and investment industries, and includes multi-decade relationships (18-35+ years) with both for-profit and non-profit plan sponsors.

Name

TPP

Legal name

TPP Certified Public Accountants, LLC

Website

https://tppkc.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

TPP Certified Public Accountants, LLC is an Overland Park, Kansas-based CPA firm founded in 1981 with ~40 employees, delivering tax and accounting, third-party retirement plan administration, and outsourced CFO services primarily to SMB and mid-market businesses and non-profits in the Kansas City region.

Ownership category

akta.pro rank

Product category

Professional Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

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

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Transfer Agency & Shareholder Recordkeeping (FSAAAOAG)

Keywords

• Certified public accounting
• Retirement plan administration
• Outsourced CFO services
• Business tax planning
• Financial statement preparation

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. CPA/Accounting Services: Traditional accounting and financial statement services, tax preparation and planning, business advisory services. Charged through professional service engagements.
2. Retirement Plan Administration: Third party administration and recordkeeping services for retirement plans (401k, 403b, 457, profit sharing, etc.). Provides ongoing administration and compliance services.
3. CFO & Accounting Resources: Outsourced CFO services, controller functions, bookkeeping, and accounting oversight. Provides ongoing management and oversight of accounting functions for businesses without in-house CPA capabilities.
4. Financial Checkup Services: Complimentary evaluation of accounting practices, cash flow processes and financial management information with profit improvement and tax savings recommendations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

TPP Certified Public Accountants, LLC delivers professional accounting, tax, retirement plan administration and outsourced CFO services to privately held businesses, business owners, and not-for-profit organizations primarily in the Kansas City metropolitan area. The firm operates three integrated service divisions — CPA Services, Retirement Plan Specialists, and CFO & Accounting Resources — supported by a proprietary daily recordkeeping platform for qualified retirement plans and a team-based engagement model with approximately 40 staff.

Product overview

TPP Certified Public Accountants is a full-service accounting firm offering three integrated core service lines: CPA Services (accounting, tax, and business planning), Retirement Plan Specialists (administration and consulting for 401(k), 403(b), 457, and other retirement plans), and CFO & Accounting Resources (outsourced bookkeeping through controller and CFO functions). The firm provides a complimentary Financial Checkup program as an entry point. Services are delivered through a team-based approach with approximately 40 employees, providing depth of knowledge and continuity across client engagements. The firm is affiliated with BDO Alliance USA for expanded capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• CPA Services Comprehensive certified public accounting services covering accounting management, tax services and business planning for privately held businesses and individuals, including tax planning, preparation and representation, financial statement production, cash flow management, internal controls evaluation, fraud risk awareness and QuickBooks/Peachtree software consulting.
• Retirement Plan Specialists Third-party retirement plan administration and recordkeeping services for 401(k), 403(b), 457, profit sharing, defined benefit and employee stock ownership plans. Includes plan design, administration, actuarial valuations, non-discrimination testing, government filings and employee communications, supported by TPP's proprietary daily recordkeeping system accommodating 14,000+ mutual funds and share classes.
• CFO & Accounting Resources Outsourced financial management offering bookkeeping, accounting, controller and full CFO services scalable to client needs, with ongoing oversight and weekly dashboard reporting for businesses that lack in-house CPA capabilities or are navigating controller departures.
• Financial Checkup Complimentary half-day evaluation of accounting practices, cash flow processes and financial management information, with recommendations for profit improvement and tax savings. Designed as a no-obligation introduction to TPP's services.

Quantifiable outcome

• 92% of projects completed within 14 days or less after receiving all necessary information
• +3 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core, major and minor.

• BDO Alliance USAcoreStrategic or Co-development Partner · 1 January 2018TPP is an independent member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. This affiliation allows TPP to enhance client services, expand domestic and international coverage, gain technical knowledge in specialty areas, access professionals with wide industry experience, and utilize state-of-the-art computer systems. As part of BDO International Limited network, TPP can serve multi-national clients through over 1,500 offices across 162 countries.
• CPAmericamajorStrategic or Co-development Partner · 1 January 1999TPP joined CPAmerica in 1999, a national affiliation of independently owned CPA firms with similar client service goals. CPAmerica provides access to technical resources, training programs, and peer networking for member firms.
• ASPPA (American Society of Pension Professionals and Actuaries)minorOthersTPP staff members hold credentials and maintain membership in ASPPA, the American Society of Pension Professionals and Actuaries. This association provides ongoing education and certification resources for retirement plan specialists.

Scale indicators8 records

Recent moves9 records

Expansion highlights4 records

Broad incumbents

• Wipfli: Top-20 US accounting and advisory firm focused on mid-market businesses with tax, audit, technology, and outsourced accounting services. Larger than TPP but serves an overlapping mid-market private business customer base.
• CBIZ: National professional services firm providing accounting, tax, advisory, and outsourcing services to mid-market businesses. Comparable in target customer and outsourcing/CFO service offerings, but operating at substantially larger scale than TPP.
• Marcum LLP: Top-15 US accounting firm providing audit, tax, advisory, and outsourced accounting services to mid-market and high-net-worth clients. Comparable in service breadth and target segment but with national scale that TPP lacks.
• BDO USA: BDO USA is the US member firm of BDO Global, the parent network of BDO Alliance USA of which TPP is an independent member. It offers the same core accounting, tax, and advisory services plus significantly broader international reach, making it a direct comparison point for TPP's service stack and BDO-affiliated positioning.
• Plante Moran: Large US-based accounting, tax, and consulting firm serving middle-market companies across multiple industries. Comparable to TPP in mid-market focus and integrated service model, but at significantly larger scale.

Direct peers

• UHY Advisors: US member of UHY International, an accounting and advisory network serving mid-market companies with audit, tax, and consulting services. Structurally analogous to TPP given similar affiliation-driven national reach model.
• RubinBrown: Midwest-based full-service accounting and advisory firm providing assurance, tax, business advisory, and outsourced accounting services to privately held businesses. Closely mirrors TPP's KC-area mid-market focus with a similar three-pronged service approach.
• Eide Bailly: Regional top-25 US accounting firm offering tax, audit, advisory, and outsourced CFO/controller services to mid-market and SMB clients. Comparable to TPP in service mix and target segment, with broader geographic footprint.
• Baker Newman Noyes: Regional CPA and advisory firm offering tax, assurance, business advisory, and wealth services to closely held businesses. Highly comparable in size, mid-market positioning, and integrated service lines to TPP.
• Anders CPAs + Advisors: Mid-market full-service CPA and advisory firm with CPA, wealth management, and technology services for closely held businesses. Highly comparable to TPP in size, integrated service model, and mid-market private business target customer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 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 TPP