Bohn Financial Group
Bohn Financial Group is a woman-owned accounting and consulting firm in St. Paul, Minnesota that provides bookkeeping, financial cleanup, QuickBooks migration, SOP implementation, and tax services to service-based small and mid-sized businesses.
- Company typePrivate
- Founded2020
- HeadquartersMinnetonka, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Bohn Financial Group does
Bohn Financial Group is a private, woman-owned accounting and consulting firm headquartered in St. Paul, Minnesota (also listed in Minnetonka), founded by Roxxi Bohn in 2020. The firm provides bookkeeping, financial statement cleanup, QuickBooks Online migration, SOP implementation, and business and personal tax services — including IRS/state correspondence handling and year-round tax planning — to service-based small and mid-sized businesses. Its target clients are typically business owners preparing for scaling, hiring, or funding events who lack in-house finance capacity, and the firm explicitly positions itself as a CPA-partnering bookkeeper rather than a tax preparer replacement.
The technology stack is third-party and modest: the firm operates as a Certified QuickBooks Online ProAdvisor and uses the OctonData platform for online client intake. No proprietary software, AI tooling, or differentiated platform architecture is indicated in the source material. Service delivery appears to combine remote and in-person engagement, and client acquisition runs through a sales-led motion anchored by the company website and a 'Start Your Taxes' call-to-action.
The business model is a hybrid of recurring monthly bookkeeping (subscription-style retainers) and project-based professional services (cleanups, migrations, tax filings, advisory). No pricing tiers, fee schedules, or contract values are publicly disclosed; engagements are quote-based and tailored to client complexity. There are no funding rounds, no institutional investors, no parent company, and no disclosed revenue figures, indicating a founder-financed, organically grown operation.
Bohn Financial Group firmographics
Firmographics- Name
- Bohn Financial Group
- Legal name
- Bohn Financial Group
- Website
- https://bohnfinancialgroup.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Bohn Financial Group is a woman-owned accounting and consulting firm in St. Paul, Minnesota that provides bookkeeping, financial cleanup, QuickBooks migration, SOP implementation, and tax services to service-based small and mid-sized businesses.
- Ownership category
- akta.pro rank
Bohn Financial Group industry classification
Industry- Product category
- Small Business Accounting & Tax Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Treasury Operations Support (Cash Management, Bank Reconciliations, Payments Ops) (BPAAAGAH)
Keywords
Where Bohn Financial Group is headquartered
LocationHeadquarters
- HQ city
- Minnetonka
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bohn Financial Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Accounting and Bookkeeping Services: Ongoing bookkeeping, financial cleanup, and accounting services for small to mid-sized businesses. Services include monthly/ongoing bookkeeping, financial statement cleanups, and SOP implementation for process optimization.
- Tax Preparation and Advisory Services: Business and personal tax filing services, IRS/state correspondence handling, and year-round tax planning and advisory services to help clients minimize tax liability.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Bohn Financial Group product offering
Product offeringCore offering
Bohn Financial Group is a woman-owned accounting and consulting firm that provides ongoing bookkeeping, financial statement cleanups, QuickBooks Online migration, SOP implementation, and tax preparation/advisory services. Its core customers are service-based small to mid-sized business owners who need clean, reliable financial records, standardized processes, and year-round tax and advisory support to scale their operations.
Product overview
Bohn Financial Group offers a unified suite of accounting and consulting services for service-based small to mid-sized businesses. The core offerings include Bookkeeping (financial record-keeping with real-time insights), Financial Cleanup (organizing messy books and correcting errors), Migration Services (QuickBooks Online data migration as certified ProAdvisors), SOP Implementation (creating standardized financial procedures), and Tax Services (business/personal tax filings, IRS correspondence, and ongoing tax planning). These services work together to provide structure, support, and long-term financial value, helping business owners build strong financial foundations and gain clarity, confidence, and control over their finances.
Differentiator
Problem solved
Functional benefit
Products and services
- Bookkeeping Ongoing bookkeeping service for service-based small to mid-sized businesses that delivers accurate financial record-keeping, streamlined reporting, and real-time insights so owners can focus on running their business.
- Financial Cleanup Project-based cleanup of messy or outdated books: organizing records, correcting errors, and producing clear, reliable financial statements business owners can trust. Targeted at businesses that are months or years behind on their books.
- QuickBooks Online Migration Migration service delivered by Certified QuickBooks Online ProAdvisors that moves client data from any platform to QuickBooks Online cleanly, accurately, and with minimal disruption to operations.
- SOP Implementation Design and rollout of standardized operating procedures for finance operations, including step-by-step processes that reduce errors, simplify procedures, and eliminate bottlenecks in financial workflows.
- Tax Services Comprehensive business and personal tax preparation and advisory service covering income and sales tax filing, accurate and timely payments, organization of loan and interest information, handling of IRS/state notices and correspondence, and year-round tax planning to minimize liability.
Companies that use Bohn Financial Group
Customer profileSegments1 record
Ideal customer profiles1 record
Bohn Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature1 record
Bohn Financial Group partnerships and signals
Strategic signalRecent moves5 records
Bohn Financial Group competitors and assessment
Company assessmentDirect peers
- Bench: Bench provides AI-assisted monthly bookkeeping and financial reporting for small businesses, with bundled access to dedicated bookkeepers and software. It is a direct comparable in the recurring SMB bookkeeping category Bohn serves, competing for similar service-based SMB clients.
- Pilot: Pilot offers bookkeeping, tax, and CFO services for startups and SMBs with a software-augmented delivery model. It competes directly with Bohn for service-based small businesses needing integrated bookkeeping + tax + advisory.
- Bookkeeper360: Bookkeeper360 delivers cloud-based bookkeeping, tax, and advisory services to SMBs, anchored on Xero and QuickBooks Online. It is comparable in target customer, service mix, and platform-agnostic cloud bookkeeping positioning.
- 1-800Accountant: 1-800Accountant provides virtual bookkeeping, tax preparation, and advisory services to small businesses and individuals nationally. It directly competes in Bohn's SMB bookkeeping + tax service bundle category with a much larger scale.
- Botkeeper: Botkeeper combines AI/automation with human accountants to deliver bookkeeping at lower price points for SMBs and accounting firms. It competes for the same recurring monthly bookkeeping engagements that anchor Bohn's revenue.
- Xendoo: Xendoo offers online bookkeeping, tax, and CFO services for small businesses with subscription-based pricing. Its target market, bundled service offering, and tech-enabled delivery mirror Bohn's model.
Broad incumbents
- Intuit QuickBooks Live: QuickBooks Live (Intuit) is a scaled, in-product bookkeeping add-on pairing QB software with live bookkeepers. It is a broader incumbent that competes head-on with Bohn's recurring bookkeeping offering and is built into the same QBO platform Bohn is certified on.
- Wave Financial: Wave (H&R Block-owned) provides free/low-cost accounting, invoicing, and payroll software aimed at micro and small businesses. It represents the broader incumbent, DIY-led alternative that competes with Bohn on price-sensitive SMBs.
- RSM US: RSM US is a top-tier accounting and advisory firm with dedicated small/mid-market business services including outsourced bookkeeping and tax. It competes with Bohn for growing service-based SMBs that need a more scalable firm.
- BDO USA Small Business: BDO USA serves small and mid-sized businesses with accounting, tax, and advisory offerings as part of its broader portfolio. It is comparable as a larger incumbent alternative for SMB clients outgrowing a small firm like Bohn.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
Bohn Financial Group social profiles
Digital presenceBohn Financial Group compliance and trust
Trust signalCompliance1 record
Bohn Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bohn Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Bohn Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bohn Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bohn Financial Group
What does Bohn Financial Group do?
Bohn Financial Group is a woman-owned accounting and consulting firm that provides ongoing bookkeeping, financial statement cleanups, QuickBooks Online migration, SOP implementation, and tax preparation/advisory services. Its core customers are service-based small to mid-sized business owners who need clean, reliable financial records, standardized processes, and year-round tax and advisory support to scale their operations.
Is Bohn Financial Group a public or private company?
Bohn Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bohn Financial Group founded?
Bohn Financial Group was founded in 2020. It employs 11 to 50 people.
Where is Bohn Financial Group based?
Bohn Financial Group is headquartered in Minnetonka, United States, in the North America region.
How does Bohn Financial Group make money?
Two revenue lines are on record. Accounting and Bookkeeping Services are the primary driver. The others are tax Preparation and Advisory Services.
Who are Bohn Financial Group's main competitors?
Direct peers on record are Bench, Pilot, Bookkeeper360, 1-800Accountant, Botkeeper and Xendoo. Broad incumbents are Intuit QuickBooks Live, Wave Financial, RSM US and BDO USA Small Business.
Does Bohn Financial Group have an API?
No public API is recorded for Bohn Financial Group.
What industry is Bohn Financial Group in?
Bohn Financial Group's product category is Small Business Accounting & Tax Services. Its primary akta.pro industry code is BPAAAGAH, Treasury Operations Support (Cash Management, Bank Reconciliations, Payments Ops). Its NAICS code is 54121 and its SIC code is 6199.