CDO

What CDO does

CDO LLC, operating as CDO – Digital Accounting Solutions, is a US-based virtual bookkeeping firm delivering outsourced accounting services to small and mid-sized businesses. Founded in 2006 and headquartered in Absecon, New Jersey with an additional office in Brooklyn, New York, the company offers a service suite built around four core offerings: Full Charge Bookkeeping, routine Bookkeeping, Clean Up Projects for remediation of disorganized records, and QuickBooks/Xero Set Up and Migration services. Underlying delivery depends on certified ProAdvisor expertise in the two dominant cloud accounting platforms, QuickBooks and Xero, with no proprietary technology stack or software product disclosed in the input data.

The company's go-to-market is sales-led and consultation-driven: prospects book free consultations through the corporate website (powered by OnceHub) or via direct phone/email contact, after which CDO scopes and proposes engagement scope. It serves a horizontally diversified customer base that includes accounting and finance firms, e-commerce entrepreneurs, multi-unit franchise owners, manufacturers, industrial distributors, and NGOs/NGOs. Customer geography spans the United States, Central America, Australia, and Europe, supported by remote delivery. CDO's website displays 13+ years of experience, 150+ clients served, and 500+ projects completed, but no pricing tiers, revenue, headcount, or funding history are publicly disclosed.

CDO is a privately held LLC with no parent company, no subsidiaries, no recorded funding rounds, no M&A activity, no patents or trademarks, and no executive team disclosed beyond CEO Derek Wilson. Revenue is generated purely through professional services fees on a per-engagement or recurring basis, with no productized SaaS, no mobile app, and no public API. The company has no AI/ML capabilities documented, no regulatory actions, and no partnerships on record. The overall profile is a small, established, services-only bookkeeping practice with diversified SMB exposure and no observable technology moat beyond platform certifications.

Name

CDO

Legal name

CDO LLC

Website

https://cdollc.co

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

CDO LLC is a US-based virtual bookkeeping and accounting services firm serving small and mid-sized businesses across accounting, e-commerce, franchise, manufacturing, distribution, and nonprofit verticals. It delivers Full Charge Bookkeeping, clean-up projects, and QuickBooks/Xero setup and migration via certified ProAdvisor expertise, operating remotely across the US, Central America, Australia, and Europe.

Ownership category

akta.pro rank

Headquarters

HQ city

Menlo Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Bookkeeping Services: CDO generates revenue through professional bookkeeping and accounting services. The company handles full charge bookkeeping, clean-up projects, and accounting software setup/migration for clients, allowing them to focus on growing their business.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

CDO provides outsourced bookkeeping and accounting services to small and mid-sized businesses. The company delivers full charge bookkeeping, clean-up of disorganized financial records, and setup/migration services for QuickBooks and Xero platforms, acting as a certified ProAdvisor to keep client books CPA-ready.

Product overview

CDO – Digital Accounting Solutions is a service-based accounting firm offering a unified suite of bookkeeping and accounting services. The core offerings include Full Charge Bookkeeping, general Bookkeeping, Clean Up Projects for remediation of disorganized records, and specialized QB & Xero Set Up and Migration services for QuickBooks and Xero platforms. These services work together to deliver end-to-end financial management, with CDO acting as a QuickBooks and Xero ProAdvisor to ensure clients maintain CPA-ready books at all times.

Differentiator

Problem solved

Functional benefit

Products and services

• Full Charge Bookkeeping
• Bookkeeping
• Clean Up Projects
• QB & Xero Set Up
• QB & Xero Migration

Quantifiable outcome

• CPA-ready books available at any time
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Bench: Bench is a tech-enabled bookkeeping service for SMBs combining human bookkeepers with software, offering monthly financial statements. It directly competes with CDO's full charge bookkeeping offering but at greater scale and with proprietary technology.
• Pilot: Pilot provides bookkeeping, accounting, and CFO services for startups and SMBs, with a strong focus on technology company clients. It overlaps with CDO's core bookkeeping and clean-up services while operating at significantly larger scale.
• AccountingDepartment.com: AccountingDepartment.com is an outsourced bookkeeping and accounting services firm serving SMBs and mid-market clients. It is a near-direct competitor with a similar remote-delivery, multi-vertical model to CDO.
• Bookkeeper360: Bookkeeper360 provides cloud-based bookkeeping, accounting, and advisory services for SMBs, leveraging Xero and QuickBooks. It directly mirrors CDO's ProAdvisor-based service stack with added advisory offerings.
• 1-800Accountant: 1-800Accountant offers bookkeeping, tax, and accounting services to SMBs and entrepreneurs. It competes with CDO across the same SMB customer base, with broader service scope and national brand recognition.
• Merritt Bookkeeping: Merritt Bookkeeping is an outsourced bookkeeping service focused on small businesses, offering monthly bookkeeping at a flat subscription rate. It targets the same SMB customer segment as CDO with a productized, subscription-based delivery model.
• Ignite Spot Accounting Services: Ignite Spot provides outsourced bookkeeping and accounting services for SMBs across multiple industries, including franchises and e-commerce. Its service scope and customer profile closely match CDO's.
• TGG Accounting: TGG Accounting is an outsourced bookkeeping and CFO services firm serving SMB and mid-market clients across multiple verticals. It directly competes with CDO in full charge bookkeeping and clean-up projects.

Emerging players

• Botkeeper: Botkeeper combines AI and automation with human bookkeepers for SMB bookkeeping. It addresses the same pain point as CDO but with a technology-first approach, representing both a competitor and a potential disruption to traditional bookkeepers.

Others

• Finch Agency: Finch Agency connects SMBs with vetted bookkeepers and accountants on demand. It is an adjacent marketplace rather than a direct service competitor, but operates in CDO's customer-acquisition and labor-supply ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 CDO