What Isler does

Isler CPA is a privately held, partnership-style accounting and advisory firm headquartered in Eugene, Oregon. The firm serves businesses, individuals, nonprofit organizations, and public-sector entities across Lane County and the broader Pacific Northwest/Western United States, with an estimated 15-20 employees under named partners Eric Bell (Managing Partner, CPA/MST), Paul Nielson, Joseph Lewis, and Cody Savey, plus Partner Emeritus Glenn Munro. Its four core service lines are Tax Planning & Compliance, Audit & Assurance, Client Accounting & Advisory Services (outsourced bookkeeping and CFO-level functions), and Estate & Trust, supplemented by Litigation Support.

The firm runs on standard professional accounting technology rather than proprietary infrastructure: Ultratax and CS Accounting Professional Suite (both ranked #1 by the Journal of Accountancy) for tax preparation, and QuickBooks for outsourced client bookkeeping. There are no disclosed AI/ML systems, no proprietary software products, and no APIs or SDKs. Service delivery is partner-led through direct client engagement, secure document upload, and online bill pay, with no third-party resellers or distribution partners.

The business model is traditional professional services: quote-based fees tied to scope and complexity, with credit card payments subject to a 3% processing fee. Revenue is generated from long-tenured clients across 13 industry verticals including agriculture, family-owned businesses, gaming & hospitality, manufacturing & distribution, municipalities, nonprofits, professional services, construction, utilities, wholesale & retail, technology/startups, restaurants, and government entities, plus high-net-worth individuals. Isler is a member of the RSM US Alliance, which extends national and international reach without geographic expansion of physical offices; the firm is not PE-backed and has no disclosed funding history.

Name

Isler

Legal name

Isler CPA

Website

https://islercpa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Isler CPA is a privately held accounting and advisory firm in Eugene, Oregon, providing tax, audit, outsourced accounting, and estate/trust services to businesses, individuals, nonprofits, and government entities across the Pacific Northwest.

Ownership category

akta.pro rank

Headquarters

HQ city

Eugene

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Planning & Compliance Services: Tax planning and preparation for businesses and individuals including federal, state, and multi-state tax compliance, strategic planning, mergers and acquisitions advisory, and tax audit representation
2. Audit & Assurance Services: Financial statement audits, reviews, compilations, and preparations for various entity types including governmental, nonprofit, tribal, and commercial organizations
3. Client Accounting Services (CAAS): Outsourced accounting, bookkeeping, CFO/controller services, payroll support, financial reporting, and advisory services
4. Estate & Trust Services: Estate planning, trust administration, gift tax returns, succession planning, and wealth transfer services

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Isler CPA is an accounting and advisory firm that provides tax planning and compliance, audit and assurance, outsourced client accounting/bookkeeping and CFO-level advisory, and estate and trust planning services. The firm serves businesses, individuals, nonprofits, and government entities across multiple industries including agriculture, municipalities, tribal governments, manufacturing, construction, gaming and hospitality, technology startups, and family-owned businesses in Lane County, Oregon and the broader Western United States.

Product overview

Isler CPA is a regional accounting and advisory firm offering four core service lines: Tax Planning & Compliance, Audit & Assurance, Client Accounting & Advisory Services (CAAS), and Estate & Trust. Services are delivered by experienced CPAs and advisors and are tailored to clients across Lane County, Oregon and the broader Pacific Northwest. The firm also provides specialized industry-focused services for agriculture, construction, manufacturing, technology startups, municipalities, nonprofits, gaming & hospitality, restaurants, wholesale & retail, government entities, professional services, utilities, family-owned businesses, and other sectors. As a member of the RSM US Alliance, the firm has access to national resources while maintaining regional expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Compliance

Quantifiable outcome

• Long-term client relationships spanning 14-20+ years with key customers like Coquille Indian Tribe (since 1990), The Shedd Institute (10+ years), and Probe Software (14 years)

Named customers6 records

Segments14 records

Ideal customer profiles13 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

One partnership is on record.

• RSM US AlliancecoreStrategic or Co-development PartnerAs a proud member of the RSM US Alliance, Isler CPA provides clients with access to premier national and international resources while maintaining personalized regional service. This partnership enables the firm to offer world-class capabilities combined with deep local expertise, particularly for businesses operating across the Western United States.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Clark Nuber: Bellevue, Washington-based CPA and advisory firm serving closely held businesses, family offices, and nonprofits in the Pacific Northwest with tax, audit, and advisory services — comparable in industry specialization and client mix to Isler.
• Aldrich CPAs + Advisors: Pacific Northwest-headquartered CPA and advisory firm with offices across Oregon and Washington offering tax, audit, wealth management, and outsourced accounting — directly comparable to Isler, but with broader geographic reach.
• Geffen Mesher & Co: Portland, Oregon-based CPA and advisory firm providing tax, audit, and business advisory services to closely held businesses, family enterprises, and individuals — comparable in service mix and target client profile to Isler.
• Jones & Roth CPAs: Eugene, Oregon-based regional CPA firm providing tax, audit, advisory, and wealth management services to businesses and individuals in the Southern Willamette Valley and across the Pacific Northwest — directly comparable in size, geography, and service mix to Isler.
• Kernutt Stokes: Eugene, Oregon-based CPA and advisory firm of comparable size offering tax, audit, advisory, and business valuation services to individuals and businesses across the Pacific Northwest — Isler's closest local competitor.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm with a strong Pacific Northwest presence, particularly serving agribusiness, construction, and closely held businesses — directly relevant as a broad incumbent competing for Isler's mid-market clients.
• Moss Adams LLP: Seattle-headquartered top-15 U.S. accounting and business advisory firm with a strong Pacific Northwest presence across tax, audit, and consulting — much larger than Isler, but a relevant reference for market positioning and competitive overlap on larger engagements.
• BDO USA: Top-five global accounting network with Pacific Northwest offices providing audit, tax, and advisory services — competes for the larger end of Isler's market, particularly public sector, tribal, and mid-market engagements.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm serving closely held businesses, agribusiness, and tribal clients across the Pacific Northwest — overlaps with several of Isler's key verticals at a larger scale.
• Eide Bailly LLP: Top-25 U.S. accounting and advisory firm with offices across the Pacific Northwest, offering tax, audit, and advisory services to mid-market and public sector clients — comparable in industry focus to Isler but at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Isler