DeMarco & Associates

What DeMarco & Associates does

DeMarco & Associates LLC is a privately held, boutique Certified Public Accounting firm headquartered in Perrysburg, Ohio, serving small to medium-sized businesses, individuals, and nonprofit organizations across Northwest Ohio and Southeast Michigan. Founded circa 2013 and currently staffed at 11-50 employees, the firm operates from a single office at 2005 Michael Owens Way under the leadership of Founder and Managing Partner Leslie DeMarco, CPA, CFE, alongside a partner team with 25-30+ years of public accounting experience each.

The firm's service portfolio spans four categories: tax services (planning, preparation, and IRS representation at federal, state, and local levels), financial review services (auditing and forensic/fraud investigation), accounting (bookkeeping, financial statements, budgeting and forecasting), and consulting (business consulting, acquisition and sales advisory, and start-up planning). A dedicated QuickBooks and Peachtree (Sage) setup, training, and ongoing support practice serves as a distinct service line. The firm holds multiple professional memberships (AICPA, AICPA PCPS, OSCPA, MASCPA, ACFE, NACVA) and participates in the AICPA Peer Review Program.

The business model is fee-for-service professional services with customized, quote-based pricing and pay-as-you-go billing. Go-to-market is consultative and sales-led, relying on local reputation, word-of-mouth referrals, and direct client engagement from the Perrysburg office. Distribution is regional with no digital self-service channel or online delivery infrastructure. Credentials driving the value proposition include CPA, CFE, CVA, and AICPA Fellow designations, with particular depth in nonprofit Yellow Book and OMB Circular A-133 audits and multi-state closely-held business taxation.

Name

DeMarco & Associates

Legal name

DeMarco & Associates LLC

Website

https://demarcocpallc.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

DeMarco & Associates LLC is a Perrysburg, Ohio-based boutique CPA firm providing tax, audit, forensic accounting, bookkeeping, and business consulting services to SMBs, individuals, and nonprofits across Northwest Ohio and Southeast Michigan.

Ownership category

akta.pro rank

Headquarters

HQ city

Perrysburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel

Revenue model

1. Professional Accounting Services: Boutique CPA firm providing customized accounting, tax planning, tax preparation, auditing, fraud investigation, bookkeeping, and business consulting services on a fee-for-service basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

DeMarco & Associates is a boutique Certified Public Accounting firm providing customized accounting, tax, auditing, fraud investigation, bookkeeping, and business consulting services. The firm serves small to medium-sized businesses, individuals, and nonprofit organizations across Northwest Ohio and Southeast Michigan, with a specialization in QuickBooks and Peachtree software setup, training, and support, along with Yellow Book and OMB Circular A-133 audits for federally funded nonprofit agencies.

Product overview

DeMarco & Associates is a certified public accounting (CPA) firm offering a comprehensive suite of professional accounting and business services. The firm provides tax services (planning, preparation, and IRS representation), financial review services (auditing and fraud investigation), and general accounting services (bookkeeping, financial statements, budgeting, and forecasting). Additionally, the firm offers business consulting services including acquisition and sales support and start-up planning. The firm specializes in QuickBooks and Peachtree accounting software setup, training, and ongoing support for small to medium-sized businesses. Services are designed for individuals, corporations, and non-profit organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning Tax planning services for corporations and individuals provided prior to the end of the tax year, delivering tax projections of expected income, deductions, and tax liability along with actionable steps to minimize that liability.
• Tax Preparation Corporate and individual tax preparation and filing services, keeping businesses in good standing with the IRS and handling Federal, Ohio state, local, and school district taxes.
• IRS Representation Representation services for IRS inquiries or audits, working with federal, state, and local taxing authorities to aid taxpayers in understanding tax notices and correspondence.
• Auditing Auditing and financial oversight services to reveal inconsistencies and fix problems before they become major issues, providing ethical and professional services including compliance audits, Yellow Book audits, and OMB Circular A-133 audits.
• Fraud Investigation Investigative and forensic accounting and litigation support services, identifying areas of financial loss, determining loss value, and helping identify individuals responsible and the processes used.
• Accounting Services Full range of accounting services for businesses including handling financial affairs of corporations, professional organizations, charities, not-for-profit agencies, and other legal entities.
• Bookkeeping

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Six partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreStrategic or Co-development PartnerProfessional affiliation providing access to resources, peer review programs, and best practices for certified public accountants; firm participates in AICPA Peer Review Program and Leslie DeMarco holds Fellow designation through AICPA's Academy of Exempt Organizations
• Private Companies Practice Section (AICPA PCPS)coreStrategic or Co-development PartnerFirm is a member in good standing of AICPA PCPS, demonstrating commitment to quality standards and professional practices for private company accounting services
• Ohio Society of Certified Public Accountants (OSCPA)coreStrategic or Co-development PartnerFirm and multiple partners (Jerilyn Main, Amanda Kantner, Jen Malohn, Anne Homan) maintain membership in OSCPA for regional professional development and compliance
• Michigan Association of Certified Public Accountants (MASCPA)coreStrategic or Co-development PartnerFirm maintains membership in MASCPA serving clients in Southeast Michigan region; Leslie DeMarco is a member
• Association of Certified Fraud Examiners (ACFE)coreStrategic or Co-development PartnerLeslie DeMarco holds Certified Fraud Examiner (CFE) designation; firm leverages ACFE resources and standards for fraud investigation services
• National Association of Certified Valuators and Analysts (NACVA)coreStrategic or Co-development PartnerAnne Homan holds Certified Valuation Analyst (CVA) designation; firm leverages NACVA standards for business valuation services

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Market position

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/demarcocpallc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 DeMarco & Associates