Diversified Financial Management Group

What Diversified Financial Management Group does

Diversified Financial Management Group, Inc. (DFMG) is a privately held CPA firm established in 1980 and headquartered in Atlanta, Georgia. The firm provides professional accounting and legal services to two primary client segments — individuals and businesses — with stated capability to serve "large organizations" as well. Service offerings include full-service accounting, tax preparation, financial management, and adjacent legal services, all delivered on a quote-based fee model. Geographic scope is described as "global," though the firm operates from a single office at 1201 Peachtree Street, 400 Colony Square, Suite 200, Atlanta, GA 30361, with a staff of 1-10 employees.

DFMG's product surface layers core professional services on top of a client-facing technology stack: document exchange and secure client login are provided through ShareFile integration; incoming work requests are routed through a Zendesk-based ticketing system at dfmg.zendesk.com; and online payment is processed via PayPal (with a 5% surcharge to offset PayPal transaction fees). The firm also maintains a Client Library — a content hub containing articles, white papers, on-demand videos, FAQs, tax facts, state resources, and a Tax Tips email subscription — branded as "NEW" in current navigation. A separate suite of Financial Calculators spans 14 categories (automobile, business, credit cards, mortgage, retirement, insurance, kids, investment, loans, paycheck, real estate, savings, tax, and young adults). Tax preparation workflows are supported by dedicated resource pages covering tax rates, due dates, forms, IRS publications, where's-my-refund links, and a record retention guide.

The business model is professional-services-driven: revenue is generated through quote-based engagements for accounting, tax, and legal work, with no published pricing or subscription tiers. Go-to-market is executed primarily through the firm's website, a sustained-resource SEO/content presence (Client Library, calculators, IRS resource pages), an email newsletter, and appointment-based direct sales (both in-person at the Atlanta office and remotely via the client portal). Marketing channels emphasize a "low-pressure" personalized service positioning targeting both individual consumers and SMB/large-organization buyers. There are no external funding rounds, no M&A activity, no parent company, and no institutional ownership structure indicated in the source data.

Name

Diversified Financial Management Group

Legal name

Diversified Financial Management Group, Inc.

Website

https://dfmg-usa.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Diversified Financial Management Group is a privately held Atlanta-based CPA firm, founded in 1980, that provides professional accounting, tax, and legal services to individuals and businesses. It delivers engagements via a secure ShareFile client portal, Zendesk ticketing, and PayPal payment processing.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Full-service accounting firm providing personalized financial services to individuals and businesses. Revenue generated through professional service fees for accounting, tax preparation, and related financial management services.

Pricing tiers

Distribution channels3 records

Marketing channels4 records

Core offering

DFMG is a full-service CPA firm providing personalized professional accounting and legal services to individuals, businesses, and large organizations. Core deliverables include tax preparation, financial management, accounting, and advisory services, supported by a secure client portal for document exchange and an online resource library of articles, white papers, calculators, and tax reference materials.

Product overview

Diversified Financial Management Group (DFMG) is a CPA firm offering a unified suite of professional accounting and legal services for individuals and businesses. The core offering consists of professional accounting services and legal services, supported by a client portal for secure access. Additional value-added modules include a comprehensive Client Library with educational resources (articles, white papers, videos, FAQs, tax facts, and state resources) and a suite of Financial Calculators covering 14 categories (automobile, business, credit cards, mortgage, retirement, insurance, kids, investment, loans, paycheck, real estate, savings, tax, and young adults). The firm also provides tax preparation services with associated resources including tax rates, due dates, forms, IRS publications, and a record retention guide.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Accounting Services Full-service professional accounting services for individuals and businesses, including tax preparation, financial management, and advisory services delivered by a CPA firm.
• Legal Services Legal services provided in conjunction with accounting services to address client financial and legal needs.
• Tax Preparation Services Comprehensive tax preparation services including access to associated tax resources such as Tax Rates, Tax Due Dates, Tax Forms, IRS Publications, and a Record Retention Guide.
• Secure Client Portal Secure online portal allowing clients to access their financial information, submit documents, and communicate with the firm.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Padgett Business Services: Padgett operates a franchise-style model delivering accounting, tax, payroll, and advisory services to small businesses and individuals. Closely comparable to DFMG's full-service, small-team, relationship-driven CPA practice.

Broad incumbents

• BDO USA: BDO USA is a top-tier accounting and advisory firm serving mid-market and large businesses. Different scale, but competes in the same accounting, tax, and advisory space as DFMG, especially for business clients.
• CliftonLarsonAllen (CLA): CLA is a large US accounting and advisory firm focused on mid-market private businesses, individuals, and nonprofits. Provides overlapping services (tax, accounting, advisory) to the same SMB-segment as DFMG.
• Jackson Hewitt: Jackson Hewitt is a national tax preparation chain serving individuals and small businesses. Overlaps with DFMG in tax preparation and personal financial services for individuals and small businesses.
• H&R Block: H&R Block is a mass-market tax preparation and financial services provider with thousands of retail locations. Comparable to DFMG in the tax and personal-finance service offering, though at vastly greater scale and brand reach.
• CBIZ: CBIZ is a national professional services firm offering accounting, tax, and advisory services to businesses and individuals. Comparable in service mix to DFMG, with much broader geographic reach.

Regional players

• Bennett Thrasher: Bennett Thrasher is an Atlanta-based accounting and advisory firm serving businesses and high-net-worth individuals. Direct regional competitor to DFMG in the Atlanta SMB and personal tax market.
• Withum: Withum is a mid-Atlantic and national accounting and advisory firm serving SMBs and individuals. Comparable service portfolio (accounting, tax, advisory) to DFMG, but at greater scale and broader coverage.
• Cherry Bekaert: Cherry Bekaert is a Southeast US-based accounting and advisory firm serving private businesses and individuals. Overlaps with DFMG in tax preparation, accounting, and advisory for SMB and personal clients.
• Mauldin & Jenkins: Mauldin & Jenkins is an Atlanta-based accounting and advisory firm serving individuals and businesses across the Southeast. Closest geographic peer to DFMG, providing overlapping tax and accounting services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Diversified Financial Management Group