Spiegler Blevins

What Spiegler Blevins does

Spiegler Blevins is a privately held certified public accounting and advisory firm headquartered in Abingdon, Virginia, with a second office in Bristol, Tennessee, serving clients across the Virginia-Tennessee region. The firm delivers outsourced accounting, tax preparation and planning, business foundation services (entity selection, accounting system setup, retirement planning), and ongoing business management services (budgeting, cash flow analysis, KPI monitoring). It targets four vertical segments — dentists, medical practices, hospitality businesses, and small service-based businesses — with dedicated service offerings tailored to each industry's tax and operational needs.

The firm's core technology stack is composed entirely of third-party SaaS platforms rather than proprietary systems: QuickBooks Online and Desktop for accounting, ADP RUN for payroll, Bill.com for accounts payable automation, SafeSend for client document portal and e-signature, Liscio for client communication, Zoom for meetings, Thomson Reuters for tax research, and CPACharge for billing. The approximately 15-person team is structured around a Managing Shareholder (Mike Spiegler, CPA) and Shareholder (Rob Blevins, CPA), supported by a Client Accounting Services Manager, Client Controller, CPAs, client accounting staff, and administrative personnel.

The business model is subscription-based recurring revenue, structured in three bundled service tiers — Basic, Standard, and Complete — each at a fixed monthly fee that includes bookkeeping, tax preparation, and an escalating set of payroll, vendor bill pay, and expense management services. Go-to-market is sales-led and relationship-driven, supplemented by content marketing (blog, Smart Tips magazine, QuickReads), email newsletters, and an active social media presence across Facebook, Instagram, and LinkedIn. The firm holds professional memberships with AICPA, VSCPA, and the Tennessee Society of CPAs, and operates as a founder-owned partnership-style professional services company with no external investors or parent company.

Name

Spiegler Blevins

Legal name

SpieglerBlevins

Website

https://s-bcpas.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Spiegler Blevins is a privately held CPA firm in Abingdon, VA and Bristol, TN providing outsourced accounting, tax, and advisory services on subscription-based monthly tiers to small businesses and professional practices in dentistry, medical, hospitality, and small business verticals.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Outsourced accounting services
• Tax preparation planning
• Small business advisory
• Dental practice accounting
• Medical practice accounting

Headquarters

HQ city

Abingdon

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. Outsourced Accounting Services: Monthly fixed-fee bundled accounting services including bookkeeping, payroll processing, tax preparation and planning, and consulting. Services structured in three tiers (Basic, Standard, Complete) with escalating service levels.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Spiegler Blevins is a Certified Public Accounting firm that provides outsourced accounting, tax preparation and planning, business foundation services, and business management services to small businesses and professional practices. Core engagements bundle bookkeeping, payroll processing, tax filings, bill payment, and ongoing financial advisory into monthly fixed-fee service tiers (Basic, Standard, Complete). The firm specializes in four verticals: dental practices, medical practices, hospitality businesses, and general small businesses.

Product overview

SpieglerBlevins is a certified public accounting firm offering a portfolio of professional services organized around four core offerings: Outsourced Accounting (bookkeeping, payroll, and tax bundled in tiered plans), Tax Services (preparation and planning for individuals and businesses), Business Foundation Services (entity analysis, accounting system setup, retirement planning for startups), and Business Management Services (ongoing financial review with budgeting and KPI analysis). The firm also provides specialized industry-focused services for Dental Practices, Medical Practices, Hospitality businesses, and Small Businesses. The service delivery integrates with client-facing platforms including SafeSend, Liscio, QuickBooks, Bill.com, Zoom, and ADP RUN for seamless workflow management.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting End-to-end outsourced accounting solution providing daily bookkeeping, payroll processing, tax preparation, and financial reporting. Offered in bundled service tiers (Basic, Standard, Complete) at fixed monthly fees for small businesses and professional practices.
• Tax Services Tax preparation and planning services for both business and individual clients, featuring a digital filing process from document collection through electronic submission.
• Business Foundation Services Advisory services for new business owners covering entity type analysis, accounting system setup, and retirement plan analysis to establish a strong operational foundation.
• Business Management Services Ongoing financial review and advisory services including budgeting, revenue and expense analysis, payroll analysis, cash flow analysis, and KPI monitoring to support informed decision-making.
• Dental Practice Services Specialized accounting and advisory services tailored for dental practices, including bookkeeping, payroll, tax support, and strategic financial planning for practice prosperity.
• Medical Practice Services Accounting and advisory services designed for medical professionals and healthcare practices, covering bookkeeping, payroll, tax preparation, and long-term financial success strategies.
• Hospitality Industry Services Specialized accounting services for hospitality businesses, providing bookkeeping, payroll, tax support, and strategic guidance tailored to the industry.
• Small Business Services Accounting and advisory services for small and service-based businesses, including startup planning, entity selection, staff management, and business procedure optimization.

Quantifiable outcome

• Cost savings through eliminated full-time accounting staff salaries
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Ten partnerships are on record, tiered industry association, regional association, core technology partner and supporting technology.

• American Institute of Certified Public Accountants (AICPA)industry associationOthersProfessional membership affiliation demonstrating CPA firm credentials and adherence to professional standards
• Virginia Society of Certified Public Accountants (VSCPA)regional associationOthersState-level CPA professional association membership supporting Virginia accounting professionals
• Tennessee Society of Certified Public Accountantsregional associationOthersState-level CPA professional association membership supporting Tennessee accounting professionals
• QuickBooks (Intuit)core technology partnerTechnology or IntegrationPrimary accounting software platform for client bookkeeping and financial reporting, including both QuickBooks Online and QuickBooks Desktop versions
• ADP RUNcore technology partnerTechnology or IntegrationPayroll processing platform for employer payroll login and processing
• Bill.comcore technology partnerTechnology or IntegrationAccounts payable automation and bill payment processing platform for client financial operations
• SafeSendcore technology partnerTechnology or IntegrationClient portal for secure document upload, tax return access, and e-signature capabilities
• Lisciocore technology partnerTechnology or IntegrationClient communication and collaboration platform for secure messaging and document exchange
• Zoomsupporting technologyTechnology or IntegrationVideo conferencing platform for remote client meetings and consultations
• Thomson Reuterscore technology partnerTechnology or IntegrationTax research and compliance software platform for professional tax preparation and research

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• ProBackOffice: Provides outsourced bookkeeping, payroll, and CFO services for dental and medical practices — overlaps almost entirely with Spiegler Blevins' outsourced accounting tiers and healthcare verticals.
• B2B CFO Partners: Network of fractional CFOs and outsourced financial operators serving small and mid-sized businesses — closely comparable outsourced-finance delivery model to Spiegler Blevins' tiered monthly-fee bundles.
• 1-800Accountant: National outsourced accounting, bookkeeping, and tax service targeting SMBs and entrepreneurs with subscription pricing — directly comparable business model and customer profile, though at much larger scale and broader vertical reach.
• dentalCPAs: Specialized CPA firm dedicated exclusively to dental practices offering bookkeeping, tax, and advisory — directly comparable to Spiegler Blevins' dental practice vertical with similar service bundling and vertical-only focus.

Broad incumbents

• Kreischer Miller: Regional mid-Atlantic CPA and advisory firm with industry-specialized practice groups serving closely-held businesses — comparable service breadth and vertical-focused positioning, though larger and broader in scope.
• Forvis: Top-10 accounting firm (formed via PYA + BKD merger) with substantial healthcare and dental practice expertise — overlaps with Spiegler Blevins' medical/dental verticals but operates at enterprise scale across multiple service lines.
• LBMC: Large Tennessee-headquartered accounting and advisory firm with healthcare, dental, and hospitality practices — competes in the same regional market and serves similar professional verticals, but at materially larger scale.

Emerging players

• Bench: Software-plus-human outsourced bookkeeping platform for small businesses — offers a subscription alternative to traditional CPA bookkeeping that competes directly with Spiegler Blevins' Basic and Standard tiers.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for startups and SMBs — competes for the same small-business outsourced accounting wallet share with a software-led delivery model that pressures traditional CPA firm economics.

Regional players

• Maxwell Locke & Ritter: Texas-based full-service CPA firm offering outsourced accounting, tax, and advisory for SMBs and professional practices — comparable mid-size regional CPA peer with vertical specialization, though operating in a different geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/spieglerblevins
• LinkedInlinkedin.com/company/9265576
• Instagraminstagram.com/spieglerblevins
• Xx.com/SpieglerBlevins

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Spiegler Blevins