What Dyer & Smith does

Dyer & Smith LLC is a two-person Certified Public Accounting firm headquartered in downtown Huntsville, Alabama, specializing in professional accounting services for nonprofit agencies and public utilities, with secondary services for individual and business clients. The firm delivers six core service lines: auditing (including nonprofit audits and financial statement reviews), income tax preparation, QuickBooks consulting under Advanced Certification across Desktop, Online, and Enterprise editions, bookkeeping and payroll, tax management and planning (including estate tax and IRS representation), and financial analysis and consulting covering cash flow, budget, and debt advisory.

The firm's underlying technology stack is modest and oriented toward service delivery rather than product development. It uses QuickBooks across Desktop, Online, and Enterprise tiers as both a client-facing advisory platform and an internal tool, Citrix ShareFile for secure client document exchange through a branded Client Portal, and Google as an SSO provider for portal authentication. An administrative dashboard supports client management, staff management, and file sharing internally. No proprietary software products, APIs, or AI/ML capabilities are developed or resold.

Commercially, the firm operates on a fee-for-service professional services model, billing per engagement with no publicly disclosed pricing tiers and no multi-year contract SLAs documented. Go-to-market is sales-led and relationship-driven, relying on a website presence, direct consultations at the Huntsville office, and word-of-mouth referrals within the Southeast Alabama market. Ownership is held entirely by the two partners (Tom Dyer and Kevin Smith), with no external funding, parent company, subsidiaries, or institutional investment disclosed.

Name

Dyer & Smith

Legal name

Dyer & Smith LLC

Website

https://dyerandsmith.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Dyer & Smith LLC is a two-partner CPA firm in Huntsville, Alabama, providing auditing, tax, bookkeeping, payroll, QuickBooks consulting, and financial advisory services, with vertical specialization in nonprofit agencies and public utilities across Southeast Alabama.

Ownership category

akta.pro rank

Product category

Certified Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Certified public accounting
• Nonprofit auditing services
• Tax preparation services
• Bookkeeping and payroll
• Public utility accounting

Headquarters

HQ city

Huntsville

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, Others

Revenue model

1. Professional Accounting Services: Billing for professional accounting services including auditing, tax preparation, bookkeeping, payroll, and financial consulting. Services appear to be billed on a fee-for-service basis typical of CPA firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Dyer & Smith LLC is a two-person Certified Public Accounting firm delivering professional accounting services to nonprofit organizations, public utilities, businesses, and individual taxpayers. Its six interconnected service areas are Auditing Services (including nonprofit audits and financial statement reviews), Income Tax Preparation, QuickBooks Expertise (Desktop, Online, and Enterprise), Bookkeeping & Payroll, Tax Management & Planning (estate tax preparation and IRS representation), and Financial Analysis & Consulting (cash flow, budget, and debt advisory). The Client Portal with ShareFile integration is provided as a secure document-exchange platform supporting these engagements.

Product overview

Dyer & Smith LLC is a two-person CPA firm offering a unified suite of professional accounting services rather than a software product platform. The core offering consists of six interconnected service areas: Auditing Services (including nonprofit and financial statement reviews), Income Tax Preparation, QuickBooks Expertise (certified across Desktop, Online, and Enterprise), Bookkeeping & Payroll, Tax Management & Planning (including estate tax and IRS representation), and Financial Analysis & Consulting (cash flow, budget, and debt advisory). These services are supported by a Client Portal platform providing secure document management and ShareFile-based file exchange, enabling clients to access financial documents and communicate with the firm. The services are specialized for nonprofit agencies and public utilities clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Auditing Services Professional auditing services including nonprofit audits and financial statement reviews for organizations requiring external verification of financial records. Targeted primarily at nonprofit agencies and other organizations needing audit and assurance work.
• Income Tax Preparation Individual and business tax preparation services designed to maximize client returns through accurate filing and strategic tax planning. Serves both individual taxpayers and business entities in the firm's service area.
• QuickBooks Expertise Services Advanced Certified QuickBooks support covering Desktop, Online, and Enterprise Solutions, including consulting, setup, and troubleshooting for clients using QuickBooks software. Provided by Partner Kevin Smith as the firm's QuickBooks Specialist.
• Bookkeeping & Payroll Services Accurate bookkeeping and efficient payroll processing services to maintain organized financial records and ensure timely employee compensation. Targeted at small and mid-sized business clients who outsource these back-office functions.
• Tax Management & Planning Comprehensive tax management including estate tax preparation and IRS representation services to help clients navigate complex tax situations and compliance requirements. Supports both individual and entity clients.
• Financial Analysis & Consulting Strategic financial advisory services including cash flow analysis, budget analysis, and debt and finance advising to support informed business decision-making. Provided primarily to the firm's nonprofit, public utility, and small business clients.
• Client Portal Secure web-based portal providing clients access to document management, secure file sharing via Citrix ShareFile integration with encrypted uploads and downloads, Google SSO login, and communication tools for interacting with the CPA firm.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Scale indicators2 records

Recent moves3 records

Expansion highlights2 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Dyer & Smith