Pohlman Talmage Brown & Campbell

What Pohlman Talmage Brown & Campbell does

Pohlman Talmage Brown & Campbell, operating as PTBC CPAs, is a Dayton, Ohio-based certified public accounting partnership founded as a multi-partner professional services firm. The firm is led by four partners — Anthony Pyle (Managing Partner), Rachel Boone, Doug Talmage, and Kurtis Campbell (Partner and Director of Financial Services) — supported by approximately eight additional professionals including senior and staff accountants, an operations manager (Kathryn Jordan, CPA, SHRM-CP), and administrative staff, for a total headcount of roughly 12.

PTBC delivers an integrated suite of outsourced accounting, tax, and advisory services across eight practice areas: accounts payable, bookkeeping, business planning, business valuation, human resources, individual financial planning, payroll, and tax services. The core technology stack is non-proprietary — the practice runs on standard professional services tools, uses Wix as its website platform, and processes client payments through QuickFee. The firm differentiates on credential density (CPAs plus a CVA credentialed partner and SHRM-CP credentialed operations manager) and on bundled service delivery that replaces the need for clients to hire internal accounting staff.

Revenue is generated through professional services engagements (bookkeeping, tax preparation, business valuation, payroll, HR consulting, and financial advisory) billed as ongoing relationships or project-based work, plus a marginal credit-card processing fee (3.0%) on card payments. The firm's go-to-market is sales-led and relationship-driven, relying on its website, direct phone contact, and likely referrals within the Dayton/Ohio market. Two primary customer segments are targeted: Professional Services businesses and High Net Worth Individuals, with securities offered through a partnership with Cetera Wealth Services LLC (Member FINRA/SIPC) and advisory services through Cetera Investment Advisers LLC.

Name

Pohlman Talmage Brown & Campbell

Legal name

PTBC CPAs

Website

https://ptbc-cpas.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Pohlman Talmage Brown & Campbell (PTBC CPAs) is a Dayton, Ohio-based CPA partnership delivering outsourced accounting, tax, payroll, HR, valuation, and financial advisory services to professional services businesses and high net worth individuals, with securities and investment advisory offered via Cetera partnerships.

Ownership category

akta.pro rank

Headquarters

HQ city

Dayton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting & Advisory Services: Revenue is generated through professional service engagements including bookkeeping, tax preparation and planning, business valuation, payroll processing, human resources consulting, and financial advisory services. Services are billed as ongoing advisory relationships or project-based engagements.
2. Billing & Payment Processing: The firm accepts credit card payments with a 3.0% processing fee and ACH payments with no additional fees. Credit card convenience fees represent a minor ancillary revenue stream.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

PTBC CPAs is a Dayton, Ohio-based certified public accounting firm delivering outsourced accounting, finance, and tax services to small and mid-sized professional service firms and high net worth individuals. The firm provides a full suite of integrated practice areas including accounts payable, bookkeeping, business planning, business valuation, human resources, individual financial planning, payroll, and comprehensive tax services, positioned as a cost-effective alternative to maintaining internal accounting staff.

Product overview

PTBC CPAs offers a comprehensive suite of integrated financial services delivered as a single-service firm rather than a platform-with-modules architecture. The core service portfolio includes eight interconnected practice areas: Accounts Payable (bill processing, 1099 preparation, unclaimed funds), Bookkeeping (setup, ledger maintenance, financial statements, reconciliation), Business Planning (cash flow projections, board meetings, forecasting, consulting), Business Valuation (calculations, summary and detailed valuations), Human Resources (benefits, handbooks, enrollment, consulting), Individual Planning (tax, personal finance, retirement), Payroll (setup, processing, retirement remittance), and Tax Services (entity, sales, gift, personal income, use tax, CAT). These services are designed to replace the need for internal accounting staff while providing full-service advisory capabilities at optimized cost.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounts Payable Services Processing of bills and vendor payments, including 1099 preparation for contractors and unclaimed funds reporting for business clients.
• Bookkeeping Services Complete bookkeeping support including setting up books, general ledger maintenance, financial statement preparation, cleanup services, and bank and credit card account reconciliation for business clients.
• Business Planning Services Strategic business planning including cash flow projections, client board meeting support, financial forecasting, and consulting services for business clients.
• Business Valuation Services Business valuation offerings including calculation of value, summary valuation, and detailed valuation reports for business clients.
• Human Resources Services HR support including benefits administration, employee handbook review, open enrollment support, HR consulting, and employee onboarding and offboarding for business clients.
• Individual Planning Services Personal financial services including tax planning, personal financial planning, and retirement planning for individuals.
• Payroll Services Payroll processing including setup, preparation and processing of payroll, and retirement plan remittance for business clients.
• Tax Services Comprehensive tax services including entity tax preparation, sales tax filing, gift tax preparation, personal income tax preparation, use tax filing, tax notice response, and Commercial Activity Tax (CAT) filing.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Regional players

• Whitinger & Co. Indiana-based CPA and advisory firm offering tax, accounting, payroll, and HR services to small businesses and individuals — comparable service model to PTBC but operating in a different regional market.

Direct peers

• Clark Schaefer Hackett: Cincinnati/Ohio-based CPA and business advisory firm offering tax, audit, consulting, and HR advisory — competing for the same Dayton/SW Ohio SMB and HNW clients as PTBC.
• GBQ Partners: Ohio-based accounting and advisory firm serving SMBs and high-net-worth clients with tax, audit, valuation, and outsourced CFO services — a head-to-head competitor in PTBC's Ohio market.
• Brixey & Meyer: Dayton, Ohio-based CPA and advisory firm of comparable size offering accounting, tax, valuation, and HR consulting services to SMBs and individuals — directly overlapping PTBC's market, service mix, and go-to-market.
• Kreischer Miller: Pennsylvania/New Jersey-based CPA and business advisory firm of similar size providing tax, audit, HR, and outsourced accounting — comparable mid-market professional services competitor.
• Rea & Associates: Ohio-based CPA firm providing accounting, tax, business consulting, and HR services to SMBs — directly comparable service portfolio and Ohio footprint.

Broad incumbents

• Wipfli LLP: Top-20 U.S. accounting and advisory firm serving SMBs with tax, outsourced accounting, payroll, HR, and wealth services — broader incumbent with overlapping capabilities.
• Plante Moran: Large national CPA and business advisory firm with significant Midwest presence — competes with PTBC for higher-end Ohio clients and has far greater resources.
• Booze Allen Hamilton-inspired regional peer: Eide Bailly: Top-25 U.S. accounting firm offering full tax, audit, advisory, wealth management, and HR consulting — broader incumbent competing for the same Ohio SMB and HNW clients.

Others

• Cetera Wealth Services / Cetera Investment Advisers (partner/affiliate): Registered broker-dealer and RIA affiliated with PTBC for securities and investment advisory delivery — not a direct competitor but a strategic enabling partner that defines part of PTBC's service portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/PohlmanTalmage
• LinkedInlinkedin.com/company/pohlman-talmage-brown-campbell-cpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Pohlman Talmage Brown & Campbell