Kelly King

What Kelly King does

Kelly King & Co. is a privately-held CPA firm based in Crestwood, Kentucky, operating under the legal name Kelly King & Co. and founded circa 1980. The firm is owned by Kelly King (CPA) and Troy King, supported by a four-person team that includes an Office Manager and a Bookkeeper. It serves a horizontal mix of small businesses, government entities, independent contractors, and real estate professionals in the Kentucky market, providing outsourced accounting, tax planning and preparation, payroll processing, audit protection (including IRS representation), business management/CFO advisory, and business foundation services (entity setup, retirement plan analysis, credit card rewards optimization).

The firm's core product is BOSS™ (Business Office Support System), a bundled outsourced accounting service offered in three subscription tiers — BOSS™ Basic, BOSS™ Standard, and BOSS™ Complete — each billed at a fixed monthly fee. BOSS™ Basic covers account reconciliation, monthly financial statements, budget reports, and tax planning and preparation; Standard adds full payroll processing, payroll tax filings, W-2 preparation, pension remittance, and garnishment handling; Complete further adds bill processing, credit card and employee expense tracking, 1099 preparation, and quarterly video review meetings. Underlying delivery is built on a third-party cloud stack: QuickBooks Online for the general ledger, Dext Prepare for receipt capture, Bill.com for accounts receivable, Fathom for performance reporting and KPIs, CPACharge for client billing, Zoom for video meetings, and Rightworks for the client-facing web platform.

The business model is a hybrid of subscription recurring revenue (BOSS™ tiers and ongoing bookkeeping/payroll retainers) and per-engagement professional services fees for tax filings, advisory, and one-time setup work. Go-to-market is sales-led and locally oriented, with a single office at 6321 Highway 329, Crestwood, KY. Client acquisition combines content marketing (blog, eBooks, annual tax guides), organic social (Facebook, LinkedIn), referrals from existing clients and professional networks, and community visibility via the Oldham County Chamber, AICPA, and KY CPA Society memberships. No revenue, headcount growth, or funding figures are publicly disclosed.

Name

Kelly King

Legal name

Kelly King & Co.

Website

https://kingcpa.net

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Kelly King & Co. is a Crestwood, Kentucky-based CPA firm offering bundled outsourced accounting, tax, payroll, and CFO advisory services through its BOSS™ subscription tiers to small businesses, government entities, independent contractors, and real estate professionals.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Payroll Data Management, Master Data & Employee Setup (BPAAAHAI)

Keywords

• Outsourced accounting services
• Tax preparation planning
• Payroll processing services
• Bookkeeping services
• Small business advisory

Headquarters

HQ city

Crestwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Comprehensive bookkeeping services including daily transaction classification, expense tracking, bill payment, invoicing, business tax planning, and financial reporting. Delivered through the BOSS bundled service tiers at fixed monthly fees.
2. Payroll Processing Services: Payroll processing including scheduled payroll runs, employee setup, salary changes, payroll tax filings, W-2 and 1099 processing, time tracking, garnishment remittance, and pension remittance. Offered as part of BOSS Standard and BOSS Complete tiers.
3. Tax Planning and Preparation: Personal and business tax planning and preparation with year-round support, strategic tax planning, and seamless digital filing experience. Includes audit protection services with IRS representation through appeals and litigation.
4. Business Foundation Services: Advisory and setup services including entity type analysis, accounting system setup, retirement plan analysis, and credit card rewards optimization. These services support new business owners with launch and ongoing financial infrastructure.
5. Business Management / CFO Services: Ongoing financial management and strategic guidance including budgeting, revenue and expense analysis, payroll analysis, COGS analysis, credit card fees analysis, cash flow analysis, industry KPI analysis, and tax planning. Delivered through regular meetings and customized reporting.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Kelly King & Co. is a CPA firm providing outsourced accounting, tax, payroll, and business advisory services to small businesses, government entities, independent contractors, and real estate professionals. Its flagship offering is the BOSS™ (Business Office Support System) bundled service with three tiers (Basic, Standard, Complete) delivered through a secure online platform at fixed monthly fees. Standalone services include tax preparation and planning, payroll processing, bookkeeping, audit protection with IRS representation, and CFO-level business management.

Product overview

Kelly King & Co. is a CPA firm offering a portfolio of accounting, tax, payroll, and business advisory services organized around its core BOSS™ (Business Office Support System) platform—a bundled outsourced accounting solution with three pricing tiers (BOSS™ Basic, BOSS™ Standard, and BOSS™ Complete). The firm provides standalone service lines including Tax Services, Payroll Services, Accounting/Bookkeeping Services, and Audit Protection, alongside Business Foundation Services covering entity type analysis, accounting system setup, retirement plan analysis, and credit card rewards optimization. Business Management Services offers CFO-level financial guidance including budgeting, KPI analysis, and cash flow management. The firm also provides a Personal Income Tax service and a Refund Tracker tool. All services are delivered through an online platform with fixed monthly pricing for BOSS™ tiers.

Differentiator

Problem solved

Functional benefit

Brands

• BOSS™: Bundled accounting services offering (Basic, Standard, Complete tiers) providing outsourced accounting, payroll, and bookkeeping services for a fixed monthly fee.

Products and services

• BOSS™ (Business Office Support System) A bundled outsourced accounting service that provides day-to-day accounting tasks, financial statements, payroll processing, and tax preparation through three tiers (Basic, Standard, Complete) delivered via a secure online platform with fixed monthly pricing. BOSS Basic covers account reconciliation, financial statements, budget reports, tax planning, and tax preparation; BOSS Standard adds full payroll processing, payroll tax filings, W-2 preparation, pension remittance, and garnishment handling; BOSS Complete adds bill processing, credit card expense tracking, employee expense reports, 1099 preparation, and quarterly performance reviews.
• Tax Services Tax planning and preparation services for businesses and individuals, including personalized deduction examination, seamless digital filing, year-round support for strategic tax decisions, and audit protection with IRS representation through appeals and litigation.
• Payroll Services Comprehensive payroll processing including scheduled payroll runs, employee setup, salary changes, payroll tax filings, W-2 and 1099 processing, time tracking, garnishment remittance, and pension remittance.
• Accounting / Bookkeeping Services Back-office accounting including daily transaction classification, expense tracking, payroll, bill payment, invoicing, business tax planning, and financial reporting for small businesses and self-employed individuals.
• Audit Protection IRS representation services including handling of IRS notices and letters, state and federal representation, and support through appeals and litigation.
• Business Management Services CFO-level financial guidance including budgeting, revenue/expense/payroll/COGS analysis, credit card fees analysis, cash flow analysis, industry KPI tracking, and tax planning, delivered through regular meetings and customized reporting.
• Business Foundation Services Startup and business setup services including entity type analysis, accounting system setup, retirement plan analysis, and credit card rewards optimization, supporting new business owners with launch and ongoing financial infrastructure.
• Personal Income Tax Preparation & Planning Personal tax preparation and planning services with efficient digital document collection and filing experience for individuals.

Quantifiable outcome

• Fixed monthly billing eliminates billing surprises from hourly fees
• +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

Integration6 records

Feature1 record

Partnerships

Eight partnerships are on record, tiered core and minor.

• Dext (formerly Receipt Bank)coreTechnology or IntegrationDext Prepare is used as the receipt management and expense capture tool. Clients log in through the Dext portal to manage receipts, and data flows into the firm's bookkeeping workflow.
• Intuit QuickBooks OnlinecoreTechnology or IntegrationQuickBooks Online serves as the core accounting platform for the firm and its clients. The firm maintains an accounting login portal for clients to access their QuickBooks data.
• Bill.comcoreTechnology or IntegrationBill.com is used for accounts receivable management. Clients access the platform through the firm's client center for invoice management and payment processing.
• FathomcoreTechnology or IntegrationFathom is used for performance reporting and financial analysis. It enables the firm to deliver customized KPI and budget reports to clients as part of its business management services.
• RightworkscoreTechnology or IntegrationRightworks powers the firm's website platform, providing the underlying technology for the firm's digital presence and client-facing online services.
• AICPA (American Institute of CPAs)minorOthersThe firm is a member of the AICPA, which provides professional standards, resources, and credibility for CPAs in the United States.
• KY CPA SocietyminorOthersThe firm is a member of the Kentucky Society of Certified Public Accountants, a state-level professional association for accounting professionals.
• Oldham County Chamber of CommerceminorGTM or Marketing PartnerThe firm is a member of the Oldham County Chamber of Commerce, providing networking and local business community visibility.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Pilot: Pilot provides outsourced bookkeeping, accounting, and CFO services for small businesses and startups on a monthly subscription basis — directly comparable to Kelly King & Co.'s BOSS tier model, though at significantly larger scale and with proprietary technology.
• Bench: Bench offers tech-enabled outsourced bookkeeping with dedicated bookkeepers, monthly financial statements, and tax filing support for SMBs, directly paralleling Kelly King & Co.'s bundled accounting subscription model.

Peers

• 1-800Accountant:

Emerging players

• Botkeeper: Botkeeper combines AI/automation with human bookkeepers to deliver outsourced bookkeeping for SMBs at scale. It competes in the same outsourced accounting space as Kelly King & Co.'s BOSS tier but with a more tech-forward, automation-first approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/troylkingkkc
• Facebookfacebook.com/kellykingco
• LinkedInlinkedin.com/company/kingcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Kelly King