Paragon Accounting & Tax

Accounting and Tax Servicesparagonaccountingandtax.com

Paragon Accounting & Tax is a Woodstock, Georgia-based accounting firm delivering bookkeeping, payroll, tax, Profit First advisory, and investment services to small businesses with $250K+ annual revenue across North Georgia.

Company typePrivate
Founded2008
HeadquartersWoodstock, United States
Headcount1–10
GTM typeB2B
OfferingServices

What Paragon Accounting & Tax does

Paragon Accounting & Tax Solutions, LLC is a privately held, founder-owned accounting and tax advisory firm headquartered in Woodstock, Georgia, serving small businesses with $250K+ in annual revenue across the North Georgia region. Founded by John Drawdy in 2008 in reaction to what he characterized as assembly-line service from corporate firms, the practice is built around four service pillars: Monthly Packages (recurring bookkeeping and proactive tax strategy), Pay Your Team (done-for-you payroll delivered through Patriot Software), the Paragon Profit Process (a Profit First-based system for converting revenue into predictable profit), and Build Wealth (investment and retirement strategy delivered in partnership with Financial Gravity). New clients are routed through a 60-day Business Transformation program that includes deep financial analysis, cleanup and rebuild work, clear reporting, and a strategic review before transitioning into tiered Level 1 or Level 2 ongoing guidance engagements.

The firm's business model is recurring-fee services-led, with sales conducted via discovery meetings that produce custom quotes rather than posted pricing. Only one named customer logo (Merino & Associates, LLC) is publicly visible on the website, alongside multiple anonymized Google testimonials; client-segmentation intentionally excludes sub-$250K-revenue businesses to focus on higher-impact engagements. There is no proprietary software platform, mobile app, API, or AI-driven product — the offering is delivered by a small bench of credentialed tax professionals (Kristi Cobb, Kristen Griffin, Stephen Bright as tax managers, supported by bookkeeping staff), and growth is supported through content marketing, local SEO targeting Woodstock and Atlanta, and reputation signals including 174 Google reviews, seven consecutive Readers' Choice Awards from Around Woodstock (2017–2023), and three Best of Georgia awards from the Georgia Business Journal (2023–2025).

Paragon Accounting & Tax firmographics

Firmographics

Name: Paragon Accounting & Tax
Legal name: Paragon Accounting & Tax Solutions, LLC
Website: https://paragonaccountingandtax.com
Company type: Private
Founded year: 2008
Operating status: Operating
Headcount range: 1–10 employees
Short description: Paragon Accounting & Tax is a Woodstock, Georgia-based accounting firm delivering bookkeeping, payroll, tax, Profit First advisory, and investment services to small businesses with $250K+ annual revenue across North Georgia.
Ownership category
akta.pro rank

Paragon Accounting & Tax industry classification

Industry

Product category: Accounting and Tax Services
NAICS: Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)
SIC: Services-Management Services (8741)
akta.pro primary industry: Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)
akta.pro secondary industry: Tax-Aware Investment Planning (FSAEAAAE)

Keywords

Small business accounting
Tax preparation services
Bookkeeping services
Payroll services
Profit first advisory

Where Paragon Accounting & Tax is headquartered

Location

Headquarters

HQ city: Woodstock
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Paragon Accounting & Tax business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Monthly Accounting Packages: Recurring monthly service fees for reliable books, proactive tax strategy, and year-round guidance. Includes ongoing financial management and strategic advisory.
Payroll Services: Done-for-you payroll services with setup and ongoing management, integrated with compliance support.
Profit First Services: Paragon Profit Process system implementing Profit First methodology to help businesses transform revenue into predictable profit.
Investment and Retirement Strategies: Investment and retirement planning services through Financial Gravity partnership for long-term wealth building.
Tax Preparation and Planning: Tax strategy, preparation, and compliance services including multi-year tax filing and IRS representation.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	Monthly Accounting Package - Custom Quote

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Paragon Accounting & Tax product offering

Product offering

Core offering

Paragon Accounting & Tax Solutions, LLC provides outsourced accounting, bookkeeping, payroll, tax preparation and planning, and Profit First-based cash management services to small businesses generating at least $250K in annual revenue. The firm also offers investment and retirement strategy services through a partnership with Financial Gravity, supported by a structured 60-day business transformation onboarding program.

Product overview

Paragon Accounting & Tax Solutions offers a portfolio of integrated accounting, tax, and business advisory services for small businesses with $250K+ in annual revenue. The core offering is structured around four service pillars — Monthly Packages (ongoing bookkeeping and tax strategy), Payroll (done-for-you payroll via Patriot Software), the Paragon Profit Process (a Profit First-based profit system), and Build Wealth/Investments (through a Financial Gravity partnership). These are supported by a 60-Day Business Transformation onboarding program and two tiered guidance levels (Level 1: monthly monitoring and two annual tax planning sessions; Level 2: a deeper, accountability-driven profit and scaling partnership). The firm is a services-only practice; there is no standalone software product, platform, or API offering.

Differentiator

Problem solved

Functional benefit

Products and services

Monthly Packages

Companies that use Paragon Accounting & Tax

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Paragon Accounting & Tax technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Paragon Accounting & Tax partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Financial GravitycoreStrategic or Co-development PartnerInvestment and retirement strategies partnership through which Paragon offers comprehensive wealth building and investment services. The partnership provides long-term vision-based planning rather than one-size-fits-all approaches, extending Paragon's service offering beyond traditional accounting and tax to complete financial advisory.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Paragon Accounting & Tax competitors and assessment

Company assessment

Direct peers

Ignite Spot Accounting: Small-business accounting and tax firm offering monthly bookkeeping, tax prep, and CFO advisory packages to SMBs on a recurring subscription, very similar service mix and pricing model to Paragon.
BookMinders: Outsourced bookkeeping firm serving SMBs across the U.S. with monthly bookkeeping engagements; highly comparable service model and customer profile to Paragon.
Botkeeper: Provides outsourced bookkeeping and accounting services to small businesses using a hybrid human-plus-software model with monthly subscriptions, competing for the same $250K+ SMB segment with technology-enabled leverage.
1-800Accountant: Virtual accounting and tax services for small businesses and entrepreneurs, offering ongoing bookkeeping, payroll, and tax advisory on a recurring basis. Direct competitor in SMB outsourced accounting.
Pilot: Subscription-based accounting, bookkeeping, and CFO services targeted at SMBs and startups. Competes directly with Paragon in monthly packaged services and proactive tax strategy offerings.
TGG Accounting: Small-business accounting firm offering monthly bookkeeping, tax planning, and CFO advisory, packaged similarly to Paragon's Level 1 and Level 2 Guidance tiers.
Bench Accounting: Subscription bookkeeping and tax service for small businesses; comparable monthly-fee model, SMB focus, and tax compliance bundling to Paragon's Monthly Packages.

Emerging players

Profit First Professionals: Network of accountants certified in the Profit First methodology that Paragon itself uses; represents peer firms employing the same profit-engineering playbook for SMB clients.

Broad incumbents

Smith + Howard (now Aprio SMB): Mid-market and SMB-focused CPA and advisory firm in the Southeast offering tax, accounting, and CFO services; broader incumbent competing for the same Georgia-based $250K+ business segment.
H&R Block Small Business: National tax preparation brand extending into small-business bookkeeping, payroll, and tax advisory; competes with Paragon on bundled SMB tax and bookkeeping services at scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Paragon Accounting & Tax financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Paragon Accounting & Tax leadership team

Management profile

Number of profiles

Profiles6 records

Paragon Accounting & Tax funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Paragon Accounting & Tax M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Paragon Accounting & Tax

What does Paragon Accounting & Tax do?

Is Paragon Accounting & Tax a public or private company?

Paragon Accounting & Tax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Paragon Accounting & Tax founded?

Paragon Accounting & Tax was founded in 2008. It employs 1 to 10 people.

Where is Paragon Accounting & Tax based?

Paragon Accounting & Tax is headquartered in Woodstock, United States, in the North America region.

How does Paragon Accounting & Tax make money?

Five revenue lines are on record. Monthly Accounting Packages are the primary driver. The others are payroll Services, profit First Services, investment and Retirement Strategies and tax Preparation and Planning.

Who are Paragon Accounting & Tax's main competitors?

Direct peers on record are Ignite Spot Accounting, BookMinders, Botkeeper, 1-800Accountant, Pilot, TGG Accounting and Bench Accounting. Profit First Professionals is listed as an emerging player. Broad incumbents are Smith + Howard (now Aprio SMB) and H&R Block Small Business.

Does Paragon Accounting & Tax have an API?

No public API is recorded for Paragon Accounting & Tax.

What industry is Paragon Accounting & Tax in?

Paragon Accounting & Tax's product category is Accounting and Tax Services. Its primary akta.pro industry code is BPAAAGAI, Tax Operations Support (Indirect Tax, Withholding, Compliance Admin), with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 541211 and its SIC code is 8741.