Mehanna Advisors

What Mehanna Advisors does

Mehanna Advisors (operating as Mehanna CPAs and Mehanna CPAs & Advisors) is a privately held accounting and tax advisory firm founded in 2019 and headquartered in Livonia, Michigan. The firm serves small and mid-sized healthcare practice owners — including medical, dental, and specialty clinics — delivering bookkeeping, tax preparation, tax planning, and financial advisory services under a vertically specialized model. Its stated positioning centers on healthcare-specific financial expertise rather than generalist accounting work.

The firm's service portfolio is organized into four categories: Tax Advisory Services, Financial Insights Services, Tax Preparation & Filing Services, and Core Bookkeeping Services. Underlying technology consists of third-party accounting platforms QuickBooks Online and Xero, which the firm manages on behalf of clients for transaction management, bank reconciliation, month-end close, and monthly financial reporting. No proprietary software, APIs, or AI/ML capabilities are disclosed in the source data; the technology stack is composed entirely of licensed third-party tools and standard service workflows.

The business model is subscription-led. The flagship Core Plan is priced at $1,497 per month and includes monthly bookkeeping, tax planning, tax projections, financial statements, business advisory, personal and business tax returns, and two annual strategy calls. Each client is supported by a dedicated team of three professionals (Client Controller, Tax Advisor, Client Relationship Manager). New clients also pay a one-time $2,500 implementation fee. The firm employs 11-50 people per firmographic data (with one source describing a delivery team of 3), operates exclusively in the United States, and is led by founder Bilal Mehanna (CPA, MST). GTM is sales-led, relying on direct website booking, consultation calls, organic social media, referrals, and SEO to acquire healthcare practice owners.

Name

Mehanna Advisors

Legal name

Mehanna CPAs

Website

https://mehannacpas.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Mehanna Advisors is a US-based CPA firm founded in 2019 that provides subscription-based accounting, tax preparation, tax planning, and financial advisory services primarily to healthcare practice owners, including medical, dental, and specialty clinics. The firm operates from Livonia, Michigan using QuickBooks Online and Xero.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Healthcare accounting services
• Tax advisory services
• Bookkeeping services
• Practice financial management
• Wealth building advisory

Headquarters

HQ city

Livonia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Retainer - Core Plan: Subscription-based monthly retainer model providing comprehensive accounting and advisory services. Includes monthly bookkeeping, tax planning, financial statements, business advisory, and tax return preparation. Clients pay a base monthly fee of $1497 plus one-time implementation fee.
2. Implementation Services: One-time implementation fee of $2500 for onboarding new clients, including evaluation of financials and expert recommendations for optimizing financial situation. Takes 4-6 weeks to complete.
3. Tax Preparation Services: Individual and business tax returns, quarterly estimated tax payments, IRS representation, multi-state tax compliance as part of the service offering.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Mehanna Advisors is a CPA firm that delivers bundled accounting, tax, and financial advisory services to healthcare practice owners under a recurring monthly retainer. Its core engagement combines monthly bookkeeping (managed on QuickBooks Online and Xero), proactive tax planning and quarterly strategy meetings, individual and business tax preparation/filing with multi-state compliance and IRS representation, and practice-level financial insights covering profitability analysis, benchmarking, cash flow, and wealth/retirement planning. Each client is supported by a dedicated three-person team consisting of a Client Controller, a Tax Advisor, and a Client Relationship Manager.

Product overview

Mehanna Advisors is a CPA firm offering a unified suite of financial and tax services tailored for healthcare practice owners. The core offering combines Tax Advisory, Financial Insights, Tax Preparation & Filing, and Bookkeeping Services delivered through a dedicated team of three professionals. Services are offered through a tiered pricing model: the Core Plan at $1497/month provides comprehensive accounting and advisory services, with an optional one-time Implementation Service at $2500 for initial financial evaluation. The firm leverages QuickBooks Online and Xero platforms for bookkeeping and financial reporting.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services Strategic tax planning and optimization services for healthcare practice owners, including tax-rate-reduction strategies, tax-efficient practice structure planning, real estate and investment tax strategies, retirement planning optimization, and quarterly strategy meetings.
• Financial Insights Services Financial analysis and advisory services covering practice profitability analysis, growth opportunity identification, healthcare industry benchmarking, investment return analysis, and cash flow optimization strategies for healthcare practice owners.
• Tax Preparation & Filing Services Tax return preparation and filing for individuals and businesses, including multi-state tax compliance, quarterly estimated tax payments, partnership and S-corporation returns, and IRS representation, delivered to healthcare practice owner clients.
• Core Bookkeeping Services Foundation bookkeeping services including daily transaction management, bank and credit card reconciliation, month-end close, and monthly financial reports managed on the Xero and QuickBooks Online platforms.
• Implementation Service One-time implementation/onboarding engagement priced at $2,500 that evaluates the new client's financials and provides expert recommendations for optimizing their financial situation, with a 4-6 week implementation timeline.

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services firm for SMBs, including professional-services practices. Comparable to Mehanna because it provides recurring monthly bookkeeping and accounting subscriptions to small businesses using cloud platforms like QuickBooks and Xero, putting it in direct competition for the SMB accounting retainer.
• Bench: Tech-forward bookkeeping and accounting platform serving SMBs with monthly bookkeeping, tax filing, and financial reporting. Comparable to Mehanna because it sells a recurring monthly bookkeeping/advisory subscription to small business owners, partially overlapping with Mehanna's Core Plan value proposition.

Broad incumbents

• BDO USA: Top-10 US accounting firm with a Healthcare industry practice providing tax planning, bookkeeping-style outsourced accounting, and advisory to medical and dental groups. Comparable to Mehanna in serving healthcare owners with tax and advisory, but with vastly broader service scope and geographic reach.
• Wipfli: Top-25 US accounting and advisory firm with a dedicated Healthcare practice serving medical groups, dental practices, and specialty clinics with bookkeeping, tax, and advisory services. Comparable to Mehanna because it serves the same healthcare-practice-owner segment, but at much broader scale and with a wider service portfolio.
• Eide Bailly: Top-25 US accounting firm with a Healthcare and Dental niche providing tax planning, outsourced accounting, and advisory to physician and dental practices. Comparable to Mehanna in vertical focus and service mix, but at significantly larger scale across the Midwest and US.
• CliftonLarsonAllen (CLA): Large US accounting firm with a Healthcare industry group that provides tax planning, outsourced bookkeeping, and advisory to physician and dental practices. Comparable to Mehanna in target customer and service mix, but operates nationally with significantly greater resources and a broader industry footprint.
• FORVIS: Top-10 US accounting firm (formed from the BKD / Dixon Hughes Goodman merger) with a Healthcare practice serving medical and dental groups with tax, assurance, and advisory. Comparable to Mehanna due to overlapping healthcare-practice-owner customer base and tax/advisory offering overlap.
• Moss Adams: Top-15 US accounting firm with a Healthcare practice serving medical groups, dental practices, and healthcare systems with tax, assurance, and advisory services. Comparable to Mehanna because it covers the same healthcare-practice vertical with overlapping tax and advisory offerings, though at enterprise scale.

Direct peers

• Cain Watters & Associates: Dental-industry-specialized CPA and financial planning firm serving dentists and dental practice owners with tax, accounting, and wealth advisory. Comparable to Mehanna due to the narrow dental/healthcare-practice-owner focus and the recurring advisory + tax planning + bookkeeping service mix.
• DoctorsManagement: Healthcare-focused accounting, tax, and practice management firm that specifically serves medical practices, dental offices, and specialty clinics. Comparable to Mehanna because both are vertically specialized CPA-style firms targeting healthcare practice owners with bookkeeping, tax, and advisory offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xfacebook.com/mehannaadvisors
• LinkedInlinkedin.com/company/mehanna-advisors
• Instagraminstagram.com/bilal.mehanna
• Facebookfacebook.com/mehannaadvisors

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 Mehanna Advisors