Assure CPA

What Assure CPA does

Assure CPA, LLC was a niche public accounting, tax, and consulting firm headquartered at 7307 N. Division, Suite 222, Spokane, Washington. Founded in 2021 and structured as a Washington LLC, the firm operated with 11-50 employees and was registered with the U.S. Public Company Accounting Oversight Board (PCAOB) and the Canadian Public Accountability Board (CPAB), permitting it to audit listed securities entities in both jurisdictions. It was also a member of the AICPA Employee Benefit Plan Audit Quality Center.

The firm delivered three core service lines—Audit, Tax, and Advisory—targeted principally at public companies (SEC registrants) and private enterprises in the mining/natural resources and manufacturing verticals, with additional work on employee benefit plans. The audit practice covered SEC audits, internal audits, SOX 404 compliance, and DOL-mandated employee benefit plan audits; the tax practice handled corporate, international, transfer pricing, and IC-DISC work; and the advisory practice offered CFO services, financial statement preparation, acquisition and IPO due diligence, litigation support, forensic accounting, and SEC regulatory response assistance. Technology was conventional professional-services tooling (ShareFile for client document exchange; website at assure.cpa); there were no disclosed proprietary technology products, AI/ML capabilities, or platform integrations.

Revenue derived from professional service fees billed against engagement scope and complexity, with no publicly disclosed pricing. Go-to-market was direct, partner-led business development leveraging industry reputation, professional networks, and Big Four–era expertise (PwC and Coopers & Lybrand lineage among Managing Director Jeff Maichel, Assurance Principal Delaine H. Gruber, and Tax Director Ben Haberman). Named enterprise clients included Idaho Strategic Resources, Flexible Solutions International, and Thunder Mountain Gold. In June 2026, Assure CPA ceased independent operations following a merger with Sadler, Gibb & Associates, LLC, which assumed successor auditor responsibilities for the firm's client engagements.

Name

Assure CPA

Legal name

Assure CPA, LLC

Website

https://assure.cpa

Company type

Private

Founded year

2021

Operating status

Closed

Headcount range

11–50 employees

Short description

Assure CPA, LLC was a niche Spokane, Washington-based public accounting, tax, and consulting firm serving SEC-registered mining, manufacturing, and employee benefit plan clients with audit, tax, and advisory services until ceasing operations in June 2026 following a merger with Sadler, Gibb & Associates.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industry

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

Keywords

• Public accounting services
• Audit assurance services
• SEC audit services
• Tax compliance consulting
• SOX 404 compliance

Headquarters

HQ city

Spokane

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Audit Services: Independent audit and assurance services including SEC audits, internal audits, SOX 404 compliance, and employee benefit plan audits. Revenue generated through professional service fees.
2. Tax Services: Corporate tax, international tax, transfer pricing, IC-DISC arrangements, and tax planning services for businesses and private clients.
3. Advisory/Consulting Services: Accounting research, CFO services, financial statement preparation, acquisition and IPO due diligence, litigation support, forensic accounting, and regulatory response assistance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Assure CPA is a niche public accounting, tax, and consulting firm providing three core service lines: Audit Services (independent audits for SEC registrants, internal audits, SOX 404 compliance, and employee benefit plan audits), Tax Services (federal, state, local, and international tax planning, corporate tax, and transfer pricing), and Advisory Services (CFO services, acquisition and IPO due diligence, forensic accounting, litigation support, and SEC regulatory response). The firm serves mining, manufacturing, and SEC-registered public companies with PCAOB and CPAB registration enabling listed securities audit work.

Product overview

Assure CPA is a niche public accounting, tax, and consulting firm offering three core service lines: Audit Services, Tax Services, and Advisory Services. The firm specializes in serving mining and manufacturing industries, with deep expertise in SEC reporting and public company accounting. The Audit practice includes independent audits, internal audits, SOX 404 compliance, and employee benefit plan audits. Tax Services cover domestic and international tax planning. Advisory Services encompass consulting, CFO services, due diligence, and regulatory compliance support.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Services

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Sadler, Gibb & Associates, LLCmajorStrategic or Co-development Partner · 5 June 2026Assure CPA ceased operations following merger with Sadler, Gibb & Associates, LLC on June 5, 2026. The merger combined both firms' practices, with Sadler, Gibb assuming Assure's client engagements. Existing Assure clients were transitioned to Sadler, Gibb as successor auditor.

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• RSM US: U.S. mid-market accounting and advisory firm with strong manufacturing and natural resources practices; comparable in serving middle-market SEC registrants.
• BDO USA: Global accounting network with significant SEC audit practice and dedicated mining industry group; competes for the same mid-cap public-company engagements Assure CPA targeted.
• Plante Moran: Large U.S. accounting and advisory firm with strong manufacturing and SEC audit capabilities; comparable client profile though substantially broader geographic reach.
• Grant Thornton: U.S. audit and advisory firm with significant public-company audit practice serving mid-cap industrial and natural resources issuers; comparable in serving the same SEC registrant niche.
• Crowe: Major U.S. accounting firm with publicly-traded audit clients across manufacturing and resource sectors; directly overlaps with Assure CPA's SEC audit service line.

Regional players

• Moss Adams: Pacific Northwest-headquartered CPA and business advisory firm serving SEC registrants and mid-market companies; comparable in targeting public issuers and industrial verticals, though at materially larger scale.
• Wipfli: Mid-market-focused CPA and advisory firm with mining/manufacturing and SEC audit practices; comparable in serving growth-oriented public and private industrial clients in the western U.S.
• Eide Bailly: Top-25 U.S. accounting firm with strong mining, manufacturing, and SEC audit practices across the West; comparable industry focus and service mix, but operates at much greater scale.

Direct peers

• DeCoria, Maichel & Teague: Spokane-based CPA firm explicitly referenced in Assure CPA leadership bios as a prior employer; competes head-to-head for regional public-company and industrial audit engagements in the Inland Northwest.
• Sadler, Gibb & Associates: Spokane-based CPA firm that acquired Assure CPA in June 2026. Operates in the same regional market with comparable audit, tax, and advisory services and overlapping public-company client base, making it the closest direct comparable.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/assure-cpa

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Assure CPA