Dougall Conradie

What Dougall Conradie does

Dougall Conradie LLC is a privately held financial advisory and CPA firm headquartered in Beaverton, Oregon, operating from a single domestic location and serving the Portland-metro market. The firm delivers three integrated service lines: Advisory Services (investment management, retirement and wealth planning), Tax and Accounting Services (preparation and planning across income, estate and business taxes), and Assurance Services (audit and verification of financial statements). Its primary customer segment is individuals and families seeking coordinated wealth building, retirement, tax and estate planning, with a secondary vertical serving business owners with succession and exit-strategy needs.

The firm is structured around an 8-person professional team of CPAs and an EA, led by Managing Partner Heather Jackson, CPA and Partner Geoff Dougall, CPA. It runs on industry-standard professional services technology — notably the Onvio client portal (Thomson Reuters) and the Gravity Link payment gateway — with no proprietary platform, no mobile applications and no disclosed integrations or APIs. Marketing is concentrated on educational content (a topical blog, educational videos and an events section) aimed at top-of-funnel awareness, while client delivery is consultative and relationship-driven.

Commercially, the firm generates revenue through professional services fees — hourly, fixed-fee or retainer arrangements typical of CPA and financial advisory practices — billed to individual clients and small business owners in Oregon and Washington. Pricing is contact-based and not publicly disclosed. There are no external investors, parent company, subsidiaries, funding events, partnerships, M&A activity or geographic expansion disclosed in the source material; the firm operates as a stable, partner-owned regional practice.

Name

Dougall Conradie

Legal name

Dougall Conradie LLC

Website

https://cpanw.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Dougall Conradie LLC is a privately held Beaverton, Oregon-based CPA and financial advisory firm serving individuals, families and business owners with tax, accounting, assurance, and wealth and estate planning services delivered by an 8-person credentialed team.

Ownership category

akta.pro rank

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory and Planning Fees: Revenue generated from providing advisory services, tax and accounting services, and assurance services to individual clients. Fee structure not publicly disclosed but typical for CPA firms includes hourly rates, fixed fees, or retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Dougall Conradie is a Beaverton, Oregon-based financial advisory and CPA firm providing tax & accounting, financial & estate planning, and assurance & audit services to individual clients and small organizations. Founded in 2006, the firm operates with 8-11 employees under a managing-partner LLC structure, delivering personalized tax, accounting, audit, and wealth management engagements.

Product overview

Dougall Conradie LLC is a financial advisory firm offering a unified suite of professional services centered around financial planning and wealth management. The core offerings include Advisory Services, Tax and Accounting Services, and Assurance Services. These services work together to help clients achieve financial success through integrated financial advice, tax planning, and investment management. The firm serves individuals and businesses in the Beaverton, Oregon area, providing personalized financial guidance across wealth building, retirement planning, estate planning, and tax optimization.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Accounting Services Tax preparation, tax planning, and general accounting services delivered by CPAs and tax managers to individual clients and small organizations.
• Financial & Estate Planning Financial advisory and estate planning services for individuals and families, covering wealth management, retirement, and legacy planning.
• Assurance & Audit Services Assurance and audit engagements led by a CPA audit manager, providing audit, review, and assurance services to clients.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• RSM US LLP: Mid-tier national accounting and advisory firm serving middle-market businesses with tax, audit, and consulting. Directly comparable service portfolio aimed at comparable client segments.
• Baker Tilly US: Major US accounting and advisory firm providing tax, audit, and wealth advisory services to closely held businesses and individuals. Broad incumbent with overlapping services but materially larger national footprint.
• CLA (CliftonLarsonAllen): Top-10 US accounting and advisory firm providing tax, audit, wealth advisory, and consulting services. Overlaps directly with Dougall Conradie on advisory and tax but competes from a much broader national platform.
• BDO USA: Major US accounting network offering tax, audit, and advisory services. Competes for the same middle-market and high-net-worth individuals and families as Dougall Conradie, though with materially more resources.
• KPMG US: One of the Big 4 with personal financial planning and private wealth advisory practices. Competes in tax planning and high-net-worth advisory for the upper end of Dougall Conradie's target market, though at a different scale and positioning.

Regional players

• Plante Moran: Large US accounting and advisory firm serving middle-market businesses and individuals with similar integrated tax, audit, and advisory services. Comparable on service mix but headquartered in the Midwest and not directly contesting the Portland metro geography.
• Wipfli LLP: Top-25 US accounting and advisory firm focused on closely held businesses and middle-market clients. Similar service breadth to Dougall Conradie, but Midwest-rooted and not a direct Portland-market competitor.

Direct peers

• Moss Adams LLP: Pacific Northwest-headquartered CPA and advisory firm offering tax, audit, wealth management, and consulting services. Directly comparable to Dougall Conradie on service mix and regional focus, though at meaningfully larger scale.
• Geffen Mesher & Co: Portland-based accounting and business advisory firm providing tax, accounting, audit, and advisory services to individuals and businesses. Closely comparable to Dougall Conradie in service mix, client base, and Portland-metro local market.
• Perkins & Company PC: Portland-based CPA firm offering tax, audit, and advisory services to closely-held businesses and individuals. A direct local competitor serving the same Pacific Northwest market and client profile as Dougall Conradie.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/cpanw
• Facebookfacebook.com/dougallconradiellc
• LinkedInlinkedin.com/company/dougall-conradie-llc

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 Dougall Conradie