Manage Your Business

Name

Manage Your Business

Legal name

Manage Your Business, LLC

Website

https://manageyourbusinessnow.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Manage Your Business, LLC is a Plymouth Meeting, Pennsylvania-based accounting and tax services firm serving individual taxpayers and small/mid-sized businesses with preparation, IRS representation, payroll, and consulting delivered by federally licensed Enrolled Agents.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Business Valuation & Litigation Support (BPAHABAK)

Keywords

• Tax preparation services
• Accounting services
• Enrolled agent services
• Business consulting
• Estate tax preparation

Headquarters

HQ city

Plymouth Meeting

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services: Revenue generated through professional tax preparation, accounting services, and business consulting engagements. Services include individual and corporate tax preparation, payroll services, estate and trust tax preparation, and business strategy consulting.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Manage Your Business, LLC provides professional tax preparation, accounting, payroll, business consulting, and estate/trust tax services to individuals, small and mid-sized businesses, and estates in the Plymouth Meeting, Pennsylvania area. The firm is staffed by Enrolled Agents who hold unlimited federal rights to represent taxpayers before the IRS at audits, collections, and appeals. Revenue is generated through customized, quote-based professional service engagements rather than standardized plans.

Product overview

Manage Your Business is a single-firm professional services practice offering tax and accounting services through enrolled agents (EAs). The firm provides four core service offerings: Accounting Services, Business Strategies, Estates & Trusts Tax and Accounting Preparation, and Tax Preparation & Strategies. Supporting these core services is a Client Portal for secure client access, a Client Library providing educational resources (articles, guides, white papers, videos, FAQs), financial calculators, record retention guides, an IRS Withholding Calculator, a Tax Calendar subscription with calendar app integration, and a Newsletter delivery service. The portfolio operates as a unified service offering rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services for business entities covering payroll and core accounting functions to support ongoing business financial operations. Target users are small and mid-sized businesses needing outsourced finance operations.
• Business Strategies Business consulting service that helps clients start and stabilize existing businesses, with guidance for development and growth. Target users are owners of small and mid-sized businesses seeking advisory support.
• Estates & Trusts Tax and Accounting Preparation Estate and trust tax-related services that ease transition of handling tax matters for loved ones, providing smooth handling of estate and trust accounting and tax preparation. Target users are executors, trustees, and beneficiaries of estates and trusts.
• Tax Preparation & Strategies Tax preparation, tax resolution, and tax planning service delivered by Enrolled Agents who are federally authorized to represent taxpayers before the IRS in audits, collections, and appeals. Target users are individual taxpayers and entities needing preparation and/or IRS representation.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Recent moves5 records

Expansion highlights3 records

Emerging players

• Intuit (TurboTax / QuickBooks): Intuit's TurboTax and QuickBooks products serve the same individual and SMB tax and accounting needs via DIY software. While not a direct service competitor, Intuit increasingly bundles live CPA access (TurboTax Live, QuickBooks Live) that directly overlaps with Manage Your Business's core offerings.
• Pilot bookkeeping: Pilot is a tech-enabled bookkeeping and accounting services provider for SMBs, combining software with dedicated bookkeepers. An emerging player addressing the same SMB accounting and tax compliance pain points with a software-augmented delivery model that pressures traditional firms' pricing.

Broad incumbents

• H&R Block: H&R Block is the largest U.S. retail tax preparation chain, offering DIY software, online, and in-office tax services to individuals and small businesses. A broad incumbent that competes directly with the firm's individual tax preparation and IRS representation services at scale.
• CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting firm providing tax, accounting, wealth advisory, and consulting services to private businesses and individuals. Competes for the firm's SMB and high-net-worth individual clients, especially on estate/trust and business advisory engagements.
• Cherry Bekaert: Cherry Bekaert is a mid-Atlantic-based accounting and advisory firm providing tax, assurance, and consulting services. Geographic and service overlap with Manage Your Business's Pennsylvania footprint and tax/accounting focus.
• Liberty Tax Service: Liberty Tax is a national tax preparation franchise network offering individual and small business tax services. Comparable client base to Manage Your Business's individual taxpayer segment, with broader geographic reach.
• Jackson Hewitt Tax Service: Jackson Hewitt is a large national tax preparation franchise operating primarily in Walmart and stand-alone retail locations, serving individual taxpayers. Broad incumbent competing for the same walk-in individual tax prep client base as Manage Your Business.
• Marcum LLP: Marcum is a major U.S. accounting and advisory firm with strong tax, accounting, and business consulting practices serving SMBs and high-net-worth individuals. A regional incumbent with comparable service portfolio and target segments to Manage Your Business.

Direct peers

• Padgett Business Services: Padgett is a national franchise network providing accounting, tax, payroll, and business consulting services primarily to small and mid-sized businesses. Directly comparable service mix and SMB target customer segment to Manage Your Business, with similar relationship-based, local-office delivery model.
• 1-800Accountant: 1-800Accountant provides virtual accounting, tax preparation, and bookkeeping services to SMBs and individuals nationwide. Comparable service portfolio (tax, bookkeeping, payroll, advisory) with similar client segments, though delivered through a centralized virtual model rather than a local office.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

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 Manage Your Business