Oster Professional Group

What Oster Professional Group does

Oster Professional Group, CPAs ("OPG") is a privately held, partnership-structured accounting firm headquartered in Burns, Oregon, founded in 1963 by Arlie W. Oster. The firm is licensed in both Oregon and Idaho and offers a full-scope suite of professional services including tax planning and preparation, bookkeeping, payroll, financial reporting, audits, reviews and compilations, estate, trust and succession planning, litigation support and forensic accounting, cash flow and budgeting analysis, financial projections, IRS representation, entity selection and restructuring, and mergers and acquisitions advisory. It serves five primary client segments: agriculture (with particular emphasis on family ranches and succession planning), government and not-for-profit organizations (including OMB Circular A-133 audits and municipal audits), small businesses, and individuals/personal clients. The team consists of three named CPA partners (George W. Wilber, CPA, MS; Kari Ott, CPA; and Cara Wilber, CPA) and an office manager (Janae Trindle), with all shareholders holding Oregon Municipal Auditor credentials and active memberships in AICPA and the Oregon Society of CPAs.

OPG's business model is professional services billing on a project or ongoing-engagement basis, with no publicly disclosed pricing. Revenue is generated entirely from fees on audit, tax, bookkeeping, payroll, and advisory engagements, and the firm operates a sales-led, relationship-driven go-to-market centered on direct client engagement at the Burns office, by phone, fax, and email; no online booking, self-serve product, or channel partnerships are indicated. The technology stack is limited to standard off-the-shelf accounting and tax preparation software for bookkeeping, payroll, financial reporting, and tax preparation; the firm's public website is a basic Weebly-hosted informational site with no proprietary platform, integrations, mobile app, API, or AI/ML capabilities.

The firm's marketing presence is minimal and community-rooted, relying on its 60+ year brand, direct professional relationships, and a "Serving Northwest Ag Since 1963" positioning rather than digital channels, content marketing, or paid acquisition. There are no disclosed funding rounds, M&A activity, patents, trademarks, awards, or external investors, and the firm does not operate subsidiaries or maintain a parent company structure.

Name

Oster Professional Group

Legal name

Oster Professional Group, CPAs

Website

https://opgcpa.com

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

1–10 employees

Short description

Oster Professional Group, CPAs is a privately held, partnership-structured accounting firm in Burns, Oregon, founded in 1963, licensed in Oregon and Idaho, serving agriculture, government, not-for-profit, small business, and individual clients with tax, audit, bookkeeping, payroll, and advisory services.

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)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Internal Audit & SOX/ICFR Advisory (BPAHAFAD)

Keywords

• Accounting services
• Tax preparation
• Audit services
• Bookkeeping services
• Estate planning

Headquarters

HQ city

Burns

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Revenue generated from professional accounting, tax preparation, and advisory services billed on a professional services basis. Services include audits, reviews, compilations, bookkeeping, payroll services, tax planning and preparation, estate and trust planning, litigation support, and financial consulting. Engagement types range from one-time projects (tax preparation) to ongoing retainer relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Oster Professional Group is a full-service CPA firm that delivers tax planning and preparation, bookkeeping, payroll, accounting, audit/review/compilation, estate and succession planning, assurance and advisory, litigation support and forensic accounting, cash flow and budgeting analysis, financial projections, IRS representation, entity selection and restructuring, and mergers and acquisitions advisory. Services are billed on a professional services basis across one-time engagements and ongoing retainer relationships for individuals, small businesses, agricultural operations, local governments, and not-for-profit organizations in Oregon and Idaho.

Product overview

Oster Professional Group (OPG) is a full-service accounting firm offering a unified suite of professional services rather than a modular software platform. The core offerings include Tax Management Services, Bookkeeping, Payroll Services, and general Accounting Services, which form the foundation of client engagement. These are supplemented by specialized services including Estate/Trust/Succession Planning, Assurance & Advisory Services, Audits/Compilations/Reviews, Litigation Support & Forensic Accounting, Cash Flow & Budgeting Analysis, Financial Projections & Forecasts, IRS Representation, Entity Selection & Restructuring, and Mergers/Acquisitions/Sales. The practice focuses primarily on agriculture, government, and not-for-profit clients, with expertise spanning local governments and small-to-mid-size businesses in Oregon and Idaho.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Management Services Full-range tax planning and preparation with strategies to minimize tax liabilities, maximize cash flow, and keep clients on track with financial goals; covers individuals and businesses and reflects up-to-date knowledge of federal and state tax laws.
• Bookkeeping Services Organization and day-to-day bookkeeping support that helps businesses maintain accurate financial records so they can focus on core operations.
• Payroll Services Development and implementation of a computerized payroll system that facilitates processing, timely payment, and preparation of payroll-related tax returns.
• Accounting Services Accurate record-keeping, financial reporting, and advisory services including initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans for businesses from start-ups to established enterprises.
• Estate, Trust & Succession Planning Planning and preparation for transfer of assets upon death, minimizing beneficiary tax liability, and ensuring smooth business succession, especially for family farms and ranches in the agriculture industry.
• Assurance & Advisory Services Objective analysis of financial procedures, cost control strategies, efficiency improvements, and technology implementation guidance for business planning and execution, including entity selection and restructuring, financial projections and forecasts, mergers and acquisitions, transaction structuring and negotiations, and business succession.
• Audits, Compilations & Reviews Three levels of financial statement assurance: audits (highest level, in-depth examination and confirmation), reviews (limited assurance through inquiries and analytical procedures), and compilations (internal purposes based on management information).
• Litigation Support & Forensic Accounting Expert services for commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies, including quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.
• Cash Flow & Budgeting Analysis Cash management services that track sources and uses of cash, forecast and budget accordingly, re-balance budgets or debts, and optimize cash flow to support business success; revisited when major business structure changes occur.
• Financial Projections & Forecasts Production of financial projections and forecasts that help businesses manage plans and spending based on current market trends.
• IRS Representation Professional representation services during IRS audits, guiding clients through federal and state tax agency dealings.
• Entity Selection & Restructuring Advisory services for choosing optimal business entity types and restructuring decisions to minimize tax liabilities and other obligations.
• Mergers, Acquisitions & Sales Transaction support including due diligence, fair pricing analysis, tax structure optimization, and negotiation assistance for buying, selling, or merging businesses.

Quantifiable outcome

• Expertise in audits for operations with assets up to $200 million

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• RSM US: Large US middle-market accounting and consulting firm with dedicated agriculture and government services practices. Comparable target verticals to OPG, but serving significantly larger clients and operating nationally.
• BDO USA: Major global accounting and advisory firm with industry-specialized agriculture and government/public sector practices serving agribusinesses, family farms, and public entities. Comparable to OPG in vertical focus, but at substantially larger scale and geographic scope.
• Moss Adams: Major Pacific Northwest-based accounting and business advisory firm with established government, nonprofit, and agriculture practices serving clients across Oregon, Washington, and Idaho. The most direct geographic incumbent to OPG's Oregon and Idaho territory.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with deep agricultural and government/public sector practices, including rural community and local government audit services. Overlaps directly with OPG's agriculture, government, and nonprofit audit specialties at significantly greater scale.
• Wipfli: Top-25 US accounting and advisory firm with significant agriculture and government sector practices serving mid-market and rural clients nationwide. Comparable to OPG's target verticals but operating at much larger scale and broader geographic reach.
• Plante Moran: Large US accounting and advisory firm with a recognized food and agriculture practice serving family-owned and mid-market agribusiness operations. Comparable to OPG in family-farm advisory and audit, though at substantially larger scale.
• Eide Bailly: Top-15 US accounting firm with one of the largest dedicated agriculture industry practices in the country, serving agribusiness, family farms, and government entities. Comparable to OPG in target verticals (agriculture, government, nonprofit) and rural/mid-market client focus, though at much larger scale.

Direct peers

• Jones & Roth: Oregon regional CPA firm offering tax, audit, advisory, and accounting services to businesses, nonprofits, and individuals across Oregon. Comparable in size, geography, and service scope to OPG, including rural and small-city Oregon coverage.
• Kernutt Stokes: Oregon-based regional CPA and advisory firm serving individuals, businesses, and agricultural clients across the state. Similar size tier, service suite, and regional Oregon footprint to OPG, making it the closest local-market comparable.
• Aldrich CPAs + Advisors: Pacific Northwest-headquartered mid-sized CPA and advisory firm serving closely held businesses, agriculture, and family enterprises across Oregon, Washington, and beyond. Closest size-and-geography match to OPG with overlapping agriculture and small-business client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Oster Professional Group