WBH Consulting
WBH Consulting is a privately held Athens, Georgia-based CPA firm founded in 2017 that provides tax preparation, back-office accounting and bookkeeping, payroll, and business advisory services to small businesses, medical practices, individuals, and entity-level tax clients across the U.S.
- Company typePrivate
- Founded2017
- HeadquartersAthens, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What WBH Consulting does
WBH Consulting is a privately held, Athens, Georgia-based CPA firm founded in 2017 by Bevan Hopper, CPA, delivering tax preparation, back-office accounting, and business advisory services to small businesses, medical practices, individuals, and entity-level tax clients (partnerships, S-Corps, C-Corps, trusts, estates). The firm operates as a single unified professional services practice rather than a software platform, with a team of approximately 10 professionals including multiple CPAs and an Enrolled Agent.
The firm's service delivery is built on a standard small-firm technology stack: QuickBooks Online serves as the cloud accounting backbone, with clients granting accountant-level access for ongoing bookkeeping, payroll, financial statements, accounts payable, invoicing, sales tax, and reconciliation work. Document intake, tax organizers, engagement letters, and e-signatures are handled through SafeSend, while the Onvio client portal provides secure folder-based uploads. There is no proprietary technology, no AI/ML layer, and no custom product — the stack is industry-standard SaaS configured for professional services delivery.
Revenue is generated through a set-fee pricing model billed monthly for recurring accounting and payroll services, supplemented by seasonal project-based tax preparation fees and higher-margin business advisory engagements covering entity selection, cash flow analysis, hiring decisions, and succession planning. The go-to-market is sales-led and relationship-driven: direct consultation, proposal, and implementation phases, with client acquisition concentrated in the Athens, GA region and extending to clients throughout the country via remote cloud-based workflows. The firm is founder-owned, bootstrap-financed, and reports no external capital, partnerships, acquisitions, or institutional investors.
WBH Consulting firmographics
Firmographics- Name
- WBH Consulting
- Legal name
- WBH Consulting
- Website
- https://wbhconsulting.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WBH Consulting is a privately held Athens, Georgia-based CPA firm founded in 2017 that provides tax preparation, back-office accounting and bookkeeping, payroll, and business advisory services to small businesses, medical practices, individuals, and entity-level tax clients across the U.S.
- Ownership category
- akta.pro rank
WBH Consulting industry classification
Industry- Product category
- Tax & Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161), Office Administrative Services (56111)
- SIC
- Finance Services (6199), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
- akta.pro secondary industries
- Reconciliations, Controls & Financial Operations (GL, Nostro/Vostro, Suspense) (FSABALAI), Billing & Revenue Operations (Subscription/Usage Billing, Rating, Order-to-Cash Support) (BPAAAGAD)
Keywords
Where WBH Consulting is headquartered
LocationHeadquarters
- HQ city
- Athens
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WBH Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure
Revenue model
- Accounting/Bookkeeping Services: Back-office bookkeeping services including payroll, financial statements, accounts payable, invoicing, sales tax returns, and credit card/bank reconciliation. Ongoing recurring revenue relationship.
- Tax Preparation Services: Tax return preparation for individuals, corporations, partnerships, S-Corporations, C-Corporations, trusts, and estates. Seasonal, project-based revenue.
- Business Advisory Services: Strategic consulting including business planning, entity selection, cash flow analysis, hiring guidance, and succession planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Set-fee pricing model |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
WBH Consulting product offering
Product offeringCore offering
WBH Consulting is a private CPA firm that delivers three integrated service lines: Client Accounting Services (back-office bookkeeping, payroll, accounts payable, invoicing, sales tax returns, bank/credit card reconciliation via QuickBooks Online), Tax Services (preparation and planning for individuals, corporations, partnerships, S-Corporations, C-Corporations, trusts, and estates), and Business Advisory Services (entity selection, cash flow analysis, income shifting, hiring guidance, and succession planning). Services are delivered through a secure Onvio client portal and SafeSend document management with set-fee monthly pricing.
Product overview
WBH Consulting is a single-firm tax, accounting, and business advisory practice that operates as a unified service offering rather than a modular software platform. The firm provides three integrated service lines: Client Accounting Services (back-office bookkeeping, payroll, accounts payable, invoicing, sales tax returns, and QuickBooks Online management), Tax Services (preparation and planning for individuals, corporations, partnerships, S-Corporations, C-Corporations, trusts, and estates), and Business Advisory Services (business planning, entity selection, cash flow analysis, income shifting, and succession planning). The services are delivered through a combination of secure client portals, QuickBooks Online cloud technology, and SafeSend document management, with pricing structured on a set-fee model rather than hourly billing.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Accounting Services
- Tax Services
- Business Advisory Services
Companies that use WBH Consulting
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
WBH Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
WBH Consulting partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
WBH Consulting competitors and assessment
Company assessmentBroad incumbents
- Wipfli LLP: Top-25 US accounting and advisory firm with significant outsourced accounting and tax services for SMBs. Comparable service portfolio at much larger national scale.
- HORNE LLP: Mid-Atlantic/Southeast-focused accounting and advisory firm with comparable SMB and healthcare tax/advisory services. Geographic and segment overlap with WBH's regional practice.
- Eide Bailly LLP: Top-20 US accounting firm with strong regional CPA and tax practice serving SMBs and mid-market companies. Comparable service lines (tax, advisory, outsourced accounting) at significantly larger scale.
- CliftonLarsonAllen (CLA): Large US accounting firm with deep SMB and healthcare practice, providing tax, advisory, and outsourced accounting. Directly comparable verticals (healthcare, closely-held businesses) at national scale.
- Cherry Bekaert: Top-30 US accounting firm providing tax, advisory, and outsourced accounting to closely-held businesses and individuals. Comparable SMB service profile at materially larger scale.
- Withum: National accounting and advisory firm with strong SMB tax practice and outsourced accounting services. Overlaps with WBH on core tax + bookkeeping service mix.
Direct peers
- Aprio: Atlanta-headquartered accounting and advisory firm serving SMBs and growth-stage clients across the Southeast. Comparable geographic footprint and SMB/mid-market client mix; offers similar tax, advisory, and outsourced accounting services.
- Windham Brannon: Atlanta-based accounting and advisory firm providing tax, audit, and advisory services to closely-held businesses and individuals. Directly comparable in regional Southeast market and SMB service mix.
- PYA (Pershing Yoakley & Associates): Knoxville-based CPA and advisory firm with a strong healthcare practice specialization. Closest comparable to WBH's medical-practice vertical and SMB tax/accounting focus, but operating at materially larger scale.
- Frazier & Deeter: Atlanta-based CPA and advisory firm with strong tax practice serving closely-held businesses and high-net-worth individuals. Comparable in regional Southeast positioning and SMB/HNW client profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
WBH Consulting social profiles
Digital presenceWBH Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
WBH Consulting leadership team
Management profileNumber of profiles
Profiles4 records
WBH Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WBH Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WBH Consulting
What does WBH Consulting do?
WBH Consulting is a private CPA firm that delivers three integrated service lines: Client Accounting Services (back-office bookkeeping, payroll, accounts payable, invoicing, sales tax returns, bank/credit card reconciliation via QuickBooks Online), Tax Services (preparation and planning for individuals, corporations, partnerships, S-Corporations, C-Corporations, trusts, and estates), and Business Advisory Services (entity selection, cash flow analysis, income shifting, hiring guidance, and succession planning). Services are delivered through a secure Onvio client portal and SafeSend document management with set-fee monthly pricing.
Is WBH Consulting a public or private company?
WBH Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was WBH Consulting founded?
WBH Consulting was founded in 2017. It employs 11 to 50 people.
Where is WBH Consulting based?
WBH Consulting is headquartered in Athens, United States, in the North America region.
How does WBH Consulting make money?
Three revenue lines are on record. Accounting/Bookkeeping Services are the primary driver. The others are tax Preparation Services and business Advisory Services.
Who are WBH Consulting's main competitors?
Broad incumbents on record are Wipfli LLP, HORNE LLP, Eide Bailly LLP, CliftonLarsonAllen (CLA), Cherry Bekaert and Withum. Direct peers are Aprio, Windham Brannon, PYA (Pershing Yoakley & Associates) and Frazier & Deeter.
Does WBH Consulting have an API?
No public API is recorded for WBH Consulting.
What industry is WBH Consulting in?
WBH Consulting's product category is Tax & Accounting Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting), with a secondary code of FSABALAI, Reconciliations, Controls & Financial Operations (GL, Nostro/Vostro, Suspense). Its NAICS code is 541211 and its SIC code is 6199.