JLP CPAs

What JLP CPAs does

JLP CPAs is a privately-held, Ohio-based certified public accounting firm founded in 2004, operating from two offices in Hudson (headquarters, 5801 Darrow Rd.) and Mentor (8816 Tyler Blvd.). The firm provides outsourced accounting, tax preparation and planning, payroll processing, business consulting, mergers and acquisitions advisory, fractional CFO (Business Management Services), and audit protection/IRS representation, with a stated specialization in five primary verticals: dental practices, veterinary practices, law firms, professional service providers, and medical professionals (including dermatology and plastic surgery), plus a secondary biotech/pharmaceutical vertical and general small-business clients.

The core product is an Outsourced Accounting service packaged in three fixed monthly subscription tiers (Basic, Standard, Complete) that bundle account reconciliation, monthly financial statements, tax planning, tax preparation, payroll, bookkeeping, bill payment, and quarterly KPI video reviews. Day-to-day delivery runs on a cloud-based accounting stack centered on Intuit QuickBooks Online/Desktop (JLP CPAs is a Certified QuickBooks ProAdvisor firm), the Thomson Reuters Onvio Client Center for document exchange and signatures, Zoom for video meetings, CPACharge for invoice payments, BizEquity for client business valuation, and a Rightworks-hosted website. The website also serves as the primary marketing surface, with a 123+ article Resources Library, eBooks, annual tax guides (2021-2026), QuickReads, a newsletter, and a Refund Tracker tool.

Revenue is generated through a mix of recurring fixed-fee subscriptions (Outsourced Accounting tiers, recurring payroll, fractional CFO engagements billed under multi-year contracts) and project-based professional services (tax preparation, business consulting, M&A advisory, audit protection). Pricing is not publicly disclosed; engagement is initiated via the website contact form or by phone, and supported by AICPA and Ohio Society of CPAs memberships. The firm sells directly with no third-party resellers, and growth is driven by content-led demand generation and a consultative, relationship-based sales motion targeted at its niche professional verticals in northeast Ohio and beyond.

Name

JLP CPAs

Legal name

JLP CPAs

Website

https://jlpcpas.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

JLP CPAs is an Ohio-based CPA firm offering outsourced accounting (tiered subscriptions), tax, payroll, business consulting, and fractional CFO services, with dedicated practice areas for dental, veterinary, law firm, medical, and biotech clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Hudson

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Accounting (Basic / Standard / Complete): Recurring monthly subscription bundles covering account reconciliation, advisory, tax planning/preparation, payroll, and bookkeeping; billed at a fixed monthly fee for budget predictability.
2. Tax Preparation & Tax Planning: Personal and business tax preparation delivered annually/seasonally, supported by year-round strategic tax planning; typically project-based per engagement.
3. Payroll Services: Recurring payroll processing, payroll tax filing, W-2/1099 processing, time tracking, employee setup, garnishment remittance, etc., delivered as an ongoing service.
4. Business Consulting: Project-based advisory work covering entity type analysis, accounting system setup, retirement plan analysis, and broader strategic/operational consulting for small businesses.
5. Business Management Services (Fractional CFO): Recurring fractional CFO-style engagements providing budgeting, KPI analysis, revenue/expense/payroll/COGS analysis, cash flow analysis, and tax planning and projections delivered on a regular cadence.
6. Mergers & Acquisitions Advisory: Transaction advisory and consulting for buying/selling businesses — target identification, agreement drafting, implementation planning, exit strategy design. Project-based professional services.
7. Audit Protection / IRS Representation: Handling of IRS notices/letters and state and federal representation up to appeals/litigation for clients; sold as an add-on service.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

JLP CPAs delivers outsourced accounting, tax preparation and planning, payroll processing, and business consulting/advisory services to small businesses and specialized professional verticals (dentists, veterinarians, law firms, medical professionals, biotech, and professional service providers). Its outsourced accounting is packaged into three fixed monthly-fee tiers (Basic, Standard, Complete) that bundle reconciliation, tax planning/preparation, payroll, bookkeeping, and quarterly KPI reviews, delivered through QuickBooks Online, Onvio Client Center, and Zoom on a year-round basis.

Product overview

JLP CPAs is a single-firm CPA practice delivering accounting, tax, payroll, and business advisory services under one integrated offering, organized as a core set of services plus optional add-on modules. The core offering is Outsourced Accounting (packaged in Basic, Standard, and Complete tiers covering reconciliation, monthly financial statements, tax planning, tax preparation, payroll, bookkeeping, and quarterly KPI reviews) alongside dedicated Accounting, Payroll, Tax, and Personal Income Tax services. These core services are extended with a suite of consulting and specialty modules — Business Consulting (Entity Type Analysis, Accounting System Setup, Retirement Plan Analysis), Mergers & Acquisitions advisory, Business Management Services (fractional CFO), Cash Management, and Audit Protection — that can be combined based on client need. Supporting client tools include the Refund Tracker, Video Library / Onvio Tutorials, and downloadable eBooks, while specialized accounting expertise is offered for dentists, veterinarians, law firms, professional service providers, and medical professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting Bundled outsourced accounting department service delivered in three tiers at a fixed monthly fee: Basic (account reconciliation, monthly financial statements and budgets, tax planning, business consulting, tax preparation); Standard (adds payroll services, payroll tax submissions, paystubs, W-2s, pension/garnishment remittance); and Complete (adds bookkeeping including bill pay, expense reports, 1099s, paid-bill access, and quarterly KPI video reviews). Delivered to small businesses via a secure online workflow on QuickBooks Online and Onvio Client Center.
• Accounting Full-service bookkeeping for businesses including daily transaction classification, expense tracking, payroll, bill payment, invoicing, business tax planning and preparation, and reporting. Billed at a fixed monthly fee to eliminate hourly-fee surprises.
• Payroll Payroll processing service handling scheduled payrolls, employee setup, salary changes, payroll filings, W-2 and 1099 processing, time tracking, garnishments, and remittance via a secure online platform.
• Tax Preparation & Planning Business tax preparation combined with year-round strategic tax planning. Delivered through a digital experience from document collection to electronic filing, with personalized review of deductions to reduce client tax liability.
• Personal Income Tax Personal income tax preparation with a secure digital process from upload to signature and electronic filing, plus year-round tax advice for individual clients.
• Business Consulting Business advisory and consulting services including entity type analysis, accounting system setup, and retirement plan analysis to help new and existing business owners launch and operate with the right structure and systems.
• Business Management Services Fractional-CFO-style recurring financial management service including budgeting, revenue, expense, payroll, COGS, credit card fees, cash flow, and industry KPI analysis with customized reports and regular client meetings.
• Mergers & Acquisitions Advisory Transaction advisory service for buying or selling a business, including target identification, agreement drafting, negotiation support, and exit strategy design for small and mid-sized businesses.
• Cash Management Cash flow visibility and forecasting service providing recommendations to improve day-to-day operations, sustainability, and informed decisions on expansion and large expenditures.
• Audit Protection / IRS Representation IRS representation service that handles all IRS notices and letters on the state and federal levels for clients, up to and including appeals and litigation, sold as an add-on or standalone protection engagement.

Quantifiable outcome

• Bundled outsourced accounting services delivered at a fixed monthly fee, enabling clients to budget effectively and avoid hourly billing surprises
• +1 more outcomes

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Intuit QuickBookscoreTechnology or IntegrationQuickBooks logo appears under 'WHO WE WORK WITH'; JLP CPAs is a Certified QuickBooks ProAdvisor firm and delivers outsourced accounting through QuickBooks Online with secure client login links to c1.qbo.intuit.com. QuickBooks is the core accounting platform across all bundled outsourced-accounting tiers.
• Onvio (Client Center)coreTechnology or IntegrationOnvio Client Center is JLP CPAs' primary secure document-exchange and client portal, accessible via onvio.us/clientcenter. Used for tax document upload, signatures, and storage; the firm also publishes an Onvio Tutorial Video Library to onboard clients.
• American Institute of CPAs (AICPA)minorOthersAICPA logo is shown in the site footer alongside a link to aicpa.org; JLP CPAs is a member firm of the American Institute of CPAs, the national professional membership organization for CPAs.
• Ohio Society of CPAsminorOthersOhio Society of CPAs logo appears in the site footer with a link to ohiocpa.com; JLP CPAs is a member firm of the Ohio Society of CPAs, the state-level CPA professional association.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: Top-tier national CPA firm with a strong middle-market and SMB practice offering audit, tax, and consulting — broader incumbent whose SMB and professional-services practice overlaps with JLP's mid-market vertical work.
• BDO USA: Large national CPA and advisory firm with extensive middle-market and SMB service lines — incumbent competitor whose industry-focused practices (including healthcare and professional services) overlap with JLP's verticals.

Emerging players

• 1-800Accountant: Virtual accounting and tax service for small businesses and entrepreneurs — emerging tech-enabled competitor in the outsourced bookkeeping and tax market that JLP targets with its fixed-fee bundled offerings.
• Pilot.com: Tech-enabled bookkeeping, accounting, and tax service targeting SMBs with a software-led delivery model — emerging competitor attacking the same outsourced accounting market JLP serves, but without JLP's vertical specialization.

Direct peers

• GBQ Partners: Mid-sized Ohio-based accounting and consulting firm offering audit, tax, and advisory to SMBs and mid-market clients across multiple verticals — directly comparable regional CPA peer.
• Cohen & Company: Ohio/Midwest-headquartered CPA and advisory firm with full-service accounting, tax, and consulting offerings to closely-held and middle-market businesses — comparable regional full-service peer at slightly larger scale.
• Maloney + Novotny LLC: Cleveland, Ohio-based regional CPA and business advisory firm serving SMBs across multiple industries with accounting, tax, and consulting — same geography and similar service portfolio.
• Barnes Wendling CPAs: Northeast Ohio-based CPA firm providing accounting, tax, audit, and business advisory to SMBs and professional services firms — direct regional peer with similar service mix.
• Skoda Minotti (now PKF Skoda Minotti): Ohio-based regional CPA and advisory firm offering accounting, tax, and business consulting to SMBs and middle-market clients, including specialty practices for professional services — comparable regional CPA peer.
• Rea & Associates: Ohio-based regional CPA and business advisory firm serving SMBs and closely-held businesses with accounting, tax, payroll, and consulting — same model, geography, and target customer profile as JLP CPAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php?id=61583241546182
• LinkedInlinkedin.com/company/jlp-cpas/posts/?feedView=all

Compliance3 records

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 JLP CPAs