Froeschl CPAs & Advisors

What Froeschl CPAs & Advisors does

Froeschl CPAs & Advisors, operating until recently as Arise CPA, is a boutique CPA and advisory firm headquartered in Overland Park, Kansas, founded in 2020 by Michael Froeschl. The firm targets U.S. small and mid-market businesses generating roughly $500,000 to $20 million in annual revenues that are too small to justify full-time CFO, controller, and bookkeeping staff but large enough to need senior accounting expertise on an as-needed basis. Service delivery is tiered from recordkeeping and bookkeeping through controller and fractional CFO-level engagements, and is supported by specialized industry practices covering professional services, construction, medical and health care, real estate, manufacturing, and wholesale distribution.

The core service menu comprises Advisory Services (cash flow improvement, strategic planning, fraud detection, business valuation, capital expenditure analysis), Accounting Services (bookkeeping through CFO-level work), Tax Preparation and Planning for individuals and multiple entity types, and QuickBooks consulting under a formal Intuit ProAdvisor agreement. Mobile accounting and PPP Loan Forgiveness Assistance are offered as adjacent offerings. Underlying technical capability is centered on QuickBooks and complementary cloud accounting platforms rather than any proprietary technology stack, and the firm does not expose APIs, SDKs, or third-party developer integrations. Operational delivery is direct-to-client, with a documented client document portal (Egnyte) for secure exchange.

The business model is professional-services revenue from customized monthly engagements priced per engagement scope following complimentary initial consultations; no standardized pricing is published. Go-to-market is sales-led and consultative, supplemented by inbound content marketing through a blog, free downloadable small-business guides, and an active social presence. The firm operates through two limited-liability companies — Arise CPA Services, LLC (primary, accounting arm) and Arise Wealth Management, LLC (investment-advisory arm in Kansas and Missouri) — and is co-owned by Michael Froeschl, CPA, MBA, and Keith E. Heil, CPA, PFS (former KPMG senior tax manager/director), with Kelly D. Heil serving as VP of Client Relations. There is no external funding, and the practice is founder-managed and bootstrapped.

Name

Froeschl CPAs & Advisors

Legal name

Arise CPA Services, LLC

Website

https://arisecpa.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Froeschl CPAs & Advisors is a boutique CPA and advisory firm in Overland Park, Kansas, providing accounting, tax, advisory, and QuickBooks consulting services to small and mid-market U.S. businesses generating $500K to $20M in revenue, with specialized practices across six industry verticals.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199), Services-Management Consulting Services (8742)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax preparation
• Business advisory
• QuickBooks consulting
• CFO advisory

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Revenue: Revenue generated from providing customized accounting, tax, and advisory services to small and mid-market businesses. Services are priced as tiered packages based on the level of accounting expertise needed, ranging from basic bookkeeping to full CFO-level services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Froeschl CPAs & Advisors is a boutique CPA firm providing tiered accounting, tax preparation and planning, advisory, and QuickBooks consulting services to small and mid-market businesses (typically $500,000 to $20 million in annual revenue). Services are delivered by licensed CPAs and range from basic bookkeeping and recordkeeping to controller and CFO-level strategic advisory, with industry specializations in services, construction, medical/healthcare, real estate, manufacturing, and wholesale distribution.

Product overview

Froeschl CPAs & Advisors (formerly Arise CPA) is a professional CPA and advisory firm offering a comprehensive suite of accounting and tax services for small to mid-market businesses. The firm provides core services including Advisory Services, Accounting Services, Tax Preparation and Planning, and QuickBooks Consulting. These services are organized across multiple service levels (from recordkeeping/bookkeeping through controller and CFO-level expertise) and specialized industry verticals covering Services, Construction, Medical/Healthcare, Real Estate, Manufacturing, and Wholesalers/Distributors. Additional offerings include PPP Loan Forgiveness Assistance and Mobile Accounting solutions. This is not a software product company but rather a professional services firm delivering human expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Business consulting and advisory services for small to mid-market businesses, including cash flow improvement, financial review and performance analysis, strategic planning and budgeting, capital expenditure analysis, fraud detection, business valuation, and specialty accounting services.
• Accounting Services Multi-level outsourced accounting services ranging from recordkeeping and bookkeeping through controller and CFO-level expertise, tailored for small to mid-market businesses generating $500,000 to $20 million in annual revenues.
• Tax Preparation and Planning Tax return preparation and filing for individuals, businesses, partnerships, trusts, estates, S-Corps, C-Corps, LLCs, and sole proprietors, with proactive tax planning to minimize tax liability.
• QuickBooks Consulting Expert QuickBooks support including data file analysis and cleanup, correction of account balances, version selection, installation, setup, customization, training, and file optimization.
• PPP Loan Forgiveness Assistance Assistance with Paycheck Protection Program loan forgiveness, including tracking of loan proceeds spending and completion of SBA Form 3508 forgiveness application.
• Mobile Accounting Mobile accounting solutions using the QuickBooks Online mobile app for iOS and Android, and mobile banking apps for check deposits and balance access.
• Service Industry Accounting Accounting services for service-based businesses including bookkeeping, financial report preparation, time-tracking support, chart of accounts design, cash flow forecasting, sales tax compliance, and payroll management.
• Construction Industry Accounting Specialized accounting for construction companies including construction accounting software selection, job cost tracking, cash flow forecasting, loan package creation, and cost segregation.
• Medical and Health Care Accounting HIPAA-compliant accounting services for medical practices and health care companies, including bookkeeping, accounts payable/receivable support, and mobile accounting functionality.
• Real Estate Accounting Accounting services for real estate businesses including software selection, bookkeeping, and mobile accounting for property management companies, investors, and developers.
• Manufacturing Accounting Specialized manufacturing accounting including inventory control, cost accounting, enterprise risk management, and assembly/lot number tracking.
• Wholesalers and Distributors Accounting Accounting services for wholesale and distribution businesses including point of sale system selection, inventory management, warehouse management, and shipping integration.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Armanino: Top-20 U.S. accounting and business consulting firm with a strong outsourced accounting and CFO advisory practice — competes for similar mid-market advisory engagements with more resources.
• CliftonLarsonAllen (CLA): Large U.S. accounting firm with deep small-to-mid-market practice offering outsourced accounting, tax, and advisory services — competes for the same $500K–$20M revenue client band at scale.
• Plante Moran: Large U.S. accounting, tax, and advisory firm with strong small-to-mid-market and family-business practices — comparable in serving closely-held businesses but at much larger scale.
• FORVIS (formerly BKD): Top-10 U.S. accounting firm headquartered in the Kansas City region offering the full range of tax, audit, and advisory services — a larger incumbent competitor that targets overlapping small-to-mid-market clients.
• Eide Bailly: Top-25 U.S. accounting firm with a regional presence serving small-to-mid-market businesses across tax, audit, and advisory — competes for the same client segment with broader resources.

Direct peers

• MarksNelson: Kansas City-based accounting and advisory firm serving small and mid-market businesses with accounting, tax, and CFO-level advisory services — directly comparable in size, geography, and service mix to Froeschl CPAs & Advisors.
• BerganKDV: Mid-market CPA and advisory firm with a strong presence in Kansas City offering bookkeeping, tax, advisory, and industry-specialized services — closely comparable in client size band and vertical specialization approach.
• Anders CPAs + Advisors: Mid-sized CPA and advisory firm serving closely-held businesses, families, and industries including construction, real estate, and healthcare — directly comparable in tiered advisory model and industry vertical approach.
• K·Coe Isom: Kansas City-area CPA and advisory firm serving closely-held businesses and agricultural clients with accounting, tax, and CFO advisory — a similar boutique-to-mid-market positioning with vertical expertise.

Emerging players

• BAMKO Advisors: Smaller boutique advisory firm offering fractional CFO and accounting services to small and mid-market businesses — comparable in service tiering and fractional expertise model even if smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xtwitter.com/intent/tweet?text=Home&url=https%3A%2F%2Farisecpa.com%2F
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/arise-cpa-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Froeschl CPAs & Advisors