Robertson & Associates

What Robertson & Associates does

Robertson & Associates, CPAs is a privately held regional accounting firm headquartered at 1101 N Main St in Lakeport, California, operating a second office in Ukiah to serve clients across Lake and Mendocino Counties. The firm delivers a comprehensive suite of accounting, tax, and advisory services to small businesses, individuals, and specialized industry clients including non-profits, retail establishments, construction companies, and agricultural operations. Its service portfolio spans small business accounting, tax planning and preparation, incorporation services, QuickBooks setup and support, audit and assurance, business and financial consulting, IRS problem resolution, and nonprofit accounting.

The underlying technology stack is conventional and entirely third-party: QuickBooks for client bookkeeping, ShareFile for secure document exchange, CPACharge for online payments, and CalcXML-powered financial calculators embedded on the firm's website. The firm supplements these tools with a content library, email newsletter, and tax center resources aimed at organic lead generation. A 2023 peer review report is published, confirming adherence to AICPA professional standards for CPA firms.

The business model is professional services-based, with revenue generated primarily through project-based tax preparation fees, recurring bookkeeping subscriptions, and project or hourly engagements for consulting and audit work. The go-to-market is sales-led and regional, relying on community presence, local referrals, organic search, and a free 30-minute consultation offer to convert prospects. The firm has 11-50 employees, two physical locations, no disclosed revenue, and no funding history; it operates as an independent, owner-managed practice with no institutional investor involvement.

Name

Robertson & Associates

Legal name

Robertson & Associates, CPAs

Website

https://robertsoncpa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Robertson & Associates, CPAs is a privately held regional accounting firm with offices in Lakeport and Ukiah, California, serving small businesses, individuals, and specialized industries including non-profits, retail, construction, and agriculture across Lake and Mendocino Counties with tax, accounting, audit, and consulting services.

Ownership category

akta.pro rank

Product category

Accounting and 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

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Accounting and auditing
• Bookkeeping services
• Business tax planning
• Payroll services

Headquarters

HQ city

Lakeport

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Individual and business tax return preparation and filing services. Revenue generated through project-based fees for tax returns.
2. Accounting and Bookkeeping Services: Ongoing bookkeeping and accounting services for small businesses, including QuickBooks setup and support.
3. Business Consulting: Financial and business consulting services including incorporation, IRS problem resolution, and strategic advisory.
4. Audit and Assurance: Audit and assurance services for businesses requiring independent verification of financial statements.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Robertson & Associates is a regional CPA firm offering tax preparation, tax planning, bookkeeping, payroll, audit and assurance, business consulting, incorporation services, and IRS problem resolution for individuals, small businesses, and organizations in Lake and Mendocino Counties, California. The firm also provides QuickBooks setup, support, and training as part of its small-business accounting services.

Product overview

Robertson & Associates, CPAs is a regional accounting firm providing a comprehensive suite of accounting, tax, and financial consulting services to individuals and businesses in Lake and Mendocino Counties, California. The firm operates two locations (Lakeport and Ukiah) and offers both core accounting services (small business accounting, tax planning/preparation, audit and assurance, business consulting) and specialized industry services (non-profit, retail, construction, and agricultural accounting). The firm also provides integration support for QuickBooks users and maintains client resources including a content library, financial calculators, and a tax center. The offering is service-based rather than a software product, delivered through professional staff with a focus on tax strategy and financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Preparation of personal and business tax returns for clients in Lake and Mendocino Counties, delivered by CPA staff as a recurring annual service.
• Tax Planning Proactive year-round tax planning and advisory engagements for individuals and businesses to minimize tax exposure and structure transactions efficiently.
• Bookkeeping Ongoing bookkeeping services for small businesses, including transaction recording, reconciliations, and monthly financial reporting.
• Payroll Services Payroll processing and related tax-filing services for small business clients, integrated with bookkeeping workflows.
• Audit and Assurance Audit and assurance engagements including financial statement audits, reviews, and compilations for non-profits, small businesses, and other organizations.
• Business Consulting Advisory and consulting engagements covering operational, financial, and strategic matters for small business owners.
• Incorporation Services Entity formation and incorporation services to help clients establish new business entities in the appropriate legal structure.
• IRS Problem Resolution Representation and resolution services for clients facing IRS notices, audits, back taxes, or other tax controversies.
• QuickBooks Services QuickBooks setup, training, and ongoing support to help small business clients use the accounting software effectively.

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• Bench: Software-plus-human bookkeeping service targeting U.S. small businesses — a direct competitor to Robertson's recurring bookkeeping product with a more scalable, lower-cost delivery model.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for small businesses — competes directly with Robertson's subscription bookkeeping and small-business accounting offerings using a software-first model.

Direct peers

• CliftonLarsonAllen (CLA): Large U.S. regional CPA firm serving SMBs, non-profits, construction, and agriculture with the same tax/accounting/audit/consulting stack — overlaps directly with Robertson's vertical specialization and SMB focus.
• Anders CPAs + Advisors: Mid-sized U.S. CPA and advisory firm offering tax, audit, accounting, and consulting to businesses and individuals, including industry-specialty practices — closely comparable in operating model and service breadth.
• Eide Bailly: Top-25 U.S. CPA firm with a multi-office regional model and a similar full-service menu (tax, audit, advisory, bookkeeping) for SMBs and individuals — directly comparable in service mix and client segment to Robertson & Associates.
• Wipfli: Top-20 U.S. accounting firm built around serving privately held businesses with tax, accounting, audit, and QuickBooks-centric services — a near-analog in offering and target customer, albeit at significantly larger scale.
• Withum: Regional CPA and advisory firm with strong SMB and non-profit practices plus industry verticals — directly comparable service profile and acquisition-driven growth model.
• Marcum LLP: Top-15 U.S. accounting firm providing tax, audit, advisory, and consulting to SMBs and middle-market clients, including industry-specialty practices — competes for the same client profile Robertson serves, just at far greater scale.

Broad incumbents

• RSM US: Global accounting firm with a strong U.S. middle-market and SMB practice, offering tax, audit, and consulting services that overlap directly with Robertson's core menu — a larger incumbent competing for the same growth-stage SMB clients.
• BDO USA: Major national accounting firm offering the full tax/audit/advisory stack to SMBs and middle-market clients; competes with Robertson for the same small-business segment where budgets allow, while also serving far larger accounts.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Robertson & Associates