Cook
Cook CPA Group is a privately held, founder-owned Certified Public Accounting firm based in Roseville, California, with a second office in San Francisco. It delivers tax, audit, bookkeeping, outsourced CFO, and consulting services, with deep specialization across agriculture, construction, veterinary, legal, manufacturing, equestrian, winery, and nonprofit verticals serving California SMBs and individuals.
- Company typePrivate
- Founded2000
- HeadquartersRoseville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Cook does
Cook CPA Group is a privately held Certified Public Accounting firm founded in 2000 by Evelyn Cook, CPA, headquartered in Roseville, California, with a second office in San Francisco. The firm delivers traditional professional services across four primary revenue streams: tax preparation and planning, audit and assurance, business consulting (including outsourced CFO and estate planning), and bookkeeping/QuickBooks services. All revenue is generated through professional services fees; individual tax engagements are disclosed at $1,200–$2,000 with fees quoted upfront.
The firm's defining feature is vertical specialization. Cook CPA Group has built dedicated practice areas for agriculture, construction, veterinary practices, law firms, manufacturing, non-profits, equestrian businesses, wineries/breweries/distilleries, livestock and cattle operations, and franchise operations, each with industry-specific accounting, tax, and audit offerings. Customers are predominantly California-based small and medium businesses, with high-net-worth individuals as a secondary persona; named clients include R&G Schatz Farms (winery) and Summit Equine (equestrian), both SMBs.
Underlying technology is conventional for a regional CPA practice: secure third-party client portal document exchange (NetLink Solution), cloud-based accounting platforms, and QuickBooks as the principal SMB accounting software. Distribution is direct and sales-led through in-person consultations at the two offices plus phone/email remote consultations; demand generation runs through referrals, content marketing (blog, newsletter), and social media (Facebook, Twitter, LinkedIn). The firm is intentionally small at 1–10 employees and operates without disclosed funding, parent company, or external investors.
Cook firmographics
Firmographics- Name
- Cook
- Legal name
- Cook CPA Group
- Website
- https://cookcpagroup.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Cook CPA Group is a privately held, founder-owned Certified Public Accounting firm based in Roseville, California, with a second office in San Francisco. It delivers tax, audit, bookkeeping, outsourced CFO, and consulting services, with deep specialization across agriculture, construction, veterinary, legal, manufacturing, equestrian, winery, and nonprofit verticals serving California SMBs and individuals.
- Ownership category
- akta.pro rank
Where Cook is headquartered
LocationHeadquarters
- HQ city
- Roseville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Cook business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- Tax Services: Tax preparation and planning services including corporate taxes, individual taxes, tax audits, and multi-state tax compliance. The firm offers both compliance and strategic tax planning services.
- Audit & Assurance Services: Financial statement audits, risk and controls assessments, nonprofit and grant compliance audits, and audit preparation readiness services.
- Consulting Services: Business consulting, strategic business planning, estate planning, internal controls, and outsourced CFO services.
- Bookkeeping Services: Bookkeeping and QuickBooks services for businesses, with payroll support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Individual Tax Services - $1,200-$2,000 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Cook product offering
Product offeringCore offering
Cook CPA Group is a professional services firm that delivers tax preparation and planning, financial statement audits, bookkeeping, outsourced CFO services, and business consulting to small and medium businesses, individuals, and specialized industries including agriculture, construction, veterinary practices, manufacturing, law firms, non-profits, equestrian, and wineries/breweries/distilleries. Services are delivered by licensed CPAs and accounting professionals through in-person consultations at two California offices and remote phone/email engagements.
Product overview
Cook CPA Group is a professional services firm offering a unified suite of accounting, tax, auditing, and consulting services. The core offerings include bookkeeping, business consulting, outsourced CFO services, financial statement audits, and comprehensive tax services (corporate, individual, multi-state, and audit representation). The firm differentiates through deep industry specializations covering agriculture, construction, manufacturing, law firms, veterinary practices, equestrian businesses, wineries/breweries/distilleries, livestock, franchises, and non-profits. Services are delivered through direct client engagement with a secure portal for document exchange. The firm does not operate as a software platform but rather as a traditional CPA practice providing human-delivered professional services.
Differentiator
Problem solved
Functional benefit
Products and services
- Bookkeeping and QuickBooks Services
Companies that use Cook
Customer profileNamed customers4 records
Segments11 records
Cook technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Cook partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Cook competitors and assessment
Company assessmentBroad incumbents
- CliftonLarsonAllen (CLA): Large national accounting firm providing tax, audit, wealth advisory, and outsourced CFO services to SMB and mid-market clients including construction, manufacturing, and agribusiness — broader incumbent with overlapping service lines.
- Armanino LLP: One of the largest California-based CPA and business consulting firms, offering tax, audit, advisory, and outsourced CFO services across many of the same verticals (including wine, agriculture, manufacturing, nonprofits) — a much larger incumbent with overlapping offerings.
- Plante Moran: Large US CPA and business advisory firm with industry specializations in manufacturing, agribusiness, and construction — operates a similar vertical-specialty model but at national scale.
- Wipfli LLP: Top-20 US accounting and advisory firm serving mid-market businesses with tax, audit, and outsourced CFO services — comparable service mix with a similar SMB and growth-company client profile.
- Moss Adams LLP: Major West Coast CPA firm providing tax, audit, consulting, and industry-specific services to agriculture, construction, manufacturing, and nonprofit clients — broader incumbent serving the same California geography with deeper resources.
- Forvis Mazars: Major US accounting firm (formed from the merger of FORVIS and Mazars USA) serving mid-market companies with tax, audit, and consulting services across construction, manufacturing, and agriculture — comparable vertical mix at significantly larger scale.
- Burr Pilger Mayer (BPM): California-headquartered accounting and advisory firm with industry-focused practices and a presence across the Bay Area and Sacramento — comparable in service mix and verticals but at materially larger scale than Cook CPA Group.
Direct peers
- Sensiba San Filippo LLP: Bay Area-based mid-sized CPA firm with strong industry specialization (including agriculture, wine, and nonprofits) and audit, tax, and consulting services — directly comparable in size, geography, and vertical mix to Cook CPA Group.
- Hood & Strong LLP: San Francisco-based CPA firm offering audit, tax, and advisory services with a long-standing reputation in closely held business and individual tax — comparable boutique California CPA serving similar SMB and high-net-worth client profiles.
Emerging players
- Pilot.com: Tech-enabled outsourced bookkeeping, accounting, and CFO services platform targeting SMBs and startups — competes for the same outsourced-finance and bookkeeping wallet share as Cook CPA Group, but with software-augmented delivery and venture backing.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Cook social profiles
Digital presenceCook compliance and trust
Trust signalCompliance2 records
Cook financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cook leadership team
Management profileNumber of profiles
Cook funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cook 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 Cook
What does Cook do?
Cook CPA Group is a professional services firm that delivers tax preparation and planning, financial statement audits, bookkeeping, outsourced CFO services, and business consulting to small and medium businesses, individuals, and specialized industries including agriculture, construction, veterinary practices, manufacturing, law firms, non-profits, equestrian, and wineries/breweries/distilleries. Services are delivered by licensed CPAs and accounting professionals through in-person consultations at two California offices and remote phone/email engagements.
Is Cook a public or private company?
Cook is a private company. It is currently operating.
When was Cook founded?
Cook was founded in 2000. It employs 1 to 10 people.
Where is Cook based?
Cook is headquartered in Roseville, United States, in the North America region.
How does Cook make money?
Four revenue lines are on record. Tax Services are the primary driver. The others are audit & Assurance Services, consulting Services and bookkeeping Services.
Who are Cook's main competitors?
Broad incumbents on record are CliftonLarsonAllen (CLA), Armanino LLP, Plante Moran, Wipfli LLP, Moss Adams LLP, Forvis Mazars and Burr Pilger Mayer (BPM). Direct peers are Sensiba San Filippo LLP and Hood & Strong LLP. Pilot.com is listed as an emerging player.
Does Cook have an API?
No public API is recorded for Cook.